Moolala: Money Made Simple with Bruce Sellery

Do We Still Defer CPP Until We Turn 70

Fred Vettese, former chief actuary of Morneau Shepell and the author of “Retirement Income for Life”, joins us to explain why his stance on deferring CPP until age 70 may no longer be the best option.

Fostering Financial Resilience

Resilience is a trait we want to foster in Canadians but it takes more than cheerleading to enable financial resilience. The Financial Resilience Institute looks to improve the financial resilience and wellbeing of Canadians. Eloise Duncan, founder and CEO of the Financial Resilience Institute, joins us to talk about how they are going about it.

Find out more at finresilienceinstitute.org and connect with Eloise on LinkedIn and Facebook.

What To Do If a Family Member In Debt Asks You For Help | Full Episode

How to help a family member deal with debt. Financial expert Lesley-Anne Scorgie takes us through the steps. Then, building financial resilience and well-being for vulnerable Canadian households. Eloise Duncan, founder of the Financial Resilience Institute, shares how they’re trying to help. And, why deferring CPP until age 70 might not be the best option for everyone right now. Fred Vettese, former chief actuary of Morneau Shepell and author of Retirement Income for Life, tells us why. Plus, the financial discrimination against sex workers. Maggie MacDonald takes us through the specific challenges they face when it comes to money.

We talk to financial coach and founder of The Purpose of Money, Acquania Escarne, about what the concept is and she shares tips about building generational wealth.

Find out more at thepurposeofmoney.com and connect on Instagram, Twitter and Facebook.

Full Episode:

To find out more about the guests check out:

• Eloise Duncan: org | LinkedIn | Facebook
• Leslie-Anne Scorgie: Twitter | Facebook | Instagram
• MeVest: Twitter | Facebook | Instagram
• Maggie MacDonald: com | Twitter | Instagram
• Acquania Escarne: com | Instagram | Twitter | Facebook

Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.

Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

 

Talking About an Inheritance and the Importance of it

 

We talk to Erin Bury, CEO and co-founder of Willful, about why it is important now more than ever to talk to your family about the inheritance that will be handed down or you may get.

Find out more with Willful on Twitter, Instagram and Facebook. Connect with Erin on Twitter, Instagram and Facebook.

Managing Your Charitable Donations

We talk to John Bromley, founder of Charitable Impact, about how they help you manage what you give to charity all in one account.

Find out more at charitableimpact.com and connect on Instagram, Facebook and Twitter.

Financial Self-Care

We talk to Patrick Ens, president of Capital One Canada, about what you can do if your finances are taking a toll on you both mentally and physically and what is financial “self-care” and how to put it into practice.

Check out Capital One’s Life & Credit Blog and connect on Facebook and Instagram. Connect with Patrick on LinkedIn.

Don’t Regret Your Financial Choices

Consider your future self when trying to figure out a solution to making better decisions with your money. Hal Hershfield, an associate professor of marketing behavioural decision making and psychology at UCLA, joins us to tell us why thing about the “future you” is important.

Connect with Hal on Twitter and Facebook.

How Considering Your Future Self Can Help With Financial Decision Making | Full Episode

How thinking about your future self can help you make better long-term financial decisions. Hal Hershfield, professor at UCLA's Anderson School of Management, explains why. Then, practicing financial self-care. Capital One Canada President Patrick Ens shares his tips on how to cope when your money is taking a toll on your physical and mental health.  And, the importance of discussing your inheritance with your family. Willful CEO Erin Bury tells us when and how to have that conversation. Plus, managing what you give to charity all from one account. John Bromley, CEO of Charitable Impact, shares how the public foundation is aiming to make donating money to a specific cause more accessible.

To find out more about the guests check out:

• Hal Hershfield: Twitter | Facebook
• Patrick Ens: LinkedIn
• Capital One Canada: Life & Credit Blog | Facebook | Instagram
• John Bromley: com | Instagram | Facebook | Twitter
• Erin Bury: Twitter | Instagram | Facebook
• Willful: Twitter | Instagram | Facebook

Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.

Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Cascading Life Insurance

Parents look at life insurance is a way to protect their families financially but there is another wealth transfer strategy parents can consider is getting “whole life insurance policy” on their adult child as a way to save tax. This is called cascading insurance. Michael Dutra, president of Michael Dutra Estate Planning & Insurance, joins us to explain how it works.

Find out more at michaeldutra.ca and connect on LinkedIn.

Supporting High Net-Worth Families

We talk to Stephanie Dean, manager of financial literacy at RBC Family Office Services, about what is a “family office” and how they support families that have a high net-worth with managing money, financial literacy and education.