Moolala: Money Made Simple with Bruce Sellery

Keep RESP’s Going Past Death

We are joined by Daniel Goldgut, co-founder and CEO of Epilogue, to talk about how to set up RESP’s to continue on even after death so that your kids can still get all the contributions.

Find out more from Epilogue on Twitter, Facebook, Instagram and LinkedIn. Connect with Daniel on LinkedIn.

Was The Pandemic a Retirement Fire Drill

We have Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us share with how he described the pandemic as a retirement fire drill.

Connect with Darren on LinkedIn and Facebook and find out more about Coleman Wealth on Facebook.

On-Demand Pay Day

Waiting two weeks for pay day can be a challenge. Now you can get paid earlier with on-demand pay platforms and we have Aaron Fox, vice-president for Dayforce Wallet at Ceridian, joins us to talk about the on-demand pay platform that Ceridian has launched here in Canada.

Find out more on Twitter, Facebook and Instagram.

Using a “Credit Card Fast” To Get Out of Debt | Full Episode

Get out of debt with a “credit card fast”. Lisa Samalonis tells us how she used this financial savings method to buy a home. And, getting paid without having to wait two weeks. Aaron Fox, vice-president of commercial for Dayforce Wallet at Ceridian, takes us through how an on-demand pay platform works. Then, how COVID-19 affected our retirement plans. Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, explains why he sees the pandemic as a “retirement fire drill”.   Plus, what you need to know about RESPs and your will. Daniel Goldgut, co-founder and CEO of Epilogue, takes us through the steps to ensure your kids’ RESP can continue even after death.

To find out more about the guests check out:

• Aaron Fox: Twitter | Facebook | Instagram
• Lisa Samalonis: Twitter | LinkedIn
• Darren Coleman: LinkedIn | Facebook
• Coleman Wealth: Facebook
• Daniel Goldgut: LinkedIn
• Epilogue: Twitter | Facebook | Instagram | LinkedIn

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

Activities for Kids Learn About Money

We have Paige Cornetet, author of My Dad’s Class: An Intentional Structure For Teaching Your Kids About Money and Life, join us to take us through some of the lesson activities she created for families to use after reading the book.

Find out more at spendthen.com and connect on Facebook and Instagram.

Avoiding A Border Investment Blunder

Having investment accounts on both sides of the Canada/US border can have a number of challenges when it comes to managing your money. Shiraz Ahmed, a wealth management advisor and founder of Sartorial Wealth Team of Raymond James, joins us to talk about these challenges.

Find out more at sartorialwealth.com and connect on Facebook, LinkedIn, Twitter and check out their YouTube Channel.

The ROI on ESG’s

Investing in companies and fund that focus on ESG (Environmental, social and governance) is a hot trend right now. Mark Egan, associate professor at the Harvard Business School, join us to talk about the study he co-authored on how investors value ESG funds and give us the ROI.

Find out more about Mark here.

The High Cost of Saying Goodbye and Some Alternatives

Honouring your loved one can mean buying a funeral package you can’t afford. We talk to Mallory Greene, CEO and co-founder of Eirene, to take us through the unexpected costs of a funeral and some alternatives that they can provide.

Find out more at eirene.ca and connect on Facebook, Twitter, Instagram and LinkedIn.

De-Influencing: The New Influencer Movement

If you spend anytime on social media you will have run into “influencers” marketing products to you and others around you. Well some TikTokr’s are getting tired of this consumer culture and are doing the opposite – “de-influencing”. We have Alicia Adamczyk, senior writer and Fortune, join us to talk about her piece she wrote about on this idea.

Find more of Alicia’s writing on Substack and connect on Twitter.

“De-Influencing”: New trend on TikTok Encourages People To Save More | Full Episode

 

A new TikTok trend that runs against the consumer culture.  It’s called “De-Influencing”. Alicia Adamczyk, senior writer at Fortune, tells us about why some people are taking to the app to call out consumerism. And, investing in “green” funds. Mark Egan from the Harvard Business School tells us about his study on the cost of ESG funds. Then, managing cross-border accounts. Wealth Management Advisor Shiraz Ahmed shares his tips for avoiding border blunders. And, the high cost of funerals. Mallory Greene, CEO and Founder of Eirene, takes us through some affordable alternatives. Plus, I’ll speak with author of My Dad’s Class, Paige Cornetet, about some activities parents can do with their kids to teach them about money and life.

To find out more about the guests check out:

• Alicia Adamczyk: Substack | Twitter
• Mallory Greene: ca | Facebook | Twitter | Instagram | LinkedIn
• Paige Cornetet: com | Facebook | Instagram
• Mark Egan: Bio
• Shiraz Ahmed: com | Facebook | LinkedIn | Twitter | YouTube

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