Moolala: Money Made Simple with Bruce Sellery

Finding the Right Executor For Your Estate Plan

Coming up with an estate plan is a whole process and one important step that is often overlooked is choosing the right executor. Leanne Kaufman, president and CEO of RBC Royal Trust, joins us to talk about choosing a corporate executor. Leanne tells us what a corporate executor is and how it works.

Find out more at RBC Royal Trust and connect on Twitter, Facebook and LinkedIn.

Fighting Back Against Fraud and Identify Theft

Julie Kuzmic, Senior Compliance Office at Equifax Canada, joins us to talk about their recent survey that shows Canadians are fighting back against fraud and identify theft more than ever before. Julie takes us through the survey and shares some tips to help.

Find out more at equifax.ca and connect on Twitter and LinkedIn. Follow Julie on LinkedIn.

Money Management Personality Tests

We take a closer look at money management personality tests with Melissa Leong, personal finance expert and author of the book, Happy Go Money.

Find out more about Melissa at melissaleong.com and connect on Instagram and Twitter.

Fighting Financial Fraud | Full Episode

Canadians are fighting back against fraud and identity theft more than ever, according to a new survey from Equifax Canada.  Julie Kuzmic takes us through the results.  And, insight into the unique financial challenges young athletes may face. Paul Wylie from BMO provides an insider look.  Then, struggling to choose an executor for your will? Some people opt for a corporate executor. Leanne Kaufman, president and CEO of RBC Royal Trust, tells us why someone would want to choose this option. Plus, what’s your money personality? Personal finance expert and author Melissa Leong takes us through different money management styles and what they might mean for you.

To find out more about the guests check out:

• Melissa Leong: com | Instagram | Twitter
• Equifax Canada: ca | Twitter | LinkedIn
• Julie Kuzmic: LinkedIn
• Leanne Kaufman: RBC Royal Trust | Twitter | Facebook | LinkedIn
• Paul Wylie: 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

A Credit Card Fast

 

Instead of fasting when it comes to food what about a credit card fast. We talk to Lisa Samalonis who put her credit card away on her journey to gain financial freedom. She gives us the insights on how it works.

Connect with Lisa on Twitter and LinkedIn.

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.