Moolala: Money Made Simple with Bruce Sellery

The Most Popular Family Finance Apps in Canada | Full Episode

The most popular family finance apps available in Canada. Chartered Professional Accountant and author Robin Taub takes us through them.  And, the challenges single seniors face during tax season. Jane Robertson, founder of Single Seniors for Tax Fairness, tells us about what’s needed to address the issue. Then, the high fees you might be paying for consultants to help you with the Disability Tax Credit. Jamie Golombek from CIBC tells us why a potential fee cap in Canada is stalled. And, a group looking to bring the benefits of employee ownership to Canada. Jon Shell from the Canadian Employee Ownership Coalition, takes us through what their organization is advocating for. Plus, Colin Coggins from the USC Marshall School of Business tells us about the book he co-authored called THE UNSOLD MINDSET: Redefining What It Means to Sell.

To find out more about the guests check out:

• Jane Robertson: com | Facebook | Twitter | LinkedIn
• Jamie Golombek: CIBC Tax Site | Twitter | LinkedIn | com
• Robin Taub: Twitter | Facebook | LinkedIn
• Colin Coggins: com | Instagram | Twitter | LinkedIn
• Canadian Employee Ownership Coalition: employee-ownership.ca | Twitter
• Jon Shell: Twitter

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

Get Your Missing Credits and Benefits From Previous Tax Returns

We talk to Stan Samole, president and CEO of Family Tax Recovery, about how they help you get a possible refund from previous tax returns if missed some credits or benefits that you didn’t get the first time around.

Find out more at familytaxrecovery.ca and connect on LinkedIn and Twitter.

Health and Wellness Financing

We talk to Taylor Inglis, Senior VP at EP Care, about how they expanded their EP Care program to 50 dental clinics across the country and how their health and wellness financing works.

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

Fixed or Variable: Which One?

What is the better way to go if it is time to renew your mortgage, fixed or variable. We have Clay Jarvis, NerdWallet spokesperson and mortgage financial expert, joins us to take us through the choice whether it is time to renew or you are looking to shop around for a better mortgage.

Connect with NerdWallet on Twitter, Instagram and Facebook.

The Best Jobs in Canada

What are the best jobs in Canada? We have Michelle Slater, director of Indeed, join us to give us the details on its report on the 20 best jobs of 2023.

Check out the Indeed Leadership Hub and connect on Twitter.

Easing Financial Anxiety With Dogs

We talk to Carrissa Lucreziano, head of CIBC’s financial planning and advice team, about their experiment to ease clients’ financial anxiety with therapy dogs called Financial Stress Companions.

Connect with CIBC on Twitter, Facebook and LinkedIn.

The Itch To Switch: What You Need To Know Before Shopping Around For a New Mortgage | Full Episode

If your mortgage is set to renew, you should be thinking about shopping around. Nerdwallet’s mortgage expert Clay Jarvis is here to take us through the process when you have the itch to switch. And, combating financial anxiety with therapy dogs. Carissa Lucreziano from CIBC tells us about their one-time experiment and tips for dealing with financial stress. Then, a company that helps you find missing tax credits and deductions. Stan Samole, president and CEO of Family Tax Recovery, tells us how it works. And, the top 20 best jobs in Canada. Michelle Slater, director at Indeed, shares its new report. Plus, how to borrow for braces.  Taylor Inglis, senior VP at EP Care, tells us about their health and wellness financing options.

To find out more about the guests check out:

• CIBC: Twitter | Facebook | LinkedIn
• Michelle Star: Indeed Leadership Hub | Twitter
• Stan Samole: ca | LinkedIn | Twitter
• NerdWallet: Twitter | Instagram | Facebook
• Taylor Inglis: ca | 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

Forgoing Retirement

A growing number of boomers are choosing to remain in the workforce instead of retiring. Tina Lorenz joins us to talk about how she is a part of the “anti-retirement” movement and calls herself a “renegade boomer”.

Find out more at tinalorenz.com and therenegadeboomer.com. Connect on Instagram, LinkedIn, Facebook and check out her YouTube channel.

Willpower is Not Enough

Many people try to use willpower when it comes to spending. While it is important it is not enough when it comes to spending, or not spending. Romana King, senior finance editor of Finder, joins us to tell is why that we need to stop relying solely on willpower to curb our spending.

Find out more at finder.com/ca.

The Risks of Betting on Sports

The prominence of sports betting has increased with the changes in the legal environment but with that it can be problematic and there are risks to betting on sports. We are joined by Moshe Lander, economics professor at Concordia University specializing in the economics of sports gaming and gambling, to share the risks as sports betting becomes more common.

Connect with Moshe Lander on Instagram and Twitter.