Moolala: Money Made Simple with Bruce Sellery

Helping Newcomers With Financial Literacy

BMO and Immigration.ca have recently partnered together to help newcomers to Canada make progress in their financial life with a series of online tools and resources. To take us through that partnership Sumit Sarkar, head of customer growth at BMO, joins us to share his advice for newcomers.

Find out more at BMO.com and connect on Twitter. Connect with Sumit on LinkedIn.

The Tax-Free First Home Savings Account: Who, What, When and Why | Full Episode

A new account to help Canadians save for their first home. Portfolio manager Kevin Burkett is here to take us through the tax-free first home savings account. And, why some Canadians are relying on private mortgages to finance their homes. Mortgage broker Frances Hinojosa shares some of her concerns. Then, how to avoid auto insurance fraud. Matt Hands, Ratehub.ca’s VP of Insurance, tells us about the warning signs. Plus, helping immigrants find their financial footing.  BMO partners with and Immigration.ca. Sumit Sarkar tells us about it.

To find out more about the guests check out:

• Sumit Sarkar: LinkedIn
• BMO: com | Twitter
• Frances Hinojosa: Instagram | Twitter
• Tribe Financial Group: com | Instagram | Twitter | Facebook
• Matt Hands: ca | Twitter | Facebook
• Kevin Burkett: LinkedIn
• Burket Asset Management: LinkedIn
• Burkett & Co. Chartered Professional Accountants: 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

Accessing Venture Capital for Black-led Businesses

Lise Birikundavyi, co-founder of BKR Capital, joins us to share on how they are making venture capital investing more accessible for Black-led companies to get funding.

Find out more at bkrcapital.ca and connect on Twitter and Instagram. Connect with Lise on Twitter and LinkedIn.

How Much Gambling Is Too Much

How do you know if you have developed an addiction to gambling. Mike Bergeron, a certified non-profit credit counselor at Credit Canada, joins us to talk to us about gambling on how are some of the ways someone can recover from a gambling debt.

Connect with Credit Canada on Facebook, Twitter, LinkedIn, Instagram and check out their YouTube Channel.

Know What You Are Retiring To Do

We have certified financial planner Mark McGrath join us to talk about the post he wrote about his dad and the emotional and psychological impact retirement had on him.

Connect with Mark on Twitter and LinkedIn. Check out some articles from Mark.

Gambling Debt: The Warning Signs and What You Can Do About It | Full Episode

Investing in Black-led businesses. Lise Birikundavyi, managing partner and co-founder of BKR Capital, tells us how she’s trying to level the playing field and make funding more accessible for Black founders.  And, Financial therapist Erika Wasserman tells us about her financial conversation cards. Then, how to know if you have a gambling problem and what to do about it. Mike Bergeron, a counselor at Credit Canada, provides ideas to help you get out of gambling debt. Plus, the emotional and psychological impact of retirement. Certified financial planner Mark McGrath tells us his dad’s story and the lessons he wants you to take away from it.

To find out more about the guests check out:

• Mark McGrath: Twitter | LinkedIn | Sweeney Bridge Articles
• Mike Bergeron: Facebook | Twitter | LinkedIn | Instagram | YouTube Channel
• BKR Capital: ca | Twitter| Instagram
• Lise Birikundavyi: Twitter | 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

Investing As a New Canadian

Being a beginner investor can be a challenge and even more of a challenge when you are a new Canadian. Enoch Omololu, personal finance expert and founder of Savvy New Canadians, joins us to share his investing tips and how his platform provides personal finance resources.

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

Creating Wealth as Women

 

How do women build wealth in a way that meets their specific needs that aren’t being met in the current world of personal finance? We have Hadriana Leo, personal life coach and the founder of Money Navigator International, joins us to take us through her book Becoming a Wealthy Woman on Purpose: your guide to Creating Wealth Confidently and Unapologetically and shares her tips.

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

Implications of Not Claiming Your Side Gig

A side hustle or part-time job can bring in some extra income when you are looking to cut expenses but according to a survey from H&R Block half of Canadian gig workers are willing to risk not declaring income when filing their taxes. We have Yannick Lemay, Learning Program Lead & Tax Specialist at H&R Block, join us to take us through the implications of this strategy.

Find out more at hrblock.ca and connect on Instagram and Facebook.

The Racial Wealth Disparity

It is not uncommon for Black Americans to assist family members who are in need when it comes to money, this is called the “Black Tax”. We talk to Money Coach Lynnette Khalfani-Cox  about the personal essay she wrote in Vox and the racial wealth disparity she has seen first hand as a money coach and a Black woman.

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