Moolala: Money Made Simple with Bruce Sellery

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.

Reframing Money As Medicine

We talk to Nicole McLaren, founder and CEO of Raven Reads and the Founder and Chair of the Indigenous Women’s Business Network, about the recent session of SOAR Digital Gathering of Indigenous Entrepreneurs and how they looked at how to reframe money as “medicine”.

Connect with Nicole on Twitter and Instagram. Find out more about Raven Reads on Twitter.

Finance for Muslims in Canada

We talk to Walid Hejazi, an Associate Professor of Economic Analysis and Policy and the Academic Director of Executive Programs at the Rotman School of Management, about the relevance of “halal” when it comes to banking and finance for the more than one million Muslims living in Canada.

Connect with the Rotman School of Management on Twitter.

All You Need To Know About Cascading Life Insurance | Full Episode

Buying a whole life insurance policy on your adult child. Estate planning and insurance expert Michael Dutra tells us about cascading life insurance and its benefits. Then, a look at halal financing options in Canada. Rotman School of Management professor Walid Hejazi takes us through what’s available and how it works. And, reframing money as “medicine”. Indigenous entrepreneur Nicole McLaren shares how doing this can benefit Indigenous communities and families. And, financial literacy for high net-worth families. Stephanie Dean from RBC Family Office Services tells us about the different approaches. Plus, a fun way to talk to your significant other about money. Financial therapist Erika Wasserman tells us about her financial conversation cards.

To find out more about the guests check out:

• Walid Hejazi: Twitter
• Nicole McLaren: Twitter | Instagram
• Raven Reads: Twitter
• Michael Dutra: 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