Moolala: Money Made Simple with Bruce Sellery

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

Matchmaking For Small Businesses

We talk to the CEO of eQuo, Barry Hillier, about how their platform of connecting small business with investors and capital works and how their aim is help small businesses grow.

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

Staying Together Through Retirement

Amy D’Aprix, founder and chief executive of Life Transitions, joins us to share her tips for keeping your marriage together during retirement.

Find out more at dramy.life and connect on Facebook, Twitter and LinkedIn.

Saving Money on Groceries

We have Claire Tansey, the creator of Claire Tansey’s Kitchen, join us to share her tips on how you can save money when grocery shopping.

Connect with Claire Tansey’s Kitchen on Facebook. Check out Claire on clairetansey.com and connect on Twitter and Instagram.