Moolala: Money Made Simple with Bruce Sellery

The Decumulation Part of Retirement

Most of your life is planning and saving for retirement. But what happens to your savings once you finally get there. To help us understand the decumulation part of retirement we have Eric Monteiro, Sun Life’s SVP of Group Retirement Services, join us to talk through this phase.

Find out more at sunlife.ca and connect on X, Facebook, and Instagram.

Understanding the “Decumulation” Phase of Retirement | Full Episode

How to make your retirement savings last. Eric Monteiro, Sun Life’s SVP of Group Retirement Services, helps us understand the “decumulation” phase. Then, a tool to help newcomers to Canada get approved to rent a home. MacKenzie Wilson from SingleKey, tells us how they help property managers access foreign credit histories. And, how your mobile payment app may be making you overspend. Yuxian Xu, an assistant professor of Operations Management at the University of North Carolina, explains the data behind it. Plus, financial literacy tips for post-secondary students with Benjamin Croitoru, Associate Finance Professor and resident personal finance expert at McGill University’s Desautels Faculty of Management.

To find out more about the guests check out:

• Eric Monteiro: sunlife.ca | X | Facebook | Instagram
• Benjamin Croitoru: McGill Personal Finance Essentials Course
• Viller Lika: singlekey.com | LinkedIn | Instagram | Facebook | X
• Yuqian Xu: lillianyuqian | LinkedIn | Facebook | Instagram

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

The Wealthy Barber’s Extra-Terrestrial Counterpart

Everyone has heard of the Wealthy Barber but have you heard of its’ extra-terrestrial counterpart, The Wealthy Martian. We have author Karen Cumming to take us through the book as referred to as an “out-of-this world guide to financial literacy.

Connect with Karen on Instagram and TikTok.

Put Your Trading Strategies to the Test

Do you play it safe or take risks when it comes to investing? Knowing what to do is a challenge but if you are looking to put your trading strategies to the test with The Biggest Winner Competition, that let you take risks and compete for prizes. We talk to Stephanie Wolfe, Executive Vice President and Head of Marketing at Global X, about how the competition works and how to enter.

Connect with Stephanie on LinkedIn.  

A Finance App That Comes With a Financial Planning Tool

There is an app for just about anything nowadays. Along with the dating, and cooking apps there are financial apps. One of them is MoneyReady App that offers Canadians with a financial planning tool. We are joined by the creator, Elisabeth Tillier to talk about the app.

Find out more at moneyreadyapp,ca and connect on X and Facebook.    

Managing Money For Newcomers

Newcomers have been coming to Canada for centuries with their own traditions, cultures, food and beliefs. For some cultures, managing money is a little bit more complex and the Muslim community is one example. Dr. Mohamad Sawwaf, CEO of Mazil, joins us to talk about how their firm offers halal investment and financing solutions in Canada.

Connect with Mohamad on X, Instagram, and Facebook.

The Biggest Winner Competition: Learning How to Trade ETFs Without the Risk | Full Episode

Learning about financial literacy from space. Author and teacher Karen Cumming takes us through her book The Wealthy Martian: An Out-of-this-World Guide to Financial Literacy for Parents, Teens and Other Earthlings. Then, managing your money in a way that works with your beliefs. Dr. Mohamad Sawwaf, founder and CEO of Manzil, tSells us about their halal financial services. And, a competition that lets you invest without all the risk. Stephanie Wolfe, Head of Marketing at Global X, tells us about the Biggest Winner and how it works. Plus, we’ll speak to Elisabeth Tillier, creator and head of the MoneyReady App.

To find out more about the guests check out:

• Mohamad Sawwaf: X | Instagram | Facebook
• MoneyReady App: moneyreadyapp,ca | X | Facebook
• Stephanie Wolfe: LinkedIn
• Karen Cumming: Instagram and TikTok

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

Your Digital Footprint In The World of Divorce

We are joined my Laura Paris, an associate at Shulman & Partners LLP, to talk about the rise she is seeing in digital evidence being used in divorce cases.

Find out more at shulman.ca and connect on X and Instagram.

Challenges Pro Athletes Face When It Comes To Managing Money

We are joined by the president of Pacific Capital, Chad Willardson, to talk about the ins and outs of managing money as a professional athlete.

Find out more at chadwillardson.com and connect on LinkedIn and Instagram.

The Costs of Sports Betting

While sports betting can be a hobby the cost of it can add up. We are joined by Tyler Thielmann, president and CEO of online lender Spring Financial, to take us through the dangers of betting on sports.

Connect with Spring Financial on X, Facebook and Instagram.