Moolala: Money Made Simple with Bruce Sellery

Full Episode: The Best Budgeting Apps Available To Canadians

Teaching your kids to make better consumer decisions. Karen Holland, founder of Gifting Sense, tells us how this online tool works. Then, need to create a budget? There’s an app for that. Enoch Omololu from Savvy New Canadians will take us through some of the best ones. And, all you need to know about disability insurance. Lorne Marr from HUB Financial Inc. will be here. Plus, six principles for financial freedom. David Ash takes us through the principles outlined in his new book Simple Wealth. And, OurCrowd’s new venture capital fund accessible to small investors in Canada with David Shore.

 

To find out more about the guests check out:

 

⦁ New Savvy Canadians: Instagram | Facebook
⦁ Gifting Sense: Twitter | Facebook
⦁ David Ash: Simple Wealth | Twitter | Facebook | LinkedIn | YouTube
⦁ David Shore: Twitter | Facebook
⦁ OurCrowd: Twitter | Facebook
⦁ Lorne Marr: Twitter | 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

 

Year-End Tax Planning Tips

We talk to John Waters, Vice President and Director of Tax Consulting Services for BMO Private Wealth, as he shares his best year-end tax planning tips.

Find out more about BMO on Twitter and Facebook.

DIY'ing A Simple, Low Cost Portfolio

We talk to Ryan Irvine, President and CEO of KeyStone, about his DIY approach to creating a simple, diversified, low cost portfolio.

Connect with Ryan on Twitter

It's Been A Charitable Year

We talk to the VP of Marketing at Benevity, Sona Khosla, about how new data from their platforms shows that more people have donated through them then ever before. Plus she shares some charitable giving trends from 2020.

Connect with Sona on LinkedIn.

How To Prepare For A Down Market

We talk to Tom Bradley, chief investment officer at Steadyhand Investment Funds, about how you should prepare for a down market.

Teaching The Side Hustle

We talk to Meagan Tauber about her experience with teaching using the online platform called Outschool.

Full Episode: Uber Is Out. Outschool Is In: The e-Learning Side Hustle

Earning an extra income on Zoom. Meagan Tauber shares her experience getting paid to teach online through Outschool.  Then, navigating dips in the market. Tom Bradley from Steadyhand Investment Funds tells us why the best way to prepare for a down market is to look forward to it. And, building a DIY stock portfolio with KeyStone’s Ryan Irvine. Plus, charitable giving trends with Sona Khosla from Benevity and tax planning with John Waters from BMO Private Wealth.

To find out more about the guests check out:
⦁ Outschool
⦁ Sona Khosla: LinkedIn 
⦁ Ryan Irvine: KeyStone Financials  | Twitter 
⦁ BMO Private Wealth: Twitter   | Facebook 

Find Bruce Sellery at Moolala.ca | Twitter | Facebook |LinkedIn

Protecting Older Canadians When It Comes To Investing

We talk to Tyler Fleming, the director of the Investor Office at the Ontario Securities Commission, on how the industry can use behavioural insights to protect older Canadians when it comes to investing and why is it important to have a Trusted Contact Person.

Find out more with the Ontario Securities Commission's Investor Office on Twitter and Facebook . Connect with Tyler on Twitter.

 

Getting Help With A Consumer Proposal

We talk to Karim Nanji, CEO of Marble Financial, about the pro and cons of using a consumer proposal to help Canadians get out of debt and how to get out of it faster.

Find more about Marble Financial on Twitter, Facebook and Instagram.

A Pension Plan For Doctors

We talk to the founder and CEO of Blue Pier, James Pierlot, about launching the first pension plan for doctors and how it works.

Find out more about Blue Pier on LinkedIn.