Moolala: Money Made Simple with Bruce Sellery

Full Episode: Why there are so few female financial advisors?

Why are there so few female financial advisors? This is the question Judy Paradi from StrategyMarketing.ca explores in a new white paper. Then, there is a growing need for mental health disability claims. Nainesh Kotak from Kotak Personal Injury Law tells us how to make a claim. And, financial planning for families with someone with a disability. Graeme Treeby, founder of the Special Needs Planning Group, tells us about the Henson Trust. Plus, Credit Counselling Canada’s new “Bill of Rights” with CEO Michelle Pommells. And, in our “Blogger Spotlight” we talk to Sherry from Save Spend Splurge.

To find out more about the guests check out:

• Sherry: Twitter | Facebook | Instagram
• Nainesh Kotal: Facebook
• Judy Paradi: Twitter
• Michelle Pommells: Twitter | Facebook

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

Financial Blogger Spotlight: High Interest Savings

As part of our financial blogger spotlight we focus on Peter Keung and his blog, High Interest Savings.

Connect with Peter and High Interest Savings on Twitter and Facebook.

Dear Shareholder: What You Can Learn From Shareholder Letters

We talk to Lawrence Cunningham and he joins us to talk about his book Dear Shareholder: The Best Executive Letters from Warren Buffett, Prem Watsa and other great CEOs.

Connect with Lawrence on Twitter.

Planning For Illness and Death

We talk to the founder of Patient Pathways, Connie Jorsvik, a senior healthcare navigator and patient advocate. She is here to tell us about her book “Advance Care Planning: Prepare for Serious Illness by Sharing your Wishes for Future Health and Personal Care.” 

You can find out more about Patient Pathways on Facebook.

Endowments For Families

We talk to Vince Annable, the founder of Wealth Strategies Advisory Group and the Household Endowment Model. He breaks down why the endowment model can also make sense for families.

Find out more about The Household Endowment on Facebook.

Making Great Food Affordable

Food expert, Claire Tansey, heard on CBC Radio and seen on Cityline joins us to talk about how to make great food affordable.

Connect with Claire on Facebook.

Full Episode: Signed, Warren Buffett: Lessons from shareholder letters

Why you should read a company’s shareholder letter. Lawrence Cunnigham takes us through his book Dear Shareholder. Then, keeping great food affordable. Cookbook author Claire Tansey shares tips from Dinner, Uncomplicated for making a tasty home cooked meal without breaking the bank. And, the financial challenges that come with preparing for a serious illness. Connie Jorsvik tells us about her book Advanced Care Planning: Prepare for Serious Illness by Sharing Your Wishes for Future Health and Personal Care. Plus, The Household Endowment Model with Vince Annable. And, our “blogger spotlight” focuses on High Interest Savings written by Peter Keung. 

To find out more about the guests check out:

• Claire Tansey: Facebook
• The Household Endowment: Facebook
• Patient Pathways: Facebook
• Lawrence Cunningham: Twitter
• High Interest Savings: Twitter | Facebook

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

 

The Importance of Power of Attorney

We talk to Suzana Popovic-Montag, a managing partner at Hull and Hull LP, about having a Power of Attorney and why it is important.

Connect with Suzana on Twitter and find out more about Hull and Hull LP on Facebook.

Financial Blogger Spotlight: Tawcan

As part of our financial blogger spotlight we focus on Bob Lai and his blog, Tawcan.

Connect with Bob on Twitter, Facebook and Instagram .

Investing In Women-Led Businesses

We talk to the co-founder of The51, Shelley Kuipers, about how women face systemic barriers in starting companies and how they want to change that with their platform.

Connect with The51 on Twitter and Instagram