Moolala: Money Made Simple with Bruce Sellery

A Will Should Be At The Top Of Your List

We talk to the co-founder of Epilogue, Daniel Goldgut, about how Canadians can easily create a will online with them.

Connect with Daniel @ Epilogue at Twitter, Instagram and Facebook

Why You Might Need A Little Bit Of Math To Help Kickstart Your Financial Goals

We talk to financial coach and creator of the Math Plus Mindset approach, Hadriano Leo, to tell us about the "money mindset" and why you might need a little bit of math to help kickstart your financial goals.

Connect with Hadrio on Facebook & Twitter

 

Full Episode - Life for the Ultra Wealthy

 

If only you’d got a job at Microsoft in the early 1990s.  Well, Jennifer Risher did, and it made her very wealthy.  We’ll discuss her new book.  We Need to Talk: A Memoir About Wealth.  “Buy-now-pay-later” is a compelling idea.  But it comes at a cost.  We’ll talk to Wayne Pommen from PayBright to find out how this installment payment provider works. And, the Money Mindset movement.  Hadriana Leo, financial coach, shares her tips of how you can gain financial success mixing the mindset and the math. Then, creating a will online. Daniel Goldgut from Epilogue will share the importance of making your will a priority. Plus, Neal Winokur takes us through his new book The Grumpy Accountant.

 

For more information about the guests:

 

• Hadriana Leo - Facebook | Twitter
• Daniel Goldgut @ Epilogue - Twitter | Instagram| Facebook
• Jennifer Risher - jenniferrisher.com
• Neal Winokur aka The Grumpy Accountant - Twitter | Instagram | Facebook
• Wayne Pommen - Twitter | LinkedIn

 

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

 

How Has The Pandemic Impacted Investors And Their Decisions

We talk to Michael Tracey, senior advisor of behavioural insights of the investor office at the OSC, to give us insight on how the pandemic has impacted investors and their decisions.

Find Michael on Twitter

How Employers Can Help Parents Save For Their Kids Education

We talk to Canada Life's vice-president of product and experience, Ryan Weiss, about their new RESP employee benefit that can help parents save for their kids education.

Find Ryan on LinkedIn

Should You Keep Your Pension Or Take The Commuted Value

We talk to the vice president and portfolio manager at TriDelta Financial Partners Inc., Matthew Ardrey, about how to make the decision on keeping your pension or taking the commuted value.

Find Matthew on Twitter

Making Transfer Fees More Transparent

We talk to Nick Lembo, Head of Growth for the Americas for TransferWise, about how their app differs from using a bank and how it can save you money in the gig economy.

You can find Nick on Twitter | Facebook

How The Pandemic Has Impacted The Divorce Rates

We talk to the Vice President of Wealth Management at Meridian, Dilys D’Cruz,  about the pandemic has impacted divorce rates and how you can plan for a financial change during this time.

Find Dilys on Twitter 

Full Episode - Navigating your finances in this “New Normal”

Planning for financial change during a divorce. Dilys D’Cruz, from Meridian, will talk about how to navigate through this change. And, Matthew Ardrey, vice president and portfolio manager at triDelta Financial Partners Inc., will share some tips on whether or not you should keep your pension or take its commuted value. Then, sending money abroad. Nick Lembo from TransferWise tells us how this app lets you send money without the hidden fees. Plus, Michael Tracey will be here to tell us about the Ontario Securities Commission's 2020 Investor Experience Survey. And, Canada Life’s new RESP employee benefit with Ryan Weiss.

 

For more information about the guests:

• Dilys D'Cruz - Twitter
• Nick Lembo - Twitter | Facebook
• Matthew Ardrey - Twitter
• Ryan Weiss - LinkedIn
• Michael Tracey - Twitter

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

Money Hacks That Can Improve Your Personal Finances

We talk to the creator of MapleMoney, Tom Drake, about his financial experiments and money hacks for those looking to improve their personal finance.

Connect with MapleMoney on Twitter and Facebook.