Moolala: Money Made Simple with Bruce Sellery

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.

How Not Downsizing Is Affecting The Housing Market

We talk to Jason Heath, certified financial planner at Objective Financial Partners Inc., about how seniors are not moving in droves upon retirement and how this could be affecting the housing market.

Connect with Jason on Twitter and find out more about Objective Financial Partners on Facebook.

Financial Blogger Spotlight: Her First $100K

As part of our financial blogger spotlight we focus on Tori and her blog, Her First 100K.

Connect with Tori on Twitter, Facebook and Instagram.

Full Episode: The Retirement Downsizing Myth: Why Seniors Are Staying Put

The retirement downsizing myth: Why many seniors are choosing to stay put and how this will impact their financial plan, with Jason Heath from Objective Financial Partners. Why a consumer proposal might not be necessary or even helpful. Karim Nanji from Marble Financial provides some alternatives. Then, Canada’s very first pension plan for doctors. James Pierlot, founder and CEO of Blue Pier tells us all about it. And, using behavioural insights to protect older investors. Tyler Fleming tells us about the OSC’s latest report. Plus, our blogger spotlight series with Tori from Her First 100k.

To find out more about the guests check out:

⦁ Her First $100K
⦁ Jason Heath: Twitter
⦁ Objective Financial Partners: Facebook
⦁ Marble Financial: Twitter | Facebook | Instagram
⦁ Ontario Securities Commission's Investor Office: Twitter | Facebook
⦁ Tyler Fleming: Twitter

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