Moolala: Money Made Simple with Bruce Sellery

Navigating Insurance Claims

We talk to Nainesh Kotak, a personal injury lawyer at Kotak Law, about how to navigate the process when you are filing a disability claim with your insurance company.

Becoming Financially Successful

We talk to YouTuber, entrepreneur, and founder of the "Minority Mindset" Jaspreet Singh. He shares his tips on how to become financially successful.

 

Full Episode: Understanding your disability coverage

Getting a handle on your money is the intersection of how you think and what you do. Financial literacy Youtuber and entrepreneur Jaspreet Singh focuses on the former. He’s here to tell us about the “Minority Mindset”. Then, understanding disability insurance. Personal injury lawyer Nainesh Kotak shares his tips on shopping for a policy, and filing a claim. We’ll look at a new online course that helps you get rid of your debt. Lisa Ernst, executive director of Savvy Ladies, and Dominate Your Debt’s Rebecca Eve Selkowe are here. Author Harry Stout talks about his new book The FinancialVerse: A Common Sense Approach for Your Money. Plus Greg Pollock, President and CEO of Advocis, on The Decade Ahead: What to expect in the financial advice industry.

The Standard In The Financial Advice Industry

We talk to Cary List, president and CEO of FP Canada, about how rules and requirements for the financial advice industry will look like over the next decade.

How Old Age Security Fits In

We talk to Aurèle Courcelles from IG Wealth Management about how Old Age Security works and how to minimize clawbacks.

What To Do With Your Year-End Bonus

We talk to Jeremy Straub, the CEO of Coastal Wealth, about the do's and don'ts of what do to with that year-end bonus that you get.

Buying The Right Insurance

We talk to the CEO of PolicyAdvisor, Jiten Puri, about how their service helps you find the insurance policy that is right for you.

Paying Off Your Debts

We talk to Doug Hoyes, a Licensed Insolvency Trustee at Hoyes, Michalos & Associates, about the different ways to pay off your debt including filing for bankruptcy.

Full Episode - Banking on a bonus: What to do if you’re lucky enough to get one

What you should and shouldn’t do with your year-end bonus. Jeremy Straub, the CEO of Coastal Wealth, shares his tips. Then, filing for bankruptcy. Doug Hoyes, Licensed Insolvency Trustee at Hoyes, Michalos & Associates, takes us through the different options for Canadians. And, Jiten Puri, the CEO of PolicyAdvisor, tells us how this online service works and how can help users navigate different insurance policies. Plus, we’ll talk to Aurèle Courcelles from IG Wealth Management about the Old Age Security benefit and how to minimize clawbacks. And, FP Canada’s Cary List is here to talk about what to expect in the the decade ahead in the financial advice industry.

Tips To Become An Entrepreneur

We talk to Deborah McGrath, chief marketing officer and chief client officer at Echelon Wealth Partners, about tips for entrepreneurs before they decide to take the leap on their own.