Moolala: Money Made Simple with Bruce Sellery (Bruce Sellery)

We talk to Elise Payzan-LeNestour , Associate Professor of finance at the University of New South Wales in Sydney, and her research looks at the ways people perceive and react to financial risks. She joins us to tell us more about her findings.

Find out more at elisepayzan.com.

What to do with your extra cash. Some Canadians invest it in common household consumables which can generate high financial returns. Scott Baker, an associate professor of finance at the Kellogg School, tells us about his latest research.  Then, the power of debate. Chris Luzniak, international math consultant and instructional coach, takes us through the benefits inside and outside the classroom. And, including your mortgage in your financial plan. Alana Riley, head of Mortgage, Insurance and Banking at IG Wealth Management, tells us about her approach. Plus,  we’ll speak with money coach Parween Mander about The Wealthy Wolfe.

To find out more about the guests check out:

• Chris Luzniak: luzniak.com | debatemath.com | X | Instagram
• Parween Mander: thewealthywolfe.ca | Instagram | TikTok
• Alana Riley: LinkedIn | Instagram | X
• Scott Baker: northwestern.edu

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

Saving money while reducing food waste. Sarah Soteroff tells us about the app Too Good To Go and how it works.  Then, testing your ‘scam sense’. Vivianne Gauci from HomeEquity Bank tells us about their online quiz that hopes to bring more awareness about fraud. And, the first Indigenous-owned investment dealer in Canada.  It’s called Cedar Leaf Capital. CEO Clint Davis tells us what they hope to achieve.  Plus, we’ll speak with Mike Rodenburgh, co-founder and CEO of a budgeting app called Wilbur.

To find out more about the guests check out:

• Sarah Soteroff: Instagram | X/Twitter
• Too Good To Go: toogoodtogo.com | Instagram | X/Twitter
• Mike Rodenburgh: LinkedIn
• Wilbur Budget: wilburbudget.com | Instagram | X/Twitter
• Clint Davis: LinkedIn | Facebook | X/Twitter

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

We all know the importance of financial literacy and how important it is for kids to have this knowledge but most of the time it is left up to the parents and not teachers. Tim Ranzetta, co-founder of Next Gen Personal Finance, joins us to talk about their mission that every high school student in the U.S. would have to take a one-semester course in personal finance before graduating all by the year 2030.

Connect with Tim on X/Twitter.

Wanting to improve your financial situation but not finding it easy to spring into action and do it. We have behavioral science consultant and researcher, Youval Aberman, joins us to take us through the reasons that we shy away from handling our financial matters.

We know financial literacy is important but how much insurance talk is a part of that. Jessica Baker, Executive Vice-President of Retail Wealth of Co-operators, joins us to take us through what you need to know about insurance and shares her advice.

Find out more at cooperators.ca and connect on Instagram and Linkedin. Connect with Jessica on LinkedIn.

While it should be easy to switch banks for some reason most Canadians stick with the bank that they started with, regardless of the quality of the relationship. Lesley-Anne Scorgie, founder of MeVest, joins us to give us the insight on hard it is to switch banks and what steps do you need to do if you are considering breaking up with your bank.

Find out more at mevest.ca and connect on Facebook, Instagram, and X/Twitter.

While we know financial literacy is important not everyone has the necessary knowledge to feel financially empowered with their money. This can be particularly challenging with newcomers to Canada. We have Andrea Fiederer, executive vice-president and chief marketing officer of goeasy, join us to break down what is financial empowerment.

Find out more about goeasy on Instagram and X(Twitter) and connect with Andrea on LinkedIn.

We have the CEO of Ronald McDonald House Charities Canada, Kate Horton, join us to talk about how a sudden illness of a child can change a family’s life immediately. Not only is it a toll emotionally it can be devastating financially. Kate takes us through how Ronald McDonald House can help families relieve some of the financial worry.

Find out more at rmhccanada.ca and connect on Facebook, X(Twitter), Instagram and LinkedIn. Connect with Katie on LinkedIn.

People can listen and talk about personal finance in a variety of ways including community groups. We take a look at money clubs or share clubs with Peter MacLean, a member of Ottawa’s Share Club’s executive committee.

Fin out more at money4retirement.ca or you can email ottawashareclub@gmail.com.

The economy right is different for your adult children then it was for you when you were leaving the nest and becoming financially independent. You may feel inclined to help them with bills or other financial obligations and by doing so you are becoming a ‘snowplow parent’. Teresa J.W. Bailey, a Senior Wealth Financial Strategist at Waddell & Associates, joins us to talk about this and why it is not always feasible for the parents.

Connect with Teresa on LinkedIn.

While it can be uncomfortable talking about money in any relationship but it is important to talk about it. One way to start is to have a ‘money date’. Vanessa Bowen, chartered professional accountant, money coach and founder of financial services Mint Worthy Co., joins us to take us through what a ‘money date’ is and how it works.

Find out more at mintworthy.co and connect on Instagram.

One of the best ways to advocate for financial equality and improving women’s status is by better voting. We are joined by Janine Rogan, author of ‘The Pink Tax: Diminishing a Financial System Designed to Keep Women Broke’, to take a deeper look at how voting and policy changes is needed to make a real impact.

Find out more at pinktaxbook.com and the wealthbuildingacademy.com. Connect with Janine on Instagram, YouTube and TikTok.

Do you play it safe or take risks when it comes to investing? Knowing what to do is a challenge but if you are looking to put your trading strategies to the test with The Biggest Winner Competition, that let you take risks and compete for prizes. We talk to Stephanie Wolfe, Executive Vice President and Head of Marketing at Global X, about how the competition works and how to enter.

Connect with Stephanie on LinkedIn.  

Most of us were taught that there was only a right answer or a wrong answer in math class. But what about a different approach where students get to debate and discuss their opinions instead. Chris Luzniak, an international math consultant, instructional coach and founder of ‘Debate Math’, joins us to tell us more about this approach and how it can build confidence inside and outside of the classroom.

Find out more at luzniak.com and debatemath.com. Connect with Chris on X and Instagram.

Some entrepreneurs build something from scratch.  But another pay is to buy a business, something called “entrepreneurship through acquisition”. Venture for Canada’s Scott Stirrett takes us through how it works.  Then, a boss who supports your side gig. Kevin Kliman and Wilma Reyes from Humi tell us about the benefits of letting your employees pursue their passions. And the difference between a consumer proposal and bankruptcy. Shelley Koehli, licensed insolvency trustee at Harris & Partners compares the two. Plus, we’ll speak with Michelle Hilscher from BEworks about their behavioural science course for financial advisors.

To find out more about the guests check out:

• Scott Stirrett: com | Twitter/X | LinkedIn
• Shelley Koehli: LinkedIn
• Harris & Partners: LinkedIn | Facebook | Instagram | YouTube
• Humi: Twitter/X | Facebook
• Michelle Hilscher: LinkedIn

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

Leaving a tip post-service as been in Canada forever but now delivery services like Uber or DoorDash you are prompted to tip before your service and even happens. DoorDash is now testing out a warning to customers that if they don’t tip they may have to wait longer for their order. We talk to Mike Von Massow, professor and food economist at the University of Guelph, about this and more on today’s current tipping culture.

Connect on Instagram, X(Twitter) and check out the podcast Food Focus.

If you have argued many times with your partner about money you need to listen to this. We have Melissa Leong, author of Happy Go Money, join us to talk about how to reduce financial conflict in relationships and how to make a “Money Map” for a smoother journey in love and finances.

Find out more at melissaleong.com and connect on Instagram.

Helping your children avoid financial challenges. There are pros and cons to being a “Snow Plow Parent” says Teresa J.W. Bailey, certified financial planner and Senior Wealth Strategist at Waddell & Associates. Then, using improv to become a better leader. Tracy Shea-Porter, CEO and Co-Founder of Yes Unlimited, takes us through her book The "Yes, And" Business Evolution: Improv Skills for Leadership and Life. And all the things you can learn by digging into someone’s purse. Lindsey Stanberry, tells us about her “In Her Purse” series. Plus, we’ll speak with  Daniel Bernhard, CEO of the  Institute for Canadian Citizenship, about their app for newcomers called Canoo Access Pass.

To find out more about the guests check out:

• Tracy Shea-Porter: ca | LinkedIn
• Teresa J.W. Bailey: LinkedIn
• Lindsey Stanberry: The Purse | Instagram
• Daniel Bernhard: X/Twitter | Facebook | LinkedIn | Instagram

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

There is an app for just about anything nowadays. Along with the dating, and cooking apps there are financial apps. One of them is MoneyReady App that offers Canadians with a financial planning tool. We are joined by the creator, Elisabeth Tillier to talk about the app.

Find out more at moneyreadyapp,ca and connect on X and Facebook.    

We have Rachel Blumenfeld, partner at Aird & Berlis, join us to give us what options there are if you are leaving part of your estate to your adult child who can’t manage their own financial affairs.

Find out more at airdberlis.com and connect on X, LinkedIn, YouTube and Facebook. Connect with Rachel on LinkedIn.

We all know what spring cleaning is and that you start way before the season rolls around. What about ‘death cleaning’. Swedish author Margareta Magnusson wrote a book called ‘The Gentle Art of Swedish Death Cleaning’, which is a unique approach to organizing your home and getting rid of possessions you don’t actually need. Professional organizer and founder of A Clear Path, Regina Lark, joins us to tell us more about it.

Connect with Regina on Facebook, Instagram and LinkedIn.

Registered Education Savings Plans or RESP’s are a great vehicle to save for your child’s education. But how you use that vehicle is important and what vehicle you choose is just as important. Scholarship trusts are another way to save for your chi’s education. We have Aravin Sithamparapillai, and associate at Ironwood Wealth Management, joins us to give us the information we nee before jumping into this decision.

Connect with Aravin on LinkedIn, X, and Instagram.

Whose responsibility is who’s in your household? We have Eve Rodsky join us to talk about the method she come up with called the ‘Fair Play Method’ which has turned into a book and a card game. Eve joins us to take us through how this method helps couples address the issue of who does what at home.

Connect on Instagram and Facebook.

There could be a time in the near future where we can live to 150 years old and how would that affect retirement savings. Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us to talk about how the financial planning industry has it wrong when it comes to giving retirement advice.

Find out more about Darren on YouTube and LinkedIn.

Parween Mander, a money coach and founder of ‘The Wealthy Wolfe’, joins us today to share her story and how she helps her clients through her coaching.

Find out more at thewealthywolfe.ca and connect on Instagram and TikTok.

You can tell a lot about someone from digging into their handbag. Now you might know more about other with the ‘In Your Purse; series from writer Lindsey Stanberry. She joins us to talk more about her series.

Find out more at The Purse and connect with Linsdey on Instagram.

How to have tough conversations about money in your relationships. Erika Wasserman, CEO and Founder of Your Financial Therapist tells us about the “Let’s Talk Finances Conversation Cards: Divorce Edition”.  Then, Canadians’ credit health and financial behaviour. Tommy Lee, Senior Director at FICO Canada, takes us through how Canadians are doing overall and shares his tips on how to improve credit scores. And, a “Blended Capital” approach to wealth building. Jeff Klein, wellbeing ecosystem consultant with CFH Consulting is here to take us through how it works. Plus, we’ll speak with Ruth Stephen, director of the Behavioral Finance Lab at FCAC, and Dr Johanna Peetz, professor of psychology at Carleton University, about financial confidence for women.

To find out more about the guests check out:

• Erika Wasserman: Amazon | yourfinancialtherapist.com | Instagram
• Tommy Lee: fico.com | LinkedIn
• Jeff Klein: cfhconsulting.net
• Carleton University: X
• The Financial Consumer Agency of Canada: X | Instagram | 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

What your attachment history has to do with your financial well being. Certified financial planner and therapist Ed Coambs explains.  And, a look at some of the most common fraud trends. Julie Kuzmic from Equifax Canada shares her fraud prevention tips. Then, how prospective home buyers can find out if the property has a troublesome past. Clay Jarvis from NerdWallet tells us what to look out for. Plus, We’ll speak with Scarlett Li-Goshawk, CEO of Giftstart, about their new cash fund feature for expecting parents.

To find out more about the guests check out:

• Ed Coambs: Instagram | LinkedIn
• Clay Jarvis: X(Twitter) | Instagram | Facebook
• Julie Kuzmic: X(Twitter) | LinkedIn
• Scarlett Li-Goshawk: ca | Instagram | Facebook | LinkedIn

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

Living on a senior’s budget for one month. Kaitlin Verge from Grant Thorton shares her experience and what she learned. Then, “Loud Budgeting” and “Soft Saving” are the latest TikTok trends. Personal finance columnist Lesley-Anne Scorgie takes us through what they’re all about. And, the 50/30/20 rule. Freelance personal finance writer Jordann Kaye tells us how this popular budgeting strategy works. Then, Cash Stuffing is making a comeback. TikToker Courtney Krandel takes us through how this budgeting method works and why it’s become so popular.

To find out more about the guests check out:

• Kaitlin Verge: LinkedIn
• Lesley-Anne Scorgie: mevest.ca | Instagram | X | Facebook
• Jordann Kaye: jordannkaye.com | Instagram | X
• Courtney Krandel: TikTok | teddy.fund

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 | X | Facebook | LinkedIn

When you finally talk about money with your partner and you find out that one is a spendthrift and one is a tightwad, what do you do. Behavioural scientist, Scott Rick’s new book – ‘Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships’ may be the book for you. Rick joins us to take us through the book.

Find out more at scottrick.com and connect on Instagram, X/Twitter, and Facebook.

We have Carolina Restrepo and Jaun Cala join us to share some of their challenges they faced with personal finances and how they overcame them when they immigrated to Canada six years ago. They also talk about the platform they created called Mundo Together to share their experience with others.

Find out more at mundotogether.com and connect on Instagram, YouTube and TikTok.

Newcomers and building credit. Founders of Mundo Together Carolina Restrepo and Juan Cala came to Canada around six years ago. They share their experience building up their credit history when they first came here. Then, navigating the challenges of building credit as a newcomer. Eva Wong, co-founder and chief operating officer of Borrowell, shares her tips.  And, a look at tipping culture in Canada with University of Guelph food economist Mike Von Massow. Plus, all you need to know about opening up an RESP with Craig Hughes, director of tax and estate planning at IG Wealth Management.

To find out more about the guests check out:

• Carolina Restrepo & Jaun Cala: mundotogether.com | Instagram | YouTube | TikTok
• Borrowell: borrowell.com | X(Twitter) | Instagram
• Eva Wong: Instagram | X(Twitter)
• Mike Von Massow: Instagram | X(Twitter) | Food Focus
• Craig Hughes: ig.ca | X(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

While you have been told time and time again that you need an emergency “Fund”. Ed Rempel, a fee-for service financial planner, tax accountant and creator of the Unconventional Wisdom blog, takes us through why he thinks you need an emergency “Plan” instead.

Catch all of Ed’s content at edrempel.com and connect on X(Twitter), Facebook and LinkedIn.

We have Ellyce Fulmore, a queer and neurodivergent financial educator and found of Queerd Co, join us to talk to us about her book; Keeping Finance Personal: Ditch the “Shoulds” and the Shame and Rewrite Your Money Story.

Find out more at queerdco.com and connect on Instagram and TikTok.

Your first thought of investing in real estate is buying an income property. But what if you don’t want to deal with leaky faucets or tenants. Get into the real estate game by working with a  private equity firm so you don’t have to deal with all that. We speak to Greybrook CEO, Sasha Cucuz, about how they invest on behalf of investors in large-scale real estate developments.

Find out more at greybrook.com and connect on LinkedIn and Instagram. Connect with Sasha on LinkedIn.

We know we should save our money for the future but why does it seem nearly impossible to do. The Journal of Financial Planning had a number of experts look at the effect of having ‘savings rules’. Tanya Staples, co-author of the research paper and professor of financial planning at Kansas State University, joins us to tell us more about her research.

There are many employee benefits that companies have to help recruit and retain staff. One perk some companies may choose is to offer “group mortgages”. Rob McLister, mortgage analyst and editor of MortgageLogic.news, joins us to tell us how it works.    

Find out more at mortgagelogic.news and connect on X.

Dealing with menopause is not just a health issue but also a financial issue as well. The Menopause Foundation of Canada released a report looking at work and menopause and found that unmanaged menopause symptoms cost the Canada economy over $3.5 Billion. Trish Barbato, co-founder and director of the Menopause Foundation of Canada, joins us to talk about this report and more.  

Find out more at menopausefoundationcanada.com and connect on X, Instagram and LinkedIn.

With the influx of the ‘Buy Now, Pay Later’ options popping up at the checkout of your favourite online store. This will allow you to pay for purchases in installments. One study looked at the pros and cons of this service. We take you through the financial health effects users may experience with Ed deHaan, professor at the Standford School of Business and one of the authors of the study “Buy now (pain?) later”.

Connect with Ed on LinkedIn.

Whether you are a permanent resident or a foreign worker who just moved to Canada, you might be unfamiliar with Canada’s banking and credit system. The challenges of starting a new life and build your credit history in Canada might seem difficult to newcomers, so we have invited Gayle Ramsey, Head, SVP, Everyday Banking, Segments & Customer Growth, Personal Banking from BMO, who will join us to talk about BMO NewStart® Program, which offers banking products and services to make new beginnings simpler in Canada.

Find out more about BMO’s banking offers for newcomers and connect with BMO on Facebook, X, Instagram and LinkedIn.

Have you ever thought about just asking for a raise, a lower mortgage rate, or a better deal on that new car but the challenge is how you start that conversation. Author Matt Shulz, joins us to talk about his book, Ask Questions, Save Money, Make More and he outlines a number of scenarios to help you save money by just asking.

Find out more at mattshulz.com and connect on X/Twitter, Instagram, Facebook, TikTok, and LinkedIn.

Everyone has heard of the Wealthy Barber but have you heard of its’ extra-terrestrial counterpart, The Wealthy Martian. We have author Karen Cumming to take us through the book as referred to as an “out-of-this world guide to financial literacy.

Connect with Karen on Instagram and TikTok.

The app, Too Good To Go is hoping to address the problem of unsold food from restaurants or grocery stores by allowing businesses to sell their surplus to customers at a discounted price. To tell us more about how it work Sarah Soteroff, Senior PR Manager at To Good To Go, joins us.

Find out more at toogoodtogo.com and connect on Instagram and X/Twitter . Connect with Sarah on Instagram and X/Twitter.

Navigating credit card debt. Doris Asiedu from Credit Canada tells us what happens if you don’t pay off your credit card. And, Credit Canada’s Becky Western-Macfayden takes us through a financial coaching program to help you reduce debt. Then, all you need to know about a consumer proposal. Licensed Insolvency Trustee Caryl Newbery-Mitchell tells us about the process. Plus, we’ll speak with Carly Kalish, executive director at Victim Services Toronto, about their Reclaim program that helps support human trafficking survivors with their debt.

To find out more about the guests check out:

• Becky Western-Macfayden: creditcanada.com|  Facebook | X | LinkedIn | Instagram
• Caryl Newbery-Mitchell: MNPDebt.ca | X | Facebook | LinkedIn
• Carly Kalish: YouTube | Instagram | X | Facebook
• Doris Asiedu: creditcanada.com | Facebook | X | LinkedIn | Instagram | YouTube channel.

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 | X | Facebook | LinkedIn

Think of a restaurant you want to book a reservation at for a big event, but it is fully booked for months. Would you pay money to secure a spot? There is a platform called Appointment Trader that lets you buy and sell your appointments and reservations. For more on how it works Jonas Frey, Founder of the platform, joins us.

Find out more at appointmenttrader.com and connect on Instagram, and X.

Estate planning is important, but it can get complicated if you have a blended family. To take us through some of the things to think about we have Arin Klug, co-founder and COO of Epilogue.

Find out more at epiloguewills.com and connect on X, Instagram, and Facebook.

There is a huge focus on credit score these days and there are a number of ways to build your credit but a little harder if you rent your residence instead of owning it. One platform that aims to help those that rent is called FrontLobby. The CEO, Zac Killam, joins us to explain more.

Find out more at frontlobby.com and connect on X and Instagram.

Kids love to play online.  But in-app purchases can add up very quickly.  We’ll speak with psychologist Lisa McKay about the expensive lessons to be learned when it comes to your child’s gaming.  Then, Financial Literacy Month continues with a focus on the newcomer experience. Tonie Chaltas, Chief Executive Officer of Achēv, tells us about the unique barriers newcomer women face when it comes to money. And, saving money for school. Leen Li, Chair of the Wealthsimple Foundation, takes us through the systemic changes needed to make post-secondary education more accessible for Canadian families. Plus the Golden Triangle of Happiness. Vivianne Gauci, Senior Vice President of Customer Experience at HomeEquity Bank, tells us how they use this happiness marker to see how satisfied Canadian homeowners are.

To find out more about the guests check out:

• Tonie Chaltas: achev.ca | LinkedIn | X
• Leen Li: wealthsimplefoundation.com | Instagram | TikTok | LinkedIn
• Vivianne Gauci: chip.ca | Facebook | LinkedIn | X
• Lisa McKay: lisamckaywriting.com | LinkedIn | Facebook | Instagram

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

Did you know that there is a “Criminal Rate of Interest” and now after 4 years the government of Canada is planning to reduce it by 13% to 35%. Some welcome this and some have concerns on how it will impact certain consumers. Here is from the low to moderate income point of view with Donna Borden, leader of ACORN Canada.

Connect with Donna on X(Twitter), and Facebook.

We are joined my Laura Paris, an associate at Shulman & Partners LLP, to talk about the rise she is seeing in digital evidence being used in divorce cases.

Find out more at shulman.ca and connect on X and Instagram.

Money can affect every aspect of our lives. This includes mental health so what happens if you have a high debt load? To tell us about the impact on our mental health and what we can do about it we are joined by Robert Kilner a Spergel Partner and Licensed Insolvency Trustee.

Find out more at spergel.ca and connect on Instagram, X, and  Facebook.

Financial literacy and debt. Supriya Syal, Deputy Commissioner at the Financial Consumer Agency of Canada, tells us about the National Financial Literacy Strategy. Then, the barriers newcomers face when navigating financial systems in Canada and accessing credit. Jason Mullins, CEO of EasyFinancial tells us more about it.  And, some common mistakes people make when it comes to sustainable investing. Tim Nash, economist and founder of Good Investing takes us through them. Plus, what to do if you want to give part of your estate to an adult child who can’t manage on their own. Rachel Blumenfeld, partner at Aird & Berlis, tells us more about your options.

To find out more about the guests check out:

• Supriya Syal: X |  Instagram  | Facebook | LinkedIn |
• Jason Mullins: Instagram | Facebook
• Tim Nash: X | LinkedIn
• Aird & Berlis: airdberlis.com | X | LinkedIn | YouTube | Facebook
• Rachel Blumenfeld: LinkedIn

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

Learning about financial literacy from space. Author and teacher Karen Cumming takes us through her book The Wealthy Martian: An Out-of-this-World Guide to Financial Literacy for Parents, Teens and Other Earthlings. Then, managing your money in a way that works with your beliefs. Dr. Mohamad Sawwaf, founder and CEO of Manzil, tSells us about their halal financial services. And, a competition that lets you invest without all the risk. Stephanie Wolfe, Head of Marketing at Global X, tells us about the Biggest Winner and how it works. Plus, we’ll speak to Elisabeth Tillier, creator and head of the MoneyReady App.

To find out more about the guests check out:

• Mohamad Sawwaf: X | Instagram | Facebook
• MoneyReady App: moneyreadyapp,ca | X | Facebook
• Stephanie Wolfe: LinkedIn
• Karen Cumming: Instagram and TikTok

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

Cash or Card? What you should use when travelling outside of Canada. Barry Choi, a personal finance and budget travel expert at moneywehave.com, takes us through the pros and cons.  Then, the case for financial advisors to have a hippocratic oath. John De Goey, portfolio manager with Design Securities LtdPlus, explains. And, a self-directed investing app from Mogo based on the principles of Warren Buffett called “Buffet Mode”. Mogo CEO and Co-Founder Dave Feller joins us to tell us how it works. Plus,  we’ll speak with Zac Killam, CEO of FrontLobby about their credit-building rent reporting services.

To find out more about the guests check out:

• Barry Choi: moneywehave.com | Instagram | X
• Zac Killam: frontlobby.com | X | Instagram
• John De Goey: X | LinkedIn
• Dave Feller: mogotrade.ca | X | Instagram | 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 | X | Facebook | LinkedIn

Getting rid of clutter. Regina Lark, professional organizer and founder of A Clear Path, takes us through the Swedish Death Cleaning method. Then, the cost of planning a funeral. Licensed funeral director Shawn Davidson breaks down the financial considerations. And deciding to become a single parent by choice. Julia Chung, co-founder and chief executive officer of Spring Planning Inc., tells us how much it could cost and shares her planning tips.  Plus, we’ll speak with Brian Page, founder of Modern Husbands, a platform and podcast with tips to help you manage your money and home as a team.

To find out more about the guests check out:

• Regina Lark: Facebook | Instagram | LinkedIn
• Carruthers & Davidson Funeral Home: carruthersdavidson.com
• Spring Planning Inc.: springplans.com | X | Facebook | Instagram
• Modern Husband: X | Facebook | Instagram

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

Moving to a new country you are faced with a number of challenges including navigating a new financial system. We are joined by Felipe Saboga and Maria Akejandra Villegas or kmown as Pipe and Aleja, founders of Para Canada, an immigrant community that aimes to provide resources for people looking to move to Canada.

Find out more at para-canada.com and connect on Instagram and TikTok.

Online dating is an ever changing game.  In addition to nice photos, one dating app is asking for your credit score before you can swipe right.  Luke Bailey from Neon Money Club tells us about SCORE. Then, what to do if you and your partner have different spending habits. Behavioural scientist Scott Rick takes us through his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships. And, financial education for Indigenous communities. Gayle Ramsay from BMO joins us to tell us about BMO SmartProgress. Plus, we’ll speak with Adrian Rocca, CEO of rental developer Ftizrovia, about “rentership” vs “home ownership”.

To find out more about the guests check out:

• Luke Bailey: Instagram
• Neon Money Club: joinneon.com | Instagram | X/Twitter
• Gayle Ramsay: Instagram | Facebook | X/Twitter
• Adrian Rocca: Instagram | Facebook
• Scott Rick: scottrick.com | X/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

The current financial trend is “loud budgeting” and “soft saving”. For a closer look at what these two trends really are we have Lesley-Anne Scorgie, personal finance columnist and founder of MeVest, join us.

Find out more at mevest.ca and connect on Instagram, X(Twitter), and Facebook.

Think about your future before you quit your job, whether you want a new challenge, better work environment or more money. Whatever the reason you want to make it is the right decision for you and your career goals. Michael Horn, co-author of JOB MOVES: 9 Steps for Making Progress in Your Career, joins us to go over the steps.

Find out more at jobmoves.com and connect on LinkedIn and X.

Sports betting is on the rise in Canada.  And, for a lot of people, there is more losing than winning.  Preet Banerjee, wealth management consultant and personal finance expert, takes us through two U.S. studies looking at the financial impact. Then, a community for retirees to learn and share ideas. Dale Roberts, founder of Cut the Crap Investing, tells us about his Retirement Club. Plus, a conversation with Gay Hendricks, psychologist and best-selling author, about the “Upper Limit Problem” and how it might be holding you back from success when it comes to life and money.

To find out more about the guests check out:

• Preet Banerjee: preetbanerjee.com | Instagram
• Dale Roberts: cutthecrapinvesting.com | X | Facebook
• Hendrick’s Community: Facebook | Instagram | YouTube
• Gay Hendricks: bigleappodcast.com | Instagram

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

Getting financial literacy is important for everyone but sometimes there are barriers to accessing the tools and resources needed to learn about money. BMO Smart Progress is an interactive learning platform which has recently expanded to include a new website with curated learning modules for First Nations, Inuit, and Métis communities in Canada. To take us through it we are joined by Gayle Ramsay, head of everyday banking at BMO.

Connect with BMO on Instagram, Facebook, and X/Twitter.

Buying a car is expensive. So, many choose to finance or lease their car instead. But that is still a costly commitment. For those who may not need a car for a long-term there now is Roam, a car subscription service. Founder and CEO, Apoorv Gupta, joins us to tell us what exactly it is and how it works.

Find out more at Roam Auto and connect with Facebook, Instagram, LinkedIn.

It can be information overload with all the resources available for newcomers to Canada and PeaceGeeks is trying to make it easier to get the right information they need. Jennifer Freeman, CEO of PeaceGeeks, joins us to talk about the app they have developed called ‘Welcome to Canada’ and how it works.

Find Jennifer on LinkedIn. Connect with PeaceGeeks on LinkedIn, Facebook, Twitter(X) and Instagram. Connect with Welcome To Canada on LinkedIn, Facebook, Twitter(X) and TikTok.

On the list of inappropriate questions to be asked, “How Much Do You Make” has to be up there. But one person, Piyush Mongo of Salary Scale, is not afraid to ask that question. He has amassed over 440,000 followers on Instagram and 100,000 on TikTok. He joins us to talk about the process he goes through asking that question.

Connect with Piyush on TikTok, Instagram and Facebook.

Buying a house in Canada is expensive these days and while some buyers receive a leg up from family others do not have that advantage. So how do they get ahead? Jeff Klein, a wellbeing ecosystem consultant with CFH Consulting, joins us to about a ‘blended capital approach’ to capital access that may address this issue.

Find out more at cfhconsulting.net.

Kids have access to technology that is connected to a credit card that can lead to problems when they can ring up ‘in-app purchases’ without understanding the results in the real world. Lisa McKay, a psychologist with two kids, joins us to help us navigate situations when your child is tempted to spend money online.

Find out more at lisamckaywriting.com and connect on LinkedIn, Facebook, and Instagram.

Managing money is different when you become a parent and if more so if you are a single parent. Now some people are choosing to become single parents by choice. To help us break down some of the financial considerations of having a baby with only one income is Julia Chung, co-founder and chief executive officer of Spring Planning Inc. and president of the Financial Planning Association of Canada.

Find out more at springplans.com and connect on X, Facebook, and Instagram.

Getting laid off from your job is very personal but for Giovanna Ventola she decided to share her story with the world on TikTok with amazing results. Giovanna joins us to talk about her experience and how she is helping others with their job search.

Find out more at rhizetogether.com and on LinkedIn. Connect with Giovanna on TikTok, Instagram and LinkedIn.

Most of your life is planning and saving for retirement. But what happens to your savings once you finally get there. To help us understand the decumulation part of retirement we have Eric Monteiro, Sun Life’s SVP of Group Retirement Services, join us to talk through this phase.

Find out more at sunlife.ca and connect on X, Facebook, and Instagram.

How to negotiate to help you save money. Matt Schulz, personal finance author, educator and speaker, takes us through it in his book Ask Questions, Save Money, Make More. Then, what to do if you and your partner have different spending habits. Behavioural scientist Scott Rick takes us through his book Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships. And, we’ll speak with Michelle Hilscher from BEworks about their behavioural science course for financial advisors. Plus, the purpose of money. Financial Coach Acquania Escarne shares her tips for building generational wealth.

To find out more about the guests check out:

• Matt Schulz: mattschulz.com | X | Instagram | Facebook | TikTok | LinkedIn
• Scott Rick: scottrick.com | Instagram | X | Facebook
• Michelle Hilscher: LinkedIn
• Acquania Escarne: thepurposeofmoney.com | Instagram | 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 | X | Facebook | LinkedIn

We have Credit Canada’s Becky Western-Macfayden join us to tell us all about Credit Canada’s GOLD. Which is a financial coaching program to help people get out of debt.

Find out more at creditcanada.com and connect on Facebook, X(Twitter), LinkedIn and Instagram.

Dr. Gary Chapman, author of The 5 Love Languages, joins us to help us better understand how these love languages can strengthen our relationship with our loved ones and maybe even our money.

Find out more at 5lovelanguages.com and connect on X and Instagram.

Victims of human trafficking are impacted in many ways including becoming burdened with debt. Victim Services Toronto provides informed support and advocacy for those affected including running a program called Reclaim, which helps those that have been impacted financially. Carly Kalish, executive director at Victim Services Toronto, joins us to tell us how it works.

Find out more on YouTube and connect on Instagram, X/Twitter, and Facebook.

With the many budgeting strategies out there the 50/30/20 strategy has had staying power but does it work in today’s world. Joining us to talk about how it works is freelance personal finance writer, Jordann Kaye.

Find out more at jordannkaye.com and connect on Instagram and X(Twitter).

We talk to Clint Davis, CEO of Cedar Leaf Capital, about how they are the first Indigenous-owned investment dealer in Canada created through an agreement between Scotiabank, two Indigenous owned corporations and a First Nation. He joins us to tell us more about the significance of this partnership.

Connect with Clint on LinkedIn, Facebook and X/Twitter.

Already packed and ready to go on vacation but don’t forget your money. But what is the best way to pay when travelling outside of Canada – cash, credit, debit? To take us through each way we are joined by Barry Choi, a personal finance and budget travel expert and founder of Money We Have.

Find out more at moneywehave.com and connect on Instagram and X.

Are you financially confident? Depending on if you are male or female your answer may be different. A research brief developed by The Financial Consumer Agency of Canada and researchers at Carleton University in Ottawa looked at the effectiveness of online interventions to increase young women’s financial confidence and behaviour called “From Clicks to Confidence”.  We have Ruth Stephen a director of Behavioural Finance Lab at FCAC and Dr. Johanna Peetz a professor of psychology at Carleton University, join us to tell us more about the research and its findings.

Connect with Carleton University on X and The Financial Consumer Agency of Canada on X, Instagram and Facebook.

We are joined by the president of Pacific Capital, Chad Willardson, to talk about the ins and outs of managing money as a professional athlete.

Find out more at chadwillardson.com and connect on LinkedIn and Instagram.

We have seen how high inflation is impacting our day to day lives and how it affects everything from buying groceries to buying a car. And when it comes to cars there are a number of expenses that should be taken into consideration. Matt Hands, VP of Insurance for ratehub.ca, joins us to break down how much does it cost on average to own a car in Canada and tips to cut those costs.

Find out more at ratehub.ca and connect on Twitter(X) and Facebook.

Why you need an emergency “plan” instead of an emergency “fund”. Ed Rempel, fee-for service financial planner and tax accountant explains. And, navigating your career. Taylor Urquhart, director at Indeed, is here to take us through the career counselling process. Then, how the high cost of living is impacting our mental health. Caryl Newbery-Mitchell, Senior Vice President at MNP, tells us about ‘inflation isolation’. Plus, We’ll speak with Craig Swistun, portfolio manager at Lexicon Financial Group, about how to give to charity more effectively.

To find out more about the guests check out:

• Ed Rempel: edrempel.com | X(Twitter) | Facebook | LinkedIn
• Taylor Urquhart: X(Twitter) | Facebook
• Caryl Newbery-Mitchell: mnpdebt.ca | X(Twitter) | Facebook | Instagram | LinkedIn
• Craig Swistun: lexiconfinancialgroup.com |  X(Twitter)

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

With so many people pursuing side hustles these days it works really well for the employees but how does it work for the employer. We have Wilma Reyes and Kevin Kliman, both from Humi, to give us the employee/employer view.

Connect with Humi on Twitter/X and Facebook.

There is a new person in town called HENRY and it is not your next door neighbour, it is a ‘High Earner, Not Rich Yet’ individual whose household net worth is high but don’t feel wealthy. Andy Smith, executive director of financial planning for Edelman Financial Engines, joins us to give us more on this term and why people feel like that.

Find out more at edelmanfinancialengines.com and connect on X(Twitter), Facebook and Instagram.

You can invest your money in many different ways; stocks, bonds, ETF’s, mutual funds, NFTs, art. But what about your pantry? Scott Baker, associate professor of finance at the Kellog School, looked at how many households “invest” surplus cash in an inventory in common household consumables. He joins us to give us a look at the strategies and how do the households realized a return on investment.

Find out more about Schoot at kellog.northwestern.edu.

We all know education is important but education in Canada does come at a cost and it can be a challenge to afford post-secondary education without a scholarship or bursary. The Wealthsimple Foundation aims to break down the barriers in Canada. We have the Chair, Leen Li, joins us to tell all about those barriers and the different ways you can save for school.

Find out more about wealthsimplefoundation.com and connect on Instagram, TikTok and LinkedIn.

We cover financial literacy for kids and adults but what about those in-between. Whether they are starting their post-secondary career or just finishing and just to embark on a new career there are specific challenges they face when it comes to financial literacy. We are joined by Benjamin Croitoru, Associate Professor at McGill University’s Desautels Faculty of Management, to talk about McGill’s free-to-the-public Personal Finance Essentials Course.

Find out more about the McGill Personal Finance Essentials Course here.

Getting married you have to change your mindset on money and how to talk about it with your partner. But after a divorce you have to revert back to yourself and how to change that mindset. Well Erika Wasserman, CEO of Financial Therapist and creator of conversation cards for couples, now has cards to help you with financial worries after a divorce. She joins us to take us through those cards.

Find the cards on Amazon and yourfinancialtherapist.com and connect on Instagram.

When it comes to productivity Canada lags behind other G7 countries. And a large cause to that problem is because we are not investing. Zita Cobb, former tech sector CEO of Shorefast and an innkeeper at Fogo Island Inn, joins us tell us how she thinks we can solve this issue.

Find out more about Shorefast and connect on LinkedIn and Instagram.

With the many dating apps out this one might be the most interesting. It’s called ‘SCORE’ and it includes your credit score. It’s from the financial platform ‘Neon Money Club’ and co-founder Luke Bailey joins us to tell us how it works.

Connect on with Luke on Instagram. Find out more about Neon Money Club at joinneon.com and connect on Instagram and X/Twitter.

There are two main levers to your money, increase your income and cut your expenses. While we talk more about cutting expenses but how can you improve your income. Career coaching may help. We talk to Taylor Urquhart, Director of Client Success and head of Indeed Job Squad, about what exactly is career counselling and how it can help.

Connect with Indeed on X(Twitter) and Facebook.  

Gift registries have been around for a long time and it makes things easy for people to get something that you need but as the cost of living increases, cash gifts can go a long way. Giftstart is a baby registry platform that has a cash fund feature. CEO Scarlett Li-Goshawk joins us to tell us how it works.

Find out more at giftstart.ca and connect on Instagram, Facebook and LinkedIn.

“Loud Budgeting” and “Soft Saving” are the latest TikTok trends. Personal finance columnist Lesley-Anne Scorgie takes us through what they’re all about. Then, the federal government plans to lower the criminal rate of interest. Donna Borden from Acorn Canada tells us how the cap might tackle predatory lending. And, Jason Mullins from goeasy Ltd., shares why he thinks the policy might have unintended consequences for borrowers. Plus, we’ll speak with Ellyce Fulmore, financial educator and founder of Queerd Co., about her book Keeping Finance Personal: Ditch the “Shoulds” and the Shame and Rewrite Your Money Story.

To find out more about the guests check out:

• Lesley-Anne Scorgie: mevest.ca | Instagram | X(Twitter) | Facebook
• Donna Borden: X(Twitter) | Facebook
• Jason Mullins: Instagram | Facebook
• Ellyce Fulmore: queerdco.com | Instagram | TikTok

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

Entrepreneurship doesn’t necessarily mean that you have to start from nothing, you can start from something. Scott Stirrett, CEO of Venture for Canada, joins us to talk about entrepreneurship through acquisition.

Find out more at scottstirrett.com and connect on Twitter/X and LinkedIn.

When it comes to planning a funeral, any service comes at a cost. The price is definitely not what you think of first, but it is something that you have to consider. To give us a break-down on what does it actually cost and how the death-care industry is evolving we are joined by Shawn Davidson, a licensed funeral director and owner/manager of Carruthers & Davidson Funeral Home.

For more information check out carruthersdavidson.com.

It is so much easier to tap your credit card instead of physically taking cash out of your wallet but it can lead to overspending. To tell us how paying through your phone impacts your spending is Yuqian Xu, assistant professor of Operations Management at Kenan-Flagler Business School at the University of North Carolina.

Connect with Yugian on LinkedIn, Facebook, Instagram, and find out more at lillianyuqian

If you’re considering saving for your child’s education using a group RESP or scholarship trust, there are some things you should be aware of first. Aravind Sithamparapillai from  Ironwood Wealth Management is here to tell us how they work. Then, what happens to our finances if we live longer? Darren Coleman from Coleman Wealth at Raymond James tells us what he says the financial planning industry has wrong about retirement. Then, the rise of people who consider themselves to be ‘high earners, not rich yet’ or HENRYs. Andy Smith from Edelman Financial Engines tells us more about what the term means. Plus, we’ll speak with Apoorv Gupta, Founder and CEO of Roam, a car subscription service.

To find out more about the guests check out:

• Aravind Sithamparapillai: LinkedIn | X(Twitter) | Instagram
• Darren Coleman: YouTube | LinkedIn
• Andy Smith: edelmanfinancialengines.com | X(Twitter) | Facebook | Instagram
• Apoorv Gupta: Roam Auto | Facebook | Instagram | LinkedIn

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

How to effectively change jobs. Michael Horn, author of JOB MOVES: 9 Steps For Making Progress In Your Career, shares his tips. Then, uncovering your money story. Jessica Moorhouse, Accredited Financial Counsellor, takes us through her book Everything But Money: The Hidden Barriers Between You and Financial Freedom. And, research that looks at the effects of savings rules. Tanya Staples, a professor of financial planning, tells us how they impact our behaviours when saving for our financial futures.  Plus, we’ll speak with Rishard Rameez, co-founder and CEO of Zown,  an online brokerage and down payment assistance provider.

To find out more about the guests check out:

• Jessica Moorhouse: X | Instagram
• Michael Horn: jobmoves.com | LinkedIn | X
• Rishard Rameez: zown.ca | LinkedIn |Instagram | X | 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

We are joined by Julia Chung, president of the Financial Planning Association of Canada, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner’. Julia fills us in on how it works and how to know if this option is right for you.

Find out more at springplans.ca and connect on X/Twitter, Facebook and Instagram.

Right now looking for a home can be a difficult task and getting one that isn’t good makes it even more difficult. How can you mitigate the risk of buying a house that has a troubling past. Clay Jarvis, real estate and financial expert at NerdWallet Canada, joins us to tell us how a home’s past might impact property value and what you should be looking for.

Find out more and connect on X(Twitter), Instagram and Facebook.

Money saving tips when making purchases for your kids. Anita Bruinsma from Clarity Personal Finance, shares how to spend in more meaningful ways. And, divorce and forensic accounting. Kevin Caspersz, Managing Partner at Caspersz Chegini LLP, tells us how it works and when you might want to explore this option.  Then, the best Black-owned banks. Lynnette Khalfani-Cox, The Money Coach and a personal finance expert, speaker and author, takes us through them and their importance. Plus, we’ll speak Darrell MacMullin, SVP Product and Solutions  at Mastercard in Canada, about their emerging tech trends report.

To find out more about the guests check out:

• Lynette Khalfani-Cox: Facebook | Instagram | X/Twitter | LinkedIn
• Anita Bruinsma: clarityonyourmoney.com
• Kevin Caspersz: ccfamilylaw.ca | LinkedIn

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