Delaying gratification is a key skill to learn, especially for those who have ADHD. Otto Rivera is a certified financial planner, and he tells us how he navigated his ADHD and his ideas for supporting others. Then, discovering unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, reveals how she helps people find money they may have forgotten about. And, how to buy a business. Liz MacRae, president of Village Wellth, outlines how her company takes people through every step of the business acquisition process. Plus, we’ll speak with Shael Weinreb, CEO of The Home Equity Partners, about a different way to access your home equity.
To find out more about the guests check out:
- Otto Rivera: emergent.tax | CFP Board | LinkedIn
- Rochelle Treister: Charity Windfall | Facebook | LinkedIn
- Liz MacRae: villagewellth.com | LinkedIn
- Shael Weinreb: theheqpartners.com | Instagram | X | 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
