Buying a whole life insurance policy on your adult child. Estate planning and insurance expert Michael Dutra tells us about cascading life insurance and its benefits. Then, a look at halal financing options in Canada. Rotman School of Management professor Walid Hejazi takes us through what’s available and how it works. And, reframing money as “medicine”. Indigenous entrepreneur Nicole McLaren shares how doing this can benefit Indigenous communities and families. And, financial literacy for high net-worth families. Stephanie Dean from RBC Family Office Services tells us about the different approaches. Plus, a fun way to talk to your significant other about money. Financial therapist Erika Wasserman tells us about her financial conversation cards.
To find out more about the guests check out:
- Walid Hejazi: Twitter
- Nicole McLaren: Twitter | Instagram
- Raven Reads: Twitter
- Michael Dutra: 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.