by Bruce Sellery | Mar 17, 2020 | Full Episodes, Podcasts
Many Canadians are unaware of the high costs associated with divorce. Shulman Law Firm’s Laura Paris is here to take us through these often surprising costs. And, the expensive road to healing. Lisa Coxon, editor and writer for LowestRates.ca is here to tell us about the financial costs of trauma. Then, reaching your financial goals without having to leave your couch. Credit Karma’s Monisha Sharma is here with some tips on how to kickstart your savings. Plus, personal finance blogger Tom Drake will be here to tell us about MapleMoney. And, a cautionary tale on RRSPs with Next Chapter’s Lesley Poole.
by Bruce Sellery | Mar 10, 2020 | Full Episodes, Podcasts
Many Canadians are paying higher investment fees than they have to. Dale Roberts, creator of the Cut The Crap Investing blog, is here to tell us why he believes in lower fees. And, financial planning for the 12 Million single Canadian out there. Amy Dietz-Graham from BMO Private Wealth identifies what’s different and how to manage it. Then, would you talk about your money at the office? Nathan Hamilton, from The Ascent reviews their latest study called Money Talk: Over One Thousand Employees Discuss Taboo Topics at Work. Plus, 8,000 days. Michael Lynch of Hartford Funds on how to divide up the massive number of days into just four phases. Plus, all you need to know about funeral insurance with Lorne Marr from LSM Insurance.
by Bruce Sellery | Mar 3, 2020 | Full Episodes, Podcasts
Themed retirement communities are a growing trend, for teachers, nuns and and even nudists (!) We’ll talk to Sue Johansen, from A Place For Mom, about the idea. And, if you had the choice to stop working right now, would you? Michelle Silver joins us to talk about her book, Retirement and Its Discontents: Why We Won’t Stop Working Even If We Can. Then, Melaina Vinski from PwC tells us how understanding behavioral economics can help you save for your retirement; Actuary Fred Vettese on how to calculate how much you can spend in retirement. Plus, personal finance expert Rubina Ahmed-Haq on why women need to save more than men for retirement—and how to do it.
by Bruce Sellery | Feb 25, 2020 | Full Episodes, Podcasts
Keeping track of various investment accounts can be complicated. Simon Boulet, CEO of Wealthica, is here to tell us how his fintech start-up will make it easier. And, how to raise your money smart kids. John Lanza introduces us to his Money Mammals, a cast of cute, cuddly animals that know a thing or two about personal finance. Then, managing the change from worker bee to retiree. Patricia Doyle, author of Retirement Transition, is here to share her tips on how you can best prepare for this stage in your life. Plus, Steven Arnott shares his Snowman’s Guide to Personal Finance. And, global asset manager Legal & General on why they are taking the Climate Impact Pledge.
by Bruce Sellery | Feb 18, 2020 | Full Episodes, Podcasts
Is planning retirement planning causing you stress? Personal finance writer David Aston tells us about his new book, The Sleep-Easy Retirement Guide: Answers to the 12 biggest financial questions that keep you up at night. Then, Kelley Keehn, author of Talk Money to Me, shows you how to stop leaving money on the table. And, Anne Taylor, founder of Directions Coaching, has tips on how to monetize your soft skills, from her book Soft Skills, Hard Results: A practical guide to people skills for analytical leaders. Plus, a new report from the C.D. Howe Institute called One More Case for Longer-Term Mortgages: Financial Stability.
by Bruce Sellery | Feb 4, 2020 | Full Episodes, Podcasts
More people than ever are participating in the gig economy. But are they doing right by the CRA? Lisa Gittens, Senior Tax Expert from H&R Block Canada, discusses some important tax implications. And Jeff Loomis, executive director of Momentum, is here to tell us how fintech can help lower income Canadians grow their savings. Then, Christine Ibbotson, on her new book How to Retire Debt-Free and Wealthy,and Larry Wilson on his new book Living Your Dream: A Practical Resource to Enhance Personal Wealth Creation and Management. Plus the Five Year Countdown to Retirement. Dilys D’Cruz, Head of Meridian Financial Wealth, takes us through the steps.
