by Bruce Sellery | Jan 28, 2020 | Full Episodes, Podcasts
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.
by Bruce Sellery | Jan 21, 2020 | Full Episodes, Podcasts
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.
by Bruce Sellery | Jan 15, 2020 | Full Episodes, Podcasts
Leaving your nine to five job to pursue your dream. Deborah McGrath, Chief Marketing Officer at Echelon Wealth Partners, shares her tips for managing your money when you’re starting your own business. And, Castlemark’s Robyn Thompson joins us to talk about the seven deadly financial sins and how to remain virtuous. Then, an online resource for those looking to narrow the financial confidence gap. Kim Kukulowicz, Senior Vice President at Equitable Bank, tells us about “stnce”. Plus, John De Goey is here to explain the mission of the FP Canada Research Foundation.
by Bruce Sellery | Dec 17, 2019 | Full Episodes, Podcasts
Tracking your net worth. Fred Khonje, also known as Prairie Fire, is here to tell you why and how you should do the calculation. And, we’ll talk to Chris Varelas, founding partner of Riverwood Capital, about his book How Money Became Dangerous: The Inside Story of our Turbulent Relationship with Modern Finance. Then, themed retirement communities are a growing trend — for teachers, nuns and nudists (!) We’ll talk to Sue Johansen from A Place For Mom about the idea. Plus, Melissa Shin from Advisor’s Edge is here with a look at the decade ahead in the financial advice industry.
by Bruce Sellery | Dec 3, 2019 | Full Episodes, Podcasts
Living the “need less, want less” lifestyle. Michael Burns, president and CEO of the Princess Margaret Cancer Foundation, tells us about its “Saving is the New Savings” initiative. Then, Sara Johnson, director of wealth planning at BMO Private Wealth, tells us how you can add art to your investment portfolio. And, do budgeting apps really save you money? Chuck Howard, from the University of British Columbia brings us his findings on the question. Plus Adrian Spitters’ new book Who’s Investing Your Money? And Mack Rogesr on the Family Literacy First program from ABC.
by Bruce Sellery | Nov 26, 2019 | Full Episodes, Podcasts
Sezzle lets you ‘buy now’ and ‘pay later’. But is an installment payment plan right for you? Patrick Chan, General Manager of Sezzle’s Canadian business, is here to tell us how it works. Then, David O’Leary, founder of Kind Wealth, tells us about subscription based fee-only advice. And, choosing the right life insurance plan. PolicyMe’s Laura McKay, tells us about the comparison site. And, Sarah Asebedo, certified financial planner and lead author of a new study from the American Psychological Association, on how personality traits can affect retirement spending. Plus, Kornel Szrejber is here to tell us about Build Wealth Canada.
