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Full Episode: The Retirement Downsizing Myth: Why Seniors Are Staying Put

by Bruce Sellery | Dec 15, 2020 | Full Episodes, Podcasts

The retirement downsizing myth: Why many seniors are choosing to stay put and how this will impact their financial plan, with Jason Heath from Objective Financial Partners. Why a consumer proposal might not be necessary or even helpful. Karim Nanji from Marble...

Full Episode: Peer-to-Peer Lending: Never lend money to a friend — but what about a stranger?

by Bruce Sellery | Dec 8, 2020 | Full Episodes, Podcasts

Not having your annual office christmas party this year? Marina Glogovac from CanadaHelps tells us how you can donate the unused money to charity through a new initiative called Holiday Party Heroes. Then, a new financial startup allowing Canadians to lend and borrow...

Full Episode: Millennials On The Move: Home Buying Trends for 2020

by Bruce Sellery | Dec 1, 2020 | Full Episodes, Podcasts

How do you “right a wrong” when it comes to your financial institution? Tips from the Investor Protection Clinic’s Jessie Armour. Then, what Canadians are searching for online when it comes to their personal finances. Fernado Angulo from SEMrush tells us about his...

Full Episode: Why There Are So Few Female Financial Advisors?

by Bruce Sellery | Nov 24, 2020 | Full Episodes, Podcasts

Why are there so few female financial advisors? This is the question Judy Paradi from StrategyMarketing.ca explores in a new white paper. Then, there is a growing need for mental health disability claims. Nainesh Kotak from Kotak Personal Injury Law tells us how to...

Full Episode: Signed, Warren Buffett: Lessons from shareholder letters

by Bruce Sellery | Nov 17, 2020 | Full Episodes, Podcasts

Why you should read a company’s shareholder letter. Lawrence Cunnigham takes us through his book Dear Shareholder. Then, keeping great food affordable. Cookbook author Claire Tansey shares tips from Dinner, Uncomplicated for making a tasty home cooked meal without...

Full Episode: Investing In Women-Led Businesses

by Bruce Sellery | Nov 10, 2020 | Full Episodes, Podcasts

Investing in talented female entrepreneurs pays off, says Shelley Kuipers. She’s a co-founder of The51, a financial feminist platform that provides access to capital for women-led businesses. Then, why and when you should get a Power of Attorney.  Suzana...
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