by Bruce Sellery | Mar 7, 2017 | Full Episodes, Podcasts
Scammers are getting very creative these days. Personal finance expert Kelley Keehn will be here with some tips on how to keep your money safe. We’ll talk to Sean Cooper, the controversial author of a new book called “Burn Your Mortgage”. Plus we’ll have a look at “niche advisors”, those that focus on a very specific group of clients, like educators or dentists. And we’ll speak to the co-founder of “The Remote Way”, a start-up that wants to make it possible for you to do your job from anywhere.
by Bruce Sellery | Feb 21, 2017 | Full Episodes, Podcasts
This week on the show we talk to Manisha Thakor from Buckingham Strategic Wealth about “Joy-Based Spending” – what it is and how you can use it yourself. We’ll bring you tips on how to teach kids about money, with Clint Greenleaf, author of “Beyond The Piggy Bank”. And we’ll profile a service called Sensibill that helps you organize all your receipts online, instead of in a shoebox. Plus, Ryan Gerstel of CIBC Wood Gundy will be here to discuss his approach to forecasting your spending in retirement.
by Bruce Sellery | Feb 14, 2017 | Full Episodes, Podcasts
This week on the show we talk to Tom Bradley from Steadyhand Funds about the big questions you should ask your advisor. And we’ll talk about the big questions you should be asking your aging parents. Our guest is Kurt Kazanowski, author of A Son’s Journey: Taking Care of Mom & Dad. We talk travel budgeting with Barry Choi from The Money We Have blog. Plus: The Necessity of No. We talk to author Robert Gignac about how to live within your means.
by Bruce Sellery | Feb 7, 2017 | Full Episodes, Podcasts
This week on the show we talk to Jim Yih from the blog Retire Happy on how much is enough to save for retirement. Also joining us is Bridget Casey from Money After Graduation. She’ll highlight some of the challenges that Millennials face that Boomers didn’t, and what young people can do about them. And we’ll look at financial literacy in First Nations communities with Simon Brascoupé from AFOA Canada. Plus: Money and Marijuana. We’ll talk to insurance expert Lorne Marr about how insurance companies treat marijuana when it comes to life insurance.
by Bruce Sellery | Jan 31, 2017 | Full Episodes, Podcasts
This week on the show we talk to Nest Wealth CEO Randy Cass on what’s next for Robo-Advisors. Also joining us is former MoneySense editor Jon Chevreau. His new book, “Victory Lap Retirement” looks at how to get paid for your passion after you’ve left the full time worked. And we’ll drill down on what drives your credit score with Borrowell’s Eva Wong. Plus “Nutritional Facts” for your investments. Anthony Boright of InvestorCOM on the new CRM2 regulations rolling out to help you understand how much you’re paying for advice.
by Bruce Sellery | Jan 26, 2017 | Full Episodes, Podcasts
This week on the show personal finance expert Preet Banerjee is answering the question “Do you get what you pay for” with financial advice and how to save on how you pay. Also joining us is venture capitalist at Real Ventures, Janet Bannister with a look at the new world of Fintech. We are looking at the facts of money with David Cunningham, a program leader at Landmark Worldwide. Parenting expert Alyson Schafer, answers your questions.