by Bruce Sellery | Nov 12, 2019 | Full Episodes, Podcasts
Are you thinking of financially helping your adult children buy a home? Alan Desnoyers, Senior Vice-President of BMO Private Wealth, is here to tell you how much is too much. Then, how your assumptions about money may be getting in the way of your goals. Sarah Vermunt, career coach and founder of Careergasm, is here to take us through these assumptions and how to get over them. And, Equifax Canada’s Julie Kuzmic will tell you how to improve your credit scores and how long it will take to do it. And, Jacob Jackson from the Lean House Effect, presents his argument for why there’s no point in credit card points. Plus, economist Keisha Blair’s latest book, Holistic Wealth: 32 Life Lessons to Help you Find Purpose, Prosperity and Happiness.
by Bruce Sellery | Apr 25, 2017 | Full Episodes, Podcasts
Can you get good returns by doing good for the planet? And if so, how do you choose from the hundreds of sustainable investing ideas out there? We’ll get perspective from Tim Nash, the “Sustainable Economist” and profile Solar Share, a company offering a solid return on its bonds. Plus, we’ll talk to Michael Garrity, the CEO of a consumer financing FinTech called Financeit. And Chris Clarke, the author of “True Family Wealth: Love, Money and an inspired life”.
by Bruce Sellery | Apr 11, 2017 | Full Episodes, Podcasts
You have a financial planner. But do you have a great financial planner? Cary List of the Financial Planning Standards Council on what they look for. Author Beth Koblinger will discuss her book, “Get A Financial Life: Personal Finance in your Twenties and Thirties”. And we’ll debate Five Financial Myths You Should Ignore with Richard Rosso of Clarity Financial. Plus, JJ Ramberg gets all sweet on Gumdrop, a new service that promotes couponing for a cause.
by Bruce Sellery | Apr 5, 2017 | Full Episodes, Podcasts
Who doesn’t want to be driving the latest and greatest off the car lot? But what price are you willing to pay? Automotive journalist Petrina Gentile analyzes the math and mindset behind the choice. And looking for hits & misses. Dan Hallett of Highview Financial Group looks at the future of Financial Regulation. Plus, finances and infertility: The costs some need to pay to building a family. And Mogo CEO Dave Feller on the launch of its new “don’t over-spend” spending account.
by Bruce Sellery | Mar 28, 2017 | Full Episodes, Podcasts
Your banker isn’t your buddy. Sure, you can have a great relationship with your bank, but remember that they are in the business of selling you products. Rob Carrick, personal finance columnist for the Globe & Mail, has some advice on which products to buy and which to ignore. Cyber security expert Dr. Tom Keenan has tips on protecting your credit cards. And Rick Peticca of Shulman Law will lay out his case for prenups. Plus, Kurt Rosentreter from Manulife Securities will answer your tax planning questions.
by Bruce Sellery | Mar 21, 2017 | Full Episodes, Podcasts
The rich “are different from you and me”, wrote F. Scott Fitzgerald. Steve Siebold, author of “How Rich People Think”, will tell mere mortals what we can do differently. And, there is a time and a place for CPP. But perhaps that time is later than you think. Fred Vettese, Chief Actuary at Morneau Shepell, will make his case for holding off to age 70. Plus, a contrarian view of mortgages. Don’t pay it off says Calum Ross author of “The Real Estate Retirement Plan”.
