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.
by Bruce Sellery | Nov 19, 2019 | Full Episodes, Podcasts
Learning to get back up again after you fall. Neil Pasricha is here to tell us about his latest book You Are Awesome: How to Navigate Change, Wrestle With Failure, and Live and Intentional Life. Then, more of your questions about credit answered. Author and personal credit expert Richard Moxley shares insight from his book The Credit Game: Rules Every Canadian Must Know to Win. And, battling debt. Laurie Campbell, CEO of Credit Canada is here to tell us about a recent survey highlighting the challenges Canadians face when it comes to debt. Plus, improving access to financial advice with Philip Barrar, founder and CEO of Mylo.
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.
