by Bruce Sellery | Mar 12, 2025 | Podcasts, Specific Segments
More people these days use personal finance apps and tools to help them budget their money and plan for the future. One such tool is called PocketSmith, which helps forecasting future bank balances. Jason Leong, CEO and co-founder, joins us to tell us how it works....
by Bruce Sellery | Mar 12, 2025 | Podcasts, Specific Segments
Mortgage renewals can be a challenge when it comes to finding the best product, lender and term especially during a period of economic uncertainty. Rob McLister, an interest rate analyst and mortgage strategist, joins us to go over the mortgage planning acronym he...
by Bruce Sellery | Mar 11, 2025 | Full Episodes, Podcasts
Navigating your mortgage renewal during times of economic uncertainty. Rob McLister, interest rate analyst and mortgage strategist tells us about the mortgage planning acronym he coined called I.D.E.A.S. Next, a budgeting tool called PocketSmith. CEO and co-founder...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
If you’re about to retire – you’re about to enter a brand new chapter in life. And it’s not always easy. Scott Armstrong, CEO of Mind Switch and author of Retire & Aspire, joins us to talk more about his book and how Mind Switch helps people transition into...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
We talk a lot about teaching kids about money and financial literacy but not so much about being generous and charitable. John Bromley, CEO and founder of Charitable Impact, joins us to talk about a tool they created called Charitable Allowance that helps kids and...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
Prosper Canada has created a “lump sum payment toolkit” in anticipation of a significant settlement for First Nations Communities. It is called the “First Nations Child and Family Services and Jordan’s Principle” Settlement. Carrie Wong, Learning and Training Senior...
