by Bruce Sellery | Nov 6, 2024 | Podcasts, Specific Segments
Moving to a new country is a big change and figuring out how much money you’ll need to live can be a challenge. We are joined by Tanvi Chitnis, a digital strategist with Credit Canada, to talk about Butterfly which is a budgeting app designed for newcomers. Find out...
by Bruce Sellery | Nov 5, 2024 | Full Episodes, Podcasts
A budgeting app for newcomers by newcomers, designed to increase financial confidence. It’s called Butterfly. Credit Canada’s Tanvi Chitnis is here to tell us how it works. Then, what it means to be wealthy. Daniel Crosby, psychologist and behavioral finance expert,...
by Bruce Sellery | Oct 30, 2024 | Podcasts, Specific Segments
Registered Education Savings Plans or RESP’s are a great vehicle to save for your child’s education. But how you use that vehicle is important and what vehicle you choose is just as important. Scholarship trusts are another way to save for your chi’s education. We...
by Bruce Sellery | Oct 30, 2024 | Podcasts, Specific Segments
Estate planning is important, but it can get complicated if you have a blended family. To take us through some of the things to think about we have Arin Klug, co-founder and COO of Epilogue. Find out more at epiloguewills.com and connect on X, Instagram, and...
by Bruce Sellery | Oct 30, 2024 | Podcasts, Specific Segments
There are many employee benefits that companies have to help recruit and retain staff. One perk some companies may choose is to offer “group mortgages”. Rob McLister, mortgage analyst and editor of MortgageLogic.news, joins us to tell us how it works. Find out more at...
by Bruce Sellery | Oct 30, 2024 | Podcasts, Specific Segments
People can listen and talk about personal finance in a variety of ways including community groups. We take a look at money clubs or share clubs with Peter MacLean, a member of Ottawa’s Share Club’s executive committee. Fin out more at money4retirement.ca or you can...