by Bruce Sellery | Jun 8, 2022 | Podcasts, Specific Segments
Being an executor of a will is no easy task and we have David Edey, a certified executor advisor, here to help with what we can do best to prepare you if you are chosen. Find out more at davidedey.com.
by Bruce Sellery | Jun 7, 2022 | Full Episodes, Podcasts
Cash Stuffing is making a comeback. TikToker Courtney Krandel takes us through how this budgeting method works and why it’s become so popular. And, how to save for retirement with the culture of now mindset. Myron Genyk from Evermore Capital is here to share his...
by Bruce Sellery | Jun 1, 2022 | Podcasts, Specific Segments
The Carbon Collective is the first climate-focused online investment advisor. Brooke Tomasetti, Director of Financial Education and Community, joins us to share with us how the advisor works and what she wants to achieve at this role. Find out more at...
by Bruce Sellery | Jun 1, 2022 | Podcasts, Specific Segments
Meeting your financial goals can be difficult when you are trying to get a handle on your debt. We speak to financial therapist, Erika Wasserman, about how the Financial YES! Plan works and shares tips for changing your mindset when it comes to money. Find out more at...
by Bruce Sellery | Jun 1, 2022 | Podcasts, Specific Segments
Dealing with debt can be different in different communities. We speak to Crystal Buhler, a Licensed Insolvency Trustee with Debt Free North about how deal with debt differs in more remote communities. Find out more at debtfreenorth.com and connect on Facebook,...
by Bruce Sellery | Jun 1, 2022 | Podcasts, Specific Segments
We talk to the first Chief Financial Commentator for HomeEquity Bank, Patti Lovett-Reid, about her new role and her 5 R’s of retirement. Connect with Pattie on Instagram.
