by Bruce Sellery | Nov 6, 2024 | Podcasts, Specific Segments
Preparing for retirement can be daunting and there are tons of resources out there. We take a look at a new book called How To Retire from Christine Benz, director of personal finance and retirement for Morningstar. She joins us to share some lessons she learned. Read...
by Bruce Sellery | Nov 6, 2024 | Podcasts, Specific Segments
What does wealth really mean and what does it mean to you. Psychologist and behavioural finance expert Daniel Crosby joins us to talk about his latest book, The Soul of Wealth. Where he writes about finding the balance between the different kinds of wealth. Connect...
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 | 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...
