by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
So how can financial advisors better serve their female clients. Cary Carbonaro is an author and certified financial planner. She joins us to talk about her book “Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune”. Find out more at...
by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
Artificial intelligence is becoming more and more common in everyday life. Payment networks like Visa and Mastercard are turning to AI technologies, like AI agents, to shop for you and actually “buy” things for you. Tor Constantino, a writer for Forbes, joins us to...
by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
Dealing with dementia. When you think of the financial cost of dementia, you might think of all the things you’d go through “after diagnosis”–like the time off work, and treatment that’s not covered. This can all add up. Luke Yoquinto, researcher at the MIT AgeLab...
by Bruce Sellery | Jun 25, 2025 | Podcasts, Specific Segments
Whether it’s a prize you’ve won, an inheritance, or you recently sold a business, what happens with these huge financial gains. Julia Chung, certified financial planner and CEO of Spring Planning, joins us to take us through what you should do and things you should...
by Bruce Sellery | Jun 18, 2025 | Podcasts, Specific Segments
Canadians love loyalty programs. There are almost always a win for the marketers. But how do you make sure they are a win for you? To win, you have to learn how to play the game. Barry Choi, a personal finance expert, joins us to take us through the rules and gives...
by Bruce Sellery | Jun 18, 2025 | Podcasts, Specific Segments
Getting laid off is scary, and very often it is unexpected. Without another job lined up, it can be a real challenge to figure out how to manage your finances. Aravind Sithamparapillai, an associate with Ironwood Wealth Management Group, joins us to talk about what...
