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Tax Tips From The Grumpy Accountant

by Bruce Sellery | Oct 7, 2020 | Podcasts, Specific Segments

We have The Grumpy Accountant, Neal Winokur, join us to give us some tips when it comes to filing taxes. Connect with Neal Winokur aka The Grumpy Accountant on Twitter, Instagram and Facebook

Insight into the World of Wealth

by Bruce Sellery | Oct 7, 2020 | Podcasts, Specific Segments

We talk to author Jennifer Risher about her book, We Need To Talk: A Memoir About Wealth. Check out Jennifer’s website for more information.

Why You Might Need A Little Bit Of Math To Help Kickstart Your Financial Goals

by Bruce Sellery | Oct 7, 2020 | Podcasts, Specific Segments

We talk to financial coach and creator of the Math Plus Mindset approach, Hadriano Leo, to tell us about the “money mindset” and why you might need a little bit of math to help kickstart your financial goals. Connect with Hadrio on Facebook...

How Has The Pandemic Impacted Investors And Their Decisions

by Bruce Sellery | Sep 30, 2020 | Podcasts, Specific Segments

We talk to Michael Tracey, senior advisor of behavioural insights of the investor office at the OSC, to give us insight on how the pandemic has impacted investors and their decisions. Find Michael on Twitter

How Employers Can Help Parents Save For Their Kids Education

by Bruce Sellery | Sep 30, 2020 | Podcasts, Specific Segments

We talk to Canada Life’s vice-president of product and experience, Ryan Weiss, about their new RESP employee benefit that can help parents save for their kids education. Find Ryan on LinkedIn

Should You Keep Your Pension Or Take The Commuted Value

by Bruce Sellery | Sep 30, 2020 | Podcasts, Specific Segments

We talk to the vice president and portfolio manager at TriDelta Financial Partners Inc., Matthew Ardrey, about how to make the decision on keeping your pension or taking the commuted value. Find Matthew on Twitter
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