by Bruce Sellery | Jan 24, 2024 | Podcasts, Specific Segments
Buying a car is expensive. So, many choose to finance or lease their car instead. But that is still a costly commitment. For those who may not need a car for a long-term there now is Roam, a car subscription service. Founder and CEO, Apoorv Gupta, joins us to tell us...
by Bruce Sellery | Jan 24, 2024 | Podcasts, Specific Segments
There is a new person in town called HENRY and it is not your next door neighbour, it is a ‘High Earner, Not Rich Yet’ individual whose household net worth is high but don’t feel wealthy. Andy Smith, executive director of financial planning for Edelman Financial...
by Bruce Sellery | Jan 24, 2024 | Podcasts, Specific Segments
There could be a time in the near future where we can live to 150 years old and how would that affect retirement savings. Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us to talk about how the financial planning industry has it...
by Bruce Sellery | Jan 24, 2024 | Podcasts, Specific Segments
We are joined by Aravind Sithamparapillai, an associate at Ironwood Wealth Management, to break down everything you need to know about what a scholarship trust is before jumping into that decision and how it differs from an RESP. Connect with Aravind on LinkedIn,...
by Bruce Sellery | Jan 17, 2024 | Podcasts, Specific Segments
While it can be uncomfortable talking about money in any relationship but it is important to talk about it. One way to start is to have a ‘money date’. Vanessa Bowen, chartered professional accountant, money coach and founder of financial services Mint Worthy Co.,...
by Bruce Sellery | Jan 17, 2024 | Podcasts, Specific Segments
Kids and money are a topic on this show but most times we cover the basics of cash flow and debt. Pavi Toor believes there is a place for investing in financial literacy, specifically, investing in dividend paying stocks. Pavi runs a non-profit called Young Guns...
