by Bruce Sellery | Mar 12, 2025 | Podcasts, Specific Segments
Mortgage renewals can be a challenge when it comes to finding the best product, lender and term especially during a period of economic uncertainty. Rob McLister, an interest rate analyst and mortgage strategist, joins us to go over the mortgage planning acronym he...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
If you’re about to retire – you’re about to enter a brand new chapter in life. And it’s not always easy. Scott Armstrong, CEO of Mind Switch and author of Retire & Aspire, joins us to talk more about his book and how Mind Switch helps people transition into...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
We talk a lot about teaching kids about money and financial literacy but not so much about being generous and charitable. John Bromley, CEO and founder of Charitable Impact, joins us to talk about a tool they created called Charitable Allowance that helps kids and...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
Prosper Canada has created a “lump sum payment toolkit” in anticipation of a significant settlement for First Nations Communities. It is called the “First Nations Child and Family Services and Jordan’s Principle” Settlement. Carrie Wong, Learning and Training Senior...
by Bruce Sellery | Mar 5, 2025 | Podcasts, Specific Segments
There are a number of interesting and odd Exchange Traded Funds out there and we found one that is truly out of this world. Chief Executive Matthew Tuttle, Chief Executive of Tuttle Capital, is here to explain the motivation behind their new ETF that invests in...
by Bruce Sellery | Feb 26, 2025 | Podcasts, Specific Segments
Making a return on an online purchase can be a pain for the customer but it is also a pain for the company. Some companies and now offering “returnless refunds” to save you time and money. Kyle James, founder of Rather-Be-Shopping.com, joins us to talk about what this...
