by Bruce Sellery | Oct 18, 2022 | Podcasts, Specific Segments
How to help a family member deal with debt. Financial expert Lesley-Anne Scorgie takes us through the steps. Then, building financial resilience and well-being for vulnerable Canadian households. Eloise Duncan, founder of the Financial Resilience Institute, shares how...
by Bruce Sellery | Oct 12, 2022 | Podcasts, Specific Segments
We talk to Erin Bury, CEO and co-founder of Willful, about why it is important now more than ever to talk to your family about the inheritance that will be handed down or you may get. Find out more with Willful on Twitter, Instagram and Facebook. Connect with Erin on...
by Bruce Sellery | Oct 12, 2022 | Podcasts, Specific Segments
We talk to John Bromley, founder of Charitable Impact, about how they help you manage what you give to charity all in one account. Find out more at charitableimpact.com and connect on Instagram, Facebook and Twitter.
by Bruce Sellery | Oct 12, 2022 | Podcasts, Specific Segments
We talk to Patrick Ens, president of Capital One Canada, about what you can do if your finances are taking a toll on you both mentally and physically and what is financial “self-care” and how to put it into practice. Check out Capital One’s Life & Credit Blog and...
by Bruce Sellery | Oct 12, 2022 | Podcasts, Specific Segments
Consider your future self when trying to figure out a solution to making better decisions with your money. Hal Hershfield, an associate professor of marketing behavioural decision making and psychology at UCLA, joins us to tell us why thing about the “future you” is...
by Bruce Sellery | Oct 5, 2022 | Podcasts, Specific Segments
Parents look at life insurance is a way to protect their families financially but there is another wealth transfer strategy parents can consider is getting “whole life insurance policy” on their adult child as a way to save tax. This is called cascading insurance....
