by Bruce Sellery | May 15, 2019 | Podcasts, Specific Segments
We talk to author John De Goey about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors and how we can keep financial advisors accountable for their mistakes.
by Bruce Sellery | May 15, 2019 | Podcasts, Specific Segments
We talk to personal injury lawyer Meghan M. Hull Jacquin about disability rights 101 and what options you have if you are injured off the job.
by Bruce Sellery | May 14, 2019 | Podcasts
What happens when you’re injured? Personal Injury lawyer Meghan M. Hull Jacquin is here to with some disability rights 101. Then, holding your financial advisor accountable. Author and advisor John De Goey joins us to tell us about his new book STANDUP to the Financial Services Industry: Protecting Yourself From Well-Intended But Oblivious Advisors. And, Canada’s cashless future. We talk to Equitable Bank’s CEO Andrew Moor about the benefits and drawbacks of going digital. Plus, we talk to author Jennifer Buchanan about her new book Wellness Incorporated: The Health Entrepreneur’s Handbook.
by Bruce Sellery | May 8, 2019 | Podcasts, Specific Segments
We talk to Mike Foy from J.D. Power about its latest survey. He’ll tell us what why satisfaction with Canadian investor firms is slipping and what it means for investors and the firms.
by Bruce Sellery | May 8, 2019 | Podcasts, Specific Segments
We talk to Randy Cass, founder of NestWealth about this “Holy Trinity” of retirement savings and if you follow these steps saving for retirement will be a lot less challenging.
by Bruce Sellery | May 8, 2019 | Podcasts, Specific Segments
We talk to John Natale from the AVP of Tax and Retirement Services at Manulife Financial about what you really need to know about death and taxes.
by Bruce Sellery | May 8, 2019 | Podcasts, Specific Segments
We talk to Robert Irwin from MatchWorth about helping people make the perfect match with a financial advisor.
by Bruce Sellery | May 8, 2019 | Podcasts, Specific Segments
We talk to insolvency trustee Doug Hoyes about how to deal with debt collection agencies as well debunk some common myth.
by Bruce Sellery | May 7, 2019 | Podcasts
What happens when the debt collector calls? Insolvency trustee Doug Hoyes talks about your rights, and how to handle the calls. Then, finding the perfect financial advisor can be a tough task. Robert Irwin, Co-founder of Match Worth, is here to tell us how its online tool can help you find the advisor that’s right for you. And, Nest Wealth’s Randy Cass tells us about the “holy trinity” of retirement savings. Plus, what this year’s J.D. Power investor satisfaction survey says about Canada’s investment firms.
by Bruce Sellery | Apr 25, 2019 | Articles, Organizing
The KonMari Method is based on one, fundamental question: Does the item you are holding in your hands “Spark Joy”? If it does, keep it. If it doesn’t, thank it and then get rid of it.