by Bruce Sellery | Oct 3, 2023 | Full Episodes, Podcasts
Paying a monthly subscription for financial advice. Sam Lichtman, co-founder of Achieve Wealth Management, tells us why he offers this model to his clients and how it works. If you add one there, can you subtract a subscription somewhere else? Personal finance...
by Bruce Sellery | Sep 27, 2023 | Podcasts, Specific Segments
Paying off your mortgage as quickly as you can using ‘The Shred Method’. We are joined by Adam Carroll to tell us how the shred method works and how he is helping people pay off their mortgage in record time. Find out more at theshredmethod.com and connect on...
by Bruce Sellery | Sep 27, 2023 | Podcasts, Specific Segments
We are joined by Karen Cleveland, co-author of the New Wedding Book: A Guide To Ditching All The Rules, to share with us tips on ways to limit the financial stress that comes with planning a wedding. Connect with Karen on Twitter, Instagram and LinkedIn.
by Bruce Sellery | Sep 27, 2023 | Podcasts, Specific Segments
We talk to the founder of MoneyZen, and the author of the book by the same name, Manisha Thakor as she shares her tips for living a rich life that can satisfy both your financial health and emotional health. Find out more at moneyzen.com and connect on Twitter,...
by Bruce Sellery | Sep 27, 2023 | Podcasts, Specific Segments
Accessing the necessary credit history in order to get access to certain financial services can be difficult for newcomers to Canada. Nova Credit is a credit bureau that aims to address that challenge. CEO and Founder, Misha Esipov, joins us to talk about how they are...
by Bruce Sellery | Sep 26, 2023 | Full Episodes, Podcasts
How to feel financially and emotionally fulfilled. Manisha Thakor takes us through her book MoneyZen: The Secret To Finding Your Enough. Budgeting tips for your big day. We’ll speak to Karen Cleveland, co-author of The New Wedding Book: A Guide To Ditching All The...
by Bruce Sellery | Sep 20, 2023 | Podcasts, Specific Segments
Credit Union, DUCA, has a new profit shares rewards program that brings together a better rate for fixed income investments and a rewards program called ‘Do More Profit Sharing’. We have Chief Member Experience Officer, Phil Taylor, join us to tell us how it works....
by Bruce Sellery | Sep 20, 2023 | Podcasts, Specific Segments
We talk to Justin Manning on how he integrates veganism into his financial advisor practise and some of the different services he provides. Find out more at justinmanning.com and connect on Twitter and Instagram.
by Bruce Sellery | Sep 20, 2023 | Podcasts, Specific Segments
We have Profound Impact Founder and CEO, Sherry Shannon-Vanstone, join us to talk about how their platform helps academic and industry researchers find the perfect funding match. Find out more at profoundimpact.com and connect on Facebook, Instagram, LinkedIn and...
by Bruce Sellery | Sep 20, 2023 | Podcasts, Specific Segments
We take a look at the latest trend on TikTok, ‘Girl Math’, with the CEO and Founder of The Math Guru, Vanessa Vakharia. We look into why it became and trend and what concerns there are about the term. Find out more at themathguru.ca and connect on Facebook, Instagram,...
