by Bruce Sellery | Nov 10, 2021 | Podcasts, Specific Segments
We talk to the Head of Estate Planning & Philanthropic Advisory Services at BMO Private Wealth, Lydia Potocnik, about wealth planning for blended families and how to manage it. Connect with BMO on Twitter and Facebook.
by Bruce Sellery | Nov 10, 2021 | Podcasts, Specific Segments
We talk to financial therapist, Erika Wasserman, about being financially equal in a relationship. Does the person making the higher salary get to make all the decisions or do you work as a team. Find out more at yourfinancialtherapist.com.
by Bruce Sellery | Nov 10, 2021 | Podcasts, Specific Segments
Kara Gammell of the Your Best Friend’s Guide To Cash, joins us to talk about her money hack, the 1-2-3 spending method, to help us make better purchases. Find out more at yourbestfriendsguidetocash.co.uk and connect Instagram, Twitter and Facebook.
by Bruce Sellery | Nov 10, 2021 | Podcasts, Specific Segments
How can we make magic and money management work together? We talk to magician Phil Pivnick about the tricks that he will be pulling off for Credit Canada for Financial Literacy Month. Connect with Phil on Facebook and Instagram.
by Bruce Sellery | Nov 9, 2021 | Full Episodes, Podcasts
Magician Phil Kivnick will take us through how he learned all his tricks and what it has to do with managing money. Then, making smarter decisions when it comes to purchases. Financial journalist Kara Gammell takes us through the 1-2-3 Spending Method. And, making...
by Bruce Sellery | Nov 3, 2021 | Podcasts, Specific Segments
Personal finance expert Preet Banerjee joins us give us a full explanation on what exactly is an “order flow”, how brokerages like Robinhood use it and how it impacts investors. Find out more at preetbanerjee.com and connect on Twitter and Instagram.
by Bruce Sellery | Nov 3, 2021 | Podcasts, Specific Segments
Jacob Perez from Synergy Mortgage Group joins us to talk about why someone would go with a mortgage broker when purchasing a house and the process of working with a broker. Find out more at synergymortgagegroup.com and connect with Synergy on Instagram. Connect with...
by Bruce Sellery | Nov 3, 2021 | Podcasts, Specific Segments
Enoch Omololu, founder of the personal finance website Savvy New Canadians, joins us to share his tips on how new immigrants to Canada can build their credit. Find out more at savvynewcanadians.com and connect on Facebook and Twitter.
by Bruce Sellery | Nov 3, 2021 | Podcasts, Specific Segments
Dan Bortolotti, portfolio manager of PWL Capital Inc and the blogger behind the Couch Potato Portfolio, joins us to talk about his book Reboot Your Portfolio and give us in thoughts on building a diverse investment portfolio. Find out more at...
by Bruce Sellery | Nov 3, 2021 | Podcasts, Specific Segments
We talk to Vanessa Vakharia, Founder and CEO of The Math Guru, about her new book called Math Hacks 2: Stress Less + Do Better. Find out more at themathguru.ca and connect on Twitter, Instagram, TikTok and Facebook.
