by Bruce Sellery | Mar 31, 2021 | Podcasts, Specific Segments
We talk to Jillian Kennedy, a Partner at Mercer and the leader of the firm’s “Financial Wellness” business, about the finding from their Mercer Retirement Readiness Barometer that women on average retire with account balances that are 30% lower then men. Find more at...
by Bruce Sellery | Mar 31, 2021 | Podcasts, Specific Segments
We talk to the founder of Neo Financial, Andrew Chau, about what makes this new consumer banking solution separates itself from traditional banks. Find out more at neofinancial.com and follow them on Facebook, Twitter and Instagram.
by Bruce Sellery | Mar 31, 2021 | Podcasts, Specific Segments
We talk to Roma Luciw who along with Rob Carrick co-host the Globe & Mail’s podcast, Stress Test. The podcast takes a look at how the rule of personal finance changed during the pandemic. Check out the podcast and connect with Roma on Twitter.
by Bruce Sellery | Mar 31, 2021 | Podcasts, Specific Segments
We talk to the founder of Iris Asset Management, Juliette Johns, about what exactly is an IPO and takes us through everything you need to know. Check out Iris Asset Management and connect with Juliette on Linkedin.
by Bruce Sellery | Mar 30, 2021 | Full Episodes, Podcasts
IPOs are in the headlines almost daily. Juliette John from Iris Asset Management tells us what to watch out for. And, the Globe and Mail’s personal finance team created a podcast to help you navigate through the uncertain times. Roma Luciw tells us what we can expect...
by Bruce Sellery | Mar 24, 2021 | Podcasts, Specific Segments
We talk to Paula Davis, the Founder and CEO of the ‘Stress & Resillience Institute’, about her new book, BEATING BURNOUT AT WORK: Why Teams Hold the Secret to Well-Being and Resillience and why organizations need to help combat ‘workplace burnout’. Connect with...
by Bruce Sellery | Mar 24, 2021 | Podcasts, Specific Segments
We talk to Will Carmichael, CEO of RoosterMoney, about the tips and tricks of teaching kids about money by integrating everyday activities. Follow Will on Twitter and connect with RoosterMoney on Twitter and Facebook.
by Bruce Sellery | Mar 24, 2021 | Podcasts, Specific Segments
We talk to the Academic Director and Professor of Economics and Accountancy at the George Washington University School of Business, Annamaria Lusardi, about the research collaboration to find out why there is a gender gap when it comes to financial literacy and what...
by Bruce Sellery | Mar 24, 2021 | Podcasts, Specific Segments
We talk to Fractions CEO, Hayden James, about how they have another way that helps people access the equity in their homes with an option called Fraction Technologies. Follow Fractions on Linkedin and Facebook.
by Bruce Sellery | Mar 24, 2021 | Podcasts, Specific Segments
We talk to Steve Bridge, a certified financial planner and money coach, about the important question that people need to answer when planning for retirement: cash flow. Connect with Steve on Twitter and Facebook.
