Moolala: Money Made Simple with Bruce Sellery

Author Jane Blaufus shares hard-won lessons on having courageous conversations about money and estate planning. She outlines where to start (with yourself), how to bring in family without escalating conflict, and the four pro “legs” to consult: financial advisor, lawyer, accountant, and funeral pre-planning. Jane also stresses writing everything down from wishes to contacts and key documents so loved ones aren't making 90+ decisions in crisis. Gentle, practical steps to protect the people you care about. Find out more at janeblaufus.com and connect on Facebook and LinkedIn.

Rebecca Oakes, VP of Analytics at Equifax Canada, introduces Optimal Path, an AI-driven tool that translates your credit data into realistic, step-by-step actions to raise your credit score. Think concrete guidance on utilization, payment consistency, and balances, plus estimated point gains over the next ~3 months. Rebecca explains how the model personalizes advice (not one-size-fits-all), where consumers will access it via banks/fintechs, and how AI can both improve coaching and combat fraud. Clear, actionable insights for Canadians looking to build stronger credit. Find out more at equifax.ca and connect on X/Twitter and LinkedIn.

Psychiatrist Dr. Sally Satel, medical director of a methadone clinic, explains contingency management - a harm-reduction approach where clients receive small, escalating rewards (e.g., gift cards) for clean tests. She covers why this behavioural nudge works especially for stimulant addictions (where no gold-standard meds exist), typical program structures, cost/benefit logic, and how incentives can jump-start a virtuous cycle toward work, relationships, and stability. A nuanced, evidence-informed look at an approach that's effective yet often misunderstood. Find out more on Substack and connect on X/Twitter.

Bruce talks with retired Globe and Mail personal-finance columnist Rob Carrick about 30 years of investor wisdom. Rob explains why low-cost ETFs win for most Canadians, the hidden risks of high-yield dividend stocks, and why bonds are helpful, but not perfect, shock absorbers. He also breaks down how to think about market crashes (buying when it feels worst), the danger of chasing trends like private credit/equity for retail investors, and why money you'll need within five years doesn't belong in stocks. Practical, time-tested guidance for building a calmer, smarter portfolio.  

This episode of Moolala: Money Made Simple digs into real-world tools and timeless lessons to help you manage your money with more confidence. We start with Equifax Canada's Rebecca Oakes on “Optimal Path,” an AI-driven feature that translates your own credit data into clear, realistic steps - think concrete targets for utilization, payment consistency, and score impact over the next three months. Then psychiatrist Dr. Sally Satel explains “contingency management,” a harm-reduction approach where clinics pay meth users small, escalating rewards to sustain abstinence and why the data shows it works for tough clinical cases. Veteran personal-finance columnist Rob Carrick joins Bruce to unpack 30 years of lessons, from ETF simplicity and diversification to the traps of trend-chasing, dividend myths, imperfect bond hedges, and why market crashes are buying opportunities (if your timeline is long enough). We close with author Jane Blaufus on having courageous conversations about money and estate planning - what to discuss, how to persist, and why writing it down matters when life gets hard. Practical, candid, and Canadian: this episode helps you take the next step, wherever you're starting. To find out more about the guests check out: Dr. Sally Satel: Substack | X/Twitter Rebecca Oakes: equifax.ca | X/Twitter | LinkedIn Jane Blaufus: janeblaufus.com | Facebook | LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Money stress often starts with silence. Certified financial therapist Erika Wasserman, author of Conversations with Your Financial Therapist, joins Bruce Sellery to discuss how to talk about money with your partner, family, or even yourself without shame or conflict. Erika's M.O.N.E.Y. framework turns hard financial conversations into moments of connection, helping you uncover your money mindset and rewrite unhelpful habits. From setting shared goals to using scripted conversations, this segment blends financial literacy with emotional intelligence to help you grow your confidence and your bank account. Find out more at yourfinancialtherapist.com and connect on Instagram.

Cybercrime isn't just a corporate problem anymore. James South from Aviva Canada joins Bruce to explain personal cyber insurance, a new layer of protection for the digital age. From online fraud recovery and ransomware response to cyberbullying coverage and dark-web monitoring, this coverage can help individuals and families stay financially and emotionally protected after an online attack. Learn how it works, what it costs (hint: about $6/month), and why every connected Canadian should consider adding it to their home or tenant policy. Find out more at aviva.ca and connect on Instagram and LinkedIn.

If you're starting late on retirement savings, this interview with CPA and author David Trahair will give you hope and a plan. Drawing from his book The Procrastinator's Guide to Retirement, David shows how Canadians can still build financial security even if they begin saving in their 40s or 50s. He unpacks the math behind RRSP vs. mortgage paydown, spending patterns after retirement, and smart ways to maximize CPP. This conversation proves it's never too late to take control of your financial future. Find out more at trahair.com and connect on LinkedIn and X/Twitter.

Bruce Sellery sits down with Chris Potvin, co-founder of Camp Mustache Toronto: Firescape, a four-day retreat for Canadians pursuing Financial Independence, Retire Early (FIRE). Chris shares how the camp blends community, hands-on workshops, and lifestyle design to help attendees align their spending with their values. From budgeting around what truly matters to building a supportive peer network, this conversation explores how to make financial independence a reality, without losing sight of purpose or fun along the way. Find out more at cmtofirescape.com.

In this week's episode of Moolala: Money Made Simple, Bruce Sellery kicks off with the FIRE movement at CMTO Firescape, where co-founder Chris Potvin shares what a four-day money camp looks like: hands-on workshops, case studies, and a community built around Financial Independence, Retire Early. Then, for listeners who got a late start on savings, CPA David Trahair unpacks The Procrastinator's Guide to Retirement—including the real math behind RRSP vs. mortgage paydown, how spending actually changes in retirement, and smart ways to maximize CPP when time is short. Next, we look at protecting your household in a digital world. James South from Aviva Canada explains what personal cyber insurance covers—from online fraud recovery and forensic clean-ups to cyberbullying support and dark-web monitoring—and how much it typically costs to add to a home/tenant policy. Finally, financial therapist Erika Wasserman walks through practical scripts to improve your money mindset and have calmer, more productive conversations about budgeting, debt, and goals with partners and family. Whether you're chasing early retirement or rebuilding late, this episode blends actionable retirement tactics, consumer protection insights, and behavioral tools to help Canadians feel more confident about their money. To find out more about the guests check out: Chris Potvin: cmtofirescape.com David Trahair: trahair.com | LinkedIn | X/Twitter James South: aviva.ca | Instagram | LinkedIn Erika Wasserman: yourfinancialtherapist.com | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Bruce Sellery, host of Moolala: Money Made Simple, is joined by ecoATM's Neil Fried, as he explains the 6–7 minute kiosk process: —device checks, data wipe and pay on the spot to turn your phone into cash. Plus how to prep your phone (backup, factory reset, remove locks) and where devices go next. Connect with Neil Fried on LinkedIn.

In this episode of Moolala: Money Made Simple, Gifting Sense founder Karen Holland shows parents how big events can build financial literacy: total-cost planning (tickets, travel, merch), dynamic pricing realities, and the DIMS Score + “Worth-the-Wait” tracker to practice patience and smart trade-offs. Find out more at giftingsense.org and Score Money Smarts With 2026 FIFA

In this episode of Moolala: Money Made Simple, host Bruce Sellery chats with Chandler Point's John Puffer as he breaks down how 1/10 ownership and 5 weeks/year actually work, what fees cover (cleaning, taxes, reserves, Wi-Fi), how rentals and rules are handled, and why it's different from a timeshare, —including resale and passing shares to family. Find out more at chandlerpoint.com and connect on Facebook .

In this episode of Moolala: Money Made Simple, Melissa Leong sits down with host Bruce Sellery and shares a practical playbook for splitting costs with friends: set expectations early (“everything optional, nothing personal”), assign a banker/accountant, use bill-splitting apps, and know when to say no if you can't pay off the trip. Find out more at melissaleong.com and connect on Instagram.

In this week's episode, planning a bachelor(ette) party, golf getaway, or friends' trip—without blowing up the budget or the friendship? Bruce talks with Melissa Leong (Happy Go Money) about stress-free ways to split bills, set expectations, and avoid money awkwardness on group travel. Then: Fractional cottage ownership in Ontario,—how it differs from a timeshare, costs, usage weeks, fees, and conflict resolution —with John Puffer of Chandler Point. Next, FIFA 2026 as a teachable moment: Karen Holland (Gifting Sense) shows parents how to use big-ticket events to build kids' money skills and patience. Finally, turn your old phone into cash, —how ecoATM kiosks evaluate devices, wipe data, and pay on the spot —with SVP Neil Fried. To find out more about the guests check out: Melissa Leong: melissaleong.com | Instagram John Puffer: chandlerpoint.com | Facebook Karen Holland: giftingsense.org | Score Money Smarts With 2026 FIFA Neil Fried: LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Newcomers face a steep learning curve: chequing vs. savings, why credit history matters, and how to get a first credit card. On this episode of Moolala: Money Made Simple with Bruce Sellery, Head, Customer Growth & Segments, at BMO Sumit Sarkar walks through the earliest money moves to make—often before you land—plus digital tools that map personal goals and help establish credit. Learn why a primary bank relationship is so valuable, how to open accounts pre-arrival (with in-country verification later), and what to expect as you set up life in a cash-light, credit-heavy system. Clear steps to get stable fast, with confidence. Find out more at bmo.com and connect on X/Twitter and LinkedIn.

CFP Owen Winkelmolen introduces Advice (with two i's), a low-cost platform that helps do-it-yourselfers build and iterate a proper retirement plan. Input income, expenses, assets, debts, and goals—then let strategy tools explore hundreds of “what ifs” in seconds: RRSP/RRIF withdrawals, CPP/OAS timing, tax brackets, income splitting, and estate trade-offs.  On this episode of Moolala: Money Made Simple with Bruce Sellery, we discuss why accumulation is simple but decumulation is where real value is created, and why you should start that plan ~5 years before retiring. Quick to set up, easy to refine—so you can spend confidently for the long run. Find out more at adviice.ca.

Author Adam Ferguson proposes an unconventional contract: before your kid gets a smartphone, they complete 50 real-world experiences—from cooking a family meal and doing laundry to building a fire and planning a road trip. On this episode of Moolala: Money Made Simple with Bruce Sellery, he explains why the list is a “carrot,” not a crackdown, and how it builds resilience, connection, and competence.  We tackle the spicy items (self-defense, “break a minor law”) and talk age & stage—why Grade 8 is a useful target while recognizing maturity varies. Parents will get practical ideas to replace infinite scroll with meaningful, confidence-building moments. Find out more at beforethephone.com.

Career strategist Janel Abrahami joins Bruce on this episode of Moolala: Money Made Simple to demystify the career pivot. From low-risk mini moves to big leaps like entrepreneurship or going back to school, she outlines six clear options and when to use each. Learn the simple test for timing a change (learning, earning, or loving), how to frame a so-called “bridge job” without saying it out loud, and why building a personal Board of Advisors speeds decisions.  Janel's “energy résumé” method helps you sort energizers from drainers, apply the “five whys,” and flip dislikes into must-haves—so your next role makes sense on paper and in real life. Find out more at janelabrahami.com and connect on Instagram, TikTok and LinkedIn.

In this episode, career strategist Janel Abrahami shares a practical framework for knowing when to change lanes, the six types of pivots you can make (from mini moves to major overhauls), and how to use a personal Board of Advisors and an “energy résumé” to decide what's next. Then, author Adam Ferguson walks through his provocative checklist for kids—50 things to do before you get a phone —and why those experiences build skills, character, and connection. For newcomers to Canada, BMO's Sumit Sarkar explains first steps for banking, credit, and building a personalized plan with BMO's tools. Finally, Owen Winkelmolen (Adviice—yes, with two i's) shows how DIYers can build and iterate a retirement plan, and why decumulation strategy matters more than you think. To find out more about the guests check out: Janel Abrahami: janelabrahami.com | Instagram | TikTok | LinkedIn Adam Ferguson: beforethephone.com Sumit Sarkar: bmo.com | X/Twitter | LinkedIn Owen Winkelmolen: adviice.ca Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Buying your first home can feel overwhelming — from saving a down payment to understanding mortgage rules. In this segment of Moolala: Money Made Simple with Bruce Sellery, Bruce talks with Andrew Peker, founder and CEO of Homie, a new Canadian fintech app designed to help first-time homebuyers understand, track, and grow their buying power. Andrew explains how Homie works: Pulling real financial data securely through partners like Plaid and Equifax Canada Showing users what they can afford based on how a mortgage underwriter would see them Offering habit-building nudges — from avoiding new car loans that could hurt your approval, to staying aware of interest rate impacts Helping users plan for hidden costs like cash reserves, land transfer taxes, and closing fees If you're a first-time homebuyer in Canada or helping someone become one, this segment will give you practical insight into mortgage readiness, budgeting smarter, and avoiding costly mistakes on the road to homeownership. Find out more at meethomie.ca and connect on LinkedIn.

What if you didn't have to wait until 65 to enjoy retirement? Bruce sits down with Jillian Johnsrud — coach, speaker, and author of Retire Often: How Anyone Can Take Multiple Career Breaks to Unlock Adventure, Advance Their Career, and Find Financial Freedom. Jillian shares how mini retirements — intentional breaks of a month or longer — can help you reset, pursue meaningful goals, travel, or spend time with family without sacrificing your long-term financial health. She explains: How to budget for a mini retirement: replace one month of income and cap extra costs at ~50% of take-home pay Why it's smart to front-load affordable, physically demanding adventures early in life Creative ways to offset costs, from renting out your home to home exchanges How mini retirements can actually advance your career by reducing burnout and opening new opportunities The mindset shifts needed to see career breaks as investments rather than setbacks If you've ever dreamed of backpacking across Europe, taking a sabbatical to write a book, or just having the time to breathe between career chapters, this conversation gives you the financial planning tools, creative strategies, and inspiration to make it happen — without blowing up your future retirement plans. Find out more at retireoften.com and connect on Instagram.

A lot of people think they have a financial plan — but do they really? Bruce is joined by Sandi Martin, a certified advice-only financial planner, to break down what a real financial plan looks like and why it matters. You'll also hear why a real plan is more than just an investment portfolio or a set of bank statements, how to stress-test assumptions (like inflation and market returns), and why focusing on the top three “needle-moving” actions is better than a 15-point to-do list. Sandi explains how to avoid “straight-line” planning mistakes by considering worst-case scenarios, and why an annual review keeps your plan relevant as life changes. If you've ever wondered whether the plan you got from your bank or investment advisor is actually setting you up for success, this conversation will help you tell the difference — and take steps toward a truly comprehensive, purpose-driven financial plan. Find out more at sandimartin.ca and connect on Instagram and Bluesky

Vacant office towers could be the key to solving Canada's housing affordability crisis. Bruce speaks with Robert Barnard, CEO of Toboggan Flats, about their innovative plan to convert underused downtown office buildings into co-living spaces for young professionals. You'll hear about: Target rents of $1,100–$1,300 all-in, aimed at roughly 30% of the average salary for 25–34-year-olds. How shared living can help young workers save for future home ownership. Landlord and investor incentives, including reduced building density, steady nighttime occupancy, and the environmental benefits of reusing existing buildings. The focus on curated events, roommate matching, and staff support to make co-living more than just a room — it's about fostering a real sense of community downtown. If you've wondered how Canada can create affordable housing without years-long construction timelines, this conversation is full of practical insights on office-to-residential conversions, co-living trends, and the future of urban housing. Find out more at tobogganflats.com and connect on LinkedIn.

Housing costs keep climbing, but smart ideas (and smarter planning) can help you move forward. In this episode of Moolala: Money Made Simple with Bruce Sellery, we explore four timely topics: turning empty office towers into co-living spaces for young professionals, what a real financial plan actually includes, how to design mini retirements without derailing your future, and a first-time homebuyer app that helps you understand and grow buying power. First, Robert Barnard of Toboggan Flats explains how co-living office conversions in Canada can deliver private rooms with shared amenities, stronger communities, and faster timelines by reusing office infrastructure. It's an affordable housing approach that leverages existing buildings instead of starting from scratch. Then, advice-only financial planner Sandi Martin walks through the seven pillars of a real financial plan—purpose & goals, cash flow, debt, risk/insurance, investments, retirement/financial independence, and estate & lifetime tax—plus how to stress-test assumptions and focus on the three actions that move the needle most. Next, author Jillian Johnsrud shares how a mini retirement (a month or more) can fit real life. You'll get practical budgeting rules of thumb, ideas for front-loading affordable adventures, and tips to offset costs by renting out or exchanging your home. Finally, Andrew Peker introduces Homie, a first-time homebuyer app in Canada that models mortgage readiness like an underwriter. Learn how daily habits affect approval, why car leases can hurt more than you think, and how the app nudges you to build buying power over time. Whether you're chasing cheaper rent, real planning clarity, more meaningful breaks, or your first set of keys, this episode delivers practical steps you can act on today. To find out more about the guests check out: Robert Barnard: tobogganflats.com | LinkedIn Sandi Martin: sandimartin.ca | Instagram | Bluesky Jillian Johnsrud: retireoften.com | Instagram Andrew Peker: meethomie.ca | LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Would you buy your next home through a platform that gives you cash back — thousands of dollars after closing? Bruce Sellery speaks with Benjy Katchen, CEO of Wahi, about their innovative approach to real estate. Learn how Wahi's digital-first platform combines technology with expert guidance to create efficiencies — and passes those savings back to buyers. Plus, discover what kind of homebuyer is best suited for this model and how it fits into Canada's evolving housing market. You'll learn Cashback for Homebuyers: Wahi gives buyers 10% of the buyer-agent commission back — often thousands of dollars — just days after closing. Tech + Realtors: The platform uses a "Netflix-meets-Tinder" app experience combined with desk-based realtors to cut costs while still providing expert guidance. Who It's For: Ideal for tech-savvy homebuyers who prefer an efficient, data-driven process without sacrificing support during negotiations. This episode is packed full of ideas on how to look at real estate as a way to stretch your dollar and get some savings passed back to you, the buyer. Find out more on wahi.com and connect with Benjy on X/Twitter and Instagram.

Divorce isn't just an ending — it's a beginning. Bruce Sellery speaks with Olivia Howell, co-founder and CEO of Fresh Starts Registry, about how divorce registries are helping people rebuild their homes, routines, and lives after a separation. Discover how these registries work, why they reduce the overwhelm of starting over, and how they help friends and family show meaningful support. You'll Learn From Wedding Registry to Divorce Registry: Olivia shares how her own divorce inspired the creation of Fresh Starts Registry — a platform to help people rebuild their homes after a breakup. Practical Support, Not Just Gifts: Registries include vetted bundles for every room and budget — from $7 shower curtains to full kitchen sets — to make starting over easier. More Than Divorce: Fresh Starts Registry also supports other life transitions, like coming out, job loss, moving, and post-illness recovery. If you are feeling overwhelmed going through a divorce this conversation is packed with ways of learning that you are a the beginning of your new life. Find out more at freshstartregistry.com and connect with Olivia on Threads, Facebook and Instagram.

Feeling overwhelmed by the chaos of today's world? You're not alone — but uncertainty might actually be your secret weapon. In this episode of Moolala: Money Made Simple, host Bruce Sellery sits down with Scott Stirrett, author of The Uncertainty Advantage and founder of Venture for Canada, to explore how uncertainty can be transformed from a source of anxiety into a catalyst for growth. Scott shares his personal journey — leaving Goldman Sachs at 22, navigating OCD during the pandemic, and building a national nonprofit — to illustrate how confronting the unknown can lead to resilience, purpose, and opportunity. You'll learn: What “uncertainty” really means and why today's world is four times more uncertain than in 2008 Six pillars for building your “uncertainty muscle” including adaptability, antifragility, and entrepreneurial thinking How young professionals (and anyone, at any career stage) can thrive during disruptive times Why cultivating both strong and weak professional ties is essential for opportunity and resilience If you're facing career uncertainty, worried about AI disruption, or just want to feel more confident about the future, this conversation is packed with actionable insights and inspiration. Connect with Scott on X/Twitter and LinkedIn and sign up to his Substack.

This week Bruce Sellery explores three timely money topics to help you navigate today's changing financial landscape.   First, we look at the state of the labour market during uncertain times with Scott Stirrett, author of The Uncertainty Advantage. Learn how to adapt your career strategy, build resilience, and strengthen your professional network when the job market feels unpredictable.   Next, Olivia Howell, co-founder and CEO of Fresh Starts Registry, joins us to talk about divorce registries — an innovative way for individuals to get the essential items they need as they begin a new chapter after separation.   Finally, Benjy Katchen, CEO of Wahi, explains how their cashback program from a digital real estate platform and brokerage can put thousands of dollars back in your pocket after buying a home.   If you're facing a big life transition, worried about your job security, or curious about how to save money on your next home purchase, this episode is packed with practical insights you can act on right away.   To find out more about the guests check out: Scott Stirrett: Substack | X/Twitter | LinkedIn Benjy Katchen: wahi.com | X/Twitter | Instagram Olivia Howell: freshstartregistry.com | Threads | Facebook | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple.   Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Retiring abroad. Jen Barnett, co-founder of Expatsi, takes us through the financial considerations people have to make before spending retirement in a new country. Then, A budgeting app for newcomers by newcomers, designed to increase financial confidence. It's called Butterfly. Credit Canada's Tanvi Chitnis is here to tell us how it works. And, Darrell MacMullin, SVP Product and Solutions at Mastercard in Canada, takes us through their emerging tech trends report. Plus, we'll speak with Michelle Hilscher from BEworks about their behavioural science course for financial advisors. To find out more about the guests check out: Jen Barnett: Facebook | Instagram | TikTok Tanvi Chitnis: creditcanada.com | Facebook | X | Instagram Michelle Hilscher: LinkedIn Darrell MacMullin: LinkedIn | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Imagine taking a year off work, by choice, and long before your retirement. Jillian Johnsrud, a coach who helps people take career breaks, tells us how to prepare financially. Then, how to effectively change jobs. Michael Horn, author of JOB MOVES: 9 Steps For Making Progress In Your Career, shares his tips. And, the financial cost of ignoring burnout. Olga Morawcynski, founder of Heal-3 and a mental wellbeing advocate, tells us about her journey. Plus, getting laid off and sharing your experience on TikTok. Giovanna Ventola, founder of Rhize, shares why she turned to social media after losing her job and how she's now helping others with their job search. To find out more about the guests check out: Jillian Johnsrud: retireoften.com | Instagram Michael Horn: jobmoves.com | LinkedIn | X Heal-3: heal-3.com | LinkedIn Olga Morawcynski: LinkedIn Giovanna Ventola: TikTok | Instagram | LinkedIn Rhize:  rhizetogether.com | LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Books to improve your finances. The first one is about what it means to be wealthy. Daniel Crosby, psychologist and behavioral finance expert, will be here to talk about his book The Soul of Wealth. Then, a new financial literacy book for kids. Author Cinders McLeod takes us through the latest book in the MONEYBUNNY series called How Do YOU Spend? And, twenty lessons from retirement thought leaders. Christine Benz tells us about her book How to Retire. Plus, we speak with Daryl Fairweather, Chief Economist at Redfin, about her new book called Hate the Game: Economic Cheat Codes for Life, Love, and Work.  To find out more about the guests check out: Daniel Crosby: X | LinkedIn Daryl Fairweather:Linktree Cinders McLeod:Instagram | X Moneybunny:Instagram | X | Facebook Christine Benz:morningstar.com | X | LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Newcomers and building credit. Founders of Mundo Together Carolina Restrepo and Juan Cala came to Canada around six years ago. They share their experience building up their credit history when they first came here. Then, an app for newcomers called “Welcome to Canada”. PeaceGeeks CEO Jennifer Freeman takes us through its features. And, managing your money in a way that works with your beliefs. Dr. Mohamad Sawwaf, founder and CEO of Manzil, tells us about their halal financial services. Plus, we speak with Juan Sebastian D'Achiardi, of TransUnion Canada, about a tool that can help improve credit access for new and young Canadians.  To find out more about the guests check out: Juan Cala & Carolina Restrepo: mundotogether.com | Instagram | YouTube | TikTok Jennifer Freeman: LinkedIn PeaceGeeks: PeaceGeeks AI Career Coach | X/Twitter | LinkedIn | Facebook | Instagram Welcome To Canada: LinkedIn | Facebook | X/Twitter | TikTok Mohamad Sawwaf: X/Twitter | Instagram | Facebook Juan Sebastian D'Achiardi: LinkedIn | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

So how can financial advisors better serve their female clients. Cary Carbonaro is an author and certified financial planner. She joins us to talk about her book “Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune”. Find out more at carycarbonaro.com and book Cary at carycarbonaro/speaking. Connect on LinkedIn, Instagram, Facebook and X/Twitter.

Artificial intelligence is becoming more and more common in everyday life. Payment networks like Visa and Mastercard are turning to AI technologies, like AI agents, to shop for you and actually “buy” things for you.  Tor Constantino, a writer for Forbes, joins us to explain how it all works. Find out more at torconstantino.com and connect on LinkedIn and X/Twitter.

Dealing with dementia.  When you think of the financial cost of dementia, you might think of all the things you'd go through “after diagnosis”–like the time off work, and treatment that's not covered. This can all add up. Luke Yoquinto, researcher at the MIT AgeLab and author of Longevity Hubs: Regional Innovation for Global Aging, joins us to take us through what he and partner Josheph Coughlin discovered in their research.   Connect with Luke on BlueSky and LinkedIn.

Whether it's a prize you've won, an inheritance, or you recently sold a business, what happens with these huge financial gains. Julia Chung, certified financial planner and CEO of Spring Planning, joins us to take us through what you should do and things you should not do. Find out more at springplans.com and connect on X/Twitter, Facebook, and Instagram.

People fantasize about winning the lottery or receiving a massive, surprise inheritance.  It does happen, more than you might think.  So, what do you do to ensure you make a solid financial plan for your windfall? Julia Chung, certified financial planner and the co-founder and CEO of Spring Planning, takes us through some of the  dos and don'ts.  Then, the financial cost of dementia, even before diagnosis. Luke Yoquinto, a researcher at the MIT AgeLab, takes us through his recent findings. And a guidebook for financial advisors to better serve their female clients. Cary Carbonaro, certified financial planner, tells us about her book Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune. Plus, we'll speak with Tor Constantino, a writer for Forbes.com, about how payment networks like Visa and Mastercard are turning to AI technologies to “help” you buy more. To find out more about the guests check out: Julia Chung: springplans.ca | X/Twitter | Facebook | Instagram Luke Yoquinto: BlueSky | LinkedIn Tor Constantino: torconstantino.com | LinkedIn | X/Twitter Cary Carbonaro: carycarbonaro.com | carycarbonaro/speaking | LinkedIn | Instagram | Facebook | X/Twitter Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

Canadians love loyalty programs.  There are almost always a win for the marketers.  But how do you make sure they are a win for you?  To win, you have to learn how to play the game. Barry Choi, a personal finance expert, joins us to take us through the rules and gives us tips on how to win. Find out more at moneywehave.com and connect on Instagram.

Getting laid off is scary, and very often it is unexpected. Without another job lined up, it can be a real challenge to figure out how to manage your finances. Aravind Sithamparapillai, an associate with Ironwood Wealth Management Group, joins us to talk about what needs managing when you get laid off. Connect with Aravind on X/Twitter and LinkedIn.

Artificial Intelligence seems to be everywhere including personal finance. Credit Canada has now launched an AI debt management agent called Mariposa. Natasha Kinnear, the Digital Delivery Manager, joins us to tell us how it works. Find out more about Credit Canada on Facebook, X/Twitter, LinkedIn, Instagram, YouTube, and TikTok. Connect with Natasha on LinkedIn.

New data from Equifax Canada shows Canadians are struggling to make ends meet. From credit cards to mortgages, things are not looking good. Rebecca Oakes, Vice President of Advanced Analytics at Equifax Canada, joins us to talk about the findings of their quarterly report. Connect with Equifax Canada on X/Twitter.

Canadians are struggling to make their monthly payments on credit cards and mortgages. Rebecca Oakes, Vice President of Advanced Analytics at Equifax Canada, tells us about their latest findings.  Then,  what do you do about your finances if you lose your job? Aravind Sithamparapillai, an associate at Ironwood Wealth Management Group, tells us how to handle a layoff. And how to play the loyalty points game. Barry Choi, personal finance expert, takes us through the rules and how to win. Plus, we'll speak with Natasha Kinnear, Credit Canada's Digital Delivery Manager, about their Mariposa AI agent that helps with debt management. To find out more about the guests check out: Rebecca Oakes: X/Twitter Credit Canada: Facebook | X/Twitter | LinkedIn | Instagram | YouTube | TikTok Natasha Kinnear: LinkedIn Aravind Sithamparapillai: X/Twitter and LinkedIn Barry Choi: moneywehave.com | Instagram Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

The University of Toronto School of Continuing Studies in collaboration with Wealthsimple Foundation have launched a personal finance course designed specifically for Black, Indigenous and racialized youth. Martina Besteiro, a co-creator of the course, joins us to take us through how it works. Find out more on Instagram and connect with Martina on LinkedIn.

When on the hunt for a new job what kind of benefits are offered is a consideration you look at. Most places have standard benefits but recently some employers have started to offer ‘voluntary benefits'. Elaine Yedlin, Chief Operating Officer from Perigon Life, joins us to tell us more about how this works and what Perigon Life offers. Find out more at perigonlife.com and connect on Instagram and LinkedIn. Connect with Elaine on LinkedIn.

If you're struggling with debt, you might have heard of non-profit credit counselling but what actually happens when you sit down with a credit counsellor. Doris Asiedu, a certified credit counsellor with Credit Canada, joins us to give a behind-the-scenes look at what happens in a first session. Connect with Credit Canada on Facebook, X/Twitter, LinkedIn, and Instagram.

When you think of the word “doula”, you probably think of childbirth, what about ‘a death doula'? Death doulas are becoming more common in the estate planning world. Michelle Leray, a certified end-of-life doula, joins us to tell us more about how it works. Find out more about the Spirited Guided Path on Facebook and Instagram. Also for more information on the Death Doulas of Manitoba check out Facebook and Instagram.

Many people know what a doula does for a family during childbirth.  What about a “death doula"? Michelle Leray, certified death doula, tells us how she supports clients and their families at the end of life.  Then, what to expect during your first session with a credit counsellor. Doris Asiedu, a counsellor with Credit Canada, takes us through the process. And, a personal finance course designed specifically for Black, Indigenous and racialized youth from The University of Toronto School of Continuing Studies and Wealthsimple Foundation. Co-creator Martina Besteiro tells us about the program. Plus, we'll speak with Elaine Yedlin, Perigon Life's Chief Operating Officer, about voluntary work benefits. To find out more about the guests check out: Spirited Guided Path: Facebook | Instagram Death Doulas of Manitoba: Facebook | Instagram Credit Canada: Facebook | X/Twitter| LinkedIn | Instagram Perigon Life: perigonlife.com | Instagram | LinkedIn Elaine Yedlin: LinkedIn Martina Besteiro: Instagram | LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the CEO of Credit Canada, Bruce is on a mission to help you get a better handle on your money so you can live the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn

We have Ankita Dmello, Principal Product Manager at wise, join us to talk about the importance of their increasing partnership with banks surrounding international money transfer services and multi-currency accounts. Find out more at wise.com and connect on Facebook, X/Twitter, and Instagram.

For generations, cities have been trying to attract businesses. But there are also cities that are trying to attract remote workers. Justin Harlan, Managing Director for Tulsa Remote, joins us to talk about how Tulsa, Oklahoma is trying to capitalize on this. Find out more at tulsaremote.com.

How can businesses and leaders find purpose? And what does it actually look like? Rone Tite, author of The Purpose of Purpose, joins us to take us through the The Think Do Say Framework that transforms purpose into growth. Find out more at rontite.com and connect on Instagram, X/Twitter, and LinkedIn.