Moolala: Money Made Simple With Bruce Sellery

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

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.

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.

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.

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,

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.

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 Bruc

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.

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, Creative 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.

Helping business leaders and organizations find true purpose. Author and speaker Ron Tite takes us through his book The Purpose of Purpose. Then, attracting remote workers to Tulsa, Oklahoma, $10,000 at a time.  Justin Harlan tells us about the Tulsa Remote program and what it’s doing for his city.  Plus, the importance of bank-fintech partnerships to the consumer. Ankita Dmello, principal product manager at Wise. To find out more about the guests check out: Rone Tite: rontite.com | Instagram | X/Twitter | LinkedIn Justin Harlan: tulsaremote.com Ankita Dmello: wise.com | Facebook | X/Twitter | 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

We all love a good challenge. But can you challenge yourself to not buy anything but essentials for an entire year? That’s the latest social media trend - the ‘no buy challenge’. Rebecca Rowe, a decluttering expert, joins us to talk about the “challenge” and share her tips on getting started. Find out more on rebeccarowe.ca and connect on Instagram, LinkedIn, Facebook and YouTube.

When it comes to financial planning many are choosing to go the do-it-yourself route. There are many apps out there and one of the betters ones is called Optiml. CEO Zac Davies joins us to explain how it works and its main features. Find out more at optiml.ca and connect on Instagram, Facebook, Reddit and LinkedIn.

What are the ways to use economic tools to win at the “real” “game of life? Daryl Fairweather, chief economist at Redfin and author of Hate the Game: Economic Cheat Codes for Life, Love, and Work. She joins us to talk about these tools and what she covers in her book. Find all of Daryl’s links on Linktree.