Moolala: Money Made Simple With Bruce Sellery

Delaying gratification is a key skill to learn, especially for those who have ADHD.  Otto Rivera is a certified financial planner, and he tells us how he navigated his ADHD and his ideas for supporting others. Then, discovering unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, reveals how she helps people find money they may have forgotten about. And, how to buy a business. Liz MacRae, president of Village Wellth, outlines how her company takes people through every step of the business acquisition process.  Plus, we’ll speak with Shael Weinreb, CEO of The Home Equity Partners, about a different way to access your home equity. To find out more about the guests check out: Otto Rivera: emergent.tax | CFP Board | LinkedIn Rochelle Treister: Charity Windfall | Facebook | LinkedIn Liz MacRae: villagewellth.com | LinkedIn Shael Weinreb: theheqpartners.com | Instagram | X | Facebook | LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and the

Gay Hendricks, a psychologist and best-selling author, joins us to talk about the ‘Upper-Limit Problem’ and how it might be holding you back from success when it comes to life and money. Check out Gay’s podcast at bigleappodcast.com and connect on Facebook, Instagram and YouTube. Connect with Gay on Instagram.

Retirement is a complicated subject and a tough one to tackle on your own. What is better then to start a Retirement Club. Dale Roberts, founder of ‘Cut The Crap Investing’, joins us to tell us more abou the retirement club he started and how it works. Find out more at cutthecrapinvesting.com and connect on X and Facebook.

Gambling on sports has become a lot more popular in the last few years and with that there have been two recent U.S. studies done to look at the financial impact of expanding sports betting on individuals. Preet Banerjee, a wealth management consultant and personal finance expert, joins us to talk about the study and the piece he wrote about in the Globe & Mail. Check out Preet at preetbanerjee.com and connect on Instagram.

Sports betting is on the rise in Canada.  And, for a lot of people, there is more losing than winning.  Preet Banerjee, wealth management consultant and personal finance expert, takes us through two U.S. studies looking at the financial impact. Then, a community for retirees to learn and share ideas. Dale Roberts, founder of Cut the Crap Investing, tells us about his Retirement Club. Plus, a conversation with Gay Hendricks, psychologist and best-selling author, about the “Upper Limit Problem” and how it might be holding you back from success when it comes to life and money. To find out more about the guests check out: Preet Banerjee: preetbanerjee.com | Instagram Dale Roberts: cutthecrapinvesting.com | X | Facebook Hendrick’s Community: Facebook | Instagram | YouTube Gay Hendricks: bigleappodcast.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

Entrepreneurs are often obsessed with revenue and use it to determine success. But when all the bills are paid what’s left in the bank is profit, but that money always seems to go back into the business, leaving the entrepreneur with nothing to spend on themselves. Kelly Cowan from the Credit Canada Gold Financial program talks to Ron Saharyan, Co-founder of Profit First Professionals about slaying the debt dragon. Find out more at profitfirstprofessionals.com and connect on X, Facebook and LinkedIn.

Dealing with menopause is not just a health issue but also a financial issue as well. The Menopause Foundation of Canada released a report looking at work and menopause and found that unmanaged menopause symptoms cost the Canada economy over $3.5 Billion. Trish Barbato, co-founder and director of the Menopause Foundation of Canada, joins us to talk about this report and more.   Find out more at menopausefoundationcanada.com and connect on X, Instagram and LinkedIn.

How much is menopause costing the Canadian economy? Trish Barbato, co-founder and director of the Menopause Foundation of Canada, tells us about their $3.5 Billion estimate and how employers can better support women experiencing menopause. And, Salary Scale. Influencer Piyush Monga tells us why he interviews people about their salaries and what he’s learned from the experience. Plus, a conversation with Ron Saharyan, co-founder of Profit First Professionals, about slaying the “debt dragon” with the Profit First approach. To find out more about the guests check out: Trish Barbato: menopausefoundationcanada.ca | X | Instagram | LinkedIn Piyush Mon: TikTok | Instagram | Facebook Ron Saharyan: profitfirstprofessionals.com | X | 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 Moola

On the list of inappropriate questions to be asked, “How Much o You Make” has to be up there. But one person, Piyush Mongo, is one who is not afraid to ask that question. He has amassed over 440 thousand followers on Instagram and 100 thousand on TikTok. He joins us to talk about the process he goes through with asking that question. Connect with Piyush on TikTok, Instagram and Facebook.

You finally have enough money to buy your first home but don’t forget to think of the monthly payments and commission fees. Rishard Rameez, co-founder and CEO of Zown, joins us to talk about how their online brokerage and payment assistance provider works. Find out more at zown.ca and connect on LinkedIn, Instagram, X, and Facebook.

Think about your future before you quit your job, whether you want a new challenge, better work environment or more money. Whatever the reason you want to make it is the right decision for you and your career goals. Michael Horn, co-author of JOB MOVES: 9 Steps for Making Progress in Your Career, joins us to go over the steps. Find out more at jobmoves.com and connect on LinkedIn and X.

We know we should save our money for the future but why does it seem nearly impossible to do. The Journal of Financial Planning had a number of experts look at the effect of having ‘savings rules’. Tanya Staples, co-author of the research paper and professor of financial planning at Kansas State University, joins us to tell us more about her research.

We talk to accredited financial counsellor and host of the More Money Podcast, Jessica Moorhouse, about her new book ‘Everything But Money’. The book helps you uncover your money story and create a better relationship with it. Connect with Jessica on X and Instagram.

How to effectively change jobs. Michael Horn, author of JOB MOVES: 9 Steps For Making Progress In Your Career, shares his tips. Then, uncovering your money story. Jessica Moorhouse, Accredited Financial Counsellor, takes us through her book Everything But Money: The Hidden Barriers Between You and Financial Freedom. And, research that looks at the effects of savings rules. Tanya Staples, a professor of financial planning, tells us how they impact our behaviours when saving for our financial futures.  Plus, we’ll speak with Rishard Rameez, co-founder and CEO of Zown,  an online brokerage and down payment assistance provider. To find out more about the guests check out: Jessica Moorhouse: X | Instagram Michael Horn: jobmoves.com | LinkedIn | X Rishard Rameez: zown.ca | LinkedIn |Instagram | X | Facebook 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 t

Are you financially confident? Depending on if you are male or female your answer may be different. A research brief developed by The Financial Consumer Agency of Canada and researchers at Carleton University in Ottawa looked at the effectiveness of online interventions to increase young women’s financial confidence and behaviour called “From Clicks to Confidence”.  We have Ruth Stephen a director of Behavioural Finance Lab at FCAC and Dr. Johanna Peetz a professor of psychology at Carleton University, join us to tell us more about the research and its findings. Connect with Carleton University on X and The Financial Consumer Agency of Canada on X, Instagram and Facebook.

Buying a house in Canada is expensive these days and while some buyers receive a leg up from family others do not have that advantage. So how do they get ahead? Jeff Klein, a wellbeing ecosystem consultant with CFH Consulting, joins us to about a ‘blended capital approach’ to capital access that may address this issue. Find out more at cfhconsulting.net.

We have talked a lot about credit scores in past episodes – the importance of credit, credit scores for newcomers, and ways to improve your score but how are Canadians doing overall when it comes to their credit health. We have Tommy Lee, Senior Director at FICO Canada, join us take us through some insights on Canadians and credit. Find out more at fico.com and connect on LinkedIn.

Getting married you have to change your mindset on money and how to talk about it with your partner. But after a divorce you have to revert back to yourself and how to change that mindset. Well Erika Wasserman, CEO of Financial Therapist and creator of conversation cards for couples, now has cards to help you with financial worries after a divorce. She joins us to take us through those cards. Find the cards on Amazon and yourfinancialtherapist.com and connect on Instagram.

How to have tough conversations about money in your relationships. Erika Wasserman, CEO and Founder of Your Financial Therapist tells us about the “Let’s Talk Finances Conversation Cards: Divorce Edition”.  Then, Canadians’ credit health and financial behaviour. Tommy Lee, Senior Director at FICO Canada, takes us through how Canadians are doing overall and shares his tips on how to improve credit scores. And, a “Blended Capital” approach to wealth building. Jeff Klein, wellbeing ecosystem consultant with CFH Consulting is here to take us through how it works. Plus, we’ll speak with Ruth Stephen, director of the Behavioral Finance Lab at FCAC, and Dr Johanna Peetz, professor of psychology at Carleton University, about financial confidence for women. To find out more about the guests check out: Erika Wasserman: Amazon | yourfinancialtherapist.com | Instagram Tommy Lee: fico.com | LinkedIn Jeff Klein: cfhconsulting.net Carleton University: X The Financial Consumer Agency of Canada: X | Instagram | Facebook Bru

We have the creator of the podcast ‘The Wealthy Immigrant’, Yewande Oduwole join us to tell us about the podcast and her financial journey as a newcomer navigating the financial systems. Listen to episodes of the podcast here and connect on LinkedIn and Instagram.