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Explorez tous les épisodes du podcast Moolala: Money Made Simple with Bruce Sellery

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TitreDateDurée
Put Your Pet in Your Will: Guardianship, Cash Gifts, and Pet Trust Basics22 Apr 202600:11:23

Erin Bury, co-founder and CEO of Willful, shares why more Canadians are naming pet guardians and leaving money for their pets’ care. Bruce and Erin cover how pets are treated in Canada, what a cash gift or trust can look like, how to avoid family disputes by writing clear instructions, and practical details to document (vet info, meds, routines) so pets are cared for if something happens.

Find out more about Willful at willful.co and connect on Instagram, Facebook and LinkedIn. Connect with Erin on Instagram and LinkedIn.

Aging Parents & Caregiving Stress: How “Kindly” Is Changing Eldercare22 Apr 202600:10:33

Bruce speaks with Logan Gibson, founder and CEO of Kindly, about the growing reality of caregiving and the time and emotional load it puts on families. Logan explains how Kindly matches families with licensed social workers and provides navigation across planning and crisis moments, including legal/financial preparation, hospital transitions, and exploring home care and living options.

Find out more on kindly.ca and connect on LinkedIn.

The Emotional Journey of Selling Your Business: Identity, Grief, and “Now What?”01 Apr 202600:13:07

Jonathan Bennett shares what business owners often don’t anticipate: selling can feel like letting go of a big part of your identity. He talks about the grief-like emotional curve, what can go wrong when founders don’t fully “let go,” and why taking intentional time after a sale can help avoid rebound decisions and set up a healthier next chapter.

Connect with Jonathan on LinkedIn.

Career Pivots, Kids & Phones, Newcomer Money Tips, and DIY Retirement Planning | Full Episode30 Sep 202500:55:29

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:

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

Homie: The App Helping First-Time Homebuyers Build Buying Power24 Sep 202500:15:19

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.

Retire Often: How to Take Mini Retirements Without Derailing Your Finances24 Sep 202500:14:53

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.

Do You Have a Real Financial Plan? Advice-Only Planner Sandi Martin Explains24 Sep 202500:14:10

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

Turning Empty Offices into Co-Living Spaces for Young Professionals24 Sep 202500:14:10

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.

Co-Living Conversions, Real Financial Plans, Mini Retirements & a First-Time Homebuyer App23 Sep 202501:05:20

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:

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

How Wahi’s Real Estate Cashback Program Works17 Sep 202500:11:35

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 1% 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 Registries: Olivia Howell on Fresh Starts & Support17 Sep 202500:11:39

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.

The Uncertainty Advantage: Thriving in a Chaotic World with Scott Stirrett17 Sep 202500:23:08

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.

Start Over With a Divorce Registry, Find Out How To Enter the Labour Market in Uncertain Times & Cashback Program for Home Buyers | Full Episode16 Sep 202500:52:14
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: 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
Credit Card Travel Insurance: What’s Covered (and What Isn’t)01 Apr 202600:13:32

Barry Choi explains why credit card travel insurance is never one-size-fits-all. Coverage can change based on your age, health, trip length, and even how you booked (including using points). They dig into where credit card insurance can be helpful, where it can be misleading, and why rental car coverage can have gaps, such as low coverage caps and no liability protection.

Connect with Barry on Instagram.

Best of: Money and Technology | Full Episode29 Jul 202500:51:47

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:

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

Best of: Money and Your Job | Full Episode22 Jul 202500:51:55

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:

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

Best of: Books to Improve Your Finances | Full Episode15 Jul 202500:51:53

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:

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

Best of: All About Newcomers | Full Episode08 Jul 202500:51:05

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:

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 and How It’s Different For Women25 Jun 202500:14:03

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.

Payment Networks Venture Into AI to Enhance Customers’ Shopping Experience25 Jun 202500:11:02

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.

The Financial Toll of Dementia25 Jun 202500:12:06

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.

What Should You Do When You Win The Lottery25 Jun 202500:11:17

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.

The Big Lottery Win:  What to do if you Unexpectedly Hit the Jackpot | Full Episode24 Jun 202500:56:57

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:

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

Picking the Right Points Card18 Jun 202500:13:46

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.

Credit Card Travel Insurance, Debt Traps & Moving Money to Canada: What You Need to Know | Full Episode31 Mar 202600:55:31

Planning a trip and counting on your credit card for travel insurance? Personal finance and travel expert Barry Choi breaks down what credit card travel insurance may cover (and where it can fall short), including key "it depends" factors like age, pre-existing conditions, how you paid (cash vs points), rental car coverage limits, and why standalone policies can be stronger. Then, executive advisor Jonathan Bennett from Clearly Then explores the emotional realities of selling a business: identity, grief, and how to prepare for the "now what?" after an exit. Next, Credit Canada’s certified credit counsellor and financial coach, Himank Bhatia, shares the most common debt stories he hears, from payday loan spirals and divorce-related debt to sports betting and the rising cost of living, and why shame and isolation can be the biggest obstacles to getting help. Finally, certified financial planner Vikki Brown from Modern Cents explains practical ways to move money from the US to Canada, compares banks vs. fintech options like Wise, and outlines what to watch for with exchange rates, fees, Norbert’s Gambit, and potential tax considerations.

To find out more about the guests check out:

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 | X | Facebook | LinkedIn

The Unexpected Layoff18 Jun 202500:12:12

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.

AI Is Everywhere, What About Helping With Your Debt18 Jun 202500:12:32

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.

Canadians are Struggling To Cover Their Credit Cards18 Jun 202500:09:50

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.

AI and Personal Finance:  How Mariposa, the Debt Management AI agent, Can Help You Get Back on Track | Full Episode17 Jun 202500:55:37

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:

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

Financial Literacy for Black, Indigenous and Racialized Youth10 Jun 202500:11:13

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.

Figuring Out What Voluntary Benefits Are10 Jun 202500:10:54

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.

What Happens When You Meet with a Non-Profit Credit Counsellor10 Jun 202500:11:12

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.

What Is a Death Doula? End-of-Life Support That Complements Estate Planning10 Jun 202500:12:07

Certified death doula Michelle Leray demystifies the role of a non-medical professional who supports individuals and families before, during, and after death. Learn how death doulas provide education, planning, respite, and bedside presence, plus why some people choose to die privately. We connect this compassionate support to estate planning basics: talking with loved ones, clarifying wishes, and reducing stress when it matters most. If you’re building a complete financial plan, this conversation adds the human layer your documents can’t capture.

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.

The “Death Doula”:  How To Include Their Services In Your Estate Plan | Full Episode10 Jun 202500:52:49

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:

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

Financial Technology Companies Partnering With Banks28 May 202500:11:18

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.

Mortgage Delinquency Warning Signs & Why Household Debt Matters25 Mar 202600:13:13

Mortgage delinquency is often measured by payments that are 90 days overdue, but mortgages are usually the last debt people fall behind on. CMHC’s Aled ab Iorwerth explains the broader risks of Canada’s high household debt levels and the early indicators that financial stress may be building.

Connect on LinkedIn, YouTube, Instagram, X and Facebook.

Attracting Remote Workers To Your City28 May 202500:12:02

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.

Finding a Purpose: Real or Marketing Bunk28 May 202500:23:59

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.

Reframing the Idea of “Purpose”: A New Book for Leaders in all Sectors | Full Episode27 May 202500:52:52

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:

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

Could You Survive a Challenge To a No-Buy For A Year14 May 202500:10:58

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.

Financial Planning DIY14 May 202500:10:27

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.

Economic Tools to Win at the ‘Game of Life’14 May 202500:13:42

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.

Getting a Loan at a Convenience Store14 May 202500:11:14

Chips, chocolate bars, soft drinks and a loan all at one store. iFinance is working with Circle K to offer personal loans at some store in Ontario. William Breton, Vice-President and Chief Operating Officer, joins us to tell us how it will work.

Connect with iFinance on Instagram, Facebook, LinkedIn and TikTok.

The ‘No Buy Challenge’:  How to Turn Off the Spending Taps | Full Episode13 May 202500:53:05

How to navigate the ‘no buy challenge’. Decluttering expert Rebecca Rowe tells us what it’s all about and shares her tips for getting started. A partnership between iFinance and Circle K that lets you access personal loans from the convenience store. William Breton, Vice President and Chief Operating Officer of iFinance, takes us through how it works.  Then, a Canadian financial planning app called Optiml. Zac Davies, co-founder and CEO, tells us about its main features. 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:

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

Dealing With The Affordability Crisis07 May 202500:11:19

Supporting Canadians dealing with the affordability crisis and who are financially vulnerable is the goal of a new Resilient Futures initiative from Prosper Canada. To explain how it works, Galen Maclusky, Prosper Canada’s Director of Frontline Programs, joins us.

Find out more at prospercanada.com and connect on X/Twitter, Facebook, and LinkedIn.

Beyond the Base Salary07 May 202500:11:31

Your salary is obviously an important factor when looking for a job. But there are other things you might factor in like career growth, benefits and retirement savings programs. Amit Sonnilal, VP of Capital One Canada, joins us to discuss how to maximize your total package.

Find out more at capitalone.ca and connect on Instagram and Facebook.

Admin Nights: Turn Boring Life Tasks Into a Social Night25 Mar 202600:12:26

Unsubscribes, insurance hassles, forms, and passwords are a modern time-suck. Chris Colin explains the “admin night” idea, the simple rules that make it work, and how community and time-boxing can help people finally get those nagging tasks done.

Find out more at chriscolin.com and connect on Bluesky and Instagram

The Hidden Fees of Home Buying07 May 202500:12:08

You are buying a house, secured the down payment and ready to get going, however there are a number of other fees you need to consider when buying a new home. To tell us more about it and what homebuyers need to know we have Robert Saunders, CEO and co-founder of Ownright, joins us.

Find out more at ownright.com and connect on X/Twitter. Connect with Robert on LinkedIn.

Is Our Labour Market Frozen07 May 202500:11:04

A recent article in the Atlantic asserted that the US labour market is ‘frozen’. To explain this further and are we seeing this in Canada is Todd Hirsch. Todd is an economist and author and joins us.

Find out more at toddhirsch.com and connect on LinkedIn.

Hidden Fees:  Understanding the Cost of Closing on Real Estate | Full Episode06 May 202500:52:49

The hidden fees of buying a home. Robert Saunders, CEO and co-founder of Ownright, takes us through them. How to maximize your income beyond your base salary. Amit Sonnilal, VP of Capital One Canada, shares his tips for taking advantage of every dollar. Then, a look at a frozen labour market. Economist Todd Hirsch explains what it is and how it can impact the economy.  Plus, we speak with Galen MacLusky, Director of Frontline Programs at Prosper Canada, about their new Resilient Futures Initiative.

To find out more about the guests check out:

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

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