If you need an elective medical procedure that might not be covered by your private insurance how do you go about financing them. Medicard provides financing programs for patients that could cover some of these procedures. To tell us how it works we are joined but VP and COO of Medicard, William Breton. Find out more at medicard.com and connect on Instagram, X, and Facebook.
What if you could get a look at the investment portfolios of some of successful finance professionals from Canada and around the world. Well Barbara Stewart, Chartered Financial Analyst, makes this possible through her ‘Rich Thinking Global Research’ papers. Barbara joins us to tell us more about her research and findings. Find out more at barbarastewart.ca and connect on Instagram, X, LinkedIn, and Facebook.
Owning a car can be expensive but one cost you may not expect is when your auto insurance premium suddenly rises without you knowing the reason. Breaking down the rates of auto insurance is Matt Hands, VP of Insurance at Ratehub.ca. Find out more at ratehub.ca and connect on Facebook and X.
Buying, selling, negotiating, leading a meeting, or managing a crisis are some of the everyday skills needed in your job today. But where do you learn these skills? One is from the book CONVINCE ME: High-Stakes Negotiation Tactics To Get Results in Any Business Situation. Authors, Chip Massey and Adele Gambardella, join us to tell us more about the book. Find out more at convincingcompany.com and connect with Chip on LinkedIn and Adele on LinkedIn.
How do the pros invest their own retirement savings? Chartered Financial Analyst Barbara Stewart tells us about her latest research and what she learned. Then, how to be convincing. Former FBI hostage negotiator Chip Massey and Crisis PR consultant Adele Gambardella take us through their book CONVINCE ME: High-Stakes Negotiation Tactics to Get Results in Any Business Situation. And, why your auto insurance premium could be going up and what you can do about it. Matt Hands, VP of Insurance at Ratehub.ca, shares his insights. Plus, we’ll speak with William Breton, VP and COO of Medicard, about financing cosmetic surgery. To find out more about the guests check out: Convincing Company: convincingcompany.com Chip Massey: LinkedIn Adele Gambardella: LinkedIn Matt Hands: ca | Facebook | X Barbara Stewart: ratehub.ca | Instagram | X | LinkedIn | Facebook William Breton: medicard.com | 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 the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | Twitter | Facebook | LinkedIn
You can invest your money in many different ways; stocks, bonds, ETF’s, mutual funds, NFTs, art. But what about your pantry? Scott Baker, associate professor of finance at the Kellog School, looked at how many households “invest” surplus cash in an inventory in common household consumables. He joins us to give us a look at the strategies and how do the households realized a return on investment. Find out more about Schoot at kellog.northwestern.edu.
Financial planning has many components but one that gets forgotten about is the mortgage. Alana Riley believes that it is a critical piece of the plan. Alana is the head of Mortgage, Insurance and Banking at IG Wealth Management and joins us to share why does it belong in your financial plan. Connect with IG Wealth Management on LinkedIn, Instagram and X.
Parween Mander, a money coach and founder of ‘The Wealthy Wolfe’, joins us today to share her story and how she helps her clients through her coaching. Find out more at thewealthywolfe.ca and connect on Instagram and TikTok.
Most of us were taught that there was only a right answer or a wrong answer in math class. But what about a different approach where students get to debate and discuss their opinions instead. Chris Luzniak, an international math consultant, instructional coach and founder of ‘Debate Math’, joins us to tell us more about this approach and how it can build confidence inside and outside of the classroom. Find out more at luzniak.com and debatemath.com. Connect with Chris on X and Instagram.
What to do with your extra cash. Some Canadians invest it in common household consumables which can generate high financial returns. Scott Baker, an associate professor of finance at the Kellogg School, tells us about his latest research. Then, the power of debate. Chris Luzniak, international math consultant and instructional coach, takes us through the benefits inside and outside the classroom. And, including your mortgage in your financial plan. Alana Riley, head of Mortgage, Insurance and Banking at IG Wealth Management, tells us about her approach. Plus, we’ll speak with money coach Parween Mander about The Wealthy Wolfe. To find out more about the guests check out: Chris Luzniak: luzniak.com | debatemath.com | X | Instagram Parween Mander: thewealthywolfe.ca | Instagram | TikTok Alana Riley: LinkedIn | Instagram | X Scott Baker: northwestern.edu 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
A lot of self-directed investing apps along with meme-stock investing and FOMO-style investing have been targeted towards Millennials and Gen Z. But what if you want the same benefits but with a long-term view towards investing. Mogo has an app called “Buffet Mode” which looks to combat meme stock gambling. To tell us how it works we are joined by Dave Feller, CEO and co-founder of Mogo. Find out more at mogotrade.ca and connect on X, Instagram, and Facebook.
Should your financial advisor to a “hippocratic oath” like your doctor. Well John De Goey, portfolio manager with Designed Securities Ltd., believes that they should. He joins us now to share on what is his reasoning. Connect with John on X and LinkedIn.
There is a huge focus on credit score these days and there are a number of ways to build your credit but a little harder if you rent your residence instead of owning it. One platform that aims to help those that rent is called FrontLobby. The CEO, Zac Killam, joins us to explain more. Find out more at frontlobby.com and connect on X and Instagram.
Already packed and ready to go on vacation but don’t forget your money. But what is the best way to pay when travelling outside of Canada – cash, credit, debit? To take us through each way we are joined by Barry Choi, a personal finance and budget travel expert and founder of Money We Have. Find out more at moneywehave.com and connect on Instagram and X.
Cash or Card? What you should use when travelling outside of Canada. Barry Choi, a personal finance and budget travel expert at moneywehave.com, takes us through the pros and cons. Then, the case for financial advisors to have a hippocratic oath. John De Goey, portfolio manager with Design Securities LtdPlus, explains. And, a self-directed investing app from Mogo based on the principles of Warren Buffett called “Buffet Mode”. Mogo CEO and Co-Founder Dave Feller joins us to tell us how it works. Plus, we’ll speak with Zac Killam, CEO of FrontLobby about their credit-building rent reporting services. To find out more about the guests check out: Barry Choi: moneywehave.com | Instagram | X Zac Killam: frontlobby.com | X | Instagram John De Goey: X | LinkedIn Dave Feller: mogotrade.ca | X | Instagram | 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 the life you want. High energy & low B.S., this is Moolala: Money Made Simple. Find Bruce Sellery at Moolala.ca | X | Facebook | LinkedIn
How many times have you changed your password in the name of cybersecurity. Well new technology and biometrics could make passwords a distant memory. Amisha Parikh, VP of Product Strategy, Cyber and Intelligence Solutions at Mastercard, joins us to explain how biometrics work. Connect with Amisha on LinkedIn.
You may love money but does money love you? According to Julia Carlson it is possible. Julia who is a financial advisor and founder of Financial Freedom Wealth Management Group joins us to take us through her book, ‘Money Loves You’ and shares some tips for improving your relationship with your finances. Connect with Julia on Facebook, X, Instagram, and YouTube.
When it comes to productivity Canada lags behind other G7 countries. And a large cause to that problem is because we are not investing. Zita Cobb, former tech sector CEO of Shorefast and an innkeeper at Fogo Island Inn, joins us tell us how she thinks we can solve this issue. Find out more about Shorefast and connect on LinkedIn and Instagram.
Canada has an investment problem, and that is holding back economic prosperity. Zita Cobb, former tech CFO, founder of Shorefast and the innkeeper at Fogo Island Inn, tells us what she thinks can be done to overcome these challenges. Then, new technology to fight cybercrime. Amisha Parikh, VP of Product Strategy, Cyber and Intelligence Solutions at Mastercard, tells us about biometrics and how they work. Plus, Julia Carlson, financial advisor and founder of Financial Freedom Wealth Management Group, takes us through her book Money Loves You. To find out more about the guests check out: Zita Cobb: Shorefast |LinkedIn | Instagram Julia Carson: Facebook | X | Instagram| YouTube Amisha Parikh: 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
Investing in real estate on your own can be very expensive but now there is a platform that allows people to invest in real estate across Canada and the United States at any amount. Stephen Jagger, co-founder of Addy, joins us to tell us how it works. Connect with Addy on Instagram, Facebook, and X/Twitter. Connect with Stephen on X/Twitter.
James Landon
Just tuned into your podcast and it's great. Going through some of the past episodes and stumbling across this one. I'm very interested in why it's perceived that an actively managed portfolio is a bad thing. I'd rather a 2.4% mer and get a quality and diversified portfolio then a .3/.4% mer that's only acted on during major swings in the market place. Also, is concentration risk even considered in this process? Thanks