Moolala: Money Made Simple With Bruce Sellery

The old adage goes make money and have no worries but that is definitely not true. You could be a lawyer making big money, but you could have a tough time managing cash flow. Jefferey Lamont, founder and president of Lamont Wealth Strategies, joins us to talk about how they help lawyers with wealth management including cash flow. Connect on X and Instagram and connect with Jefferey on X and Instagram.

If you are a millennial, you may look at investing different then previous generations. Mark McGrath, financial planner an associate portfolio manager at PWL Capital Inc., joins us to talk about his book, Wealthier: The Investing Field Guide for Canadian Millennials and how millennial’s look at investing for the future. Find out more at pwlcapital.com and order the book here. Connect with Mark on X and LinkedIn.   

Calling all millennials. Financial planner Mark McGrath co-wrote a personal finance book specifically for you. It’s called Wealthier: The Investing Field Guide for Canadian Millennials. He joins us to take us through it. Then, why retailers are offering “returnless refunds”. Kyle James, founder of Rather-Be-Shopping.com, explains. And, wealth management for lawyers. Jeffery Lamont, founder and president of Lamont Wealth Strategies, takes us through a cash flow management system and how it’s helped his clients. Plus, we speak with Millie Acuna, the manager of asset-building programs at SEED Winnipeg Inc., about how the non-profit helps build financial well being in Manitoba. To find out more about the guests check out: Mark McGrath: pwlcapital.com | X | LinkedIn Jefferey Lamont: X | Instagram Lamont Wealth Strategies: X | Instagram Kyle James: rather-be-shopping.com | Facebook | Instagram Millie Acuna: LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As the founder of Moolala and

Completing a consumer proposal or filing for bankruptcy has a number of components to it.  Sure, there are “numbers” of it.  How much is owing, what’s the impact on the credit score, and all that.  But there is also the “emotion” of it, before, during and afterward. Joshua Harris, licensed insolvency trustee and partner at Harris & Partners, joins us to talk about the emotional side of this process. Find out more at harrispartners.ca and connect on Facebook.

Gambling is a hobby as old as time and recently there has been a huge focus on sports gambling with new online betting apps. But now you can wager on ‘events’, like elections. Predication markets let you bet on future events and try to make a profit. David Tyler, CEO of Outlier Technology Limited, joins us to talk about Polymarket, one of the ways you can make wagers on future events. Find out more at outliertechnology.co.uk and connect with David on LinkedIn.

There are a lot of regulated, trustworthy professionals out there to help you with your debt. Then there are those who are neither of those things. The Office of the Superintendent of Bankruptcy has plans to crack down on this problem. Elisabeth Lang, Superintendent of Bankruptcy, joins us to tell us more about how there are addressing this issue. Find out more at the Office of the Superintendent of Bankruptcy and the Debt Solutions Portal.

Tackling predatory debt advisors. Superintendent of Bankruptcy Elisabeth Lang tells us more about what her office is doing to address this problem. Then, betting on future events. David Tyler, CEO of Outlier Technology Inc., is here to tell us about prediction markets like Polymarket and explain how they work. Plus, the emotional dynamics of filing a consumer proposal. Joshua Harris from Harris & Partners tells us about financial stress. To find out more about the guests check out: Elisabeth Lang: Office of the Superintendent of Bankruptcy | Debt Solutions Portal David Tyler: outliertechnology.co.uk | LinkedIn Joshua Harris: harrispartners.ca | 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

There is about to be a transfer of wealth never seen before between boomer parents and their millennial children. but a new study from Vanguard suggests that it may not help you meet your financial goals as expectations might not match reality. Mario Cianfarani, Head of Sales and Distribution for Vanguard Investment Canada, joins us to take us through the findings. Find out more at vanguard.ca and connect on LinkedIn.

Estate plans can include values, wisdom, and memories an not just money. LegacyNex is a service that helps people document these things. To take us through how it works we have the founder, Elena Iacono, join us. Find out more at legacynex.com and connect on LinkedIn and Instagram.

Everyday people ask themselves, should I rent or buy when it comes to finding a place to live but what about a shovel. Well nowadays you can rent just about anything. Carolyn McClanahan, a certified financial planner and founder of Life Planning Partners, joins us to talk about someone thinks through which rental decisions are right for you.  Connect with Carolyn on X, LinkedIn and Facebook.

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, the rise of the “renting” economy. Carolyn McClanahan, certified financial planner and founder of Life Planning Partners takes us through the pros and cons of renting.  And a Vanguard study suggests that the “Great Wealth Transfer” may be a “Great Disappointment” for some young investors. Mario Cianfarani, from Vanguard Investment Canada Inc., tells us about the findings.  Plus, we’ll speak with Elena Iacono, founder of LegacyNex, a platform that helps people transfer their legacy to generations to come, by looking beyond just money. To find out more about the guests check out: Jillian Johnsrud: retireoften.com | Instagram Carolyn McClanahan: X | LinkedIn | Facebook Elena Iacono: legacynex.com | LinkedIn | Instagram Mario Cianfarani: vanguard.ca | LinkedIn Bruce Sellery is a personal finance expert and best-selling author. As

While it is popular for students to take ‘gap years’ after high school or after university, adults are now taking ‘gap years’ well into their careers. We talk to Jillian Johnsrud, who has taken a number of these breaks, to share with us on how we can do this.  Find out more at retireoften.com and connect on Instagram.

If you are looking to access your home’s equity you may have heard of reverse mortgages or home equity loans. Now there is another option. Shael Weinreb, CEO of The Home Equity Partners, joins us to talk about Home Equity Sharing Agreement and how it works. Find out more at theheqpartners.com and connect on Instagram, X, Facebook, and LinkedIn.

Entrepreneurship is not only starting a company it can also be acquiring a business. Acquisition may be faster but finding a business can be challenging. Liz MacRae, president of Village Wellth, joins us to talk about their role of helping business buyers. Find out more at villagewellth.com and connect on LinkedIn.

There are a millions of dollars of unclaimed funds being held by the Bank of Canada and we have the person to help us find out if you have any these unclaimed funds. Rochelle Treister, founder of Charity Windfall Canada, joins us to tell us how to search for that unclaimed money. Find out more at Charity Windfall and connect on Facebook and LinkedIn.

It is not easy to delay gratification and even more difficult for people who have some neurodiversity, like ADHD. Otto Rivera, certified financial planner, joins us to share how her feels that ‘delayed gratification’ is the more important skill you can teach your child to set the stage for financial wellness in the future. Find out more at emergent.tax and at CFP Board. Connect with Otto on LinkedIn.

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.