Registered Education Savings Plans or RESP’s are a great vehicle to save for your child’s education. But how you use that vehicle is important and what vehicle you choose is just as important. Scholarship trusts are another way to save for your chi’s education. We have Aravin Sithamparapillai, and associate at Ironwood Wealth Management, joins us t…

Estate planning is important, but it can get complicated if you have a blended family. To take us through some of the things to think about we have Arin Klug, co-founder and COO of Epilogue. Find out more at epiloguewills.com and connect on X, Instagram, and Facebook.Bởi Bruce Sellery

There are many employee benefits that companies have to help recruit and retain staff. One perk some companies may choose is to offer “group mortgages”. Rob McLister, mortgage analyst and editor of MortgageLogic.news, joins us to tell us how it works. Find out more at mortgagelogic.news and connect on X.…

People can listen and talk about personal finance in a variety of ways including community groups. We take a look at money clubs or share clubs with Peter MacLean, a member of Ottawa’s Share Club’s executive committee. Fin out more at money4retirement.ca or you can email ottawashareclub@gmail.com.Bởi Bruce Sellery

Joining a Money Club or Share Club. The benefits of having discussions about personal finance with other people in your community. Peter MacLean, of the Ottawa Share Club is here to tell us how these groups work. Then, estate planning for blended families. Arin Klug, co-founder and COO of Epilogue takes us through different scenarios and things to …

Money management in a relationship or marriage requires teamwork but what does that exactly look like. Modern Husband is a platform and podcast that you can turn to for ideas on how to manage money and the home as a team. Founder, Brian Page, joins us to tell us all about it and shares some tips. Connect with Modern Husband on X, Facebook and Insta…

Managing money is different when you become a parent and if more so if you are a single parent. Now some people are choosing to become single parents by choice. To help us break down some of the financial considerations of having a baby with only one income is Julia Chung, co-founder and chief executive officer of Spring Planning Inc. and president…

When it comes to planning a funeral, any service comes at a cost. The price is definitely not what you think of first, but it is something that you have to consider. To give us a break-down on what does it actually cost and how the death-care industry is evolving we are joined by Shawn Davidson, a licensed funeral director and owner/manager of Carr…

We all know what spring cleaning is and that you start way before the season rolls around. What about ‘death cleaning’. Swedish author Margareta Magnusson wrote a book called ‘The Gentle Art of Swedish Death Cleaning’, which is a unique approach to organizing your home and getting rid of possessions you don’t actually need. Professional organizer a…

Getting rid of clutter. Regina Lark, professional organizer and founder of A Clear Path, takes us through the Swedish Death Cleaning method. Then, the cost of planning a funeral. Licensed funeral director Shawn Davidson breaks down the financial considerations. And deciding to become a single parent by choice. Julia Chung, co-founder and chief exec…

Money can affect every aspect of our lives. This includes mental health so what happens if you have a high debt load? To tell us about the impact on our mental health and what we can do about it we are joined by Robert Kilner a Spergel Partner and Licensed Insolvency Trustee. Find out more at spergel.ca and connect on Instagram, X, and Facebook.…

What happens if the credit bureaus have the wrong information about you? Julie Kuzmic, from Equifax Canada, joins us to share the what the impact can be and what you can do to resolve the issue. Connect with Julie on X and LinkedIn.Bởi Bruce Sellery

Back in the day you might have a work trip that takes you to a bucket list destination but you might not have gotten a chance to see all the sights. Now people are finding ways to mix their business trips with leisure activities called a ‘Bleisure Trip’. For more on this we have Jessica Moorhouse, a personal finance expert, join us to share more on…

Getting laid off from your job is very personal but for Giovanna Ventola she decided to share her story with the world on TikTok with amazing results. Giovanna joins us to talk about her experience and how she is helping others with their job search. Find out more at rhizetogether.com and on LinkedIn. Connect with Giovanna on TikTok, Instagram and …

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. Then, a growing trend called “Bleisure Travel”. Personal finance expert Jessica Moorhouse tells us how Canadians are mixing business and leisur…

Were any books you read as a child about financial literacy, probably not. But now there is, author Cinders McLeod, joins us to talk about her latest book in the Moneybunny series called How Do You Spend. Connect with Moneybunny on Instagram, X, and Facebook. Connect with Cinders on Instagram and X.Bởi Bruce Sellery

You’ve heard of body dysmorphia where someone worries a lot about their perceived flaws. Now the word dysmorphia is being applied to money too – situations where you worry a lot about your money, when in fact the reality is different. Author Erin Lowry joins us to tell us more about it and how to manage it. Find out more at brokemillennial.com and …

We all have blind spots in life whether it be in relationships, health, career or money. It is easier to see the circumstances that make money hard to manage then things that are not easy to see. Manal Maurice is a leader at The Landmark Forum, and she tells us about a concept called Money Rackets, and how they could be holding you back. Find out m…

We know there is a strong connection to money and your mind. So, what are you blind spots when it comes to personal finance? . Then, is money dysmorphia actually a thing? It is according to TikTok. Erin Lowry, author of the “Broke Millennial” series, takes us through the definition so you can see if it describes you. Plus, a new financial literacy …

It is so much easier to tap your credit card instead of physically taking cash out of your wallet but it can lead to overspending. To tell us how paying through your phone impacts your spending is Yuqian Xu, assistant professor of Operations Management at Kenan-Flagler Business School at the University of North Carolina. Connect with Yugian on Link…

Finding affordable housing can be a challenge and even more so if you are new to the country. A company called SingleKey aims to make housing more accessible for newcomers by providing property managers access to foreign credit histories. Director of Customer Engagement MacKenzie Wilson joins us to tell us more about this. Find out more at singleke…

We cover financial literacy for kids and adults but what about those in-between. Whether they are starting their post-secondary career or just finishing and just to embark on a new career there are specific challenges they face when it comes to financial literacy. We are joined by Benjamin Croitoru, Associate Professor at McGill University’s Desaut…

Most of your life is planning and saving for retirement. But what happens to your savings once you finally get there. To help us understand the decumulation part of retirement we have Eric Monteiro, Sun Life’s SVP of Group Retirement Services, join us to talk through this phase. Find out more at sunlife.ca and connect on X, Facebook, and Instagram.…

How to make your retirement savings last. Eric Monteiro, Sun Life’s SVP of Group Retirement Services, helps us understand the “decumulation” phase. Then, a tool to help newcomers to Canada get approved to rent a home. MacKenzie Wilson from SingleKey, tells us how they help property managers access foreign credit histories. And, how your mobile paym…

Everyone has heard of the Wealthy Barber but have you heard of its’ extra-terrestrial counterpart, The Wealthy Martian. We have author Karen Cumming to take us through the book as referred to as an “out-of-this world guide to financial literacy. Connect with Karen on Instagram and TikTok.Bởi Bruce Sellery

Do you play it safe or take risks when it comes to investing? Knowing what to do is a challenge but if you are looking to put your trading strategies to the test with The Biggest Winner Competition, that let you take risks and compete for prizes. We talk to Stephanie Wolfe, Executive Vice President and Head of Marketing at Global X, about how the c…

There is an app for just about anything nowadays. Along with the dating, and cooking apps there are financial apps. One of them is MoneyReady App that offers Canadians with a financial planning tool. We are joined by the creator, Elisabeth Tillier to talk about the app. Find out more at moneyreadyapp,ca and connect on X and Facebook.…

Newcomers have been coming to Canada for centuries with their own traditions, cultures, food and beliefs. For some cultures, managing money is a little bit more complex and the Muslim community is one example. Dr. Mohamad Sawwaf, CEO of Mazil, joins us to talk about how their firm offers halal investment and financing solutions in Canada. Connect w…

Learning about financial literacy from space. Author and teacher Karen Cumming takes us through her book The Wealthy Martian: An Out-of-this-World Guide to Financial Literacy for Parents, Teens and Other Earthlings. Then, managing your money in a way that works with your beliefs. Dr. Mohamad Sawwaf, founder and CEO of Manzil, tSells us about their …

We are joined my Laura Paris, an associate at Shulman & Partners LLP, to talk about the rise she is seeing in digital evidence being used in divorce cases. Find out more at shulman.ca and connect on X and Instagram.Bởi Bruce Sellery

We are joined by the president of Pacific Capital, Chad Willardson, to talk about the ins and outs of managing money as a professional athlete. Find out more at chadwillardson.com and connect on LinkedIn and Instagram.Bởi Bruce Sellery

While sports betting can be a hobby the cost of it can add up. We are joined by Tyler Thielmann, president and CEO of online lender Spring Financial, to take us through the dangers of betting on sports. Connect with Spring Financial on X, Facebook and Instagram.Bởi Bruce Sellery

Dr. Gary Chapman, author of The 5 Love Languages, joins us to help us better understand how these love languages can strengthen our relationship with our loved ones and maybe even our money. Find out more at 5lovelanguages.com and connect on X and Instagram.Bởi Bruce Sellery

How the pros manage their money. Chad Willardson, president of Pacific Capital, tells us about the different financial considerations high net worth athletes need to make when it comes to budgeting for their future after sports. Then, how sports betting can impact your financial health. Tyler Thielmann, president and CEO of Spring Financial, takes …

What it’s like living in poverty. Brian Shelley, Chief Executive and Philanthropy Officer at United Way Simcoe Muskoka, tells us about their ‘Living in My Shoes Anti-Poverty Simulator’. Then, saving money while reducing food waste. Sarah Soteroff tells us about the app Too Good To Go and how it works. Online dating is an ever changing game. In addi…

Living on a senior’s budget for one month. Kaitlin Verge from Grant Thorton shares her experience and what she learned. Then, “Loud Budgeting” and “Soft Saving” are the latest TikTok trends. Personal finance columnist Lesley-Anne Scorgie takes us through what they’re all about. And, the 50/30/20 rule. Freelance personal finance writer Jordann Kaye …

How to negotiate to help you save money. Matt Schulz, personal finance author, educator and speaker, takes us through it in his book Ask Questions, Save Money, Make More. Then, what to do if you and your partner have different spending habits. Behavioural scientist Scott Rick takes us through his book Tightwads and Spendthrifts: Navigating the Mone…

Best of Moolala focusing on investing for your future. What mindfulness has to do with your investments. Financial Adviser Jonathan K. DeYoe tells us about his book Mindful Investing: Right Focus, Better Outcome, Greater Well-Being. And, Jessica Rowat and Colleen Kormos from Two Girls Investing talk about personal finance on TikTok. Then, investing…

Navigating credit card debt. Doris Asiedu from Credit Canada tells us what happens if you don’t pay off your credit card. And, Credit Canada’s Becky Western-Macfayden takes us through a financial coaching program to help you reduce debt. Then, all you need to know about a consumer proposal. Licensed Insolvency Trustee Caryl Newbery-Mitchell tells u…

Money can be stressful, and FP Canada has a whole survey dedicated to it called the financial stress index. We are joined by Tina Tehranchian, senior wealth advisor at Assante Capital Management and an FP Canada Fellow, to give us insights on the survey showing that despite Canadians feeling stressed they are increasingly optimistic. Find out more …

Think of a restaurant you want to book a reservation at for a big event, but it is fully booked for months. Would you pay money to secure a spot? There is a platform called Appointment Trader that lets you buy and sell your appointments and reservations. For more on how it works Jonas Frey, Founder of the platform, joins us. Find out more at appoin…

Money and confidence are often linked; having money can give you confidence and it takes confidence to get more money. We talk to Dia Bondi, author of Ask Like An Auctioneer – How to Ask for More and Get It, about how to take action to help get you out of debt. Connect with Dia on Instagram, X, Facebook, LinkedIn, YouTube, and TikTok.…

How to be more confident when it comes to money. Dia Bondi takes us through her book Ask Like an Auctioneer - How to Ask for More and Get It. Then, a platform that lets you buy or sell the most coveted restaurant reservations. Jonas Frey, founder of Appointment Trader, tells us how it works. Plus, the financial stressors facing Canadians and why so…

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 …

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 barbaras…

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.Bởi Bruce Sellery

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…

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 Resu…

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…

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…