Moolala: Money Made Simple With Bruce Sellery

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.

Finding deals on groceries can be a huge help these days with how much it can cost these days. One way to cut costs is by couponing and we have one half of the ‘Coupon Couple’, Dee Debarros, join us to share her tips and talk about her own journey with couponing. Find out more with their Facebook Group and connect on Instagram, TikTok, and Facebook.

Whether you are a permanent resident or a foreign worker who just moved to Canada, you might be unfamiliar with Canada’s banking and credit system. The challenges of starting a new life and build your credit history in Canada might seem difficult to newcomers, so we have invited Gayle Ramsey, Head, SVP, Everyday Banking, Segments & Customer Growth, Personal Banking from BMO, who will join us to talk about BMO NewStart® Program, which offers banking products and services to make new beginnings simpler in Canada. Find out more about BMO’s banking offers for newcomers and connect with BMO on Facebook, X, Instagram and LinkedIn.

There can be a real disconnect between newcomers to Canada needing to work and companies needing employees. The Institute for Canadian Citizenship, in partnership with Deloitte, created a playbook for business leaders to help narrow the gap. Daniel Bernhard, CEO of the ICC, joins us to take us through the playbook called ‘Talent to Win’. Connect with Institute for Canadian Citizenship on Facebook, Instagram, X, and YouTube. Find Daniel on LinkedIn.

There is widespread agreement that newcomers are needed to help fill jobs in Canada.  But how best to do that? Daniel Bernhard, CEO of the Institute for Canadian Citizenship, is here with some creative examples of companies overcoming hurdles. Then, helping newcomers build credit after they arrive in Canada. Gayle Ramsay, Head, SVP, Everyday Banking, Segment & Customer Growth, Personal Banking at BMO, tells us about the BMO NewStart® Program. And, we’ll speak with Yewande Oduwole, creator and host of The Wealthy Immigrant podcast.  Plus, saving money on groceries. Dee Debarros from the “Coupon Couple” shares her budgeting tips. To find out more about the guests check out: The Institute for Canadian Citizenship: Facebook | Instagram | X | YouTube Daniel Bernhard: LinkedIn BMO Financial Group: Banking offers for Newcomers | Facebook | X , Instagram and LinkedIn Dee Debarros: Coupon Couple Facebook Group | Instagram | TikTok | Facebook Yewande Oduwole: The Wealthy Immigrant Podcast | LinkedIn | Instagram B

Kids have access to technology that is connected to a credit card that can lead to problems when they can ring up ‘in-app purchases’ without understanding the results in the real world. Lisa McKay, a psychologist with two kids, joins us to help us navigate situations when your child is tempted to spend money online. Find out more at lisamckaywriting.com and connect on LinkedIn, Facebook, and Instagram.

Financial stability is definitely a part of the ‘Money Can’t Buy You Happiness’ equation at least according to a new survey by HomeEquity Bank using the Triangle of Happiness – standard of living, strong personal relationships, and achieving in life  - to see how satisfied Canadians in retirement are. We are joined by Vivianne Gauci, Senior Vice President of Customer Experience, to tell us more about the survey. Find out more at chip.ca and connect on Facebook, LinkedIn, and X.

We all know education is important but education in Canada does come at a cost and it can be a challenge to afford post-secondary education without a scholarship or bursary. The Wealthsimple Foundation aims to break down the barriers in Canada. We have the Chair, Leen Li, joins us to tell all about those barriers and the different ways you can save for school. Find out more about wealthsimplefoundation.com and connect on Instagram, TikTok and LinkedIn.

Financial Barriers That Newcomer Women Face Newcomer women face unique barriers when it comes to money. Tonie Chaltas, Chief Executive Officer of Achev, joins us to tell us about those barriers and ways to overcome them. Find out more at achev.ca and connect with Tonie on LinkedIn and X.

Kids love to play online.  But in-app purchases can add up very quickly.  We’ll speak with psychologist Lisa McKay about the expensive lessons to be learned when it comes to your child’s gaming.  Then, Financial Literacy Month continues with a focus on the newcomer experience. Tonie Chaltas, Chief Executive Officer of Achēv, tells us about the unique barriers newcomer women face when it comes to money. And, saving money for school. Leen Li, Chair of the Wealthsimple Foundation, takes us through the systemic changes needed to make post-secondary education more accessible for Canadian families. Plus the Golden Triangle of Happiness. Vivianne Gauci, Senior Vice President of Customer Experience at HomeEquity Bank, tells us how they use this happiness marker to see how satisfied Canadian homeowners are. To find out more about the guests check out: Tonie Chaltas: achev.ca | LinkedIn | X Leen Li: wealthsimplefoundation.com | Instagram | TikTok | LinkedIn Vivianne Gauci: chip.ca | Facebook | LinkedIn | X Lisa McKay:

We know financial literacy is important but how much insurance talk is a part of that. Jessica Baker, Executive Vice-President of Retail Wealth of Co-operators, joins us to take us through what you need to know about insurance and shares her advice. Find out more at cooperators.ca and connect on Instagram and Linkedin. Connect with Jessica on LinkedIn.