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A woman's relationship with money is like a love affair: sometimes, it's hot and steamy, and other times it's cold and distant. But isn't it high time that we women seal the deal with our finances with a kiss? Welcome confident women to our podcast "Moolah Talks" - a show that helps you change your thought patterns, mindset and emotional connection with MONEY! We are your hosts, Meeta Gupta, Financial Life Coach and Ritu Prasad, a Seasoned Entrepreneur, who together run a community called Mo ...
 
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show series
 
Investing in Black-led businesses. Lise Birikundavyi, managing partner and co-founder of BKR Capital, tells us how she’s trying to level the playing field and make funding more accessible for Black founders. And, Financial therapist Erika Wasserman tells us about her financial conversation cards. Then, how to know if you have a gambling problem and…
 
Being a beginner investor can be a challenge and even more of a challenge when you are a new Canadian. Enoch Omololu, personal finance expert and founder of Savvy New Canadians, joins us to share his investing tips and how his platform provides personal finance resources. Find out more at savvynewcanadians.com and connect on Facebook, Instagram or …
 
How do women build wealth in a way that meets their specific needs that aren’t being met in the current world of personal finance? We have Hadriana Leo, personal life coach and the founder of Money Navigator International, joins us to take us through her book Becoming a Wealthy Woman on Purpose: your guide to Creating Wealth Confidently and Unapolo…
 
A side hustle or part-time job can bring in some extra income when you are looking to cut expenses but according to a survey from H&R Block half of Canadian gig workers are willing to risk not declaring income when filing their taxes. We have Yannick Lemay, Learning Program Lead & Tax Specialist at H&R Block, join us to take us through the implicat…
 
It is not uncommon for Black Americans to assist family members who are in need when it comes to money, this is called the “Black Tax”. We talk to Money Coach Lynnette Khalfani-Cox about the personal essay she wrote in Vox and the racial wealth disparity she has seen first hand as a money coach and a Black woman. Find out more at lynettehalfanicox.…
 
A recent survey from H&R Block found nearly half of Canadian gig workers are willing to risk not declaring their side income on their tax returns. Yannick Lemay from H&R Block Canada tells us how this can lead to some major consequences. And, the racial wealth disparity and the “Black Tax”. Money Coach Lynnette Khalfani-Cox takes us through how thi…
 
Motherhood is such a special phase of your life but does it mean that your career has to take a backseat during that time? Taking career breaks due to family reasons is one of the toughest choices in a women’s journey. Many women are forced to choose one at a given phase in life. Some take career breaks while others stressfully leave their children…
 
We have Paul Wylie, head of BMO Family Office Canada, join us to take us through the challenges that athletes face on and off the field and share some tips on how to handle those challenges. Connect with BMO on Twitter and Facebook.โดย Bruce Sellery
 
Coming up with an estate plan is a whole process and one important step that is often overlooked is choosing the right executor. Leanne Kaufman, president and CEO of RBC Royal Trust, joins us to talk about choosing a corporate executor. Leanne tells us what a corporate executor is and how it works. Find out more at RBC Royal Trust and connect on Tw…
 
Julie Kuzmic, Senior Compliance Office at Equifax Canada, joins us to talk about their recent survey that shows Canadians are fighting back against fraud and identify theft more than ever before. Julie takes us through the survey and shares some tips to help. Find out more at equifax.ca and connect on Twitter and LinkedIn. Follow Julie on LinkedIn.…
 
We take a closer look at money management personality tests with Melissa Leong, personal finance expert and author of the book, Happy Go Money. Find out more about Melissa at melissaleong.com and connect on Instagram and Twitter.โดย Bruce Sellery
 
Canadians are fighting back against fraud and identity theft more than ever, according to a new survey from Equifax Canada. Julie Kuzmic takes us through the results. And, insight into the unique financial challenges young athletes may face. Paul Wylie from BMO provides an insider look. Then, struggling to choose an executor for your will? Some peo…
 
Instead of fasting when it comes to food what about a credit card fast. We talk to Lisa Samalonis who put her credit card away on her journey to gain financial freedom. She gives us the insights on how it works. Connect with Lisa on Twitter and LinkedIn.โดย Bruce Sellery
 
We are joined by Daniel Goldgut, co-founder and CEO of Epilogue, to talk about how to set up RESP’s to continue on even after death so that your kids can still get all the contributions. Find out more from Epilogue on Twitter, Facebook, Instagram and LinkedIn. Connect with Daniel on LinkedIn.โดย Bruce Sellery
 
We have Darren Coleman, senior portfolio manager at Coleman Wealth at Raymond James, joins us share with how he described the pandemic as a retirement fire drill. Connect with Darren on LinkedIn and Facebook and find out more about Coleman Wealth on Facebook.โดย Bruce Sellery
 
Waiting two weeks for pay day can be a challenge. Now you can get paid earlier with on-demand pay platforms and we have Aaron Fox, vice-president for Dayforce Wallet at Ceridian, joins us to talk about the on-demand pay platform that Ceridian has launched here in Canada. Find out more on Twitter, Facebook and Instagram.…
 
Get out of debt with a “credit card fast”. Lisa Samalonis tells us how she used this financial savings method to buy a home. And, getting paid without having to wait two weeks. Aaron Fox, vice-president of commercial for Dayforce Wallet at Ceridian, takes us through how an on-demand pay platform works. Then, how COVID-19 affected our retirement pla…
 
As a woman do you feel that marriage is the most important milestone in your life? Have you left your high paying job and shifted cities because your husband was working/found a job in another city? As a woman, have you faced workplace biases? Unfair, isn’t it? But, this is how it has been for the past so many years. It’s now time to shake these bi…
 
We have Paige Cornetet, author of My Dad’s Class: An Intentional Structure For Teaching Your Kids About Money and Life, join us to take us through some of the lesson activities she created for families to use after reading the book. Find out more at spendthen.com and connect on Facebook and Instagram.…
 
Having investment accounts on both sides of the Canada/US border can have a number of challenges when it comes to managing your money. Shiraz Ahmed, a wealth management advisor and founder of Sartorial Wealth Team of Raymond James, joins us to talk about these challenges. Find out more at sartorialwealth.com and connect on Facebook, LinkedIn, Twitt…
 
Investing in companies and fund that focus on ESG (Environmental, social and governance) is a hot trend right now. Mark Egan, associate professor at the Harvard Business School, join us to talk about the study he co-authored on how investors value ESG funds and give us the ROI. Find out more about Mark here.…
 
Honouring your loved one can mean buying a funeral package you can’t afford. We talk to Mallory Greene, CEO and co-founder of Eirene, to take us through the unexpected costs of a funeral and some alternatives that they can provide. Find out more at eirene.ca and connect on Facebook, Twitter, Instagram and LinkedIn.…
 
If you spend anytime on social media you will have run into “influencers” marketing products to you and others around you. Well some TikTokr’s are getting tired of this consumer culture and are doing the opposite – “de-influencing”. We have Alicia Adamczyk, senior writer and Fortune, join us to talk about her piece she wrote about on this idea. Fin…
 
A new TikTok trend that runs against the consumer culture. It’s called “De-Influencing”. Alicia Adamczyk, senior writer at Fortune, tells us about why some people are taking to the app to call out consumerism. And, investing in “green” funds. Mark Egan from the Harvard Business School tells us about his study on the cost of ESG funds. Then, managin…
 
As a woman, you might be lucky enough to be raised in a family that gave you opportunities to thrive and live a life on your own terms. But wait! Did you ever feel any undercurrents of gender bias? Your parents allowed you to pursue your studies and career but didn’t allow you to move out of the native city? Maybe your extended family never took yo…
 
Wouldn’t it be nice to own a part of the company where you work if it is a great company with a great future. We talk to Jon Shell to tell us about the not-for-profit Canadian Employee Ownership Coalition that is hoping to bring the benefits of employee ownership to Canada. Find out more on employee-ownership.ca and connect on Twitter. Connect with…
 
Selling is critical to almost every job there is but is it a skill that can be trained. Colin Coggins, a professor at USC Marshall School of Business and the co-author of THE UNSOLD MINDSET: Redefining What It Means To Sell, join us to take us through on how to achieve this mindset and go over some misperceptions in selling. Find out more at colina…
 
We have Robin Taub, a chartered professional accountant and author of The Wisest Investment, join us to take us through some of the most popular family finance apps in Canada. Connect with Robin on Twitter, Facebook and LinkedIn.โดย Bruce Sellery
 
The disability tax credit can go a long way to reduce the burden of a family dealing with the cost of a member with a disability. But this tax credit is not easy to get and getting help can command a high fee and the “Disability Tax Credit Promoters Restrictions Act” was supposed to help limit these fees. Jamie Golombek, managing director of tax an…
 
We talk to Jane Robertson, founder of the group Single Seniors for Tax Fairness, about the inequities that seniors who do not have a life partner face when it comes to paying taxes. Find out more at singlesseniorsfortaxfairness.com and connect on Facebook, Twitter and LinkedIn.โดย Bruce Sellery
 
The most popular family finance apps available in Canada. Chartered Professional Accountant and author Robin Taub takes us through them. And, the challenges single seniors face during tax season. Jane Robertson, founder of Single Seniors for Tax Fairness, tells us about what’s needed to address the issue. Then, the high fees you might be paying for…
 
We talk to Stan Samole, president and CEO of Family Tax Recovery, about how they help you get a possible refund from previous tax returns if missed some credits or benefits that you didn’t get the first time around. Find out more at familytaxrecovery.ca and connect on LinkedIn and Twitter.โดย Bruce Sellery
 
We talk to Taylor Inglis, Senior VP at EP Care, about how they expanded their EP Care program to 50 dental clinics across the country and how their health and wellness financing works. Find out more at epcare.ca and connect on LinkedIn.โดย Bruce Sellery
 
What is the better way to go if it is time to renew your mortgage, fixed or variable. We have Clay Jarvis, NerdWallet spokesperson and mortgage financial expert, joins us to take us through the choice whether it is time to renew or you are looking to shop around for a better mortgage. Connect with NerdWallet on Twitter, Instagram and Facebook.…
 
What are the best jobs in Canada? We have Michelle Slater, director of Indeed, join us to give us the details on its report on the 20 best jobs of 2023. Check out the Indeed Leadership Hub and connect on Twitter.โดย Bruce Sellery
 
We talk to Carrissa Lucreziano, head of CIBC’s financial planning and advice team, about their experiment to ease clients’ financial anxiety with therapy dogs called Financial Stress Companions. Connect with CIBC on Twitter, Facebook and LinkedIn.โดย Bruce Sellery
 
If your mortgage is set to renew, you should be thinking about shopping around. Nerdwallet’s mortgage expert Clay Jarvis is here to take us through the process when you have the itch to switch. And, combating financial anxiety with therapy dogs. Carissa Lucreziano from CIBC tells us about their one-time experiment and tips for dealing with financia…
 
A growing number of boomers are choosing to remain in the workforce instead of retiring. Tina Lorenz joins us to talk about how she is a part of the “anti-retirement” movement and calls herself a “renegade boomer”. Find out more at tinalorenz.com and therenegadeboomer.com. Connect on Instagram, LinkedIn, Facebook and check out her YouTube channel.…
 
Many people try to use willpower when it comes to spending. While it is important it is not enough when it comes to spending, or not spending. Romana King, senior finance editor of Finder, joins us to tell is why that we need to stop relying solely on willpower to curb our spending. Find out more at finder.com/ca.…
 
The prominence of sports betting has increased with the changes in the legal environment but with that it can be problematic and there are risks to betting on sports. We are joined by Moshe Lander, economics professor at Concordia University specializing in the economics of sports gaming and gambling, to share the risks as sports betting becomes mo…
 
Making good financial decisions can be tough especially when you’re in a panic. Shannon Lee Simmons, Certified Financial Planner, joins us to share tips from her book No Regret Decisions: Making Good Choices During Difficult Times. You can connect with Shannon on Instagram or with New School of Finance on Instagram.…
 
We have certified financial planner, Jackie Porter, join us to talk about unconscious spending. What is it and what can we do to curb these habits. Find out more at askjackie.ca and connect on LinkedIn and Instagram.โดย Bruce Sellery
 
Making good financial decisions can be tough especially when you’re in a panic. Certified Financial Planner Shannon Lee Simmons shares tips from her book No Regret Decisions: Making Good Choices During Difficult Times. And, the rise of sports-betting. Economics professor Moshe Lander tells us about the risks for your bank account. Then, mindlessly …
 
We have assistant professor of marketing at Ohio State’s Fisher College of Business, Grant Donnelly, join us to share the findings on their working paper at Harvard on a new way to help reduce credit card debt called Repayment-by-Purchase. Find out more about the working paper at fisher.osu.edu.โดย Bruce Sellery
 
We have Morgan Roberts, Insurance Sales Director at ratehub.ca, join us to share with us on how to be better prepared before a potential car accident, what you need to do if you are in an accident and how these insurance claims can affect your rate. Found out more at ratehub.ca and connect on Twitter and Facebook.…
 
As a parent nowadays you are left wondering if you should give allowance in a traditional cash allowance or pay in virtual currency instead. We have Karen Holland joins us to give us her thoughts on the topic. Her organization, Gifting Sense, teaches children how to think before they buy. Found out more at giftingsense.org and connect on LinkedIn, …
 
We look at what Canadians can do if they’re aging alone, especially when it comes to personal finances with as Laura Tamblyn Watts joins us. Laura is the founder and CEO of CanAge, Canada’s national senior advocacy organization. Connect with Laura on Twitter and Linkedin. Find out more about CanAge on Twitter.…
 
We talk to portfolio manager and author, John De Goey, about how bias is relevant when it comes to investing. John explores this idea in his book Bullshift: How Optimism Bias Threatens you Finances and he joins us now. You can connect with John on Twitter.โดย Bruce Sellery
 
Kinless seniors face a host of logistical challenges, aging without family to help. That includes how to manage their personal finances. Laura Tamblyn Watts joins us to talk about what you can do about it. And, a new way to reduce your credit card debt. Grant Donnelly, an assistant marketing professor at Ohio State University, tells us about ‘repay…
 
This is the place where you say bye to financial fears and say ‘Hello’ to empowered money management! Meet your hosts: Meeta Gupta: Financial Life Coach and Founder of Moolah for Women Meeta Gupta, a seasoned finance professional, with an MBA in Finance is passionate about empowering women and transforming their financial well-being. She has over 3…
 
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