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People fantasize about winning the lottery or receiving a massive, surprise inheritance. It does happen, more than you might think. So, what do you do to ensure you make a solid financial plan for your windfall? Julia Chung, certified financial planner and the co-founder and CEO of Spring Planning, takes us through some of the dos and don’ts. Then, the financial cost of dementia, even before diagnosis. Luke Yoquinto, a researcher at the MIT AgeLab, takes us through his recent findings. And a guidebook for financial advisors to better serve their female clients. Cary Carbonaro, certified financial planner, tells us about her book Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune. Plus, we’ll speak with Tor Constantino, a writer for Forbes.com, about how payment networks like Visa and Mastercard are turning to AI technologies to “help” you buy more.
To find out more about the guests check out:
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
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44 ratings
People fantasize about winning the lottery or receiving a massive, surprise inheritance. It does happen, more than you might think. So, what do you do to ensure you make a solid financial plan for your windfall? Julia Chung, certified financial planner and the co-founder and CEO of Spring Planning, takes us through some of the dos and don’ts. Then, the financial cost of dementia, even before diagnosis. Luke Yoquinto, a researcher at the MIT AgeLab, takes us through his recent findings. And a guidebook for financial advisors to better serve their female clients. Cary Carbonaro, certified financial planner, tells us about her book Women and Wealth: A Playbook to Empowering Clients and Unlocking Their Fortune. Plus, we’ll speak with Tor Constantino, a writer for Forbes.com, about how payment networks like Visa and Mastercard are turning to AI technologies to “help” you buy more.
To find out more about the guests check out:
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
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