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All about inspiring you to get a handle on your money so you can live the life that you want.
Canadian Money Essentials: Wills, Payday Routine & Managing RRIFs | Full Episode
Moolala: Money Made Simple with Bruce Sellery
57 minutes
1 week ago
Canadian Money Essentials: Wills, Payday Routine & Managing RRIFs | Full Episode
This week on Moolala: Money Made Simple, Bruce Sellery explores the “light bulb moments” that change how we manage money, starting with wills and estate planning. Willful CEO Erin Bury explains why every Canadian adult should have a will and powers of attorney, how today’s online tools make it fast and affordable, and what really happens to your family if you don’t. Then creator Claudia Gleason breaks down her viral payday routine on TikTok: biweekly budgeting, naming savings buckets, and balancing emergency funds with fun money—so you can borrow the parts that fit your life. Next, Matt Ardrey from TriDelta Private Wealth, demystifies the RRSP-to-RRIF conversion: minimum withdrawals, tax implications, in- kind transfers, and portfolio tips for sustainable retirement income. Finally, investment coach Aman Raina shares practical signs it may be time to help your parents with their finances, plus steps to make that conversation and the paperwork easier.
To find out more about the guests check out:
Erin Bury: Instagram | X/Twitter
Willful: Instagram | X/Twitter
Claudia Gleason: TikTok | Instagram
Matt Ardrey: X/Twitter | LinkedIn
Aman Raina: agingparentsfinance.com | Threads | BluSky | LinkedIn
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
Moolala: Money Made Simple with Bruce Sellery
All about inspiring you to get a handle on your money so you can live the life that you want.