Wealthier: The Investing Field Guide for Canadian Millennials | Full Episode episode artwork

EPISODE · Feb 25, 2025 · 54 MIN

Wealthier: The Investing Field Guide for Canadian Millennials | Full Episode

from Moolala: Money Made Simple with Bruce Sellery · host Bruce Sellery

Calling all millennials. Financial planner Mark McGrath co-wrote a personal finance book specifically for you. It’s called Wealthier: The Investing Field Guide for Canadian Millennials. He joins us to take us through it. Then, why retailers are offering “returnless refunds”. Kyle James, founder of Rather-Be-Shopping.com, explains. And, wealth management for lawyers. Jeffery Lamont, founder and president of Lamont Wealth Strategies, takes us through a cash flow management system and how it’s helped his clients. Plus, we speak with Millie Acuna, the manager of asset-building programs at SEED Winnipeg Inc., about how the non-profit helps build financial well being in Manitoba. To find out more about the guests check out: Mark McGrath: pwlcapital.com | X | LinkedIn Jefferey Lamont: X | Instagram Lamont Wealth Strategies: X | Instagram Kyle James: rather-be-shopping.com | Facebook | Instagram Millie Acuna: 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

Episode metadata supplied by the publisher feed · Published Feb 25, 2025

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Wealthier: The Investing Field Guide for Canadian Millennials | Full Episode

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