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Understanding the “Decumulation” Phase of Retirement | Full Episode
Manage episode 442958413 series 2363800
How to make your retirement savings last. Eric Monteiro, Sun Life’s SVP of Group Retirement Services, helps us understand the “decumulation” phase. Then, a tool to help newcomers to Canada get approved to rent a home. MacKenzie Wilson from SingleKey, tells us how they help property managers access foreign credit histories. And, how your mobile payment app may be making you overspend. Yuxian Xu, an assistant professor of Operations Management at the University of North Carolina, explains the data behind it. Plus, financial literacy tips for post-secondary students with Benjamin Croitoru, Associate Finance Professor and resident personal finance expert at McGill University’s Desautels Faculty of Management.
To find out more about the guests check out:
- Eric Monteiro: sunlife.ca | X | Facebook | Instagram
- Benjamin Croitoru: McGill Personal Finance Essentials Course
- Viller Lika: singlekey.com | LinkedIn | Instagram | Facebook | X
- Yuqian Xu: lillianyuqian | LinkedIn | Facebook | Instagram
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
299 episoder
Manage episode 442958413 series 2363800
How to make your retirement savings last. Eric Monteiro, Sun Life’s SVP of Group Retirement Services, helps us understand the “decumulation” phase. Then, a tool to help newcomers to Canada get approved to rent a home. MacKenzie Wilson from SingleKey, tells us how they help property managers access foreign credit histories. And, how your mobile payment app may be making you overspend. Yuxian Xu, an assistant professor of Operations Management at the University of North Carolina, explains the data behind it. Plus, financial literacy tips for post-secondary students with Benjamin Croitoru, Associate Finance Professor and resident personal finance expert at McGill University’s Desautels Faculty of Management.
To find out more about the guests check out:
- Eric Monteiro: sunlife.ca | X | Facebook | Instagram
- Benjamin Croitoru: McGill Personal Finance Essentials Course
- Viller Lika: singlekey.com | LinkedIn | Instagram | Facebook | X
- Yuqian Xu: lillianyuqian | LinkedIn | Facebook | Instagram
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
299 episoder
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