Leave a Legacy: Wills, Charity, and Teaching Your Kids to Invest

This episode of Moolala: Money Made Simple with host Bruce Sellery spans every age and stage of your financial life. Bruce starts with wills and legacy giving, speaking with Laurie Fox, campaign director of Willpower, about how more Canadians are choosing to leave a charitable gift in their will – and why even 1% of your estate can create a meaningful, tax-efficient legacy while still putting family first. Then he dives into new research from Home Equity Bank with chief financial commentator Pattie Lovett-Reid, unpacking what older women say about their financial literacy, fears about outliving their money, and the realities of aging in place on a fixed income.

Next, Bruce turns to the kids’ table with Maya Corbic, CPA, author of From Piggy Banks to Stocks, on how parents can teach children the basics of investing, compound interest, and long-term wealth building in a way that’s fun and non-intimidating. Finally, he explores why your body is one of your most important financial assets with Michelle Pannor Silver, professor at the University of Toronto and author of Aging with Agility: How Elite Athletes and Ordinary Folks Embrace Exercise with Age. Together, they connect physical health, longevity, and mobility to the money choices you make today – from retirement planning to healthcare costs and quality of life in your older years.

To find out more about the guests check out:

• Laurie Fox: Instagram | Facebook | LinkedIn
• Pattie Lovett-Reid: Instagram | YouTube Episode
• HomeEquity Bank: Instagram | Facebook | LinkedIn
• Maya Corbic: Instagram | Facebook | X/Twitter
• Michelle Pannor Silver: michellepannorsilver.com

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