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Episode | Date |
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The Options market: an awareness-building episode for most of us.
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Apr 27, 2024 |
What is a Specified Multi-Employer Pension Plan (SMEP)? Should I know this?
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Apr 18, 2024 |
You don't think you need it until you actually need it: Disability Insurance (DI)
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Jan 26, 2024 |
Real-estate investing that can be aligned with the lifestyle of a busy healthcare professional: Pre-construction real-estate investing
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Dec 26, 2023 |
Promotional content: Code Green Financial Literacy Conference
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Dec 24, 2023 |
Top 10 financial mistakes made by physicians in late-stage career - Part 2
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Dec 18, 2023 |
Top 10 financial mistakes made by physicians in late-stage career - Part 1
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Dec 04, 2023 |
Code Green Financial Literacy Conference for physicians
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Dec 03, 2023 |
The new Canadian physician Multi-Employer Pension Plan (MEPP): What is really underneath the hood?
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Nov 13, 2023 |
Top 10 financial mistakes made by mid-career physicians
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Nov 05, 2023 |
Financial mistakes you did not even know you made - Where are your financial blind spots?
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Oct 15, 2023 |
What was appropriate prior to 2014 is no longer applicable in 2023: Dividend only strategy
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Sep 16, 2023 |
Things you should know about retail banking - Confessions of an Ex-banker (Part 2)
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Sep 03, 2023 |
Special Edition 5: What is the Canadian Physicians’ Pension Plan (Question from accountants)?
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Sep 01, 2023 |
Things you should know about retail banking - Confessions of an Ex-banker (Part 1)
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Aug 26, 2023 |
Financial teaching points for foreign trained physicians (and many others)!
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Aug 13, 2023 |
Seven Money Mindsets: which one(s) you have will determine your financial security and wealth
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Jul 28, 2023 |
Roger’s story about Suitability vs Best Interest
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Jul 15, 2023 |
Special Edition 4: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 2
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Jul 02, 2023 |
Special Edition 3: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 1
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Jul 02, 2023 |
Special Edition 2: The Canadian Physicians’ Pension Plan (CPPP) - Part 2: a pension plan truly designed for the physician in mind
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Jul 02, 2023 |
Special Edition 1: The Canadian Physicians’ Pension Plan (CPPP) Part 1: a pension plan truly designed for the physician in mind
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Jul 02, 2023 |
Lack of financial education among healthcare professionals - ”I wish I knew” (Part 2)
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Jul 01, 2023 |
Lack of financial education among healthcare professionals - ”I wish I knew” (Part 1)
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Jun 17, 2023 |
There are many ways to invest in real-estate for the HCP. Is BTRSFR right for you?
|
Jun 03, 2023 |
Financial Anonymous: are you really good?
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Apr 23, 2023 |
How and why your incorporated medical professional business can quickly lose its small business tax allowance?
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Apr 16, 2023 |
Are you aware of Real-estate development investing through a Limited Partnership?
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Apr 08, 2023 |
When it comes to your financial health, are you dealing with a ”bike salesman” or a ”personal trainer”? Are you getting ”suitable” or ”best interest” advice?
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Mar 18, 2023 |
What is pre-construction real-estate?
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Mar 05, 2023 |
What is debt and how to USE it to build wealth? (Part 2)
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Feb 26, 2023 |
What is debt and how to USE it to build wealth? (Part 1)
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Feb 19, 2023 |
What is Participating life insurance? Let’s take a deep dive into the question with an insider.
|
Feb 09, 2023 |
Physicians are not just physicians. We can be so much more - a chat with Dr. Thanasi Tsiodras
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Jan 28, 2023 |
What is Arm’s length lending with your RRSP?
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Jan 24, 2023 |
How to get started in real-estate investing for healthcare professionals
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Jan 13, 2023 |
Occupational therapist gone entrepreneur! Passion beyond clinical work.
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Jan 06, 2023 |
It’s not sexy, but it is important - Financial Planning for SECURITY!
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Dec 23, 2022 |
Build financial security, independence, and wealth with the Wealth Creator
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Dec 04, 2022 |
Value should be your focus, not just cost!
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Nov 06, 2022 |
How we view money determines how successful financially and how happy we will be.
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Oct 30, 2022 |
The Enhanced Smith Maneuver: invest in your own corporation, build a corporate pension plan, and pay down your mortgage faster!
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Oct 16, 2022 |
A frank conversation with a ”strategic accountant” - what does one look like?
|
Oct 09, 2022 |
Buy term insurance and invest the rest! Is that the perfect strategy for everyone?
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Sep 14, 2022 |
Confession of a podcast host - Vu Kiet Tran
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Aug 22, 2022 |
How does divorce impact your financial security?
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Aug 15, 2022 |
Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations
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Aug 07, 2022 |
Confession of a Certified Financial Planner (part2): interview with Galen Nuttal
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Jul 30, 2022 |
Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal
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Jul 23, 2022 |
Mea Culpa (The Host - Vu - Mistake #2) - RESP plans
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Jul 14, 2022 |
I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians
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Jun 25, 2022 |
How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.
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Jun 20, 2022 |
One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)
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Jun 11, 2022 |
Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2
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Jun 06, 2022 |
Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1
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May 15, 2022 |
Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2
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May 07, 2022 |
Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1
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Apr 10, 2022 |
Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)
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Apr 02, 2022 |
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)
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Mar 18, 2022 |
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2
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Feb 20, 2022 |
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 1
|
Feb 13, 2022 |
You cannot eat your house!
|
Feb 07, 2022 |
Dear doctor, you must have a very good reason to NOT incorporate your professional practice, right? Final thoughts
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Jan 30, 2022 |
Dear doctor, you must have a very good reason to NOT incorporate your professional practice, right?
|
Jan 20, 2022 |
Sunk Cost Bias or Gambler‘s Fallacy: it‘s just very difficult to cut our losses.
|
Jan 09, 2022 |
It is value we should seek, not the cheapest thing we can find.
|
Jan 01, 2022 |
A little knowledge can be a dangerous thing. But full knowledge can be very powerful. Are you an outlier?
|
Dec 25, 2021 |
Are you a cowboy when it comes to investing?
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Dec 19, 2021 |
Be sure to know who you are listening to. Songs of Sirens can lead you astray.
|
Dec 09, 2021 |
Quantitative Easing (QE) - breaking it down so you can understand why you need to care!
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Nov 28, 2021 |
Checking your portfolio too often only creates regrets.
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Nov 20, 2021 |
Loss Aversion is making you do things you will regret!
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Nov 14, 2021 |
Mea Culpa (Mikaela)
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Oct 02, 2021 |
Do It Yourself Investing - the Good, the Gaps, and the Ugly
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Sep 18, 2021 |
Confirmation bias: You are so vain!
|
Sep 09, 2021 |
Herd Mentality: driving towards FOMO and it is dangerous!
|
Sep 01, 2021 |
You want to do Capital Stripping, really? Is there a better alternative? Terminal Funding from a Private Pension Plan
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Aug 19, 2021 |
What are REITs (Real-Estate Investment Trusts)? If you don't know, here is where you will learn it! Everything you need to know and more...
|
Jul 31, 2021 |
Intergenerational wealth transfer made possible with private pension plans for healthcare professionals
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Jul 17, 2021 |
Why do healthcare professionals love to invest in real-estate?
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Jul 09, 2021 |
Persistent Quality Part-time Effort - What is it? Dr. Wing Lim will enhance our knowledge base.
|
Jul 04, 2021 |
Find your Zen and rebalance!
|
Jun 25, 2021 |
How much Life Insurance should I get? A very simple question.
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May 23, 2021 |
College Complaint: Understanding the root cause (it is financial BTW) can help prevent the next one.
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May 08, 2021 |
RESP Hacks: Make your money go even further!
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Apr 25, 2021 |
Therapy for the wallet - 3: Should I incorporate?
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Apr 17, 2021 |
Therapy for the wallet - 2: Can I write off my car?
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Apr 12, 2021 |
Therapy for the wallet - 1: What can I write off from my income?
|
Apr 04, 2021 |
Critical Encounter (with the Advisor)
|
Mar 27, 2021 |
Financial worries of our Nurse Practitioner colleagues
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Mar 20, 2021 |
Segregated Funds: investments with an insurance wrapper (Part 2)
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Mar 13, 2021 |
Segregated Funds: investments with an insurance wrapper (Part 1)
|
Mar 05, 2021 |
Physicians, NPs, dentists, and lawyers can have pensions. Grab the opportunity says Sia!
|
Feb 27, 2021 |
Physicians, NPs, dentists, and lawyers can have pensions. Stand up for yourself says Katy!
|
Feb 19, 2021 |
Physicians, NPs, dentists, and lawyers can have pensions. No more need to envy Jesse!
|
Feb 13, 2021 |
Special Edition episode: Gamestop is the new Tulip
|
Feb 01, 2021 |
Listening to Financial Gurus on podcasts may be detrimental to your financial wellness.
|
Jan 31, 2021 |
Mea Culpa (John)
|
Jan 22, 2021 |
The Elephant In The Room - An Editorial
|
Jan 18, 2021 |
Top 10 Financial Lessions during COVID I learned as a Healthcare Professional
|
Jan 10, 2021 |