How is my Financial Health, Doc?

By Vu Kiet Tran

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Category: Investing

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Subscribers: 3
Reviews: 0
Episodes: 100

Description

A show where questions on personal finance from Healthcare Professionals are never a taboo.

Episode Date
The Options market: an awareness-building episode for most of us.
Apr 27, 2024
What is a Specified Multi-Employer Pension Plan (SMEP)? Should I know this?
Apr 18, 2024
You don't think you need it until you actually need it: Disability Insurance (DI)
Jan 26, 2024
Real-estate investing that can be aligned with the lifestyle of a busy healthcare professional: Pre-construction real-estate investing
Dec 26, 2023
Promotional content: Code Green Financial Literacy Conference
Dec 24, 2023
Top 10 financial mistakes made by physicians in late-stage career - Part 2
Dec 18, 2023
Top 10 financial mistakes made by physicians in late-stage career - Part 1
Dec 04, 2023
Code Green Financial Literacy Conference for physicians
Dec 03, 2023
The new Canadian physician Multi-Employer Pension Plan (MEPP): What is really underneath the hood?
Nov 13, 2023
Top 10 financial mistakes made by mid-career physicians
Nov 05, 2023
Financial mistakes you did not even know you made - Where are your financial blind spots?
Oct 15, 2023
What was appropriate prior to 2014 is no longer applicable in 2023: Dividend only strategy
Sep 16, 2023
Things you should know about retail banking - Confessions of an Ex-banker (Part 2)
Sep 03, 2023
Special Edition 5: What is the Canadian Physicians’ Pension Plan (Question from accountants)?
Sep 01, 2023
Things you should know about retail banking - Confessions of an Ex-banker (Part 1)
Aug 26, 2023
Financial teaching points for foreign trained physicians (and many others)!
Aug 13, 2023
Seven Money Mindsets: which one(s) you have will determine your financial security and wealth
Jul 28, 2023
Roger’s story about Suitability vs Best Interest
Jul 15, 2023
Special Edition 4: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 2
Jul 02, 2023
Special Edition 3: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 1
Jul 02, 2023
Special Edition 2: The Canadian Physicians’ Pension Plan (CPPP) - Part 2: a pension plan truly designed for the physician in mind
Jul 02, 2023
Special Edition 1: The Canadian Physicians’ Pension Plan (CPPP) Part 1: a pension plan truly designed for the physician in mind
Jul 02, 2023
Lack of financial education among healthcare professionals - ”I wish I knew” (Part 2)
Jul 01, 2023
Lack of financial education among healthcare professionals - ”I wish I knew” (Part 1)
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?
Apr 23, 2023
How and why your incorporated medical professional business can quickly lose its small business tax allowance?
Apr 16, 2023
Are you aware of Real-estate development investing through a Limited Partnership?
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?
Mar 18, 2023
What is pre-construction real-estate?
Mar 05, 2023
What is debt and how to USE it to build wealth? (Part 2)
Feb 26, 2023
What is debt and how to USE it to build wealth? (Part 1)
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
Jan 28, 2023
What is Arm’s length lending with your RRSP?
Jan 24, 2023
How to get started in real-estate investing for healthcare professionals
Jan 13, 2023
Occupational therapist gone entrepreneur! Passion beyond clinical work.
Jan 06, 2023
It’s not sexy, but it is important - Financial Planning for SECURITY!
Dec 23, 2022
Build financial security, independence, and wealth with the Wealth Creator
Dec 04, 2022
Value should be your focus, not just cost!
Nov 06, 2022
How we view money determines how successful financially and how happy we will be.
Oct 30, 2022
The Enhanced Smith Maneuver: invest in your own corporation, build a corporate pension plan, and pay down your mortgage faster!
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?
Sep 14, 2022
Confession of a podcast host - Vu Kiet Tran
Aug 22, 2022
How does divorce impact your financial security?
Aug 15, 2022
Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations
Aug 07, 2022
Confession of a Certified Financial Planner (part2): interview with Galen Nuttal
Jul 30, 2022
Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal
Jul 23, 2022
Mea Culpa (The Host - Vu - Mistake #2) - RESP plans
Jul 14, 2022
I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians
Jun 25, 2022
How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.
Jun 20, 2022
One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)
Jun 11, 2022
Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2
Jun 06, 2022
Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1
May 15, 2022
Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2
May 07, 2022
Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1
Apr 10, 2022
Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)
Apr 02, 2022
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)
Mar 18, 2022
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2
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
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?
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!
Nov 28, 2021
Checking your portfolio too often only creates regrets.
Nov 20, 2021
Loss Aversion is making you do things you will regret!
Nov 14, 2021
Mea Culpa (Mikaela)
Oct 02, 2021
Do It Yourself Investing - the Good, the Gaps, and the Ugly
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
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
Jul 17, 2021
Why do healthcare professionals love to invest in real-estate?
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.
May 23, 2021
College Complaint: Understanding the root cause (it is financial BTW) can help prevent the next one.
May 08, 2021
RESP Hacks: Make your money go even further!
Apr 25, 2021
Therapy for the wallet - 3: Should I incorporate?
Apr 17, 2021
Therapy for the wallet - 2: Can I write off my car?
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
Mar 20, 2021
Segregated Funds: investments with an insurance wrapper (Part 2)
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