How is my Financial Health, Doc?

154 Episodes

1. What was appropriate prior to 2014 is no longer applicable in 2023: Dividend only strategy

   Published: 9/16/2023
2. Things you should know about retail banking - Confessions of an Ex-banker (Part 2)

   Published: 9/3/2023
3. Special Edition 5: What is the Canadian Physicians’ Pension Plan (Question from accountants)?

   Published: 9/1/2023
4. Things you should know about retail banking - Confessions of an Ex-banker (Part 1)

   Published: 8/26/2023
5. Financial teaching points for foreign trained physicians (and many others)!

   Published: 8/13/2023
6. Seven Money Mindsets: which one(s) you have will determine your financial security and wealth

   Published: 7/28/2023
7. Roger’s story about Suitability vs Best Interest

   Published: 7/15/2023
8. Special Edition 4: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 2

   Published: 7/2/2023
9. Special Edition 3: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 1

   Published: 7/2/2023
10. Special Edition 2: The Canadian Physicians’ Pension Plan (CPPP) - Part 2: a pension plan truly designed for the physician in mind

    Published: 7/2/2023
11. Special Edition 1: The Canadian Physicians’ Pension Plan (CPPP) Part 1: a pension plan truly designed for the physician in mind

    Published: 7/2/2023
12. Lack of financial education among healthcare professionals - ”I wish I knew” (Part 2)

    Published: 7/1/2023
13. Lack of financial education among healthcare professionals - ”I wish I knew” (Part 1)

    Published: 6/17/2023
14. There are many ways to invest in real-estate for the HCP. Is BTRSFR right for you?

    Published: 6/3/2023
15. Financial Anonymous: are you really good?

    Published: 4/23/2023
16. How and why your incorporated medical professional business can quickly lose its small business tax allowance?

    Published: 4/16/2023
17. Are you aware of Real-estate development investing through a Limited Partnership?

    Published: 4/8/2023
18. 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?

    Published: 3/18/2023
19. What is pre-construction real-estate?

    Published: 3/5/2023
20. What is debt and how to USE it to build wealth? (Part 2)

    Published: 2/26/2023