How is my Financial Health, Doc?

162 Episodes

1. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 2 - An Editorial

   Published: 10/1/2022
2. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 1

   Published: 9/26/2022
3. Buy term insurance and invest the rest! Is that the perfect strategy for everyone?

   Published: 9/14/2022
4. Confession of a podcast host - Vu Kiet Tran

   Published: 8/22/2022
5. How does divorce impact your financial security?

   Published: 8/15/2022
6. Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations

   Published: 8/7/2022
7. Confession of a Certified Financial Planner (part2): interview with Galen Nuttal

   Published: 7/30/2022
8. Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal

   Published: 7/23/2022
9. Mea Culpa (The Host - Vu - Mistake #2) - RESP plans

   Published: 7/14/2022
10. I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians

    Published: 6/25/2022
11. How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.

    Published: 6/20/2022
12. One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)

    Published: 6/11/2022
13. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2

    Published: 6/6/2022
14. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1

    Published: 5/15/2022
15. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2

    Published: 5/7/2022
16. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1

    Published: 4/10/2022
17. Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)

    Published: 4/2/2022
18. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)

    Published: 3/18/2022
19. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2

    Published: 2/20/2022
20. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 1

    Published: 2/13/2022