How is my Financial Health, Doc?

154 Episodes

1. Quantitative Easing (QE) - breaking it down so you can understand why you need to care!

   Published: 11/28/2021
2. Checking your portfolio too often only creates regrets.

   Published: 11/20/2021
3. Loss Aversion is making you do things you will regret!

   Published: 11/14/2021
4. Mea Culpa (Mikaela)

   Published: 10/2/2021
5. Do It Yourself Investing - the Good, the Gaps, and the Ugly

   Published: 9/18/2021
6. Confirmation bias: You are so vain!

   Published: 9/9/2021
7. Herd Mentality: driving towards FOMO and it is dangerous!

   Published: 9/1/2021
8. You want to do Capital Stripping, really? Is there a better alternative? Terminal Funding from a Private Pension Plan

   Published: 8/19/2021
9. 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...

   Published: 7/31/2021
10. Intergenerational wealth transfer made possible with private pension plans for healthcare professionals

    Published: 7/17/2021
11. Why do healthcare professionals love to invest in real-estate?

    Published: 7/9/2021
12. Persistent Quality Part-time Effort - What is it? Dr. Wing Lim will enhance our knowledge base.

    Published: 7/4/2021
13. Find your Zen and rebalance!

    Published: 6/25/2021
14. How much Life Insurance should I get? A very simple question.

    Published: 5/23/2021
15. College Complaint: Understanding the root cause (it is financial BTW) can help prevent the next one.

    Published: 5/8/2021
16. RESP Hacks: Make your money go even further!

    Published: 4/25/2021
17. Therapy for the wallet - 3: Should I incorporate?

    Published: 4/17/2021
18. Therapy for the wallet - 2: Can I write off my car?

    Published: 4/12/2021
19. Therapy for the wallet - 1: What can I write off from my income?

    Published: 4/4/2021
20. Critical Encounter (with the Advisor)

    Published: 3/27/2021