What is a Specified Multi-Employer Pension Plan (SMEP)? Should I know this?
In 2024, there are multiple options for pensions for Canadian physicians. In fact, there may be...
01:28:59
What is a Specified Multi-Employer Pension Plan (SMEP)? Should I know this?
In 2024, there are multiple options for pensions for Canadian physicians. In fact, there may be...
01:28:59
You don't think you need it until you actually need it: Disability Insurance (DI)
Disability Insurance (DI) is one of those things in life that you do not think you need it until...
57:30
With my real-estate agent and friend, Vy Ngo, we discuss the inner workings of investing in...
45:13
Promotional content: Code Green Financial Literacy Conference
Dr. Roger Sen, Dr. Michael Long, and myself created a financial literacy conference for...
07:18
Top 10 financial mistakes made by physicians in late-stage career - Part 2
We did episodes on "Top 10 financial mistakes" made by physicians in early and mid-stage career....
52:41
Top 10 financial mistakes made by physicians in late-stage career - Part 1
We did episodes on "Top 10 financial mistakes" made by physicians in early and mid-stage career....
47:48
Code Green Financial Literacy Conference for physicians
This is an advertisement for a financial literacy conference Dr. Sen, Dr. Long, and myself have...
02:31
The new Canadian physician Multi-Employer Pension Plan (MEPP): What is really underneath the hood?
Canadian physicians have recently been heavily promoted on a new Multi-Employer Pension Plan...
01:04:23
Top 10 financial mistakes made by mid-career physicians
Physicians and almost all providers in healthcare have very poor financial literacy. It is very...
01:10:22
Financial mistakes you did not even know you made - Where are your financial blind spots?
As physicians, we make a lot of financial mistakes. Some of us are aware, but most of us are not...
49:14
What was appropriate prior to 2014 is no longer applicable in 2023: Dividend only strategy
Many of our colleagues have been instructed by accountants to use a "Dividends Only" strategy to...
51:47
Things you should know about retail banking - Confessions of an Ex-banker (Part 2)
Many of us use banks. But most of us don't understand the banking industry. I surely don't...
40:08
Special Edition 5: What is the Canadian Physicians’ Pension Plan (Question from accountants)?
We all Canadian physicians have been yearning for a pension plan for the profession for...
40:23
Things you should know about retail banking - Confessions of an Ex-banker (Part 1)
Many of us use banks. But most of us don't understand the banking industry. I surely don't...
43:50
Financial teaching points for foreign trained physicians (and many others)!
This is an episode I recorded with my good friend Saad Nadeem, a CFP who helps foreign trained...
01:10:59
Seven Money Mindsets: which one(s) you have will determine your financial security and wealth
There are 7 Money Mindsets. Do you know which one(s) you subscribe to the most often? Which one...
01:02:04
Roger’s story about Suitability vs Best Interest
I had the pleasure to have on my show Roger who shared with me his financial literacy journey and...
37:52
We all Canadian physicians have been yearning for a pension plan for the profession for ages. No...
53:55
Special Edition 3: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 1
We all Canadian physicians have been yearning for a pension plan for the profession for...
51:22
Special Edition 4: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 2
We all Canadian physicians have been yearning for a pension plan for the profession for...
53:25