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

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

November 27, 2021

Quantitative Easing (QE) is a word that has been bounced around for some time now. I never understood what this sophisticated word meant. To be honest, I did not care until I understood it just enough. Now, I feel the need to understand a bit more because it will impact my personal finances in a very large way. QE will be broken down into simple concepts even a doctor (me and you) would understand.

 

Please email me if you have any feedback, comments, or suggestion for future topics: hmfhd2020@gmail.com

Checking your portfolio too often only creates regrets.

Checking your portfolio too often only creates regrets.

November 20, 2021

The fourth installment in the serie on Behavioral Finance. Checking you portfolio often. This bias is something I am certain we all are victim of. Checking your portfolio too frequently and acting on emotions when you goal is long term adds no value. It only creates regrets.

Loss Aversion is making you do things you will regret!

Loss Aversion is making you do things you will regret!

November 14, 2021

The third installment in the serie on Behavioral Finance. Loss Aversion. This bias is something I am certain we all are victim of. We experience loss more deeply than we experience gain. This in turn makes us do things that are not in our best interest.

Mea Culpa (Mikaela)

Mea Culpa (Mikaela)

October 2, 2021

Another episode in the series of Mea Culpa. This time, we learn from Mikaela.

To connect with me for mentorship/coaching/consulting related questions, please also visit: www.financialhealthdoc.com or email me at hmfhd2020@gmail.com

Do It Yourself Investing - the Good, the Gaps, and the Ugly

Do It Yourself Investing - the Good, the Gaps, and the Ugly

September 18, 2021

If you are making investment or money decisions on your own (DIY), are you doing it correctly? Have you considered the overall strategy? Or are you just buying assets haphazardly (like a plastic bag floating in the wind)? What is missing in the DIY strategy? You need to know (because what you don't know can really hurt you).

Confirmation bias: You are so vain!

Confirmation bias: You are so vain!

September 9, 2021

The second installment in the serie on Behavioral Finance. Confirmation bias. This bias is something I am certain we all are victim of. At least, in medicine, it is rampant. I see it everywhere and from everyone. Are you bringing it from your professional life into your investment decisions as well?

 

I am also excited to announce my upcoming virtual Financial Workshop on Sept 17th, 2021.

"What would your future self tell you in 30 years that you need to hear now?" Empower your future self now.

Please visit: www.beautifultimesinc.ca/conferenceandworkshops

Space is limited to 20 attendees!

 

To connect with me for mentorship/coaching/consulting related questions, please also visit: www.financialhealthdoc.com

Or email me at hmfhd2020@gmail.com

Herd Mentality: driving towards FOMO and it is dangerous!

Herd Mentality: driving towards FOMO and it is dangerous!

September 1, 2021

Do you think you always make the right decision in medicine? There many blind spots which we call cognitive biases. I am certain you are aware of these biases in your professional practice. However, are you aware of these blind spots when in comes to investing your money? This is the first in this serie on the topic of Behavioral Finance. Enjoy!

 

I am also excited to announce my upcoming virtual Financial Workshop on Sept 17th, 2021.

"What would your future self tell you in 30 years that you need to hear now?" Empower your future self now.

Please visit: www.beautifultimesinc.ca/conferenceandworkshops

Space is limited to 20 attendees!

 

To connect with me for mentorship/coaching/consulting related questions, please also visit: www.financialhealthdoc.com

Or email me at hmfhd2020@gmail.com

You want to do Capital Stripping, really? Is there a better alternative? Terminal Funding from a Private Pension Plan

You want to do Capital Stripping, really? Is there a better alternative? Terminal Funding from a Private Pension Plan

August 19, 2021

Given the new tax changes, many accountants and advisors are recommending Capital Stripping. Before you say yes, is there a better alternative that is more tax efficient? You better listen to this before you jump into Capital Stripping.

 

I am also excited to announce my upcoming virtual Financial Workshop on Sept 17th, 2021.

"What would your future self tell you in 30 years that you need to hear now?" Empower your future self now.

Please visit: www.beautifultimesinc.ca/conferenceandworkshops

Space is limited to 20 attendees!

 

To connect with me for mentorship/coaching/consulting related questions, please also visit: www.financialhealthdoc.com

Or email me at hmfhd2020@gmail.com

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…

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…

July 31, 2021

It is my belief that a well diversified investment portfolio should include equities, bonds (ok maybe not in this low rate environment), ETFs, insurance products, real-estate, and non-correlated investment products. It should also include REITs (which could be part of your non-correlated investment portfolio). But what are REITs you ask? Well, I (ok maybe not me, but my guest) have all the answers. Listen to learn more.

 

This episode is  sponsored by:

Alignvest Student Housing REIT (ASH REIT) is a private REIT focused on consolidating the highly fragmented purpose-built student accommodation (PBSA) sector in Canada. Over three years, ASH REIT has acquired 10 high-quality properties with 4,200 beds valued at $550 million. ASH REIT has a proven track record, and demonstrated resiliency and stability through the pandemic – delivering an annualized return of 10.5% to investors, including an attractive tax-efficient distribution of 5.3%, paid monthly. 

Sanjil Shah is the Managing Partner of Alignvest Student Housing REIT. He is a CPA and has almost 20 years of experience in real estate and investment management, having previously built one of Canada’s largest self-storage real estate businesses. Sanjil is also a Managing Partner of Alignvest Management Corporation, a private investment firm.

Additional information is available at alignveststudenthousing.com.

 

 

I am also excited to announce my upcoming virtual Financial Workshop on Sept 17th, 2021.

"What would your future self tell you in 30 years that you need to hear now?" Empower your future self now.

Please visit: www.beautifultimesinc.ca/conferenceandworkshops

Space is limited to 20 attendees!

 

To connect with me for mentorship/coaching/consulting related questions, please also visit: www.financialhealthdoc.com

Or email me at hmfhd2020@gmail.com

Intergenerational wealth transfer made possible with private pension plans for healthcare professionals

Intergenerational wealth transfer made possible with private pension plans for healthcare professionals

July 17, 2021

A few episodes back, we learned about private pension plans (IPP and PPP). We know what the benefits and drawbacks are. But there is 1 particular aspect of these pensions that deserve its own episode. This feature of the private pension plan (that is most powerful inside the PPP) is the most powerful of all the features. If you have children, you must know this!

 

I also am excited to announce my upcoming virtual Financial Workshop on Sept 17th, 2021.

"What would your future self tell you in 30 years that you need to hear now?"

Empower your future self now.

Please visit: www.beautifultimesinc.ca/conferenceandworkshops

Space is limited to 20 attendees!

 

To connect with me for mentorship/coaching/consulting related questions, please also visit: www.financialhealthdoc.com

Or email me at hmfhd2020@gmail.com

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