How is my Financial Health, Doc?

Therapy for the wallet - 2: Can I write off my car?

I am sure you have asked this question before: can I write off my car?  Well, now, Cherry Chan CPA will answer this question for you. If you do not listen to this episode, your wallet will resent you for a long long time!

 

I am excited to announce my upcoming virtual Financial Workshop on June 4th, 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 100 attendees!

 

Please also visit: www.financialhealthdoc.com

 

Email me at hmfhd2020@gmail.com

Therapy for the wallet - 1: What can I write off from my income?

I am sure you have asked these questions before: what can I deduct from my income tax? Is this meal deductible? How about my car lease? Well, now, Cherry Chan CPA will answer these questions for you. If you do not listen to this episode, your wallet will resent you for a long long time!

 

I am excited to announce my upcoming virtual Financial Workshop on June 4th, 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 100 attendees!

 

Please also visit: www.financialhealthdoc.com

 

Email me at hmfhd2020@gmail.com

Critical Encounter (with the Advisor)

The financial industry is not as regulated as the healthcare industry. Almost anyone can call themselves "advisors". There are some who have specific designations such as CFP, CFA, CLU (and by all means this is not an exhaustive list here). However, many do not and many are only interested in selling products as opposed to honestly provide advice and strategy. Know who you are dealing with. Are you engaging an advisor or a salesperson?

 

I am excited to announce my upcoming virtual Financial Workshop on June 4th, 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 100 attendees!

 

Please also visit: www.financialhealthdoc.com

 

Email me at hmfhd2020@gmail.com

Financial worries of our Nurse Practitioner colleagues

In the healthcare team, we have many players. Among our team members are the nurse practitioners (NP). The NPs have different financial challenges that we will learn about today. But what are their major challenges? What could be their solutions? My guest Ella can help us understand the issues.

 

I am also excited to announce my upcoming virtual Financial Workshop on June 4th, 2021.

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

Empower Your Future Self

Please visit: www.beautifultimesinc.ca/conferenceandworkshops

Space is limited to 100 attendees!

 

Please also visit: www.financialhealthdoc.com

 

Email me: hmfhd2020@gmail.com

 

 

Segregated Funds: investments with an insurance wrapper (Part 2)

Now that you know what Segregated Funds are, it is time to deepen that knowledge. Get ready for Part 2!

Segregated Funds: investments with an insurance wrapper (Part 1)

How many of you like to eat medallion steaks (filet mignon wrapped in bacon)? Yum yum...Well, what if an investment product that offers a medallion steak juiciness with a bacon deliciousness. Would you consider it?

Physicians, NPs, dentists, and lawyers can have pensions. Grab the opportunity says Sia!

Opportunity is here for you for the taking. Incorporated healthcare professionals can also enjoy a pension under the professional corporation. Here is Part 3 of a 3-part series.

 

Please visit: www.financialhealthdoc.com

Email me: hmfhd2020@gmail.com

Physicians, NPs, dentists, and lawyers can have pensions. Stand up for yourself says Katy!

Katy calls for us to stand up for yourselves and fight the tyranny of the Canadian tax system! Incorporated healthcare professionals can also enjoy a pension under the professional corporation. Here is Part 2 of a 3-part series.

 

Please visit: www.financialhealthdoc.com

Email me: hmfhd2020@gmail.com

Physicians, NPs, dentists, and lawyers can have pensions. No more need to envy Jesse!

No more need to envy those on HOOP, the Teachers Pension Fund, or the like. Incorporated healthcare professionals can also enjoy a pension under the professional corporation. Here is Part 1 of a 3-part series.

 

Please visit: www.financialhealthdoc.com

Email me: hmfhd2020@gmail.com

Special Edition episode: Gamestop is the new Tulip

With the pandemic still going on and death numbers still rising, how can one explain the uptrend in the stock market? How can one explain the Gamestop craziness? More importantly, what should I do with my investments or savings? Should I invest in Gamestop (ticker: GME)? The answer is in the episode.