How is my Financial Health, Doc?

College Complaint: Understanding the root cause (it is financial BTW) can help prevent the next one.

Let's start with the premise that we all want to help people - the reason why we decided to go into medicine or nursing. We are all good people. We want to do good for people and our community. Then why did we end up with a College complaint? Are we bad people then? Why do others want to complain about us? Let me tell you, it is a confidence destroyer when that happens. It is also a real source of burnout.

Have you ever had a College complaint (yes! the one no one wants to say by name)? You may know why you had the complaint, but do you know the root cause of why you ended up there? If you do not see it, it is just a question of time that another complaint will be at your doorstep.

If you have not had a College complaint, then, congratulations! But how can you prevent one? Listen to see if it makes sense.

 

I also 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

RESP Hacks: Make your money go even further!

I made a lot of financial mistakes in my time and it is the main reason I decided to learn all that I can learn about personal finance. It is the main driver for me launching this podcast back in April 2020. But one mistake I regret the most is the setting up of the RESP for my son. That will be a podcast episode on its own in a near future. Then, when I set up my RESP account for my daughter, I thought I had corrected those previous mistakes. But now, I realize I could have done even better. My god, when does the learning stop? I know the answer, it was just a rhetorical question. Now, listen to these hacks and take advantage of them if you can.

 

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 - 3: Should I incorporate?

I am sure you have asked this question before: Should I incorporate? A question that have been asked by HCPs since 2009. Well, now, Cherry Chan CPA will answer this 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

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