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A show where questions on personal finance from Healthcare Professionals are never a taboo.
Episodes
Monday Jun 20, 2022
Monday Jun 20, 2022
Canadian homeowners are somewhat disadvantaged in comparison to our American neighbours because we cannot right off the mortgage interest. We also think of debt in 1 (only one) way. We are taught this by our parents, cousins, neighbours, and our dog. But after centuries of doing it 1 way, we have not improved our overall financial security. There must be another way?
Yes, there is.
Please learn about the Smith maneuver and see if this strategy may be a good fit for you. It may not be, but at least, you will know what it is.
Please provide me your feedback or comments at hmfhd2020@gmail.com
Saturday Jun 11, 2022
Saturday Jun 11, 2022
100% of my colleagues have accountants.
99% of my colleagues are not aware of private individual pension plans.
What a huge disconnect!!
And 100% of the 99% are also obviously not aware of the Retirement Compensation Arrangement (RCA). It is one of the best kept secret in personal finance.
Incorporated individuals should learn about this solution and figure out if this is an appropriate fit for their situation.
Don't miss out!
If you ave any feedback or comments, please email me hmfhd2020@gmail.com.
Monday Jun 06, 2022
Monday Jun 06, 2022
This is another very polarizing topic among incorporated healthcare professionals. Accountants and advisors favor one or the other. The truth is probably in the middle (as always). Listen for yourself and see which one you prefer. By the end of these 2 episodes, you will find out which one I prefer (for a reason that no accountants are aware of).
Please leave me your feedback or comments at hmfhd2020@gmail.com
Sunday May 15, 2022
Sunday May 15, 2022
This is another very polarizing topic among incorporated healthcare professionals. Accountants and advisors favor one or the other. The truth is probably in the middle (as always). Listen for yourself and see which one you prefer. By the end of these 2 episodes, you will find out which one I prefer (for a reason that no accountants are aware of).
Please leave me your feedback or comments at hmfhd2020@gmail.com
Saturday May 07, 2022
Saturday May 07, 2022
Everyone knows how buys we are. You know how busy you are. But you also fancy investing in real-estate (not just the REITs stuff)! Can we do it? Hell yeah! If we can save someone life by operating on a brain or a heart, perform a LP with eyes closed, or treat complex mental health illnesses, we can be a real-estate investor. And it does not even take as long as open-heart surgery. It does take does skills that could be learned. Here are some things to think about as you take your first step!
Please reach out to me or leave me with your comments at hmfhd2020@gmail.com
Sunday Apr 10, 2022
Sunday Apr 10, 2022
Everyone knows how busy we are. You know how busy you are. But you also fancy investing in real-estate (not just the REITs stuff)! Can we do it? Hell yeah! If we can save someone life by operating on a brain or a heart, perform a LP with eyes closed, or treat complex mental health illnesses, we can be a real-estate investor. And it does not even take as long as open-heart surgery. It does take does skills that could be learned. But first, it take a change in mindset. Are you willing to change?
Please reach out to me or leave me with your comments at hmfhd2020@gmail.com
Saturday Apr 02, 2022
Saturday Apr 02, 2022
Most of us do not truly understand life insurance products. It is something takes a lot of time to learn and understand. The world of insurance products is vast and creative. There are many ways to purchase a life policy (even a very large policy). Have you heard of "mortgaging" one? If not, then you should listen here.
Please leave your comments and feedback here: hmfhd2020@gmail.com.
Friday Mar 18, 2022
Friday Mar 18, 2022
There are many advisors in the financial industry. As healthcare professionals, we rely on them to give us relevant advice to achieve our financial goals. We obviously do not know it all and we never will. So, it is a wonderful thing to have access to those who can help us be proactive and vigilant about our financial security. Here we will pick the brain of one of the most experienced advisor I know. Gordon offers a wealth of knowledge and wisdom (and stories). We will chat with him as he shares with us how healthcare professionals can set themselves on the right path from the very beginning. Come and listen to this 3rd and final installment of our fireside chat with Gordon Berger.
Saturday Feb 19, 2022
Saturday Feb 19, 2022
There are many advisors in the financial industry. As healthcare professionals, we rely on them to give us relevant advice to achieve our financial goals. We obviously do not know it all and we never will. So, it is a wonderful thing to have access to those who can help us be proactive and vigilant about our financial security. Here we will pick the brain of one of the most experienced advisor I know. Gordon offers a wealth of knowledge and wisdom (and stories). We will chat with him as he shares with us how healthcare professionals can set themselves on the right path from the very beginning. Come and listen to this 2nd installment of our fireside chat with Gordon Berger.
Sunday Feb 13, 2022
Sunday Feb 13, 2022
There are many advisors in the financial industry. As healthcare professionals, we rely on them to give us relevant advice to achieve our financial goals. We obviously do not know it all and we never will. So, it is a wonderful thing to have access to those who can help us be proactive and vigilant about our financial security. Here we will pick the brain of one of the most experienced advisor I know. Gordon offers a wealth of knowledge and wisdom (and stories). We will chat with him as he shares with us how healthcare professionals can set themselves on the right path from the very beginning. Come and listen to this fireside chat with Gordon Berger.