Podcast Episodes

Physicians are investigating pension plans - they need to do their due diligence on Specified Multi-Employer Pension Plan (SMEPP)

Episode 156

**** Disclosure*****

Myself (Vu Kiet Tran) and Mr. Jean-Pierre Laporte are co-founders of the Canadian Physicians' Pension Plan.

Over the last 2-3 years, several pension plans for physicians have c…

Published on 9 months, 3 weeks ago

What is the Healthcare of Ontario Pension Plan (HOOPP) and is it a good fit for incorporated physicians of today?

Episode 159

The Healthcare of Ontario Pension Plan (HOOPP) will welcome Ontario incorporated physicians on January 2nd, 2025.

For more than 60 years, HOOPP has been providing secure pensions to Ontario healthcar…

Published on 10 months, 1 week ago

Infinite Banking - strategy revealed

Episode 158

Many have heard of the terms "Infinite Banking", "Bank on Yourself", and "Be Your Own Bank". They are the same and describes a strategy using Whole Life insurance. What is it? What are the benefits? …

Published on 10 months, 3 weeks ago

Another tool in your corporate toolbox - What is a Health Spending Account (HSA)?

Episode 157

Small business owners (which incorporated physicians are) can help their employees with health and medical bills via a Health Spending Account (HSA). It is a benefit that is tax deductible to the cor…

Published on 11 months ago

What are Alternative Assets and should I consider them?

Episode 155

Most of us are invested in the "market" in traditional assets such as stocks, ETFs, and bonds. Our investment portfolio ride the roller-coaster that is the market. Can we invest in assets that are no…

Published on 11 months, 3 weeks ago

Marketing inaccuracies about pension plans "designed" for physicians - Part 3

Episode 154

Physicians have now been bombarded with advertisements about pensions "designed" for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to …

Published on 1 year ago

What does the increase in the Capital Gains Inclusion Rate mean for me and my family?

Episode 153

You have heard of the new Canadian federal budget that increased the Inclusion Rate on the Capital Gains tax. It finally went into effect on June 25th, 2024.

Physicians were given the right to incorp…

Published on 1 year, 1 month ago

Marketing inaccuracies about pension plans "designed" for physicians - Part 2

Episode 152

Physicians have now been bombarded with advertisements about pensions "designed" for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to …

Published on 1 year, 2 months ago

Marketing inaccuracies about pension plans "designed" for physicians - Part 1

Episode 151

Physicians have now been bombarded with advertisements about pensions "designed" for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to …

Published on 1 year, 2 months ago

Financial fluency for healthcare professionals - an intimate conversation with Sandy Pollack

Episode 150

We have Sandy back again to help us dive into understanding the importance of financial fluency for physicians and other healthcare professionals.

If you want to leave me with feedback and comments…

Published on 1 year, 3 months ago