Podcast Episodes
Back to SearchWhat was appropriate prior to 2014 is no longer applicable in 2023: Dividend only strategy
Episode 133
Many of our colleagues have been instructed by accountants to use a "Dividends Only" strategy to take money into the personal hands. This strategy ma…
2 years, 5 months ago
Things you should know about retail banking - Confessions of an Ex-banker (Part 2)
Episode 132
Many of us use banks. But most of us don't understand the banking industry. I surely don't understand fully the industry myself. That is why we have …
2 years, 6 months ago
Special Edition 5: What is the Canadian Physicians’ Pension Plan (Question from accountants)?
Episode 134
We all Canadian physicians have been yearning for a pension plan for the profession for approximately 120 years. No one has taken the time or given t…
2 years, 6 months ago
Things you should know about retail banking - Confessions of an Ex-banker (Part 1)
Episode 131
Many of us use banks. But most of us don't understand the banking industry. I surely don't understand fully the industry myself. That is why we have …
2 years, 6 months ago
Financial teaching points for foreign trained physicians (and many others)!
Episode 130
This is an episode I recorded with my good friend Saad Nadeem, a CFP who helps foreign trained physicians in Canada. The concepts we talked about are…
2 years, 6 months ago
Seven Money Mindsets: which one(s) you have will determine your financial security and wealth
Episode 127
There are 7 Money Mindsets. Do you know which one(s) you subscribe to the most often? Which one you adopt in times of stress or major money/investmen…
2 years, 7 months ago
Roger’s story about Suitability vs Best Interest
Episode 126
I had the pleasure to have on my show Roger who shared with me his financial literacy journey and how he came to understand Suitability vs Best Inter…
2 years, 7 months ago
Special Edition 4: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 2
Episode 129
We all Canadian physicians have been yearning for a pension plan for the profession for approximately 120 years. No one has taken the time or given t…
2 years, 8 months ago
Special Edition 3: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 1
Episode 128
We all Canadian physicians have been yearning for a pension plan for the profession for approximately 120 years. No one has taken the time or given t…
2 years, 8 months ago
Special Edition 2: The Canadian Physicians’ Pension Plan (CPPP) - Part 2: a pension plan truly designed for the physician in mind
Episode 111
We all Canadian physicians have been yearning for a pension plan for the profession for ages. No one has taken the time or given the effort to create…
2 years, 8 months ago