Episodes
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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? What are the drawbacks? Who can use this strategy? We will reveal all this in this episode.
The Code Green Financial Conference registration is now open at www.codegreenfinancial.com
Early Bird has been extended until Dec 31st, 2024.
$249.00 per person instead of $349.00 per person.
Register now!
To leave me with feedback or comments, please email me at [email protected].
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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 corporation. How can it be used? What are the indications? Who can use it? What can it be used for? Many of these questions will be answered in this episode.
To leave me comments or feedback, please email me at [email protected].
To visit and register for the Code Green Financial Fluency conference on Feb 15th, 2025, please visit
www.codegreenfinancial.com
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Missing episodes?
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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 not correlated to this roller-coaster? The answer is "yes". One way to diversify our investment portfolio is using Alternative Assets (also known as Private Equity). What are the pros, cons, caveats, and risks? We will address these questions in this episode.
To leave comments and feedback, please email me at [email protected].
The Code Green Financial Conference will be on Feb 15th, 2025 in Toronto at the Old Mill Inn. Registration is now open! If you are interested in attending the Code Green Financial Fluency conference for healthcare professionals, please visit us at: https://codegreenfinancial.com/
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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 understand 100% of the solution because being 50% truthful (while still true) is not the same as being 100% truthful. Buyer beware. Physicians need to do do their own due diligence.
To leave me comments or feedback, email me at [email protected]
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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 incorporate their practices in lieu of a salary increase. Consequently, many physicians saved their money inside their corporation in the form of retained earnings and then invested it, as a way to save for retirement. Now, with the increase in the Capital Gains Inclusion Rate, this strategy is no longer as efficient. But what about all those physicians who used this strategy for the last 20 years? Is it all lost? Well, if no actions are taken, then "yes".
A few strategies to mitigate this increase exist. Listen to learn about them!
If you want to leave me comments or feedback, please email me at [email protected].
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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 understand 100% of the solution because being 50% truthful (while still true) is not the same as being 100% truthful. Buyer beware. Physicians need to do do their own due diligence.
To leave me comments or feedback, email me at [email protected]
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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 understand 100% of the solution because being 50% truthful (while still true) is not the same as being 100% truthful. Buyer beware. Physicians need to do do their own due diligence.
To leave me comments or feedback, email me at [email protected]
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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, please email me at [email protected]
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In this episode, I am being interviewed by the David MacNicol, host of Lighthouse Outlook Podcast. We go into more private questions about me and how I came to create "How is my financial health, doc?". We also discuss the financial challenges of physicians and why this is so. I discuss the importance of financial wellness for healthcare professionals. I highlight the common mistakes made by medical professionals, such as neglecting personal finance, not understanding financial products, and falling victim to scams. Finally, I emphasize the need for financial fluency and the impact it has on preventing burnout among healthcare providers
Please enjoy.
Leave me your feedback at [email protected].
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I welcome my friend Dr. Roger Sen to share with us his most recent passion and joy, which has become an income source for him. Dr. Sen has learned a new skill. We all can learn a new skill. he has developed his passion. We can all develop and nurture our passion. Who knows, someday, it can even become an income source.
Let's learn a little bit about Technical Analysis and investing in the stock market.
If you want to reach out, please email me at [email protected].
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In this episode, we will have a very informative and generative discussion with my guest Sandy Pollack about what it means to make wise choices for your career and business that not only protect what you have worked so hard to build but reflect your why.
Please send me your comments and feedback at [email protected].
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Physicians typically do not just wear one hat. Many of us tries to wear many hats at the same time (to our detriment). Don't worry, I do this too.
Some of us also wear the hat of a researcher (either big "R" or small "r").
However, most of us do not know we can be compensated by the government for the research we do. There is much money left on the table.
Here is an episode that deals with the SR&ED program.
Everyone should know about SR&ED. You may be entitled to receive this money back from the government.
If you have any comment or feedback, please email me at [email protected].
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Some of us have learned how to trade in the market. However, many of us have never heard of the Options market. What is it? What does it do? This awareness building episode on Options is just the place to get acquainted with it.
I am also launching my Executive/leadership/personal coaching service. If you are interested in finding out more, please email me at [email protected].
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Disability Insurance (DI) is one of those things in life that you do not think you need it until you really need it. And by then, you wished you had it. We will dive deep into the topic of DI with Saad Nadeem.
To leave me with feedback or comments, please email me at [email protected]
To learn more about the conference...
The Code Green Financial Literacy Conference.
Feb 2nd, 2024.
Novotel Hotel, North York, Ontario
Designed by physicians, for physicians.
Visit us at www.codegreenfinancial.com
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With my real-estate agent and friend, Vy Ngo, we discuss the inner workings of investing in pre-construction real-estate.
To leave me with feedback or comments, please email me at [email protected]
To learn more about the conference...
The Code Green Financial Literacy Conference.
Feb 2nd, 2024.
Novotel Hotel, North York, Ontario
Designed by physicians, for physicians.
Early bird special until Dec 31st, 2023.
Visit us at www.codegreenfinancial.com
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Dr. Roger Sen, Dr. Michael Long, and myself created a financial literacy conference for physicians and dentists.
The Code Green Financial Literacy Conference.
Feb 2nd, 2024.
Novotel Hotel, North York, Ontario
Designed by physicians, for physicians.
Early bird special until Dec 31st, 2023.
Visit us at www.codegreenfinancial.com
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We did episodes on "Top 10 financial mistakes" made by physicians in early and mid-stage career. Late-stage physicians need not feel left out. Here is an episode for the late-stage career physicians. It is important to recognize that most of the financial mistakes in late-stage career are consequences of things not done in early and mid-stage career. But not all hope is lost. Many things can still be corrected. But better yet, for physicians in early or mid-stage career, this is a good episode to learn how not to get to this point!
For feedback of comments, please email me at [email protected]
We also launched a financial literacy conference for physicians in February 2nd, 2024.
The Code Green Financial Literacy Conference.
Designed by physicians, for physicians.
Early bird special until Dec 31st, 2023.
Visit us at www.codegreenfinancial.com
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We did episodes on "Top 10 financial mistakes" made by physicians in early and mid-stage career. Late-stage physicians need not feel left out. Here is an episode for the late-stage career physicians. It is important to recognize that most of the financial mistakes in late-stage career are consequences of things not done in early and mid-stage career. But not all hope is lost. Many things can still be corrected. But better yet, for physicians in early or mid-stage career, this is a good episode to learn how not to get to this point!
For feedback of comments, please email me at [email protected]
We also launched a financial literacy conference for physicians in February 2nd, 2024.
The Code Green Financial Literacy Conference.
Designed by physicians, for physicians.
Early bird special until Dec 31st, 2023.
Visit us at www.codegreenfinancial.com
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This is an advertisement for a financial literacy conference Dr. Sen, Dr. Long, and myself have created for physicians. This conference was designed by physicians for physicians, discussing person finance topics geared for physicians. Hope to see you there!
The early bird special end on December 31st, 2023. So, register soon.
To learn more and to register, please visit www.codegreenfinancial.com
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Canadian physicians have recently been heavily promoted on a new Multi-Employer Pension Plan (MEPP).
What is this new MEPP? How is it structured? How do physicians fund it?
What are the benefits?
What are the drawbacks?
Let's look beyond the sales and marketing information.
Let's look underneath the hood to truly assess this MEPP.
To leave me feedback or comments, please email me at [email protected].
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