How is my Financial Health, Doc?

How is my Financial Health, Doc?

A show where questions on personal finance from Healthcare Professionals are never a taboo.

Episodes

April 27, 2024 49 mins

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 hmfhd2020@gmail.com.

Mark as Played

In 2024, there are multiple options for pensions for Canadian physicians. In fact, there may be too many to chose from. Nonetheless, physician should want a pension plan. The issue is understanding all of them. In this episode, we will spend a lot of time discussing 1 of them.

 

I am also launching my executive/leadership/personal coaching service. If you are interested in finding out more, please email me at hmfhd2020@gmail.com.

Mark as Played

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 HMFHD2020@gmail.com

 

To learn more about the conference...

The Code Green Financial Literacy Conference.

Feb 2nd, 2024.

Novotel Hotel, North York, Ontario

Designed ...

Mark as Played

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 HMFHD2020@gmail.com

 

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....

Mark as Played

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

 

Mark as Played

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 ...

Mark as Played

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 ...

Mark as Played

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

Mark as Played

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 hmfhd2020@gmail.com.

 

Mark as Played

Physicians and almost all providers in healthcare have very poor financial literacy. It is very common for us to make financial mistakes. The sad news is that most of us are not even aware of them. As we progress in our career, we hope that we finally "arrived". We might have done so professionally in medicine. However, have we "arrived" financially?

 

I am also letting the audience know of our inaugural Code Green Conference on Fe...

Mark as Played

As physicians, we make a lot of financial mistakes. Some of us are aware, but most of us are not aware we are making them. This is because we have blinders on. We are lead astray by our cognitive traps. In this podcast, we discuss of some them with Dr. Ketan Kulkarni.

 

To leave your comments, please email me at hmfhd2020@gmail.com

 

Mark as Played

Many of our colleagues have been instructed by accountants to use a "Dividends Only" strategy to take money into the personal hands. This strategy may be valid for some, but not for most (at least not after 2014). Unfortunately, despite the changes in the law, our colleagues have not been instructed to change strategy. This persistence down the same path may have major detrimental repercussions. Learn what these repercussions could...

Mark as Played

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 a guest on today to explain the underbelly of the banking industry and what the banks don't want you to know. This conversation with an ex-banker is honest, blunt, and edgy. I hope you're ready for it.

 

To leave me feedback, please email me at hmfhd2020@gmail.com

Mark as Played

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 the effort to create one for us. That time has come. I, the co-founder of the Canadian Physicians' Pension Plan, have designed one that meet the needs of Canadian physicians. It is designed specifically for us. 

98% of us are in RRSP, a vehicle designed for middle income individuals. It...

Mark as Played

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 a guest on today to explain the underbelly of the banking industry and what the banks don't want you to know. This conversation with an ex-banker is honest, blunt, and edgy. I hope you're ready for it.

 

To leave me feedback, please email me at hmfhd2020@gmail.com

Mark as Played

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 not just for foreign trained physicians. Many of my colleagues trained in Canada are still suffering from the challenges we discussed. The learning points are relevant and real, very real. It is my strong belief that physician burnout is tied to financial well-being. Listen to see if ...

Mark as Played

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/investment decisions? "Know Thy Self" is crucial to your financial success. 

 

For feedback or comments, please email me at HMFHD2020@gmail.com.

Mark as Played

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 Interest Standard.

 

Please email me if you have any comments or feedback at HMFDH2020@gmail.com

Mark as Played

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 the effort to create one for us. That time has come. I, the co-founder of the Canadian Physicians' Pension Plan, have designed one that meet the needs of Canadian physicians. It is designed specifically for us. 

98% of us are in RRSP, a vehicle designed for middle income individuals. It...

Mark as Played

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 the effort to create one for us. That time has come. I, the co-founder of the Canadian Physicians' Pension Plan, have designed one that meet the needs of Canadian physicians. It is designed specifically for us. 

98% of us are in RRSP, a vehicle designed for middle income individuals. It...

Mark as Played

Popular Podcasts

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    The Nikki Glaser Podcast

    Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

    Stuff You Should Know

    If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

    Crime Junkie

    If you can never get enough true crime... Congratulations, you’ve found your people.

    Start Here

    A straightforward look at the day's top news in 20 minutes. Powered by ABC News. Hosted by Brad Mielke.

Advertise With Us
Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.