beyond MD with Dr. Yatin Chadha

I'm thrilled to interview Mathieu Martin (CFA) to discuss his approach to investing in microcap stocks.

Mathieu is the portfolio manager for the microcap fund at Rivemont.

Discussion points:

- Mathieu's introduction (1:18)

- Lesson's from poker (3:40)

- Why microcaps (5:13)

- Rivemont microcap fund overview (6:32)

- Mathieu's 3 key investing pillars (10:58)

- How to screen for opportunities (14:04)

- Mathieu's research process (16:46)

- Old ...

I am delighted to re share the most popular episode of all time, featuring international best selling author, Andrew Hallam

We have a wide ranging discussion on the pillars of a successful life, the relationships between money & home ownership & happiness, spending money to enhance life satisfaction, evidence-based investing for success & simplicity, relationships, purpose, & lessons learned living abroad.

Welcome to office hours on beyond MD where I answer the most popular questions I have been receiving.

Question 1: How do I get unstuck and find more joy at work?

Method 1 - shift expectations (0:17)

Method 2 - a dose of perspective (3:08)

Method 3 - find new rabbit holes at work (5:38)

Method 4 - connect work to your life view (9:56)

Method 5 - maintaining our outside interests (13:13)

Question 2: How can one make time for creative work w...

Today I welcome Jordant Arndt, a Certified Financial Planner from Saskatoon to talk about the science, happiness, and finance behind charitable giving.

Discussion Points:

Jordan's intro (2:07)

How Jordan's interest in charitable giving developed (4:41)

Making charity part of our financial fabric (6:24)

What are key reasons people want to give? (8:51)

Happiness and giving - the evidence (9:58)

Where to begin with finding a charity? (14:35)

...

I welcome Donny Mangos - father, entrepreneur, author, and podcaster. Donny shares his perspectives on participating whole life (WL) insurance, with a focus on how to optimize policies and use them while alive.

Discussion points:

Donny's intro (2:35)

Broad perspectives on whole life (WL) insurance (4:55)

When Donny begin to learn about WL (6:55)

Quick overview on WL (9:30)

WL attributes for wealth strategy (12:35)

Other aspects of WL (16:...

Welcome to part 4 of the wealth formula, which focuses on understanding our definition of enough.

We begin with a more philosophical discussion and move to rough numbers later only to help illustrate concepts.

Discussion points:

- introduction (1:33)

- Businessman & fisherman (2:43)

- Research on happiness, income (5:26)

- Understand and visualize your ideal life (11:50)

- What our life could cost (14:04)

- Withdrawal rates, portfolio ...

I love under-discussed & relevant topics, so I'm thrilled to host Dr. Nikhil Patil to discuss SR&ED (Scientific, Research & Experimental Development) credits for Canadian professionals.

Discussion points:

- introduction (1:37)

- what are SR&ED credits? (6:01)

- eligibility with examples (7:42)

- qualifying activities (14:15)

- Impact of other grants (16:22)

- How much can be claimed? (17:31)

- What the SR&ED claim proce...

Many of us have substantial equity in our homes. How can we use it to grow our wealth?

I'm joined by Matt Lee & Ming Lim from Volition properties to unpack HELOCs (home equity line of credit), the Smith Manoeuvre (routine and supercharged), & reverse mortgages.

The episode kicks off by discussing life goals & our why, which is critical to nail down before embarking on any wealth strategy.

This episode is brought to you by ...

Welcome to part 3 of the wealth formula - investing.

Investing allows us to plant seeds for the live we wish to live - both today and later.

Discussion points:

- Japan (00:00)

- The wealth formula (1:23)

- Return vs effort (2:43)

- The power of time (5:00)

- Focusing on what's in our control (9:48)

- Signal vs noise (11:25)

- Valuation/CAPE ratio (12:56)

- Investing during lost decades (15:50)

- Geographical diversification (18:52)

Useful webs...

Dr. Gwynn Curran-Sills wears many hats: an emergency physician, a real estate investor, and a devoted family man. Today, Gwynn talks about what he's learned growing real estate portfolio in Western Canada to 199 units, his thoughts on intergenerational wealth, and lessons from a year-long sabbatical in Spain.

Discussion Points:

- introduction (2:02)

- how Gwynn's interest in real estate developed (5:32)

- the decision to focus on real ...

Welcome to part 2 of the wealth formula - meaningful spending.

Time stamps:

- newsletter (0:30)

- the wealth formula (0:53)

- the spending pie chart (1:39)

- the biology of spending (6:20)

- mindful spending gives us control (9:05)

- good spending focuses on relationships (10:40)

Amex credit card referrals: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINCnPBE&CPID=100606829

Newsletter: https://www.beyondmd.ca/news...

Welcome to the first of a 4 part series on the wealth formula.

This episode focuses on understanding and optimizing our income.

Today's episode is dedicated to our colleague, Dr. Mike Fralick, who recently passed away.

Time Stamps:

- Remembering Mike Fralick (0:06)

- Spam attacks, newsletter (1:34)

- The wealth formula (3:05)

- Optimizing income (5:30)

- Extra shifts (9:32)

- Protecting income (12:15)

- Diversifying income (14:32)

Go Fund Me ...

Today I interview the person who has taught me the most about what it takes to live a rich and meaningful life - my dad, Ashok Chadha.

We talk about the importance of dreams, curiosity, taking chances, entrepreneurship, & building an identity around multiple life pillars.

Time stamps:

- Embracing curiosity and following your dreams (2:37)

- Taking the plunge and moving to Canada (6:05)

- Finding joy at work and enjoying a long medic...

Today I'm thrilled to host someone I've learned so much from over the years - Mike Heroux, passionate dividend growth investor. Mike has been educating Canadian retail investors for many years & is founder of Dividend Stocks Rock.

Regardless of your investing level, this episode has something for everyone.

Discussion points:

Introduction (01:53)

How Mike got started with dividend growth investing (3:37)

The dividend triangle (7:58)

H...

2025 has been an incredible year full of learning, conversations, and memories on the show - thank you for making it possible!

Today, we recap the most memorable moments from beyond MD in 2025.

Wishing you and yours an enjoyable and restful holiday season.

Table of Contents:

- Living a rich and successful life with MarK McGrath & Aravind Sithamparapillai (0:45)

- Sabbatical, presence, good financial decisions with Dr. Kieran Nair (1...

Welcome to my deep dive into every real estate investment I have ever made.

There's good, bad, and down right ugly!

Part 1 (this episode), focuses on my more active investments - rental properties.

Discussion points:

- why I decided to invest in real estate (1:00)

- sources of return in rental property investing (2:50)

- condo #1 (4:40)

- condo #2 (7:18)

- multifamily (9:35)

- learnings from RE investing (16:20)

Links:

website: https://www.be...

Welcome to part 2 of my real estate investing journey where I cover all of my passive real estate investments.

Contents:

- MIC - Mortgage Investment Corporation (0:40)

- Private equity residential real estate development (4:02)

- Public REIT - Sienna Senior Living (8:00)

Links:

website: https://www.beyondmd.ca/

email: yatin@beyondmd.ca

LinkedIn: https://www.linkedin.com/in/yatin-chadha/

Radiology Courses for Clinicians:

https://beyondradiolo...

Today I'm thrilled to host Dr. Kyle Fortinsky, an early to mid-career gastroenterologist in Ontario.

Kyle and I share something in common - we deeply value our time and the ability to spend it with our families.

With this in mind, Kyle co-founded Clever Consult - an AI-enabled software helping specialists automate and streamline the consultation process, saving many hours along the way.

Join me as I dig into Kyle's entrepreneurial jou...