by Podbean | Oct 29, 2022 | Uncategorized
I am certain you have many views about money. Are those views yours? or have they been implanted into your consciousness by your parents, your in-laws, or your neighbours? How you understand and view money determines how successful financially you will be. It will...
by Podbean | Oct 16, 2022 | Uncategorized
Ice cream is amazing on its own. Soda is also very tasty. The combination of ice cream with soda in an ice cream float is even more amazing! Well, here, we will discuss another amazing combination. What is the Enhanced Smith Maneuver? We will dive into this...
by Podbean | Oct 9, 2022 | Uncategorized
Are you engaged with a strategic accountant? In addition to filing your taxes, does your accountant educate and engage you in a discussion about financial planning for the future? As healthcare professionals, we rely on the expertise of others to manage our personal...
by Podbean | Oct 1, 2022 | Uncategorized
My personal take on the question of “suitability” vs “best interest” in regards to financial advice from advisors and accountants. If would like to leave any comments or suggestions for future episodes, please email me at...
by Podbean | Sep 26, 2022 | Uncategorized
Only a few of us have really spent time and energy thinking about the question regarding conflict of interest when it pertains to financial advisors. Some of us have recommended fee-only financial advisory services. But that really does not answer totally the question...
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