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Capital Dividend Account (CDA) – The biggest unkown planning opportunity for corporations

by Podbean | Aug 7, 2022 | Uncategorized

I have heard of the CDA account many times. It did not register with me until the third time. Then, it hit me like a ton of bricks. Do you know about it? Do you understand it? It is a very powerful estate planning tool for incorporated professionals.   To leave me...

Confession of a Certified Financial Planner (part2): interview with Galen Nuttal

by Podbean | Jul 30, 2022 | Uncategorized

As busy healthcare professionals, we are very good at caring, treating, and healing others. However, how good are we are managing our own personal finances and planning for financial security? It is really a rhetorical question. We really are not. We should be good at...

Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal

by Podbean | Jul 23, 2022 | Uncategorized

As busy healthcare professionals, we are very good at caring, treating, and healing others. However, how good are we are managing our own personal finances and planning for financial security? It is really a rhetorical question. We really are not. We should be good at...

Mea Culpa (The Host – Vu – Mistake #2) – RESP plans

by Podbean | Jul 14, 2022 | Uncategorized

I am the host of this podcast because I earned it! I have made enough financial mistakes that I can about for an entire day. But for now, just avoid this one. Learn from my mistake and you can avoid yours. Enjoy.

I am not alone – physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians

by Podbean | Jun 25, 2022 | Uncategorized

I thought I was alone like Wolverine. But I found another physician mutant willing to discuss personal finance in healthcare. Our lives may be in danger now as the rest of the medical community want to lock us up or rehabilitate us. But Yatin was courageous enough to...
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