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Herd mentality in investing: biggest mal-adaptive investor behavior

by Podbean | Sep 1, 2021 | Uncategorized

This is the first podcast in a series on different investor behaviors that are detrimental to your overall portfolio performance. Beware of your own mal-adaptive behavior. You can be your own worst enemy when it comes to investing.   I am also excited to announce my...

You want to do Capital Stripping, really? Is there a better alternative? Terminal Funding from a Private Pension Plan

by Podbean | Aug 19, 2021 | Uncategorized

Given the new tax changes, many accountants and advisors are recommending Capital Stripping. Before you say yes, is there a better alternative that is more tax efficient? You better listen to this before you jump into Capital Stripping.   I am also excited to announce...

What are REITs (Real-Estate Investment Trusts)? If you don’t know, here is where you will learn it! Everything you need to know and more…

by Podbean | Jul 31, 2021 | Uncategorized

It is my belief that a well diversified investment portfolio should include equities, bonds (ok maybe not in this low rate environment), ETFs, insurance products, real-estate, and non-correlated investment products. It should also include REITs (which could be part of...

Intergenerational wealth transfer made possible with private pension plans for healthcare professionals

by Podbean | Jul 17, 2021 | Uncategorized

A few episodes back, we learned about private pension plans (IPP and PPP). We know what the benefits and drawbacks are. But there is 1 particular aspect of these pensions that deserve its own episode. This feature of the private pension plan (that is most powerful...

Why do healthcare professionals love to invest in real-estate?

by Podbean | Jul 8, 2021 | Uncategorized

Everyone likes to invest in real-estate. Healthcare professionals loves to invest in real-estate. Do you know why? If you are not invested in real-estate, should you? What are the incentives and the disincentives of investing in real-estate? This episode will try to...
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