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One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)

by Podbean | Jun 11, 2022 | Uncategorized

100% of my colleagues have accountants. 99% of my colleagues are not aware of private individual pension plans. What a huge disconnect!! And 100% of the 99% are also obviously not aware of the Retirement Compensation Arrangement (RCA). It is one of the best kept...

Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2

by Podbean | Jun 6, 2022 | Uncategorized

This is another very polarizing topic among incorporated healthcare professionals. Accountants and advisors favor one or the other. The truth is probably in the middle (as always). Listen for yourself and see which one you prefer. By the end of these 2 episodes, you...

Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1

by Podbean | May 15, 2022 | Uncategorized

This is another very polarizing topic among incorporated healthcare professionals. Accountants and advisors favor one or the other. The truth is probably in the middle (as always). Listen for yourself and see which one you prefer. By the end of these 2 episodes, you...

Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you – Part 2

by Podbean | May 7, 2022 | Uncategorized

Everyone knows how buys we are. You know how busy you are. But you also fancy investing in real-estate (not just the REITs stuff)! Can we do it? Hell yeah! If we can save someone life by operating on a brain or a heart, perform a LP with eyes closed, or treat complex...

Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you – Part 1

by Podbean | Apr 10, 2022 | Uncategorized

Everyone knows how busy we are. You know how busy you are. But you also fancy investing in real-estate (not just the REITs stuff)! Can we do it? Hell yeah! If we can save someone life by operating on a brain or a heart, perform a LP with eyes closed, or treat complex...

Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)

by Podbean | Apr 2, 2022 | Uncategorized

Most of us do not truly understand life insurance products. It is something takes a lot of time to learn and understand. The world of insurance products is vast and creative. There are many ways to purchase a life policy (even a very large policy). Have you heard of...
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