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...
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...
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...
by Podbean | Jul 4, 2021 | Uncategorized
Persistent Quality Part-time Effort is a powerful concept that all physicians must understand. Whether you want to call it Side Hustle or Multiple Revenue Stream, the power is in the financial freedom that it offers from your everyday professional life. One might say...
by Podbean | Jun 25, 2021 | Uncategorized
You hear about “rebalancing” often. What is it in fact? What is the purpose of rebalancing? How should you do it? Hear some answers here. I also am excited to announce my upcoming virtual Financial Workshop on Sept 17th, 2021. The first one (June 4th...
by Podbean | May 22, 2021 | Uncategorized
At some point in our life, we will be purchasing life insurance. When that time comes, hopefully our broker will educate us on how they help us determine how much life insurance is needed. To answer this simple questions, it could become quite complicated. Here is an...
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