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...
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...
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...
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