by Podbean | Apr 3, 2021 | Uncategorized
I am sure you have asked these questions before: what can I deduct from my income tax? Is this meal deductible? How about my car lease? Well, now, Cherry Chan CPA will answer these questions for you. If you do not listen to this episode, your wallet will resent you...
by Podbean | Mar 27, 2021 | Uncategorized
The financial industry is not as regulated as the healthcare industry. Almost anyone can call themselves “advisors”. There are some who have specific designations such as CFP, CFA, CLU (and by all means this is not an exhaustive list here). However, many...
by Podbean | Mar 20, 2021 | Uncategorized
In the healthcare team, we have many players. Among our team members are the nurse practitioners (NP). The NPs have different financial challenges that we will learn about today. But what are their major challenges? What could be their solutions? My guest Ella can...
by Podbean | Mar 12, 2021 | Uncategorized
Now that you know what Segregated Funds are, it is time to deepen that knowledge. Get ready for Part 2!
by Podbean | Mar 5, 2021 | Uncategorized
How many of you like to eat medallion steaks (filet mignon wrapped in bacon)? Yum yum…Well, what if an investment product that offers a medallion steak juiciness with a bacon deliciousness. Would you consider it?
by Podbean | Feb 27, 2021 | Uncategorized
Opportunity is here for you for the taking. Incorporated healthcare professionals can also enjoy a pension under the professional corporation. Here is Part 3 of a 3-part series. Please visit: www.financialhealthdoc.com Email me:...
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