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What was appropriate prior to 2014 is no longer applicable in 2023: Dividend only strategy

by Podbean | Sep 16, 2023 | Uncategorized

Many of our colleagues have been instructed by accountants to use a “Dividends Only” strategy to take money into the personal hands. This strategy may be valid for some, but not for most (at least not after 2014). Unfortunately, despite the changes in the...

Things you should know about retail banking – Confessions of an Ex-banker (Part 2)

by Podbean | Sep 3, 2023 | Uncategorized

Many of us use banks. But most of us don’t understand the banking industry. I surely don’t understand fully the industry myself. That is why we have a guest on today to explain the underbelly of the banking industry and what the banks don’t want you...

Special Edition 5: What is the Canadian Physicians’ Pension Plan (Question from accountants)?

by Podbean | Aug 31, 2023 | Uncategorized

We all Canadian physicians have been yearning for a pension plan for the profession for approximately 120 years. No one has taken the time or given the effort to create one for us. That time has come. I, the co-founder of the Canadian Physicians’ Pension Plan,...

Things you should know about retail banking – Confessions of an Ex-banker (Part 1)

by Podbean | Aug 26, 2023 | Uncategorized

Many of us use banks. But most of us don’t understand the banking industry. I surely don’t understand fully the industry myself. That is why we have a guest on today to explain the underbelly of the banking industry and what the banks don’t want you...

Financial teaching points for foreign trained physicians (and many others)!

by Podbean | Aug 13, 2023 | Uncategorized

This is an episode I recorded with my good friend Saad Nadeem, a CFP who helps foreign trained physicians in Canada. The concepts we talked about are not just for foreign trained physicians. Many of my colleagues trained in Canada are still suffering from the...

Seven Money Mindsets: which one(s) you have will determine your financial security and wealth

by Podbean | Jul 28, 2023 | Uncategorized

There are 7 Money Mindsets. Do you know which one(s) you subscribe to the most often? Which one you adopt in times of stress or major money/investment decisions? “Know Thy Self” is crucial to your financial success.    For feedback or comments, please...
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Recent Posts

  • Debunking Pension Myths and Misinformation (Part 2)
  • Debunking Pension Myths and Misinformation (Part 1)
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  • Be Intentional with the Geometry of Wealth

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