How is my Financial Health, Doc?

162 Epizód

1. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 2 - An Editorial

   Közzétéve: 2022. 10. 01.
2. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 1

   Közzétéve: 2022. 09. 26.
3. Buy term insurance and invest the rest! Is that the perfect strategy for everyone?

   Közzétéve: 2022. 09. 14.
4. Confession of a podcast host - Vu Kiet Tran

   Közzétéve: 2022. 08. 22.
5. How does divorce impact your financial security?

   Közzétéve: 2022. 08. 15.
6. Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations

   Közzétéve: 2022. 08. 07.
7. Confession of a Certified Financial Planner (part2): interview with Galen Nuttal

   Közzétéve: 2022. 07. 30.
8. Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal

   Közzétéve: 2022. 07. 23.
9. Mea Culpa (The Host - Vu - Mistake #2) - RESP plans

   Közzétéve: 2022. 07. 14.
10. I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians

    Közzétéve: 2022. 06. 25.
11. How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.

    Közzétéve: 2022. 06. 20.
12. One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)

    Közzétéve: 2022. 06. 11.
13. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2

    Közzétéve: 2022. 06. 06.
14. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1

    Közzétéve: 2022. 05. 15.
15. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2

    Közzétéve: 2022. 05. 07.
16. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1

    Közzétéve: 2022. 04. 10.
17. Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)

    Közzétéve: 2022. 04. 02.
18. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)

    Közzétéve: 2022. 03. 18.
19. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2

    Közzétéve: 2022. 02. 20.
20. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 1

    Közzétéve: 2022. 02. 13.