How is my Financial Health, Doc?

162 Episoder

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

   Udgivet: 1.10.2022
2. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 1

   Udgivet: 26.9.2022
3. Buy term insurance and invest the rest! Is that the perfect strategy for everyone?

   Udgivet: 14.9.2022
4. Confession of a podcast host - Vu Kiet Tran

   Udgivet: 22.8.2022
5. How does divorce impact your financial security?

   Udgivet: 15.8.2022
6. Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations

   Udgivet: 7.8.2022
7. Confession of a Certified Financial Planner (part2): interview with Galen Nuttal

   Udgivet: 30.7.2022
8. Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal

   Udgivet: 23.7.2022
9. Mea Culpa (The Host - Vu - Mistake #2) - RESP plans

   Udgivet: 14.7.2022
10. I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians

    Udgivet: 25.6.2022
11. How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.

    Udgivet: 20.6.2022
12. One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)

    Udgivet: 11.6.2022
13. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2

    Udgivet: 6.6.2022
14. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1

    Udgivet: 15.5.2022
15. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2

    Udgivet: 7.5.2022
16. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1

    Udgivet: 10.4.2022
17. Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)

    Udgivet: 2.4.2022
18. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)

    Udgivet: 18.3.2022
19. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2

    Udgivet: 20.2.2022
20. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 1

    Udgivet: 13.2.2022