How is my Financial Health, Doc?

Oct 14 2024 100 ep. 43 mins 19

How is my Financial Health, Doc? Podcast artwork

A show where questions on personal finance from Healthcare Professionals are never a taboo.

Business Health & Fitness

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Marketing inaccuracies about pension plans "designed" for physicians - Part 3

Oct 14 2024 42 mins

Physicians have now been bombarded with advertisements about pensions "designed" for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to understand 100% of the solution because being 50% truthful (while still true) is not the same as being 100% truthful. Buyer beware. Physicians need to do do their own due diligence. T

What does the increase in the Capital Gains Inclusion Rate mean for me and my family?

Sep 21 2024 46 mins

You have heard of the new Canadian federal budget that increased the Inclusion Rate on the Capital Gains tax. It finally went into effect on June 25th, 2024. Physicians were given the right to incorporate their practices in lieu of a salary increase. Consequently, many physicians saved their money inside their corporation in the form of retained earnings and then invested it, as a

Marketing inaccuracies about pension plans "designed" for physicians - Part 2

Sep 08 2024 33 mins

Physicians have now been bombarded with advertisements about pensions "designed" for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to understand 100% of the solution because being 50% truthful (while still true) is not the same as being 100% truthful. Buyer beware. Physicians need to do do their own due diligence. T

Marketing inaccuracies about pension plans "designed" for physicians - Part 1

Sep 01 2024 33 mins

Physicians have now been bombarded with advertisements about pensions "designed" for them. Unfortunately, much of the marketing are not 100% truthful. As consumers of these plans, physicians need to understand 100% of the solution because being 50% truthful (while still true) is not the same as being 100% truthful. Buyer beware. Physicians need to do do their own due diligence. T

Financial fluency for healthcare professionals - an intimate conversation with Sandy Pollack

Aug 09 2024 49 mins

We have Sandy back again to help us dive into understanding the importance of financial fluency for physicians and other healthcare professionals. If you want to leave me with feedback and comments, please email me at [email protected]

Confession of your podcast host Vu.

Jul 20 2024 48 mins

In this episode, I am being interviewed by the David MacNicol, host of Lighthouse Outlook Podcast. We go into more private questions about me and how I came to create "How is my financial health, doc?". We also discuss the financial challenges of physicians and why this is so. I discuss the importance of financial wellness for healthcare professionals. I highlight the common mistak

Technical Analysis and investing in the market: a conversation with Dr. Roger Sen

Jul 13 2024 52 mins

I welcome my friend Dr. Roger Sen to share with us his most recent passion and joy, which has become an income source for him. Dr. Sen has learned a new skill. We all can learn a new skill. he has developed his passion. We can all develop and nurture our passion. Who knows, someday, it can even become an income source. Let's learn a little bit about Technical Analysis and investing

Don't leave a mess - How to disaster-proof you family legacy. A conversation with Sandy Pollack

Jun 22 2024 55 mins

In this episode, we will have a very informative and generative discussion with my guest Sandy Pollack about what it means to make wise choices for your career and business that not only protect what you have worked so hard to build but reflect your why. Please send me your comments and feedback at [email protected].

If you are a researcher (big "R" and small "r"), you need to know this: SR&ED

Jun 08 2024 45 mins

Physicians typically do not just wear one hat. Many of us tries to wear many hats at the same time (to our detriment). Don't worry, I do this too. Some of us also wear the hat of a researcher (either big "R" or small "r"). However, most of us do not know we can be compensated by the government for the research we do. There is much money left on the table. Here is an episode tha

The Options market: an awareness-building episode for most of us.

Apr 27 2024 49 mins

Some of us have learned how to trade in the market. However, many of us have never heard of the Options market. What is it? What does it do? This awareness building episode on Options is just the place to get acquainted with it. I am also launching my Executive/leadership/personal coaching service. If you are interested in finding out more, please email me at [email protected]