Prescribing Prosperity

What actually drives economic growth, and why do so many policies seem to do the opposite?  In this episode, John and Alex Soutsos sit down with Tim Doescher, Executive Director at Unleash Prosperity, to challenge how most people think about taxes, government spending, and the real engine behind prosperity. They unpack the fundamentals of supply-side economics and how policy decisions shape real-world outcomes for businesses, investors, and everyday families. Together, they break down what supply-side economics actually means in plain terms, and why reducing barriers like taxes and regulation can lead to greater investment, hiring, and overall economic growth. They also explore real-world examples, including migration trends between states, the impact of rising minimum wages, and how incentives, not intentions, ultimately drive behavior.  This episode is about more than theory. It’s about understanding the forces shaping the economic environment you’re operating in, and why those forces matter for your long-term financial plan. Tim Doescher discusses: His unconventional path into economic policy and Unleash Prosperity What supply-side economics really means, and why production drives growth Tax policy, incentives, and how behavior changes when costs rise The Laffer Curve and why higher taxes don’t always mean higher revenue And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Tim Doescher: Unleash Prosperity X: @TimothyDoescher LinkedIn: Unleash Prosperity About Our Guest:  Tim Doescher is the Executive Director at Unleash Prosperity, a policy organization focused on advancing free market economic principles. With a background in political campaigns, public policy, and economic research, Tim works closely with leading economists and policymakers in Washington, D.C., helping shape conversations around taxation, regulation, and economic growth.

What happens when the lines between policy, rights, and markets begin to blur, and who ultimately bears the consequences? In this episode, John and Alex Soutsos discuss free speech, property rights, and the growing impact of government policy on everyday life with guest John Carpay, founder and president of the Justice Centre for Constitutional Freedoms. John Carpay discusses: His background, what led him into law, and how his early interest in politics and justice shaped his career path The role of government in a free society, including the balance between individual freedom and state authority Free speech, offensive expression, and the challenge of defining concepts like misinformation, hate, and censorship Property rights, land agreements, and how policy decisions can influence real estate markets, ownership certainty, and broader economic stability And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with John Carpay: LinkedIn: John Carpay LinkedIn: Justice Centre for Constitutional Freedoms Justice Centre for Constitutional Freedoms About Our Guest:  John Carpay is the founder and president of the Justice Centre for Constitutional Freedoms, a Canadian organization focused on defending fundamental freedoms through litigation and public education. Since founding the organization in 2010, John has led efforts across the country addressing issues related to free speech, constitutional rights, and government accountability.

Is Canada’s housing crisis really about supply, or about the policies shaping the market behind the scenes? In this episode, John Soutsos continues his conversation with real estate lawyer Mark Morris, exploring what’s really driving the housing and commercial real estate slowdown in the Greater Toronto Area, and what it may take for the market to recover. John and Mark unpack how development fees, government policies, and changing economic realities are influencing the pace of construction and housing affordability. They also explore how different sectors, from residential to retail, office, and industrial real estate, may evolve over the coming years. John and Mark discuss: Why development charges and municipal policies can slow housing construction The impact of government intervention on real estate cycles When commercial real estate sectors like retail and office may recover Practical strategies for first-time buyers trying to enter the housing market And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Mark Morris: LinkedIn: Mark Morris LinkedIn: Ventor Inc. LinkedIn: Legalclosing.ca [email protected]   About Our Guest:  Mark Morris is a real estate lawyer with more than 25 years of experience in Ontario. He is also a licensed real estate broker and has founded and operated multiple businesses connected to residential and commercial real estate. Through his legal practice and broader business experience, Mark brings both transactional insight and macroeconomic perspective to discussions around property markets and long-term economic trends.

When markets become volatile, and headlines grow louder, how should investors respond? In this episode, John and Alex Soutsos unpack what recent geopolitical tensions, oil price spikes, and economic headlines really mean for investors and why maintaining perspective matters more than reacting to the news cycle. They discuss how global events, including geopolitical conflict and shifting economic policy, can create uncertainty in financial markets, and how disciplined investors can navigate these environments without losing sight of long-term strategy. John and Alex discuss: Why markets tend to react negatively to uncertainty and what the recent volatility actually revealed beneath the surface of the S&P 500 How geopolitical events, including conflict in the Middle East, can influence market sentiment, energy prices, and short-term market movements The relationship between oil prices, global supply disruptions, and how different economies are impacted by energy shocks Inflation trends, tariffs, and why economic data may tell a different story than the one often presented in headlines Potential changes in Federal Reserve leadership and what a shift in economic philosophy could mean for interest rates and market conditions Why trade relationships between Canada and the United States remain critical to the Canadian economy and long-term economic stability And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

Is Canadian real estate resetting, or is this just another pause before the next climb? In this episode, John Soutsos and Mark Morris discuss the current state of Canadian real estate, how we arrived here, and what today’s market signals may mean for investors, homeowners, and medical professionals building long-term wealth. John is joined by real estate lawyer and broker Mark Morris for a wide-ranging conversation about market cycles, leverage, liquidity, and why many Canadians have never experienced a true real estate downturn. Drawing comparisons to the early 1990s correction, they explore what feels different this time, including structural economic shifts, government policy, and the role of credit in shaping demand.   John and Mark discuss: Why real estate is cyclical, even when people forget that it is The difference between owning a home and treating property as an investment How leverage and liquidity can amplify risk in a downturn Where we may be in the current real estate cycle and what recovery could look like And more!   Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170   Connect with Mark Morris: LinkedIn: Mark Morris LinkedIn: Ventor Inc. LinkedIn: Legalclosing.ca [email protected]   About Our Guest:  Mark Morris is a real estate lawyer with more than 25 years of experience in Ontario. He is also a licensed real estate broker and has founded and operated multiple businesses connected to residential and commercial real estate. Through his legal practice and broader business experience, Mark brings both transactional insight and macroeconomic perspective to discussions around property markets and long-term economic trends.

AI is loud right now, and markets are reacting fast. The bigger story might be simpler; we are still early, the earnings are real in key places, and the biggest constraint might be power and infrastructure, not ideas. In this episode, John and Alex Soutsos welcome back Rana Chauhan, President and Chief Investment Strategist at Victory Hill Capital, to discuss AI and the markets, including why today’s AI excitement is not a carbon copy of the dot-com era, what “first inning” really looks like, and where the real opportunity (and volatility) may show up next. John, Alex, and Rana discuss: “We’re at the chip stage,” why AI is still early and not yet in full daily productivity use. The AI bubble question, pockets of overexcitement vs long-run reality. AI vs the early 2000s, the key difference is earnings and cash flow (not hype financed by debt). Concentration and infrastructure: why the power grid and data centers matter so much. And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Rana Chauhan: LinkedIn: Rana Chauhan LinkedIn: Victory Hill Capital Victory Hill Capital Corp. About Our Guest:  Rana Chauhan is the President of Victory Hill Capital and one of the original founders of Investment Planning Counsel (IPC). With a background in medicine, physics, and investment strategy, Rana brings a probability-driven, evidence-based approach to capital markets. His work focuses on concentration, adaptability, and understanding how innovation and demand shape long-term outcomes.

Fear sells, but demand drives results. In this episode, John and Alex Soutsos speak with Rana Chauhan, President and Chief Investment Strategist at Victory Hill Capital, about how media narratives influence investor behavior and why perspective matters most when headlines get loud. They discuss how modern news cycles and fear-based storytelling can push investors into poorly timed decisions, and why adaptability, demand, and long-term thinking can be more helpful than short-term predictions.  John, Alex, and Rana discuss: Why media narratives have more influence on markets today than ever before How outdated valuation models struggle to explain modern innovation Fear-driven headlines, investor psychology, and why bad news spreads faster Shorter market cycles, options activity, and increased volatility Why demand drives earnings, and earnings drive markets And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Rana Chauhan: LinkedIn: Rana Chauhan LinkedIn: Victory Hill Capital Victory Hill Capital Corp. About Our Guest:  Rana Chauhan is the President of Victory Hill Capital and one of the original founders of Investment Planning Counsel (IPC). With a background in medicine, physics, and investment strategy, Rana brings a probability-driven, evidence-based approach to capital markets. His work focuses on concentration, adaptability, and understanding how innovation and demand shape long-term outcomes.

A lot happened in 2025. Markets moved fast, headlines got louder, and investors were left sorting signals from noise. In this episode, John and Alex Soutsos break down what actually mattered, and what could shape 2026. They talk about how markets digested political change, tariff fears, rate expectations, and sector rotations, and why long-term investors should focus less on headlines and more on fundamentals. John and Alex discuss: A year-end review of 2025 market volatility and why “a few things happened” is an understatement Tariffs, inflation myths, and why economic friction does not always mean higher prices Sector rotation, tech concentration, and what healthier market breadth looks like Media narratives, AI bubble headlines, and why investors should question incentives And more! Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

What separates those who thrive from those who struggle? How do you transition from working in your business to building something that can scale without you? In this episode, John and Alex Soutsos continue their conversation with Chris Reynolds, co-founder and executive chair of Investment Planning Council, diving deeper into the essential qualities that drive entrepreneurial achievement.  Chris shares his insights on the importance of taking time off to maintain creativity, the critical distinction between being self-employed and being a true entrepreneur, and how to build teams that complement your weaknesses. He also discusses his approach to client selection, the role of AI in financial services, and why the advice industry will continue to outpace product-focused models. Chris discusses: The six key qualities successful entrepreneurs and individuals possess for both life and financial achievement Why taking significant time off is essential for staying focused, creative, and avoiding burnout How to build sustainable systems that can be duplicated rather than just working for yourself The framework for evaluating and transitioning clients to maximize both profitability and fulfillment The future of independent financial advice and how technology enhances rather than replaces relationships And more! Resources: Confessions of an Entrepreneur with Chris Reynolds – Part 1 (Ep. 57) Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Chris Reynolds: LinkedIn: Chris S. Reynolds Website: Chris Reynolds Investment Planning Counsel Turning the Page Podcast The Six Circle Strategy by Chris Reynolds About Our Guest:  Chris knows people. Using his natural relationship-building skills and strong business acumen, he founded Investment Planning Counsel (IPC) in 1994. Since then, Chris has helped to grow the company and position it at the forefront of Canada’s ever-evolving wealth management industry. Chris has been involved in the consolidation of the independent wealth management business and is now helping entrepreneurs define their own succession plans. He’s served as President and CEO, now as Executive Chair, and he continues to bring his passion for client experience, people, and business to every facet of his role. Beginning his career as a Financial Advisor, he has served the wealth management industry for over 30 years, consistently contributing, innovating, and sharing his breadth of knowledge and insights on how Advisors can best serve their clients. He’s authored two books, hosted several radio talk shows, and appeared at multiple conferences (Advocis, CAFP) across Canada. Today, Chris focuses much of his energy on inspiring his team to create and embrace new opportunities in the wealth management industry, guided by evolving client needs. He’s a strong advocate for the value of advice delivered by professional financial advisors and consistently encourages all those he works with to efficiently deliver human-centered advice to Canadian families in increasingly impactful and tailored ways. Since 2022, Chris has been hosting the ‘Turning the Page’ podcast where he brings winning ideas and learnings to help advisors better navigate relationships, excel at client experience and overall, build a better business. The podcast has featured a multitude of people from advisory industry veterans to visionaries across different verticals. This year, Chris is currently launching his third and newest book, The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom based on his experiences working with and studying the habits of the very best entrepreneurs in the world.

Success stories often look inevitable in hindsight, but the real lessons come from the messy, uncertain early days.  In this episode, John and Alex Soutsos sit down with industry leader Chris Reynolds, co-founder and executive chair of Investment Planning Council, to discuss what it takes to build a business from scratch. Chris shares how a chance encounter at 15 sparked his fascination with financial services, how the industry evolved from simple insurance offerings to a trillion-dollar mutual fund marketplace, and why every entrepreneur eventually reaches a turning point that forces them to grow or stay small. Listeners hear candid stories about misjudging people, trusting instincts, battling regulatory change, surviving failed deals, and learning to let go. Chris also explains why independent advice still has a massive runway in Canada and why talent, simplicity, and relationships matter more than anything. What to expect: The early mindset that shaped Chris’s career Candid stories of hard lessons and costly mistakes How IPC grew through acquisitions and advisor centered design What the future looks like for independent advisors And more! Resources: “The Six Circle Strategy” by Chris S. Reynolds Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation February 3, 2025: Retirement Workshop Lunch Workshop Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Chris Reynolds: LinkedIn: Chris S. Reynolds Investment Planning Counsel Turning the Page Podcast About Our Guest:  Chris knows people. Using his natural relationship-building skills and strong business acumen, he founded Investment Planning Counsel (IPC) in 1994. Since then, Chris has helped to grow the company and position it at the forefront of Canada’s ever-evolving wealth management industry. Chris has been involved in the consolidation of the independent wealth management business and is now helping entrepreneurs define their own succession plans. He’s served as President and CEO, now as Executive Chair, and he continues to bring his passion for client experience, people, and business to every facet of his role. Beginning his career as a Financial Advisor, he has served the wealth management industry for over 30 years, consistently contributing, innovating, and sharing his breadth of knowledge and insights on how Advisors can best serve their clients. He’s authored two books, hosted several radio talk shows, and appeared at multiple conferences (Advocis, CAFP) across Canada. Today, Chris focuses much of his energy on inspiring his team to create and embrace new opportunities in the wealth management industry, guided by evolving client needs. He’s a strong advocate for the value of advice delivered by professional financial advisors and consistently encourages all those he works with to efficiently deliver human-centered advice to Canadian families in increasingly impactful and tailored ways. Since 2022, Chris has been hosting the ‘Turning the Page’ podcast where he brings winning ideas and learnings to help advisors better navigate relationships, excel at client experience and overall, build a better business. The podcast has featured a multitude of people from advisory industry veterans to visionaries across different verticals. This year, Chris is currently launching his third and newest book, The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom based on his experiences working with and studying the habits of the very best entrepreneurs in the world.

Many investors are trying to make sense of AI valuations, rapid market reactions, and the headlines that shape short-term narratives.  In this conversation, Alex and John Soutsos look at how sector trends, company fundamentals, and broader market data can help put these discussions in context. They review how investors often respond to media commentary, where valuation measures can be useful, and how companies in fast-growing industries manage capital, reinvestment, and long-term planning. They also outline how portfolio managers adjust to changing conditions over time. What to expect in this episode: How investors interpret AI headlines and what often drives short-term reactions Where valuation tools, including PEG ratios, fit into long-term analysis How large companies in fast-growing areas allocate capital and manage continued expansion How portfolio managers use data rather than themes when building or adjusting positions And more! Resources: Building Wealth Through Concentration (Ep. 53) Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation February 3, 2025: Retirement Workshop Part 1 – Lunch Workshop February 10, 2025: Retirement Workshop Part 2 – Lunch Workshop Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

We’ve all heard the phrase “Your brand is what people say about you when you’re not in the room.”  But what if you don’t know what they’re saying? In this episode, brand strategist Megan Matthews joins John and Alex to unpack what makes a brand unforgettable and what makes it forgettable. From taking over her father’s firm, Instinct Brand Equity, to working with elite firms on their emotional resonance and strategic positioning, Megan shares powerful insights into why branding must evolve with intention. Whether you’re running a family business or managing a legacy firm, this episode will challenge the way you think about identity, trust, and perception. Here’s what you’ll learn: Why PR overtook advertising and what brands must do now What it’s really like stepping into a parent’s legacy business How emotion, not just logic, builds brand loyalty The biggest brand risk no one talks about: being “good enough” And more! Resources: “Unreasonable Hospitality” by Will Guidara “Start With Why” by Simon Sinek Building a Brand That Feels Real with Megan Matthews – Part 1 (Ep. 54) Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation February 3, 2026: Retirement Workshop Part 1 – Lunch Workshop February 10, 2026: Retirement Workshop Part 2 – Lunch Workshop Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Megan Matthews: LinkedIn: Megan Matthews Instinct Brand Equity [email protected] About Our Guest:  Megan has an inherent ability to suss out the heart of a Brand’s story.  It’s this Instinct-led approach, paired with twenty years of global experience as a PR and marketing communications executive, an astute understanding of the ever-changing digital marketing and social media landscape, and a genuine love of Brand storytelling, that makes her expertise highly sought-after.  Whether working with an emerging company or an established Brand, Megan specializes in helping to articulate and define that Brand, ensuring Brand distinctiveness. Her years of experience as an executive team leader have helped countless company managers, directors, and CEOs find their own passion in Brand-building and become advocates of Megan’s straightforward Rules & Tools, the fundamental pillars of ultimate success. Offering more than Brand clarity and purpose, and PR capabilities, Megan has honed her extensive skill set in crisis and reactive communications, executive profile building, social media marketing, influencer management, media coaching, brand partnerships, and event management on a global scale, working both in-house and in-agency in London, New York, and Toronto.

What do your clients feel when they think about your brand? Megan Matthews has spent over 20 years helping companies answer that question with honesty and precision. In this conversation, she joins Alex and John to unpack how branding isn’t just a logo, tagline, or marketing campaign; it’s a living story built on trust, consistency, and emotional connection. This episode explores how brands grow, stumble, and evolve through leadership shifts, family legacy, bold marketing moves, and moments that define what they stand for. Here’s what to expect: Why PR became the next big wave after the “Mad Men” era How family businesses carry both a legacy and a weight of expectation What separates a feeling-first brand from a forgettable one Why some bold marketing campaigns work and others crash and burn And more! Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation February 3, 2026: Retirement Workshop Part 1 – Lunch Workshop February 10, 2026: Retirement Workshop Part 2 – Lunch Workshop Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Megan Matthews: LinkedIn: Megan Matthews Instinct Brand Equity [email protected] About Our Guest:  Megan has an inherent ability to suss out the heart of a Brand’s story.  It’s this Instinct-led approach, paired with twenty years of global experience as a PR and marketing communications executive, an astute understanding of the ever-changing digital marketing and social media landscape, and a genuine love of Brand storytelling, that makes her expertise highly sought-after.  Whether working with an emerging company or an established Brand, Megan specializes in helping to articulate and define that Brand, ensuring Brand distinctiveness. Her years of experience as an executive team leader have helped countless company managers, directors, and CEOs find their own passion in Brand-building and become advocates of Megan’s straightforward Rules & Tools, the fundamental pillars of ultimate success. Offering more than Brand clarity and purpose, and PR capabilities, Megan has honed her extensive skill set in crisis and reactive communications, executive profile building, social media marketing, influencer management, media coaching, brand partnerships, and event management on a global scale, working both in-house and in-agency in London, New York, and Toronto.

Wealth creation often sparks debate: should you diversify or concentrate?  In this episode of Prescribing Prosperity, John and Alex Soutsos unpack the strategies behind their portfolio. They explain why concentration, when paired with discipline and active management, can lead to better long-term outcomes. John and Alex also share their perspectives on portfolio evolution, active management, and the global outlook for investing in U.S. markets. Key points: The difference between concentration and diversification in wealth building How Med-Wealth’s Defensive Growth portfolio evolved over time Why comparing to the S&P 500’s top 25 holdings provides a clearer benchmark The importance of rejecting false narratives in markets, like tariffs causing inflation Why the U.S. remains the strongest market for long-term investing And more! Register for one of our upcoming events: January 28, 2026: Retirement Red Zone – Dinner Presentation February 3, 2025: Retirement Workshop Part 1 – Lunch Workshop February 10, 2025: Retirement Workshop Part 2 – Lunch Workshop Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

What’s more dangerous, burnout you can see, or the quiet stress that masks itself as productivity? In Part 2 of our conversation with executive coach Charles Sue-Wah-Sing, we dive into the hidden layers of leadership that aren’t found in your resume. This episode tackles the evolution of leadership in a post-pandemic world, from the psychology of remote work to the silent toll of always “being on.”  We explore how to lead with clarity, delegate with purpose, and protect your energy without sacrificing performance. It’s equal parts tactical and therapeutic. Expect insights on: How remote work is reshaping leadership, social skills, and career trajectory Why rest and boundaries are not just personal, but professional imperatives The surprising impact of tech addiction on modern leadership Why mentorship gaps are creating risk at the highest levels of organizations And more! Previous Episode of Interest: What Great Leaders Actually Do with Charles Sue-Wah-Sing – Part 1 (Ep. 51) Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Charles Sue-Wah-Sing: Charles Sue-Wah-Sing Website LinkedIn: Charles Sue-Wah-Sing, CPCC, PCC Instagram: @charles.sue.wah.sing Facebook: Charles Sue Wah Sing About Our Guest:  Charles Sue-Wah-Sing is an executive and leadership coach. He supports his clients in their exploration of their inner leader and how it applies in their work, personal relationships and out in the world. Through coaching, Charles’s clients have experienced a greater sense of clarity, purpose, and fulfillment in all aspects of their lives.​ Previously, he spent over 25 years as a digital product design strategist and consultant working with emerging technologies in marketing, communications, and commerce platforms for many industries, from pharmaceuticals, finance, media, transportation, and academia. However, he feels his greatest achievement involved building up individuals and teams to be more effective creative leaders. It’s his belief, by doing our inner work of growth and transformation, we are better prepared to doing the outer work. It’s by taking full responsibility for our personal growth, we learn to create from everything, in a way that inspires, and connects with the people in our lives.

Some people are promoted into leadership. Others grow into it. But what happens when they don’t? In this powerful conversation, John and Alex Soutsos sit down with executive coach Charles Sue-Wah-Sing to talk about what’s really missing in today’s corporate leadership and why it’s costing organizations more than they realize. From mentorship gaps to emotional burnout, Charles shares real stories and practical takeaways from over a decade of coaching leaders at every level. They explore what separates the bosses people tolerate from the leaders people trust, and how to become the latter. You’ll learn: Why strong leadership is less about control and more about connection How burnout, tech addiction, and isolation are undermining effectiveness at the top The real cost of promoting the wrong people for the wrong reasons What every leader should be asking themselves before accepting more responsibility And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Charles Sue-Wah-Sing: Charles Sue-Wah-Sing Website LinkedIn: Charles Sue-Wah-Sing, CPCC, PCC Instagram: @charles.sue.wah.sing Facebook: Charles Sue Wah Sing About Our Guest:  Charles Sue-Wah-Sing is an executive and leadership coach. He supports his clients in their exploration of their inner leader and how it applies in their work, personal relationships, and out in the world. Through coaching, Charles’s clients have experienced a greater sense of clarity, purpose, and fulfillment in all aspects of their lives.​ Previously, he spent over 25 years as a digital product design strategist and consultant working with emerging technologies in marketing, communications, and commerce platforms for many industries, from pharmaceuticals, finance, media, transportation, and academia. However, he feels his greatest achievement involved building up individuals and teams to be more effective, creative leaders. It’s his belief, by doing our inner work of growth and transformation, we are better prepared to do the outer work. It’s by taking full responsibility for our personal growth, we learn to create from everything in a way that inspires and connects with the people in our lives.

Was the Great Depression triggered by the 1929 stock market crash, or by deeper flaws in unchecked capitalism? In this follow-up conversation, economist Dr. Robert P. Murphy returns to debunk the most persistent myths about The Great Depression and explain what actually caused it, prolonged it, and eventually ended it. From the Smoot-Hawley Tariff to wage rigidity, aggressive tax hikes, and misguided government intervention, Dr. Murphy unpacks why the Hoover and Roosevelt administrations made things worse, not better. He also shares what this history can teach us about inflation, regulation, and economic policymaking today. What to expect: Why the stock market crash alone didn’t cause the Depression The real damage done by Hoover’s “interventionist” policies How FDR’s New Deal tried (and failed) to fix a broken system What truly pulled the U.S. out of the economic abyss And more! Resources: The Real Cause of The Great Depression with Robert P. Murphy – Part 1 (Ep. 49) “The Politically Incorrect Guide to The Great Depression and the New Deal” by Robert P. Murphy infineo.ai The Bob Murphy Show Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Robert Murphy: X: @BobMurphyEcon [email protected]  About Our Guest:  Robert P. Murphy is a Senior Fellow at the Fraser Institute and Chief Economist at Infineo and author of the widely acclaimed book, Choice: Cooperation, Enterprise, and Human Action. He is also a Senior Fellow with the Mises Institute. He received his Ph.D. in economics from New York University. Previous positions include Research Assistant Professor with the Free Market Institute at Texas Tech University, Visiting Assistant Professor of Economics at Hillsdale College, Senior Economist at the Institute for Energy Research, Visiting Scholar at New York University, Research Analyst at Laffer Associates, and Senior Fellow in Business and Economic Studies at the Pacific Research Institute. Prof. Murphy runs the blog, Free Advice, and hosts the podcast, The Bob Murphy Show.  He is the author of The Politically Incorrect Guide to Capitalism, The Politically Incorrect Guide to the Great Depression and the New Deal, The Study Guide to Man, Economy, and State with Power and Market, The Human Action Study Guide, The Study Guide to The Theory of Money & Credit by Ludwig von Mises, and Lessons for the Young Economist. He has also written hundreds of economics articles for the layperson, has given numerous radio and television interviews on such outlets as Fox Business and CNBC, and is active on Twitter (@BobMurphyEcon).

When people hear “The Great Depression,” most think of 1929’s market crash.  But in this eye-opening conversation, economist Dr. Robert P. Murphy takes us further back, to the real roots of America’s central banking system and how its evolution may have done more harm than good. From 19th-century boom-bust cycles and railroad speculation to the secret meeting at Jekyll Island that led to the Federal Reserve Act of 1913, Dr. Murphy brings clarity to a history often clouded by politics, panic, and policy spin. He explains why the Fed was created, how it was originally intended to function, and what it’s become today. What to expect: The Austrian School’s take on boom-bust cycles How JP Morgan acted as a “private Fed” in 1907 The truth behind the Jekyll Island meeting Why 1920–21 proves government intervention isn’t necessary And more! Resources: “The Politically Incorrect Guide to The Great Depression and the New Deal” by Robert P. Murphy “America’s Great Depression” by Murray N. Rothbard infineo.ai The Bob Murphy Show Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Robert Murphy: X: @BobMurphyEcon [email protected]  About Our Guest:  Robert P. Murphy is a Senior Fellow at the Fraser Institute and Chief Economist at Infineo and author of the widely acclaimed book, Choice: Cooperation, Enterprise, and Human Action. He is also a Senior Fellow with the Mises Institute. He received his Ph.D. in economics from New York University. Previous positions include Research Assistant Professor with the Free Market Institute at Texas Tech University, Visiting Assistant Professor of Economics at Hillsdale College, Senior Economist at the Institute for Energy Research, Visiting Scholar at New York University, Research Analyst at Laffer Associates, and Senior Fellow in Business and Economic Studies at the Pacific Research Institute. Prof. Murphy runs the blog, Free Advice, and hosts the podcast, The Bob Murphy Show.  He is the author of The Politically Incorrect Guide to Capitalism, The Politically Incorrect Guide to the Great Depression and the New Deal, The Study Guide to Man, Economy, and State with Power and Market, The Human Action Study Guide, The Study Guide to The Theory of Money & Credit by Ludwig von Mises, and Lessons for the Young Economist. He has also written hundreds of economics articles for the layperson, has given numerous radio and television interviews on such outlets as Fox Business and CNBC, and is active on Twitter (@BobMurphyEcon).

Is the U.S. dollar’s dominance on shaky ground, or are the headlines just noise? In this episode of Prescribing Prosperity, John and Alex Soutsos break down the history of currency, from bartering and gold standards to modern fiat systems. With humor and sharp insight, they tackle a question that’s swamping inboxes everywhere: Are BRIC nations threatening to dethrone the dollar as the world’s reserve currency? This episode is anything but dry. Expect throwbacks to Blockbuster, riffs on dynasties, and deep dives into Bretton Woods, Nixon’s gold pivot, and why trust, not just gold, is the real foundation of any economy. What to expect: How reserve currencies rise and fall The role of the military, liquidity, and law in global trust Why digital currency won’t stay neutral The Canadian perspective on U.S. fiscal power And more! Resources: Harnessing the Power of Cryptocurrency and Blockchain with Skyler Senkowski (Ep. 9) History of Money – Part 1 (Ep. 47)  Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

The story of central banking is one of evolving intentions, unintended consequences, and ongoing debates about control, risk, and fairness in the economy. In this episode, John and Alex Soutsos trace the history, evolution, and unintended consequences of central banking from Alexander Hamilton’s 1791 blueprint to Jerome Powell’s inflation dilemma today. With wit and clarity, they explain how central banks were designed to prevent bank runs and create stability, but instead may be fueling business cycles, moral hazard, and widening wealth gaps. You’ll also hear how fiscal policy, political interference, and emergency bailouts have reshaped the role of the Federal Reserve and its global influence. What you’ll learn: A crash course in U.S. central bank history How interest rates and inflation are really controlled The truth about bailouts, moral hazard, and market distortions What Germany, Argentina, and “It’s a Wonderful Life” teach us about economic panic And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

What if the future of Canada’s unity hinged on Alberta? Join hosts John and Alex Soutsos for Part 2 of their conversation with tax expert Kim Moody, founder and director of Moodys Private Client. They continue to unpack the potential ramifications of political decisions on Canada’s economic landscape, with a sharper focus on Alberta’s growing discontent. Can future leadership bridge the divide, or will separatist sentiment continue to gain traction? Don’t miss this continuation of a thought-provoking discussion that blends tax insight with political and economic foresight. Key highlights include: The likelihood of changes to Canada’s tax policies by the ruling government [00:03:28] The controversial idea of a wealth and home equity tax [00:09:40] Alberta’s economic frustrations and the potential for separatism [00:13:18] Historical context of Alberta’s grievances within the confederation [00:16:17] Potential strategies to heal Canadian federal relations [00:32:29] Resources: Understanding the Impact of Elections on Your Wealth – Part 1 (Ep. 45) Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Kim GC Moody: Website: Kim GC Moody  Moodys Private Client LinkedIn: Kim G C Moody About Kim GC Moody:  Kim G C Moody is a highly respected Canadian tax expert, entrepreneur, and thought leader in private client advisory. He is the founder and director of Moodys Private Client and Moodys Tax, where he specializes in providing strategic tax, estate, and succession planning for business owners, high-net-worth individuals, and professionals. With decades of experience, Kim is a Fellow Chartered Professional Accountant (FCPA, FCA), a member of the Society of Trust and Estate Practitioners (TEP), and has held prominent leadership roles with the Canadian Tax Foundation and CPA Canada. Kim is also the bestselling author of Making Life Less Taxing, a book focused on helping Canadians navigate complex tax systems with clarity and purpose. Known for his bold, insightful commentary, he frequently speaks on national platforms and contributes to policy discussions shaping Canada’s financial future. In 2016, Kim enrolled in law school to deepen his knowledge and continue his commitment to lifelong learning. He also shares weekly insights through his newsletter 1-1-1, combining tax expertise with leadership and economic reflections.

What are the economic consequences of recent political shifts in Canada?  Join John and Alex Soutsos as they dive into the aftermath of the Canadian election with special guest, Kim G C Moody, a renowned tax expert from Moodys Private Client. This episode navigates the intricate landscape of Canadian politics and its economic repercussions. Kim provides enlightening insights into tax complexities, highlighting the need for reform and the controversial policies at play. This episode delves into critical topics such as corporate taxes, personal income taxes, and the broader economic implications of political decisions. Topics of discussion include: The impact of recent elections on Canada [00:02:12] The role of nationalism in Canadian politics [00:04:37] Complexities in Canada’s tax system and proposed reforms [00:16:23] The history and implications of corporate taxation [00:28:17] Adam Smith’s Wealth of Nations’ tenants and their relevance today [00:49:57] Resources: Tax Planning For Leaving The Country with Kim Moody (Ep. 33) How Professional Athletes Are Taxed in Canada with Kim Moody (Ep. 32) Navigating The Complexities of the Canadian Economy with Kim Moody (Ep. 21) The Truth Behind Taxation Myths with Kim Moody (Ep. 20) The Wealth Of Nations by Adam Smith The Model of Estonia by Kim Moody Look out — the government seems to be banking on increased tax penalties to help pay for its spending, by Kim Moody Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Kim Moody:   LinkedIn: Kim G C Moody Moodys Private Client About Kim G C Moody:  Kim G C Moody lives and breathes the Income Tax Act—so his clients don’t have to. With over two decades of experience as a Chartered Accountant, Registered Trust and Estate Practitioner, and founder of Moodys Private Client, Kim is known for translating complex tax laws into clear, actionable strategies for entrepreneurs and high-net-worth individuals. His approach is creative, forward-thinking, and grounded in a deep understanding of the challenges business owners face. A passionate advocate for tax education and reform, Kim has published extensively, lectured across the country, and held leadership roles with the Canadian Tax Foundation, STEP Canada, and the CBA/CPA Canada Joint Committee on Taxation. In 2016, he began studying law part-time at the University of Calgary to further his impact on tax policy. Outside of his professional life, Kim enjoys classic rock concerts and supports charitable causes, particularly in the area of philanthropic giving.

Have you ever wondered how to navigate market corrections with ease?  In this episode of Prescribing Prosperity, John and Alex Soutsos dive deep into strategic wealth management and the psychology behind investment decisions, offering clarity amid market chaos. John and Alex explore the benefits of a nimble investment model, emphasizing how their approach outperforms larger institutional funds. They discuss the recent U.S. market downturn, revealing how a tactical approach to asset allocation can help mitigate downside risk. The conversation pivots to a nuanced discussion on pension planning, highlighting options such as the RRSP, Medicus, and HOOPP, and their role in securing a stable retirement. John and Alex discuss: (01:45) Defensive investing strategy compared to institutional funds  (04:30) Impact of market corrections on top-performing funds  (10:03) Strategic repositioning within their portfolio  (14:20) Comprehensive guide to the RRSP program  (17:52)Pros and cons of Medicus and HOOPP pension plans  (26:32) Benefits of Individual Pension Plans for legacy planning  (38:02) Real estate investments vs. market liquidity Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

What’s the real impact of politics on your financial future? Join hosts John and Alex Soutsos as they dive into the ripple effects of American politics on Canadian economics and dissect the complex relationship between politics, prosperity, and fiscal policies. This episode of Prescribing Prosperity takes a closer look at how international affairs shape domestic economic landscapes, touching on key events like the upcoming Canadian election and the economic maneuvers influencing North America. With a blend of humor and insight, they unpack Canada’s economic challenges, discuss how political strategies affect wealth management, and offer a straightforward look at the future economic terrain. John and Alex discuss: (00:01:18) The influence of U.S. politics on Canadian policy  (00:02:14) Canada’s economic performance over the last decade  (00:09:37) The proposed tax policies and their implications  (00:19:49) The role of market competition in economic prosperity  (00:34:18) Supply management systems and economic fairness  And more! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

Join hosts John and Alex Soutsos as they explore the unique dynamics of today’s financial landscape and share insights on navigating market volatility. In this episode, delve into the impact of U.S. trade policies, the notion of cyclical bear markets, and what a potential reset button for the economy might entail.  Engage with the rich analysis offered by John and Alex, as they discuss: The restructuring of the U.S. market under the new administration. (03:04)  The implications of tariff negotiations and their role in global trade dynamics. (08:01)  Identifying corrections versus bear markets and their historical context. (11:46) Behavioral insights on consumer sentiment as a contrarian market indicator. (19:56)  The stimulative impact of domestic investments and the reshoring of manufacturing. (24:46)  Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

What does it take to fuel both your body and your brain effectively? In this second installment with Dr. Lynda Thompson, John and Alex Soutsos dive into a riveting conversation about the essentials of diet, gut health, and the often underestimated power of protein. What changes can you make today for a healthier tomorrow? Join hosts John and Alex as they explore nutrition essentials with Dr. Lynda Thompson, an expert in neurofeedback and biofeedback. Dr. Thompson offers insights on optimizing your daily protein intake, understanding the significance of your microbiome, and navigating the balance between prebiotics and probiotics. They also delve into natural ways to support brain health through diet, exercise, and lifestyle choices. Dr. Lynda Thompson discusses: (01:54) The importance of protein  (14:44) The benefits of a healthy microbiome  (31:42) How exercise affects mental and physical health  (37:15) The crucial role of sleep in wellness And more Tune in for a conversation brimming with actionable tips designed to enhance your daily routines and cultivate a healthier lifestyle. Resources: Gut by Giulia Enders Biofeedback Federation of Europe: Try our Breath Pacer EZ-AIR PLUS! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Dr. Lynda Thompson: ADD Centre LinkedIn: Lynda Thompson About Our Guest:  Dr. Lynda Thompson, Ph.D., BCN, is a Registered Psychologist with experience in teaching, clinical psychology, school psychology and ownership of learning centres. She has been the Executive Director of The ADD Centre® since 1993. Her doctoral dissertation (1979) dealt with self-esteem in hyperactive children. Dr. Lynda Thompson is co-author with pediatrician William Sears of The ADD Book: New Understandings, New Approaches to Parenting Your Child, published by Little, Brown & Co. of New York. Dr. Lynda Thompson has authored Setting Up For Clinical Success (with the Biograph Pro-Comp +/biograph) published by the Biofeedback Foundation of Europe. She has also co-authored the basic textbook for this area of professional work; The Neurofeedback Book, An Introduction to Basic Concepts in Applied Psychophysiology, published by The Association for Applied Psychophysiology and Biofeedback.

Could breathing exercises be the key to cognitive longevity?  Join John and Alex Soutsos as they sit down with Dr. Lynda Thompson, a seasoned clinical psychologist specializing in neurofeedback and biofeedback. In part 1 of this episode, you’ll discover how simple changes in breathing can enhance cognition and learn about holistic strategies for improving your lifespan and your healthspan. Key discussions in this episode include: The importance of breathing techniques to calm your nervous system [00:13:15] Brain training and the significance of the BODES acronym for brain health [00:05:23] Insight into supporting healthy aging and cognitive sharpness [00:07:10] The role of diet, especially omega-3s, in maintaining brain structure and function [00:31:20] And so much more! Resources: Biofeedback Federation of Europe: Try our Breath Pacer EZ-AIR PLUS! Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Dr. Lynda Thompson: Add Centre LinkedIn: Lynda Thompson About Our Guest:  Dr. Lynda Thompson, Ph.D., BCN, is a Registered Psychologist with experience in teaching, clinical psychology, school psychology and ownership of learning centres. She has been the Executive Director of The ADD Centre® since 1993. Her doctoral dissertation (1979) dealt with self-esteem in hyperactive children. Dr. Lynda Thompson is co-author with pediatrician William Sears of The ADD Book: New Understandings, New Approaches to Parenting Your Child, published by Little, Brown & Co. of New York. Dr. Lynda Thompson has authored Setting Up For Clinical Success (with the Biograph Pro-Comp +/biograph) published by the Biofeedback Foundation of Europe. She has also co-authored the basic textbook for this area of professional work; The Neurofeedback Book, An Introduction to Basic Concepts in Applied Psychophysiology, published by The Association for Applied Psychophysiology and Biofeedback.

What are the key financial steps young adults should take to build a strong foundation for their future? In this episode, John and Alex Soutsos discuss financial planning for young adults. They explore the pivotal role early planning plays in securing long-term prosperity. Learn how starting early and making strategic savings can lead to a more secure financial future. John and Alex discuss:  (03:28) The importance and benefits of starting to invest as soon as possible  (08:22) How a disciplined savings plan can combat lifestyle inflation and peer pressure  (15:48) Managing social expectations with smart financial decisions (18:05) Understanding the risks and management of longevity in financial planning (20:05) Avoiding the need to rely solely on pensions for retirement security And more Whether you’re just starting your career or seeking ways to better manage your finances, this episode offers practical advice and insights to help you make informed decisions. Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

What can the year of the snake teach us about wealth and prosperity? In this episode, John and Alex Soutsos discuss the intricate dynamics of wealth management in 2025 amid geopolitical influences and shifting market trends. As global events unfold, they delve into the complex world of tariffs, political leadership changes, and their impacts on the financial landscape, offering listeners a comprehensive understanding of the mechanisms driving economic growth. Tune in and discover how global political shifts and economic policies shape markets, and learn actionable insights to guide your investment strategy. John and Alex discuss:  (02:15) The impact of Trump’s policies on tariffs and trade, particularly Canada’s border security (08:05) Key U.S. market trends, focusing on deregulation and the shift back to free enterprise principles (14:34) Sector insights, highlighting opportunities in energy, autos, and small- to mid-cap stocks (23:06) Addressing market corrections and the importance of agile investing (31:41) Canada’s economic outlook and potential political shifts that could mirror U.S. market principles And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

Is the NHL’s expansion strategy fueling league success, or is it a shot in the dark? In this episode, John and Alex Soutsos are joined again by Craig Custance for part two of their engaging discussion on his book, “The Franchise: The Business of Building Winning Teams.” They dive into pressing topics like the NHL’s history with salary caps and expansion teams, including the intricacies behind markets like Atlanta and what it takes to build a successful sports organization. Tune in to hear about the surprising decisions by team managers, the importance of ownership commitment, and the transformative role of market presence in sports success. Craig discusses:  (01:34) The impact of the NHL’s salary cap (04:04) The necessity of league expansion in non-traditional markets (06:57) The merits of shortening the NHL season for better gameplay (08:01) Atlanta’s potential for hosting a hockey team again (18:59) Balancing emotional decisions and strategic trades in hockey (30:12) The influence of steadfast leadership in sports organizations And more Resources: The Franchise: The Business of Building Winning Teams by Craig Custance RXP Episode 36 Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Craig Custance: Craig Custance LinkedIn: https://www.linkedin.com/in/craig-custance/ Email: [email protected] X: @CraigCustance About Our Guest:  Craig Custance is the Head of Creative Development at The Athletic, a New York Times company. Previously, he was an Editorial Director at The Athletic, where he oversaw the NHL, college football and baseball coverage. As a writer, he spent over a decade as an NHL insider at The Athletic, ESPN and Sporting News. His latest book, The Franchise: The Business of Building Winning Teams was released by Simon and Schuster in October 2024. He is also the author of the book Behind the Bench: Inside the Minds of Hockey’s Greatest Coaches. Before joining The Athletic, Custance was a senior writer for ESPN The Magazine, ESPN.com and ESPN Insider. He was hired by ESPN after three years as a national hockey writer for The Sporting News. Custance got his start in journalism at the Atlanta Journal-Constitution, where he was hired in 1999. At the AJC, Custance was part of the Innovations department where he helped launch the newspaper’s digital sports coverage. He also worked on the sports desk as a writer where he covered football, sports enterprise and ultimately became the Atlanta Thrashers beat writer. He left the AJC in 2008 after nearly a decade working for the newspaper. He’s a graduate of Michigan State University with a degree in journalism and lives in Clinton Township, Michigan with his wife Cassie and three children.

What drives a successful team? In this episode, John and Alex Soutsos discuss the fascinating world of sports leadership and team-building with Craig Custance, head of creative development at The Athletic. Tune in as they explore insights from Craig’s book on building winning teams, featuring behind-the-scenes stories from renowned hockey organizations and executives like Lou Lamoriello. Discover what makes great team leaders tick and how industries beyond sports can take a leaf out of their playbook. Craig discusses: (01:28) His journey from ESPN to building The Athletic  (06:35) Critical decision-making and the importance of learning from leaders like Lou Lamoriello  (15:46) Why some teams get stuck in a perpetual rebuild  (23:08) Effective ownership structures in sports  (25:33) The impact of general managers and what sets the best executives apart from their peers And more Resources: The Franchise: The Business of Building Winning Teams by Craig Custance Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Craig Custance: Craig Custance LinkedIn: https://www.linkedin.com/in/craig-custance/ Email: [email protected] X: @CraigCustance About Our Guest:  Craig Custance is the Head of Creative Development at The Athletic, a New York Times company. Previously, he was an Editorial Director at The Athletic, where he oversaw the NHL, college football and baseball coverage. As a writer, he spent over a decade as an NHL insider at The Athletic, ESPN and Sporting News. His latest book, The Franchise: The Business of Building Winning Teams was released by Simon and Schuster in October 2024. He is also the author of the book Behind the Bench: Inside the Minds of Hockey’s Greatest Coaches. Before joining The Athletic, Custance was a senior writer for ESPN The Magazine, ESPN.com and ESPN Insider. He was hired by ESPN after three years as a national hockey writer for The Sporting News. Custance got his start in journalism at the Atlanta Journal-Constitution, where he was hired in 1999. At the AJC, Custance was part of the Innovations department where he helped launch the newspaper’s digital sports coverage. He also worked on the sports desk as a writer where he covered football, sports enterprise and ultimately became the Atlanta Thrashers beat writer. He left the AJC in 2008 after nearly a decade working for the newspaper. He’s a graduate of Michigan State University with a degree in journalism and lives in Clinton Township, Michigan with his wife Cassie and three children.

What happens when ambitious electric vehicle goals meet cold, hard realism? In this episode, John and Alex Soutsos continue their in-depth discussion with Dan McTeague, President of Canadians for Affordable Energy. Tune in to explore the complexities and realities of Canada’s aggressive EV mandates and the broader implications for the auto industry and consumers alike. Dan shares eye-opening insights on why the push for electric vehicles might be jumping the gun without the necessary demand and infrastructure backing it up.  John, Alex, and Dan discuss: (01:40) The implications of Canada’s 2035 EV mandate and economic impacts (03:35) Challenges of moving away from internal combustion engines, the full cost story of EVs, and why some consumers might hesitate to buy them (25:00) The global perception of green energy alternatives like wind and solar energy, delving into the practicality of current infrastructure (34:31) Real talk on the economic reliance on fossil fuels and what steps should perhaps be considered moving forward And more Join us for an engaging session that challenges current narratives and offers a plethora of perspectives for anyone curious about the intersection of green policy and ground realities. Resources: The True Cost of Gas: A Deep Dive into Energy Pricing with Dan McTeague (Ep. 34) Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Dan McTeague: Canadians for Affordable Energy LinkedIn: Dan McTeague X: @GasPriceWizard [email protected] About Our Guest:  An 18-year veteran of the House of Commons, Dan is widely known in both official languages for his tireless work on energy pricing and saving Canadians money through accurate price forecasts. His Parliamentary initiatives, aimed at helping Canadians cope with affordable energy costs, led to providing Canadians heating fuel rebates on at least two occasions. Widely sought for his extensive work and knowledge in energy pricing, Dan continues to provide valuable insights to North American media and policy makers. He brings three decades of experience and proven efforts on behalf of consumers in both the private and public spheres. Dan is committed to improving energy affordability for Canadians and promoting the benefits we all share in having a strong and robust energy sector.

Are energy prices leaving you bewildered? Dive into this enlightening episode, in which John and Alex Soutsos sit down with the renowned “Gas Man,” Dan McTeague, to unravel the complex dynamics of gas pricing and energy policies. In this episode, John and Alex Soutsos discuss the complexities behind fuel costs and the hidden forces at play with Dan McTeague, President of Canadians for Affordable Energy. Known for his expertise in predicting gas prices, Dan shares his journey, insights on energy policies, and the economic forces at play. Discover how large oil corporations influence market prices, the impact of taxation and policies like the carbon tax, and why Canada’s gas prices are higher than in the U.S. Dan’s vast knowledge offers a unique perspective on the past and future of energy in Canada and beyond. Dan discusses:  (01:48) The origins of his nickname “Gas Man” and his methodology for predicting gas prices (02:04) The challenges faced by independent gas stations and the influence of large oil corporations (09:38) The factors influencing global fuel costs (14:17) The impact of Canadian tax and regulation on energy prices  (20:08) The complexities behind carbon taxes and emissions (24:06) The role of oil pipelines and the impact on the Canadian economy (37:54) Why a country shouldn’t turn its back on fossil fuels and nuclear energy and entirely rely on electric vehicles and future energy sources And more Tune in to gain a broader understanding of the power dynamics behind energy costs as John, Alex, and Dan unpack the implications of energy policies. Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Dan McTeague: Canadians for Affordable Energy LinkedIn: Dan McTeague X: @GasPriceWizard [email protected] About Our Guest:  An 18-year veteran of the House of Commons, Dan is widely known in both official languages for his tireless work on energy pricing and saving Canadians money through accurate price forecasts. His Parliamentary initiatives, aimed at helping Canadians cope with affordable energy costs, led to providing Canadians heating fuel rebates on at least two occasions. Widely sought for his extensive work and knowledge in energy pricing, Dan continues to provide valuable insights to North American media and policy makers. He brings three decades of experience and proven efforts on behalf of consumers in both the private and public spheres. Dan is committed to improving energy affordability for Canadians and promoting the benefits we all share in having a strong and robust energy sector.

How much of your paycheck ends up as taxes? In this episode, John and Alex Soutsos speak with Kim Moody, a CPA and founder of leading tax law and accounting firm, Moodys Private Client. This time, they dive into the realities and myths surrounding taxation in Canada, making it a crucial listen for anyone navigating the complex world of finance and taxes. Join in as they explore how taxes impact not just your wallet but your overall lifestyle. John, Alex, and Kim discuss: (03:28) The staggering impact of taxes on household budgets (12:20) Global comparisons that reveal tax reform possibilities, like Estonia’s innovative tax model (17:45) Consumption tax vs income tax (22:27) What it takes to declare non-residency in Canada for tax purposes (28:53) The nuances of becoming a non-resident for tax purposes and the potential opportunities abroad  (37:42) The most common jurisdiction people move to when they decide to leave Canada And more Resources: Creating More Competitive Markets in Professional Sports with Kim Moody (Ep. 32) Failure to Launch Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Kim Moody: Kim GC Moody LinkedIn: Kim Moody X (formerly Twitter): @KimGCMoody [email protected] About Our Guest:  Kim is a CPA and the Founder and Director of one of Canada’s premier tax law and accounting firms encompassed under the common brand of Moodys Private Client. For decades, he has helped clarify and simplify the complexities of the tax system for his clients, and continues to provide this clarity today. Kim has taken on nearly every prominent role in the tax profession and wants to share what he’s learned with the world. He is an Amazon best-selling author and a regular contributor to the Financial Post newspaper.

Why is taxation such a game-changer in professional sports? In this episode, John and Alex Soutsos welcome back fan-favourite guest Kim Moody, a CPA and founder of leading tax law and accounting firm, Moodys Private Client, to discuss taxes in the professional sports landscape. They explore the playful side of what is often seen as a dreary subject: taxes. Why? Because understanding taxes, especially for high earners like professional athletes, can heavily impact financial freedom and lifestyle options. Kim brings depth and clarity to the complicated intersection of sports and taxes. From discussing residency and the taxation of professional athletes across borders, to understanding the strategic movement of players during the off-season, this episode offers plenty of ground-breaking information. John, Alex, and Kim discuss:  (02:54) How professional sports teams are taxed based on the locations of their games  (03:53) The concept of residency and its impact on taxation for both Canadian and American professional athletes (07:52) The infamous “jock tax” and how it added a layer of complexity for sports professionals (24:08) Strategies for athletes to mitigate taxes and the viability of retirement compensation arrangements (RCAs) (27:36) The high-profile tax case involving John Tavares and the intricacies of the signing bonus tax rules And more Tune in to gain expert insights into the world of taxes and sports, and learn how these financial strategies extend beyond the rink. Resources: The Truth Behind Taxation Myths With Kim Moody (Ep. 20) Navigating the Complexities of the Canadian Economy With Kim Moody (Ep. 21) Retirement Compensation Arrangements (RCA) Article 15 of the Canada-U.S. Tax Treaty Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services X (formerly Twitter): Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Kim Moody: Kim GC Moody LinkedIn: Kim Moody X (formerly Twitter): @KimGCMoody [email protected] About Our Guest:  Kim is a CPA and the Founder and Director of one of Canada’s premier tax law and accounting firms encompassed under the common brand of Moodys Private Client. For decades, he has helped clarify and simplify the complexities of the tax system for his clients, and continues to provide this clarity today. Kim has taken on nearly every prominent role in the tax profession and wants to share what he’s learned with the world. He is an Amazon best-selling author and a regular contributor to the Financial Post newspaper.

Do you find the thought of downsizing in retirement daunting? In this episode, John and Alex Soutsos talk about the complexities of retirement planning and downsizing in a real estate market that often defies expectations. Tackling key topics like maintaining a healthy lifestyle, unlocking capital through real estate, the pros and cons of reverse mortgages, and the emotional and financial impacts of losing a spouse, this episode offers listeners invaluable insights into navigating retirement. Whether you’re contemplating a smaller home or considering how to better support your adult children financially, John and Alex provide the guidance you need to make informed decisions.  John and Alex discuss:  (02:11) Helping Adult Children Financially Through Real Estate Equity (03:26) Downsizing and Maintaining Mobility in Retirement (07:51) Exploring Home Equity Lines of Credit and Reverse Mortgages (11:34) Emotional and Financial Preparation for Losing a Spouse (17:32) Preparing for the Death of the Final Spouse  (20:33) Financial and Tax Implications at the Death of a Spouse (24:33) Understanding Canadian Inheritance and Capital Gains Taxes And more Resources: Are You Truly Prepared for Retirement? (Ep. 30) Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Did you like this episode? Don’t miss the next episode with tax expert Kim GC Moody as he returns to tackle taxes in professional sports and expatriation. Remember to subscribe to us on your favourite podcast channel for more empowering discussions!

What does financial readiness for retirement truly mean? In this episode, John and Alex Soutsos discuss the often daunting question: “How do you know when you’re ready to retire?” Gain valuable perspectives on the psychological and financial aspects of retirement planning. They explore the importance of a robust financial strategy, emphasizing that true readiness means aligning your plans with both your bank statements and your passions. John and Alex discuss:  (01:03) Determining financial preparedness for retirement (04:13) The role of committed, non-discretionary expenditures (20:56) The impacts of psychological readiness on transitioning out of a career you love (24:47) The significance of maintaining health and reducing stress as you age (31:24) The importance of having a power of attorney and drafting a will And more Dive deeper into this pivotal discussion and revolutionize your thinking about retirement. Tune in to align your financial goals with your personal aspirations and guide you toward a prosperous future. Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

How well have you prepared for unexpected expenses later in life? John and Alex Soutos discuss the financial considerations and challenges that come with major life events such as divorce and managing declining health. They emphasize the importance of being financially prepared for these events, including the cost of legal advice and proceedings in divorce cases, the need for long-term care insurance, and the impact of declining health on financial stability. John and Alex discuss:  How much protection can a prenuptial agreement provide?  What is the best way to proceed upon marital breakdown?  What financial and interpersonal challenges can arise with a second marriage, and why is it important to plan and communicate expectations? Why is it crucial to consider long-term care insurance to cover the potential costs of managing declining health? How can proactive financial planning, including the use of insurance, help mitigate the financial risks associated with major life events? And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

Did you know the average cost of raising a child to age 18 in Canada is nearly $250,000? And that doesn’t even factor in the cost of university education! Is your financial plan ready for those expenses? John and Alex Soutsos tackle the comprehensive financial planning required when starting a family. They delve into the essential expenses and preparations necessary for welcoming a child, ensuring you’re financially ready for this significant life event. From childcare costs to changing careers, this episode provides invaluable insights and practical advice to set you on the path to financial security and happiness. John and Alex discuss:  Understanding the full scope of costs associated with having children The importance of planning your finances around maternity leave Weighing the benefits of RESPs vs. informal trusts for saving The role of life insurance for new parents And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

Are you planning to buy a rental property or renovate your dream home? Curious about how this affects your mortgage approval? John and Alex Soutsos welcome back mortgage expert Matthew Pickering from National Bank to delve into the intricacies of home financing. They explore key strategies for financing properties, understanding the mortgage approval process, and the financial implications of renovations and rental investments. John, Alex and Matthew discuss:  Deep dive into fixed versus variable mortgage rates Mortgage approval process for renovating or renting out properties Utilizing unsecured lines of credit for financing needs Strategies for building financial flexibility into your mortgage And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Matthew Pickering: LinkedIn: Matthew Pickering Matthew Pickering: National Bank Email: [email protected]  Instagram: mattpickering.mortgages About Our Guest:  Matthew Pickering is a Mortgage Manager at the National Bank of Canada. Matthew specializes in the purchase of new properties, external refinancing and other types of Intermediaries, and the purchase of existing properties. Matthew is based out of the Greater Toronto Area, serving Toronto, Burlington, Milton, and Mississauga.

Think buying a house is only about having enough money for a down payment? John and Alex Soutsos from Med Wealth Financial Services, along with guest Matthew Pickering, Mortgage Development Manager at National Bank, delve into the complexities of the mortgage approval process. Discover valuable insights into the factors affecting mortgage qualification, the benefits of pre-approvals, and how personalized banking services can ease your journey toward purchasing a home. John, Alex and Matthew discuss:  Understanding the mortgage approval process and the role of income The advantages of getting a mortgage pre-approval early The importance of bridge financing and home equity lines of credit Trends and guidance on choosing between fixed and variable mortgage rates And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Matthew Pickering: LinkedIn: Matthew Pickering Matthew Pickering: National Bank Email: [email protected]  Instagram: mattpickering.mortgages About Our Guest:  Matthew Pickering is a Mortgage Manager at the National Bank of Canada. Matthew specializes in the purchase of new properties, external refinancing and other types of Intermediaries, and the purchase of existing properties. Matthew is based out of the Greater Toronto Area, serving Toronto, Burlington, Milton, and Mississauga.

How much do you really know about the vitamins and supplements you’re taking?  John and Alex Soutsos sit down with Dr. Ashley Chauvin, a naturopathic doctor from Clarity Health, to explore the benefits of supplements, the science behind them, and how they can complement your diet and lifestyle. They explore why specific supplements are essential, how to select high-quality products, and the importance of nutrition first. John, Alex and Ashley discuss:  Why vitamins and supplements should be considered secondary to nutrition and fitness in building a healthy lifestyle The role of supplements in health management and their efficacy. Recommendations for daily supplements and their benefits. And more Resources: Exploring Naturopathic Medicine with Dr. Ashley Chauvin (Ep. 25) Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Dr. Ashley Chauvin: Dr. Ashley Chauvin Clarity Health Burlington Instagram: Dr. Ashley Chauvin Email: [email protected] About Our Guest:   Dr. Ashley Chauvin ND has a mission to support patients to feel more like themselves while experiencing hormone changes such as menopause. Ashley originally found her passion for Naturopathic Medicine when training in Radiation Therapy and now supports patients during active cancer treatment and survivorship to feel empowered and in control of their health.  Patients who have experienced cancer often struggle with hormonal concerns and have many questions about their treatment options. Ashley supports our patients experiencing natural and medically-induced menopause by addressing symptoms such as fatigue, weight gain and hot flashes. Dr. Ashley wants her patients to understand their options and how they can support themselves through positive lifestyle changes, supplements and injection therapy to improve the side effects of their conventional care and thrive in survivorship. Dr. Ashley completed a residency program in supporting cancer patients and has worked exclusively in cancer care for much of her career. Her interest in breast cancer has lead her to pursue training in women’s health and hormonal support and she is thrilled to be able to support our patients on their journey to menopause with prevention strategies and a focus on overall wellness.

Believe it or not, some oncologists are now recommending naturopathic medicine to their patients. Curious how this works?  John and Alex Soutsos delve into an inspiring conversation with Dr. Ashley Chauvin, a naturopathic doctor who supports patients during cancer treatment and beyond. Discover how naturopathic practices, dietary adjustments, and an integrative approach can enhance health and well-being, and why there’s a growing shift toward embracing these holistic methods. John and Alex discuss:  The role of naturopathic medicine in cancer care and survivorship Differences between naturopathic medicine and conventional Western medicine Common misconceptions about gut health and the impact of restrictive diets Historical insights into the evolution of traditional and naturopathic medical practices And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Dr. Ashley Chauvin: Dr. Ashley Chauvin Clarity Health Burlington Instagram: Dr. Ashley Chauvin Email: [email protected] About Our Guest:   Dr. Ashley Chauvin ND has a mission to support patients to feel more like themselves while experiencing hormone changes such as menopause. Ashley originally found her passion for Naturopathic Medicine when training in Radiation Therapy and now supports patients during active cancer treatment and survivorship to feel empowered and in control of their health.  Patients who have experienced cancer often struggle with hormonal concerns and have many questions about their treatment options. Ashley supports our patients experiencing natural and medically-induced menopause by addressing symptoms such as fatigue, weight gain and hot flashes. Dr. Ashley wants her patients to understand their options and how they can support themselves through positive lifestyle changes, supplements and injection therapy to improve the side effects of their conventional care and thrive in survivorship. Dr. Ashley completed a residency program in supporting cancer patients and has worked exclusively in cancer care for much of her career. Her interest in breast cancer has lead her to pursue training in women’s health and hormonal support and she is thrilled to be able to support our patients on their journey to menopause with prevention strategies and a focus on overall wellness.

Are you considering buying a home but unsure where to start? Have you considered the financial costs of owning a house, even after buying? John and Alex Soutsos delve into the complexities of home buying, sharing their expertise on crucial decisions you need to make along the way. They discuss key considerations like proximity to work, family preferences, and financial decisions around urban versus rural properties.  John and Alex discuss:  The benefits and drawbacks of buying urban versus rural properties Understanding the rate of return for condos, townhouses, and single-family homes Key financial considerations such as appreciation rates and maintenance costs Strategies for balancing mortgage payments and retirement savings planning And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

You might think buying a car is always smarter than leasing, but is that really true? Are you prepared for the financial implications of life’s major milestones, like buying a house or getting married? John and Alex Soutsos dive into financial planning for major life milestones like buying a car, getting married, and purchasing a home. Discover key insights on handling financial decisions during these pivotal moments, and learn practical tips on saving, investing, and making informed choices to ensure your financial stability and peace of mind. John and Alex touch on:  Buying vs. leasing a car: pros, cons, and financial implications The importance of pooling financial resources in marriage for better money management Strategies for saving for a home, including first-home savings accounts and tax-free savings accounts How to navigate prenuptial agreements and estate planning And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170

Part one left off the conversation on taxation and policies with new questions to be answered. Discover even more answers to some of those new questions.  John and Alex Soutsos sit down once more with celebrated CPA and Amazon bestselling author, Kim GC Moody. They delve into the recent unveiling of the Canadian budget, its implications on the economy, and particularly its impact on the healthcare sector and business owners across Canada. John, Alex, and Kim discuss:  The profound implications of the recent Canadian budget on professionals and business owners. A deep dive into the capital gains inclusion rate debate and its potential repercussions. The controversial aspects of governmental subsidies in sectors such as electric vehicle production. Strategies and insights for financial planning amidst shifting economic policies. And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Kim Moody: LinkedIn: Kim Moody Moody’s Private Client About Our Guest:  The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

Did you know that a pinch of tax wisdom and strategic investment could potentially transform your financial landscape? In this episode, John and Alex Soutsos speak with Kim Moody, founder of Moody’s Private Client, to dissect the layers of Canada’s tax system and its competitiveness on the global stage. From the tales of individual taxpayers to the boardrooms of big corporations, gain unparalleled insights into how tax policies affect not only the wealthy but every Canadian citizen. John, Alex, and Kim discuss:  What are Canada’s corporate and personal tax rates, and how do they compare globally What is the true narrative surrounding capital gains taxes and to what extent do they affect the average citizen  How do tax policies influence consumer spending, corporate expansion, and international investment What are the psychological and economic consequences of high taxation on Canadians and how does it influence their decisions And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Kim Moody: LinkedIn: Kim Moody Moody’s Private Client About Our Guest:  The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with knowing everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

Ever considered why Canada’s healthcare system, once lauded as a beacon of universal care, now faces critical scrutiny? John and Alex Soutsos dive into the depths of this pressing issue with Dr. Sean Watley, a seasoned physician with firsthand experience in the intricacies of healthcare from his tenure as the head of the Ontario Medical Association and a board member of the Canadian Medical Association.  John, Alex, and Shawn discuss:  The evolution and challenges of Canada’s universal healthcare system. Patient wait times and the impact on healthcare delivery. The role of healthcare management and funding in patient care quality. Dr. Sean Watley’s insights on potential reforms and solutions for improving patient outcomes. And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Shawn Whatley: LinkedIn: Shawn Whatley ShawnWhatley.com Email: [email protected]  When Politics Comes Before Patients – Why and How Canadian Medicare is Failing by Shawn Whatley About Our Guest:  Dr. Shawn Whatley is Munk Senior Fellow with the Macdonald-Laurier Institute. Shawn is a physician and author of the recent book, When Politics Comes Before Patients – Why and how Canadian Medicare is failing. He is also the author of the highly-praised book on how to fix emergency wait times in Canada, No More Lethal Waits. He has extensive experience in healthcare administration and medical politics. He is a past President of the Ontario Medical Association (OMA).

Are you ready to navigate the complexities of foreign exchange risks and unlock the secrets behind savvy investment strategies in the film industry? John and Alex Soutsos speak with Shael Stolberg and Jeffrey Dorfman of Global QFX Inc. as they unravel the intricacies of financial freedom and ambition. We explore the battleground of the foreign exchange market and its profound impact on investors and business owners alike. John, Alex, Shael and Jeff discuss:  Understand the hidden dangers and opportunities in foreign exchange risk. Learn from the personal triumphs and insights of our esteemed guests. Discover how the film industry leverages financial strategies for production success. Gain expert advice on navigating market fluctuations and investment planning. And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170 Connect with Shael Stolberg: LinkedIn: Shael Stolberg  Connect with Jeffrey Dorfman: LinkedIn: Jeffrey Dorfman Global QFX Inc. About Our Guests:  Shael Stolberg is a multi-dimensional business facilitator, producer and creative problem solver who has published three books, created and taught two college level courses and associate produced three feature films with more in development. At present, he is also helping businesses limit their exposure to fluctuations in the currency market, thereby protecting their budget and bottom line with a focus on the film business. Jeffrey Dorfman, based in Toronto, ON, CA, is currently a Director at Global QFX Inc, bringing experience from previous roles at AXEPAY Inc. China Cross-Border RMB Services, KYC & AML Verifications, AFEX, GFX Partners Inc. and Bendix Foreign Exchange Corporation. Jeffrey Dorfman holds a The University of British Columbia.

Are you planning for retirement? Do you know the risks you might face on the road to financial freedom? John and Alex Soutsos discuss the dangers of familiarity bias and the importance of effective portfolio construction for a secure retirement. They highlight the pitfalls of being overly comfortable with familiar investments and advocate for a goals-based approach to enhance potential returns. John and Alex touch on:  The impact of familiarity bias on portfolio construction The importance of adopting a goals-based approach for retirement planning The significance of longevity and evolving financial needs in retirement The unpredictability of life’s expenses and the importance of prudent investment strategies And more Connect with Med-Wealth Financial Services:  Med-Wealth Financial Services LinkedIn: John Soutsos LinkedIn: Alex Soutsos LinkedIn: Med-Wealth Financial Services Twitter: Med-Wealth Financial Services [email protected] 905-568-2000 1- 888-568-1170