All Episodes
How is my Financial Health, Doc? — 103 episodes
An update on Segregated Funds: What are they and who are they for?
You are a physician landlord. Do you know what to do when your tenant breaches the rental contract?
Be Intentional with the Geometry of Wealth
The future of the real-estate market in Canada and how Multi-family assets will perform?
Pitfalls to avoid if/when you become a physician landlord
Code Green Financial Conference Special: Do you aspire to be a "Physician Landlord"?
Code Green Financial Conference Special: What are Electronic Traded Funds (ETF)?
Alternative ways to invest in real-estate
Inaccuracies promoted about The Healthcare of Ontario Pension Plan (HOOPP)
Legal questions we should solve before purchasing real-estate property
Have you thought about your own Will and Estate Planning, dear doctor?
Conversation with the Savvy Physician himself Dr. Ketan Kulkarni
The original Finance Medical Teacher - Dr. Michael Varenbut
Financial Planning is like Advanced Care Planning in Palliative Care - just Essential!
Physicians are more than just physicians - some of us are also entrepreneurs
Oh doctor...don't forget about the taxes!
Our International Medical Graduate (IMG) colleagues face different financial challenges
Momentum for financial literacy among HCPs is rising - how to build on it?
The future is so bright, I need to wear my shades (thanks to Trump's tariffs)
The impact on the market (and your portfolio) from Trump and his Presidency
Entrepreneurship intersects with Medicine
Physicians are investigating pension plans - they need to do their due diligence on Specified Multi-Employer Pension Plan (SMEPP)
What is the Healthcare of Ontario Pension Plan (HOOPP) and is it a good fit for incorporated physicians of today?
Infinite Banking - strategy revealed
Another tool in your corporate toolbox - What is a Health Spending Account (HSA)?
What are Alternative Assets and should I consider them?
Marketing inaccuracies about pension plans "designed" for physicians - Part 3
What does the increase in the Capital Gains Inclusion Rate mean for me and my family?
Marketing inaccuracies about pension plans "designed" for physicians - Part 2
Marketing inaccuracies about pension plans "designed" for physicians - Part 1
Financial fluency for healthcare professionals - an intimate conversation with Sandy Pollack
Confession of your podcast host Vu.
Technical Analysis and investing in the market: a conversation with Dr. Roger Sen
Don't leave a mess - How to disaster-proof you family legacy. A conversation with Sandy Pollack
If you are a researcher (big "R" and small "r"), you need to know this: SR&ED
The Options market: an awareness-building episode for most of us.
You don't think you need it until you actually need it: Disability Insurance (DI)
Real-estate investing that can be aligned with the lifestyle of a busy healthcare professional: Pre-construction real-estate investing
Promotional content: Code Green Financial Literacy Conference
Top 10 financial mistakes made by physicians in late-stage career - Part 2
Top 10 financial mistakes made by physicians in late-stage career - Part 1
Code Green Financial Literacy Conference for physicians
The new Canadian physician Multi-Employer Pension Plan (MEPP): What is really underneath the hood?
Top 10 financial mistakes made by mid-career physicians
Financial mistakes you did not even know you made - Where are your financial blind spots?
What was appropriate prior to 2014 is no longer applicable in 2023: Dividend only strategy
Things you should know about retail banking - Confessions of an Ex-banker (Part 2)
Special Edition 5: What is the Canadian Physicians’ Pension Plan (Question from accountants)?
Things you should know about retail banking - Confessions of an Ex-banker (Part 1)
Financial teaching points for foreign trained physicians (and many others)!
Seven Money Mindsets: which one(s) you have will determine your financial security and wealth
Roger’s story about Suitability vs Best Interest
Special Edition 4: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 2
Special Edition 3: What is the Canadian Physicians’ Pension Plan (Question from physicians) - Part 1
Special Edition 2: The Canadian Physicians’ Pension Plan (CPPP) - Part 2: a pension plan truly designed for the physician in mind
Special Edition 1: The Canadian Physicians’ Pension Plan (CPPP) Part 1: a pension plan truly designed for the physician in mind
Lack of financial education among healthcare professionals - ”I wish I knew” (Part 2)
Lack of financial education among healthcare professionals - ”I wish I knew” (Part 1)
There are many ways to invest in real-estate for the HCP. Is BTRSFR right for you?
Financial Anonymous: are you really good?
How and why your incorporated medical professional business can quickly lose its small business tax allowance?
Are you aware of Real-estate development investing through a Limited Partnership?
When it comes to your financial health, are you dealing with a ”bike salesman” or a ”personal trainer”? Are you getting ”suitable” or ”best interest” advice?
What is pre-construction real-estate?
What is debt and how to USE it to build wealth? (Part 2)
What is debt and how to USE it to build wealth? (Part 1)
What is Participating life insurance? Let’s take a deep dive into the question with an insider.
Physicians are not just physicians. We can be so much more - a chat with Dr. Thanasi Tsiodras
What is Arm’s length lending with your RRSP?
How to get started in real-estate investing for healthcare professionals
Occupational therapist gone entrepreneur! Passion beyond clinical work.
It’s not sexy, but it is important - Financial Planning for SECURITY!
Build financial security, independence, and wealth with the Wealth Creator
Value should be your focus, not just cost!
How we view money determines how successful financially and how happy we will be.
The Enhanced Smith Maneuver: invest in your own corporation, build a corporate pension plan, and pay down your mortgage faster!
A frank conversation with a ”strategic accountant” - what does one look like?
Buy term insurance and invest the rest! Is that the perfect strategy for everyone?
Confession of a podcast host - Vu Kiet Tran
How does divorce impact your financial security?
Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations
Confession of a Certified Financial Planner (part2): interview with Galen Nuttal
Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal
Mea Culpa (The Host - Vu - Mistake #2) - RESP plans
I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians
How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.
One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)
Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2
Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1
Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2
Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1
Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2
Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 1
You cannot eat your house!
Dear doctor, you must have a very good reason to NOT incorporate your professional practice, right? Final thoughts
Dear doctor, you must have a very good reason to NOT incorporate your professional practice, right?
Sunk Cost Bias or Gambler‘s Fallacy: it‘s just very difficult to cut our losses.
It is value we should seek, not the cheapest thing we can find.
A little knowledge can be a dangerous thing. But full knowledge can be very powerful. Are you an outlier?
Are you a cowboy when it comes to investing?
Be sure to know who you are listening to. Songs of Sirens can lead you astray.