How is my Financial Health, Doc?

162 Episoade

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

   Publicat: 01.10.2022
2. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 1

   Publicat: 26.09.2022
3. Buy term insurance and invest the rest! Is that the perfect strategy for everyone?

   Publicat: 14.09.2022
4. Confession of a podcast host - Vu Kiet Tran

   Publicat: 22.08.2022
5. How does divorce impact your financial security?

   Publicat: 15.08.2022
6. Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations

   Publicat: 07.08.2022
7. Confession of a Certified Financial Planner (part2): interview with Galen Nuttal

   Publicat: 30.07.2022
8. Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal

   Publicat: 23.07.2022
9. Mea Culpa (The Host - Vu - Mistake #2) - RESP plans

   Publicat: 14.07.2022
10. I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians

    Publicat: 25.06.2022
11. How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.

    Publicat: 20.06.2022
12. One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)

    Publicat: 11.06.2022
13. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2

    Publicat: 06.06.2022
14. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1

    Publicat: 15.05.2022
15. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2

    Publicat: 07.05.2022
16. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1

    Publicat: 10.04.2022
17. Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)

    Publicat: 02.04.2022
18. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)

    Publicat: 18.03.2022
19. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2

    Publicat: 20.02.2022
20. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 1

    Publicat: 13.02.2022