Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Ep #75: Philanthropy - 4 Essential Reasons to Give - with Mark Halpern & Yatin Chadha
50:40
50:40
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Mark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful. Discussion Points: - my background & journey (3:00) - the journey of beyond MD (6:02) - how my interest in phil…
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Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD)
55:54
55:54
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I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy. Discussion points: - Arjun's professional background (5:33) - Quick overview on New Haven's MIC (…
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Dissecting Health Spending Accounts (HSAs) with Justin Manning
47:07
47:07
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Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services a…
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Re-examining pension plans for professionals with Jason Pereira
58:33
58:33
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Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points: - Individual Pension Plan (IPP) overview (2:40) - Jason's background (5:25) - key definitions - defined benefit (DB) & defined contribution (…
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The Building Blocks of a Happy & Successful Life - with Andrew Hallam
1:12:04
1:12:04
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I am delighted to host international best selling author, Andrew Hallam, on today's episode. We have a wide ranging discussion on the pillars of a successful life, the relationships between money & home ownership & happiness, spending money to enhance life satisfaction, evidence-based investing for success & simplicity, relationships, purpose, & le…
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Do you have a business idea? Practical & financial considerations for start ups with Matija Kamikovski, CFA
59:56
59:56
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Welcome back to beyond MD! Do you have an idea you want to bring to the world? If so, this episode is for you. Today I sit down with Matija Kamikovski, CEO of Precision Finance. Matija has more than a decade of experience leading finance teams at start ups. Discussion Points: Matija's background in guiding startups (4:10) Coming up with a sustainab…
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How Will a Higher Capital Gains Inclusion Rate Impact Canadian Professionals? with Ali Spinner, FCA, FCPA, TEP
38:53
38:53
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I'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate. Discussion Points: - Tax 101 & What happened to the capital gains inclusion rate (0:55) - Numerical example with 100K capital gains (5:51) - Has tax integration been violated? Where should we ho…
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Should you Buy Rental Properties? A Physician's Perspective after 15 years of Real Estate Investing
44:55
44:55
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I'm happy to have Dr. Kevin Mailo back on the show to discuss what he's learned from investing in real estate (RE) over the last 15 years. We talk about winners and laggards in the portfolio, property managers, challenges with direct ownership in RE, the importance of due diligence in private equity, & how critical it is to understand your "why" in…
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Corporate Shareholder Agreements with Parish Bhumgara
30:29
30:29
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30:29
In this episode I sit down with Parish Bhumgara from Gardiner Roberts LLP to discuss corporate shareholder agreements (CSA). Discussion points: - Parish's background (2:05) - Corporate shareholder agreements/CSAs: what & when? (2:40) - CSAs: who should consider this? (3:45) - CSA structure (6:20) - CSA share types (8:05) - Key details to be outline…
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My Investing Journey: The Good, The Bad, & The Ugly
28:40
28:40
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Today I discuss some of my investments. There have been wins along with some subpar performances. I've also caught myself occasionally falling into common investing traps. Today I address it all and what I've learned from my experiences. Discussion points: - #1: focusing too much on price (4:46) - #2: the importance of understanding what you are in…
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Tax Matters: How will Alternative Minimum Tax (AMT) Changes Affect High Income Canadians in 2024? - with Kim GC Moody
54:59
54:59
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Today I welcome Kim GC Moody, one of our country's top tax experts, to discuss AMT (Alternative Minimum Tax) changes for 2024 & beyond and the potential implications for high income earners in Canada. The podcast has 3 segments: 1) AMT history & mechanics 2) AMT changes 3) AMT Scenarios Discussion Points: AMT basics (0:47) Table of contents (2:07) …
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Key Learnings from 15 years of DIY Investing in the Markets with Dr. Dimitre Ranev
51:16
51:16
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I'm thrilled to host Dimitre Ranev, MD. Dimitre is a savvy mind when it comes to DIY investing. I've benefitted from his wisdom over the years & I'm excited to pick his brain on his investing approach today. This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. I can get commissi…
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How to Soar to a Rich & Successful Life with Dr. Ketan Kulkarni
54:46
54:46
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I'm thrilled to welcome back our colleague, Dr. Ketan Kulkarni, who is a pediatrician, coach, author, & entrepreneur. This is a fun and wide ranging interview. We discuss Ketan’s new book, Soar: A Soul's Quest (link below), what a rich & successful life means to us, how to stick to our core values, time management, financial needle movers, bringing…
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Enjoying a Diverse Career & Multiple Streams of Income with Dr. Stephanie Zhou (Part 2)
33:09
33:09
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Thanks for tuning in to part 2 of multiple streams of income with Dr. Stephanie Zhou. One thing I hope people can take away from these interviews is that it's possible for many of us build a diverse and rewarding career....the multiple streams of income is the cherry on top. Discussion Points: Getting paid to offer advice in your area of expertise …
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Enjoying a Diverse Career & Multiple Streams of Income with Dr. Stephanie Zhou (Part 1)
31:52
31:52
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31:52
Join Dr. Stephanie Zhou in today's episode as she dives into her diverse career and the streams of income that come with it. Dr. Steph specializes in addictions medicine at Sunnybrook Hospital, leads the Financial Literacy Curriculum at the University of Toronto, started the annual Physician Financial Wellness Conference, and was recognized among C…
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Permanent Life Insurance Part 4 Addendum: Options for Navigating Policies without Fully Exiting
3:59
3:59
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Hello all! We decided to add a few details to Part 4 on Permanent Life Insurance with Jeff Bernstein (CLU, MFA-P). While some may elect to cancel policies, there are also options for navigating policies without fully exiting, which are covered here in a quick summary: 1. APL (Automatic Premium Loan) 2. RPU (Reduced Paid-Up Option) 3. Premium Offset…
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The Truth about Permanent Life Insurance (Part 4) - Who should consider permanent life insurance?....And more
30:10
30:10
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Thank you for joining me on the final segment of permanent life insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion Points: - The White Coat Investor & permanent life insurance (1:26) - Who can benefit from permanent life insurance? (3:44) - Commissions on permanent life insurance (8:14) - How do co…
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The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?
38:11
38:11
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Welcome to Part 3 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion Points: Summary of the death benefit (0:58) Permanent life policies for the kids? (2:58) Corporate Insurance Retirement Plan (6:10) Infinite banking/being your own banker (beware) (18:50) Immediate Financing Arra…
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The Truth about Permanent Life Insurance (Part 2): Demystifying Participating Whole Life Insurance - with Jeff Bernstein
46:26
46:26
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Welcome to Part 2 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion points: PAR Whole life investments (2:05) PAR fund performance, dividend scales (5:51) PAR fund actuarial assumptions (9:45) Performance headwinds/tailwinds, dividend smoothing (14:55) Open and closed policy bloc…
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The Truth about Permanent Life Insurance (Part 1): the basics, policy types, components, funding & structure - with Jeff Bernstein, CLU, MFA-P
46:14
46:14
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46:14
It's finally time to tackle permanent life insurance with a series of episodes. I'm thrilled to host Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance as we do a deep dive on this topic. Discussion points: Jeff's background (5:57) What is permanent insurance? (9:30) Considerations for permanent life (12:30) Core concepts: a…
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Bonds (101) are Not Boring with Rounak Langhe
42:18
42:18
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42:18
In this episode I welcome Rounak Langhe, MBA, CFA, founder of Durham Asset Management. Rounak is an expert in fixed income investing. The aim of the this episode is to cover the fundamentals of bonds. Discussion Points: - Rounak's background (3:35) - what is a bond? Understanding the the 3 C's & coupon rate, maturity, and payment dates (8:40) - ove…
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Tax Efficient Philanthropy Part 2 - Donor Advised Funds & Private Foundations with Mark Halpern
44:34
44:34
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44:34
This episode provides a deep dive into donor advised funds, a lesser known philanthropic strategy. I'm happy to have Mark Halpern, CEO of WealthInsurance.com back on the pod. Discussion points: - what is a donor advised fund/DAF (5:23) - what can flow into a DAF? (8:23) - transferring appreciated corporate securities to a DAF (11:50) - rules around…
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Traveling the World Affordably by Optimizing Credit Card Points with Ricky Zhang
1:03:02
1:03:02
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Today I host Ricky Zhang, founder of the Prince of Travel. This is a deep dive on understanding & optimizing travel rewards so that we can travel the world by spending less! Discussion Points: Ricky's background & the origin of Prince of Travel (3:45) How does the points system work? (7:07) Earning points rapidly through credit cards (11:14) Credit…
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Learning with the Loonie Doctor (Dr. Mark Soth) - Part 2
22:07
22:07
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22:07
Thank you for joining me for part 2 with the Loonie Doctor (Dr. Mark Soth). Discussion points: - summary of sources of corporate tax drag (1:44) - how does Mark invest his own money? (3:55) - optimal salary & dividend mix (6:39) - Mark's view on individual pension plans/IPPs (8:42) - What's moved the needle most for Mark? (11:29) - Decumulation ove…
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Optimizing Your Professional Corporation with The Loonie Doctor (Dr. Mark Soth) Part 1
37:03
37:03
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37:03
Due to popular demand, finally overcoming my procrastination, and finally getting more comfortable with my knowledge base, I am thrilled to welcome Dr. Mark Soth (aka The Loonie Doctor) to beyond MD. This is corporate tax and corporate investment optimization 101. Discussion Points: The mission behind the Loonie Doctor Blog (2:41) Mark's evolution …
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The Many Benefits of Locuming as a Physician featuring Dr. Michael Fralick
30:44
30:44
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Today I sit down with Dr. Michael Fralick, who is a Clinician-Scientist at the University of Toronto to talk about locuming as a physician. Mike and his brother, John Fralick, host the Rounds Table podcast, bringing summaries of the most relevant randomized controlled trials to practicing physicians. Table of Contents: My opinion on the benefits of…
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Optimizing Your Most Important Insurance Policy: Disability Insurance Deep Dive with Kristen Fazio
38:48
38:48
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Welcome to my 50th episode! Today we focus on the most important insurance policy we all need: disability insurance (DI). The discussion focuses on fully understanding the policy & key riders, and optimizing the policy for your needs (as well as cost). Please note: DI basics are covered in episode 2 for anyone seeking a refresher. My guest: Kristen…
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My Many Money Mistakes & What I've Learned (Part 2)
22:54
22:54
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Thanks for joining me on part 2 of my money mistakes.....too many to count ;) After discussing the highlights from my California road trip, I talk about 6 more mistakes that have cost me big & what we can learn from them. The first mistake starts at (6:09). This year we made a conscious decision to travel the world more & live our best lives today.…
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My Many Money Mistakes & What I've Learned (Part 1)
24:21
24:21
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24:21
Thank you for tuning in to my 4th solo episode. We all make our fare share of mistakes & I am no exception. In fact, I've made so many financial mistakes that it will take at least 2 episodes to cover them all. Links to content covered in this episode: Amex platinum credit card (business owners & sole proprietors): https://americanexpress.com/en-ca…
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Jamie Golombek is back!!! This time to discuss a frequently requested topic: TRUSTS Outline: Jamie's background (1:48) Basic overview of trusts (3:15) Big picture: why would one want to open a trust? (6:12) Trusts nitty gritty (contributions, assets, taxes, corporate transfers) (7:45) Income splitting using a trust (11:09) Tax implications for trus…
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Everything You Need to Know About the First Home Savings Account (FHSA) with Stefan Scott
48:19
48:19
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48:19
It's my pleasure to host Stefan Scott, a fee-for-service (flat-fee) Financial Planner. He is a valued voice on the Physician Financial Independence Facebook group & is exceptionally well versed on the First Home Savings Account (FHSA). Discussion points: - Stefan's background (6:42) - FHSA overview (9:10) - Eligibility, definition of first time hom…
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Guaranteed Investment Certificates (GICs) 101 with Mahima Poddar from EQ Bank
25:45
25:45
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25:45
Next to our volatile markets, guaranteed income certificates (GICs) have been one of the most discussed topics over the last year. In this episode I sit down with Mahima Poddar of EQ Bank to dissect these in a bit more detail. Mahima Poddar is the Senior Vice-President & Group Head of Personal Banking at Equitable Bank (EQ), which has now grown to …
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The Journey to Financial Independence & Traveling the World with Dr. Matt Poyner
59:19
59:19
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59:19
I'm thrilled to host my colleague & friend, Dr. Matt Poyner. Matt is a former ER physician who paved his way to financial independence in his 40's. He made the decision to leave medicine, travel the world with his family, and to pursue his new passion of teaching other physicians about money. Matt is also currently pursuing his CFP designation. Mat…
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Part 4 BRRRR Real Estate Investing with Quentin D'Souza - Refinancing
21:24
21:24
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Welcome to part 4 of the Buy, Renovate, Rent, Refinance (& maybe repeat) method of real estate investing with Quentin D'Souza. Topic = Refinancing. Quentin is one of the most trusted voices in Canadian real estate investing. He started as a school teacher and has now built a real estate portfolio worth > $125 million. Discussion Points: - What make…
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Part 3 BRRRR Real Estate Investing with Quentin D'Souza - Renting
30:02
30:02
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30:02
Welcome to part 3 of the Buy, Renovate, Rent, Refinance (& maybe repeat) method of real estate investing with Quentin D'Souza. Topic = Renting. Quentin is one of the most trusted voices in Canadian real estate investing. He started as a school teacher and has now built a real estate portfolio worth > $125 million. Discussion Points: - Understanding…
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Part 2 BRRRR Real Estate Investing with Quentin D'Souza - Renovating
24:59
24:59
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Welcome to part 2 of the Buy, Renovate, Rent, Refinance (& maybe repeat) method of real estate investing with Quentin D'Souza. Topic = Renovation. Quentin is one of the most trusted voices in Canadian real estate investing. He started as a school teacher and has now built a real estate portfolio worth > $125 million. Discussion points: - Strategies…
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Part 1 BRRRR Real Estate Investing with Quentin D'Souza - Buying
34:37
34:37
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Welcome to part 1 of a 4 part series on the BRRRR (buy, renovate, rent, refinance & maybe repeat) method of real estate investing featuring Quentin D'Souza. Quentin is one of the most trusted voices in Canadian real estate investing. He started as a school teacher and has now built a real estate portfolio worth > $125 million. Discussion points: - …
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Exploring Liquid Alternative Investments with Jeremy Donath (Donath & DiSabatino Group, BMO Private Wealth)
51:02
51:02
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51:02
My exploration of investing continues today with Jeremy Donath, LL.B, CIM. Jeremy co-runs the Donath & DiSabatino Wealth Management Group in BMO Private Wealth. Today's topic covers Liquid Alternative Investments. Discussion points: - Jeremy's background & experience (7:06) - Basic investment approach (8:08) - What is a liquid alternative investmen…
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Understanding Real Estate Development Investing with Sasha Cucuz, CEO of Greybrook Securities
57:29
57:29
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57:29
It's an honour to host Sasha Cucuz, CEO of Greybrook Securities on this episode. The focus: understanding real estate development based investing Discussion points: - Sasha's very interesting path (2:40) - Greybrook's healthcare investments (6:00) - How Greybrook is structured...greybrook capital, realty partners, & securities (7:57) - Overview of …
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The Pursuit of Authentic Fulfillment with Dr. Ketan Kulkarni
59:22
59:22
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59:22
I'm very fortunate to host individuals like Dr. Ketan Kulkarni. Dr. Kulkarni is an east coast pediatrician specializing in Hematology & Oncology. He wears many hats, having published >>100 papers, is a passionate entrepreneur, keen advocate for financial literacy, & a best-selling author. His journey is inspiring & filled with valuable life lessons…
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2022 Mortgage Update with Elan Weintraub, Co-Founder of the Mortgage Outlet
39:21
39:21
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39:21
Elan Weintraub from the Mortgage Outlet is back! Discussion points: - mortgage landscape (4:13) - interest rate thoughts/predictions (7:21) - variable rate vs adjustable rate mortgages, trigger rates, negative amortization (8:36) - variable rate mortgage considerations (14:13) - mortgage approval process today with focus on medical trainees (18:09)…
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Tax Efficient Philanthropy with Mark Halpern
41:30
41:30
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41:30
In this interview I sit down with Mark Halpern, CFP, TEP, MFA-P. Mark is CEO of Wealthinsurance.com & has been assisting professionals and many of Canada's most affluent families for decades with an expertise in insurance solutions and tax strategic philanthropy to enhance wealth and build generational legacies. Discussion points: - Mark's backgrou…
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Confessions of a Former Investment Analyst
1:11:54
1:11:54
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In this episode I interview Gareth Tingling, CFA, MBA, who is a Portfolio Manager at Foster & Associates. Gareth's investment blog: https://www.wheelhouseresearch.com/ Discussion Points: - Gareth's very interesting background (2:32) - intro to buy & sell side analysts (9:53) - early vs late sell side analysts, why the # of analysts is important (16…
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In this episode I sit down with Simon Mass, founder & CEO of the Condo Store. Simon has more than 25 years of experience in real estate investing & is a true leader in the pre-construction space. Condo store website: https://condostorecanada.com/ Simon's email: Simon@condostorecanada.com Discussion points: - Simon's experience & journey in real est…
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Overcoming the Arrival Fallacy for a More Successful Personal & Financial Life
28:57
28:57
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28:57
Welcome to my 3rd solo episode! Today I discuss a topic that is deeply meaningful to me: the Arrival Fallacy. More importantly, we will talk about overcoming the arrival fallacy and the implications this has for a more successful personal & financial life. Summary: - my past and where I went wrong (1:03) - arrival fallacy definition (7:24) - the ro…
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A Conversation with Drs. Paul and Jane Healey
51:50
51:50
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51:50
This is THE episode many have been waiting for - a conversation with the founders of Physician Financial Independence (PFI) on facebook, Paul & Jane Healey. We cover a broad spectrum of topics including: - PFI behind the scenes - how they work as a couple/team - what they value in life - the relationship between money and happiness - talking to kid…
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In this episode I host Joseph Bakish (CFA, CLU, TEP), wealth & investment advisor, portfolio manager from Bakish Wealth at Richardson Wealth. Joe has abundant experience in the industry, accolades include top under 40 advisor in 2020 and being recognized among Canada's top 50 advisors in 2021. Discussion points: - basic approach to alternatives, di…
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I host Dr. Michael Warner, Medical Director of critical care at Michael Garron Hospital & President of Advisory MD in one of my favourite conversations to date. Michael talks about the importance of maintaining passions outside of medicine, how an MBA helped him in medicine & beyond, the rewards & challenges of starting a business, his investment a…
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Estate Planning 101 with the "Tax Chick" Amanda Doucette
58:56
58:56
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In this episode I host Amanda Doucette, TEP. Amanda is a tax lawyer & founder of the Tax Chick Podcast and Blog, which are wonderful resources for anyone wanting to learn more about tax and estate planning. Discussion points: - when to start estate planning (8;35) - essential documents (11:12) - durable vs springing power of attorney (14:05) - POA:…
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I'm thrilled to have Dr. Wing Lim join me for this episode. Wing has achieved incredible personal, professional, and financial success. One of his impressive accomplishments is co-developing the Synergy Wellness Centre in Alberta, which provides care for more than 500,000 patients annually. We discuss the challenges of medicine, financial mistakes,…
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