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The Money Scope Podcast

Benjamin Felix & Dr. Mark Soth

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The Money Scope is a weekly limited-run podcast about personal financial decision-making for Canadian professionals. The podcast follows a curriculum deliberately designed to make you a better, more thoughtful financial decision maker. It is hosted by Benjamin Felix - Portfolio Manager and Head of Research at PWL Capital, and Dr. Mark Soth - the Loonie Doctor. The moneyscope.ca site is peppered with photoshopped fun, and each episode page is deliberately designed to be a multi-media curricul ...
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A Few Good Physios podcast is a journey through the physical therapy/strength & conditioning industry, told by the view points of Dr. Eric Munõz and Dr. Leonidas Scantalides. Both are seasoned NYC clinicians with their own practices (Integrated PT² and On Point Sports Care) specializing in orthopedic outpatient care and strength/conditioning. Episodes range from clinical commentary on various injuries to featured guests, discussing industry trends, new evidence, and popular orthopaedic treat ...
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Today, we bring you another live episode, this time from the Annual Canadian Physician Financial Wellness Conference. We answer a series of compelling audience questions — drawing on information from past episodes — that meaningfully impact both sides of the client-advisor relationships. To kick things off, we break down the best time to incorporat…
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Today’s episode comes to you live from the 22nd Institute for Advanced Financial (IAFP) Planning Conference in Gatineau, Quebec, recorded in front of an audience of professional financial planners. For this special episode, we cover key planning issues for incorporated business owners and walk through the lifecycle of a business owner or profession…
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Understanding the implications of the 2024 Federal Budget and its proposed changes to capital gains taxation is crucial for individuals and corporations alike. In today’s episode, we take a deep dive into the Canadian federal budget for 2024 and its impact on capital gains taxation. In our conversation, we discuss the technical details of capital g…
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Business owners often have reservations about paying into the Canada Pension Plan (CPP). Many think they’re getting a bad deal by paying both the employer and the employee portion of the contribution, but can they do better by paying themselves dividends? In the last two episodes, we did an extensive review of how you can compensate yourself as a b…
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When it comes to creating an optimal compensation strategy plan, there’s a lot to navigate. And while there may be a plethora of general rules floating around on the internet, each individual’s optimal strategy is ultimately going to be dependent on their unique situation. That is why we’re using today’s conversation to break down the findings of o…
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Whether you’re self-employed or you own a small business, there are many nuances to how you can pay yourself from your business. Our episode today hones in on how we pay ourselves personally from a corporation (along with other key employees, including spouses) and the many intricacies you need to understand when making decisions about this process…
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Today’s Case Conference episode is a supplement to Episodes 10 and 11 and uses several case studies to examine key subjects such as corporate bloat, tax-efficient retirement planning for high-income earners, the importance of diversifying your asset allocation, and more. For our first case, we take a step-by-step look at the decision to retain earn…
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Accountants and financial advisors offer excellent professional support, but it’s also important to keep yourself informed and understand key tax implications when it comes to managing your corporate account. In today’s episode, we take a closer look at the type of information you should arm yourself with to help you optimize your tax planning and …
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In today’s episode, we delve into the complex topic of investing in Canadian corporations, something that will be deeply relevant to many of our listeners. Given the intricate interplay of investments and taxes within this context, it's crucial for corporate and business owners to grasp the fundamentals. We start off by unpacking key details of wha…
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The overarching theme of today’s conversation revolves around prudent financial decision-making, including tax-efficient investing, risk assessment, and leveraging home equity for investment purposes. This acts as supplementary material for the main episode, where we take a deep dive into the nuances of tax. Join us as we look at taxation and incom…
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In this episode, we dive deep into the world of income tax and demystify the often intimidating realm of investment taxation. Join us as we break down various forms of investment returns, from interest and dividends to capital gains and more. Discover the impact of tax integration on Canadian dividends and learn how foreign dividends can add a laye…
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Today’s Case Conference accompanies an episode in which we provide a detailed breakdown of the registered account types available to Canadian investors and how to utilize them. Despite their numerous potential advantages, however, there are still many people who avoid them, primarily because optimizing these can seem too complicated and overwhelmin…
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