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Are you wondering whether your financial plan is going to lead to that wealthy Canadian lifestyle you envision for your future? Over the last 5 years, former mathematics teachers and serial entrepreneurs Kyle Pearce and Jon Orr have been implementing alternative wealth building and income tax strategies that have allowed them to transition from high net income to high net worth. Now, they seek to share these Canadian Wealth Secrets to empower the creation of a financial future that allows yo ...
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Healthcare is not Health Insurance. Knowing the difference can save you money and frustration. Scott W. Dowling provides 30 years of knowledge and experience to offer individuals, employees and employers the education and information that they need in order to lower the amount of money spent on health insurance while keeping themselves and their families 100% covered. Scott happily answers all of your questions in a straightforward and easy to understand way.
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show series
 
Ever heard the phrase “Volume Negates Luck”? Today, we dig into Alex Hormozi’s phrase describing how consistent, repetitive actions in business and wealth-building can create opportunities that seem like luck but are actually the result of deliberate effort. This concept can directly impact anyone striving to increase their financial success, as it…
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On this episode of Managed Care Cast, we're talking with Sreekanth Chaguturu, MD, the chief medical officer of CVS Health. We discuss the impact of recent pharmaceutical innovations, namely glucagon-like peptide-1 (GLP-1) receptor agonists and biosimilars, on patient health outcomes. Also, we explore the role of trust between patients and providers…
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Imagine moving to a country with only $1,000 in your pocket and a dream of improving your way of life only to realize that your dream meant grinding over 60 hours per week for “success.” In today’s episode, we’ll be interviewing Luis Limgenco as he shares his journey as an immigrant whose hard work and dedication led him to what many would consider…
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Your priorities may be out of whack and you’re focusing on the wrong things. Discover how a simple shift in mindset could transform your approach to business, personal, and financial success and happiness here in Canada. Many of us find ourselves living to work rather than working to live. This common problem can lead to burnout, stress, and a lack…
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Have you ever wondered how you can leverage high-interest rates to your advantage when borrowing to invest? In today's uncertain economic climate, many Canadians are hesitant to borrow for investments due to rising interest rates. The common perception is that high rates automatically diminish the feasibility of strategies like the Smith Maneuver, …
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Finding The Best Rate of Return May Be Holding You Back To Creating Wealth Have you ever wondered if your obsession with finding the perfect investment strategy might actually be holding you back from achieving your financial goals? In this episode of the Canadian Wealth Secrets Podcast, we dive into a common dilemma many Canadian investors face: t…
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On this episode of Managed Care Cast, we're talking with the University of Southern California's Erin Duffy, PhD, MPH, an author of a study published in the June 2024 issue of The American Journal of Managed Care®.Her study, "Deductible Double Jeopardy: Patients May Pay More Out of Pocket When Pregnancy Crosses 2 Years" discusses how annual high-de…
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Not sure where you stand when it comes to where to park your investment dollars moving forward in 2024 and beyond? With the most recent 2024 Canadian Federal Budget released recently with even more punitive tax implications for investors, it seems that many Canadian investors are talking about looking South of the border to begin investing in real …
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Are you truly prepared for financial independence, or could the FIRE movement be leading you astray? In this “Canadian Wealth Secret Sauce” episode of the podcast, we dive into the weeds of the FIRE movement (Financial Independence, Retire Early) and question the practicality of living “financially free” while in the lowest Canadian tax bracket. If…
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Ever wondered if there's a smarter way to arrange ownership of the equipment necessary for your incorporated business to operate while creating additional tax advantages for your corporation and yourself, personally? Well, there is! In this episode, Frank McGillicuddy will be sharing some Canadian Wealth Secret Sauce as we unpack a creative and com…
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On this episode of Managed Care Cast, we're talking with Dr Paige Nong, the author of a study published in the Health IT bonus issue. Her study, "Equity and AI Governance at Academic Medical Centers," found that academic medical centers show minimal consideration for equity when developing governance for AI technologies; this highlights the need fo…
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Do you have a blurred understanding of what your true net worth or net wealth really is? After digging into articles and resources across the web, it is clear that many Canadians have a misguided or incomplete understanding of what their true net worth or net wealth really is. If you’ve been following the basic formula of assets minus liabilities t…
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For June, we are bringing you a limited-edition podcast series to celebrate Pride Month. In our second episode, we speak with Perry Halkitis, PhD, MS, MPH, dean and Hunterdon Professor of Public Health & Health Equity at the Rutgers School of Public Health and founder and director of the Center for Health, Identity, Behavior & Prevention Studies at…
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On this episode of Managed Care Cast, we're talking with Kristine Ashcraft, the president and founder of YouScript, a tool that helps to predict adverse drug events and personalize patient care.We discuss the lack of awareness of genetic variants among patients and the recent adoption of biomarker testing legislation in some states. This legislatio…
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32% of Canadians are approaching retirement with no savings. Is your retirement strategy safeguarded for the future? Will your investment portfolio hold up? Could you aim for higher rewards while minimizing risk? As more Canadians face the uncertainty of retirement without traditional defined benefit pension plans, understanding your options is cru…
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In this episode of Managed Care Cast, Nihar Desai, MD, MPH, cardiologist and vice chief of Cardiology at the Yale School of Medicine, discusses therapies for cardiovascular conditions as they relate to patient adherence, polypharmacy, and health access.By Managed Care Cast
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Do you ever feel like your passion for entrepreneurship is leading you down a path of burnout? In this episode, we take a trip into Ian Murray's journey from young Canadian entrepreneur to successful, burned out business owner and the steps he took to help overcome this challenge. His experiences navigating long hours, health crises, and the import…
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Are you tired of the salary vs. dividends debate for Canadian incorporated business owners? In today’s episode, we’ll dig deeper into the land of personal and corporate tax minimization strategies to uncover some Canadian Wealth Secrets to tax-free or tax-optimized income from your corporation. As incorporated entrepreneurs and investors, we are ti…
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Have you heard about the financial strategy known as The Infinite Banking Concept and wonder whether it is too good to be true or whether it is a good fit for you? While we are huge advocates for utilizing participating whole life insurance in a similar fashion to some of those shared by “Authorized Infinite Banking Practitioners,” there are many m…
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On this episode of Managed Care Cast, we're talking with Illinois CancerCare's Pankaj Kumar, MD, and Stephanie Parker, PharmD, 2 authors of a commentary published in the May 2024 issue of The American Journal of Managed Care.Their commentary, "Access Denied: CMS’ Action Hurts Patients With Cancer in Rural America," discusses how recent CMS rules re…
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Ever wonder how one Canadian CPA firm could manage to disrupt the accounting and income tax preparation industry while you’ve been working with what feels like a glorified bookkeeper? Join us as we dive deep into the journey of Bob Gauvreau, CEO of Gauvreau Accounting Tax Law Advisory to learn how his firm has quickly evolved into the largest one-o…
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Are you confident that your financial foundation is solid enough to weather any market storms that your risk-on assets might endure, or do you feel like a black swan event leaves you feeling uncertain of your financial future? In the volatile financial landscape we live in, achieving a balance between growth and stability is important to most, but …
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To help celebrate and recognize National Minority Health Month, we are bringing you a special month-long podcast series with our Strategic Alliance Partner, UPMC Health Plan. Welcome to our final episode of this limited series and our conversation with Janine Jelks-Seale, MSPPM, director of health equity at UPMC Health Plan.…
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On this episode of Managed Care Cast, we're talking with the University of Pennsylvania's Ravi Parikh, MD, MPP, and Aaron Schwartz, MD, PhD, 2 authors of a study published in the April 2024 issue of The American Journal of Managed Care®.Their study, "Trends in Low-Value Cancer Care During the COVID-19 Pandemic," discusses how rates of low-value can…
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Imagine you were able to pay each month for a lottery ticket that would pay out a large sum of money to support you financially in the event that you became critically ill over the next 15, 25, or even 50 years and if you are lucky enough to never need that large sum of money, you get all of your money back? While there are many rabbit holes to div…
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To help celebrate and recognize National Minority Health Month, we are bringing you a special month-long podcast series with our Strategic Alliance Partner, UPMC Health Plan. Welcome to our third episode and our conversation with Camille Clarke-Smith, EdD, MS, CHES, CPT, program director of quality improvement/Medicare/SNP STARs at UPMC Health Plan…
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What if I was to tell you that all of the stress we feel in our lives is caused by our inner saboteur voices and our own negative thinking? What if I also told you that our own intentionally trained positive mindset actually cultivates our sense of peace, satisfaction, ease and flow? While many of us know that our own mind can have a massive impact…
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To help celebrate and recognize National Minority Health Month, we are bringing you a special month-long podcast series with our Strategic Alliance Partner, UPMC Health Plan. Welcome to our second episode in which we learn all about Freedom House 2.0 and the Pathways to Work Program from its very own Dan LaVallee, senior director, Social Impact, UP…
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Are you overlooking the power of practical experience in financial advisory roles? Join Kyle and Jon as they share some Canadian Wealth Secret Sauce related to selecting the right guidance, evaluating solution providers, and navigating the complexities of client suitability in this week’s episode. In today's fast-paced and complex financial landsca…
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To help celebrate and recognize National Minority Health Month, we are kicking off a special month-long podcast series with our Strategic Alliance Partner, UPMC Health Plan. Welcome to our first episode, which is all about the Baby Steps Maternity Program and its mission to support women throughout every step of their pregnancy journey.…
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Navigating the complex world of retirement savings in Canada and wondering if RRSPs are the right choice for you? This episode is crucial for anyone looking to secure their financial future in Canada. With RRSPs being a central part of retirement planning, understanding their nuances and tax implications is essential, especially given the ever-chan…
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On this episode of Managed Care Cast, we're talking with Dennis Scanlon, PhD, the editor in chief of the American Journal of Accountable Care® and a health policy professor at Penn State University. Topics we are discussing include President Biden's recent prescription drug proposals, prior authorization practices, price transparency, and the poten…
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Have you ever wondered how a seasoned entrepreneur transitions from start-up to start-up, and what unique insights they gained along the way? In a world where career transitions, entrepreneurial risks, and technological advancements are increasingly common, understanding the journey of someone who has successfully navigated these changes can offer …
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On this episode of Managed Care Cast, we're talking with the University of Minnesota School of Public Health's Hannah Neprash, PhD; John Mulcahy, a PhD candidate; and Ezra Golberstein, PhD, the authors of a study published in the March 2024 issue of The American Journal of Managed Care®.Their study, "The Extent and Growth of Prior Authorization in …
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Are you tired of paying more taxes than necessary when withdrawing money from your corporation? As a business owner, effectively managing your finances and understanding the tax implications of withdrawing money from your corporation is crucial. Whether you're considering salary or dividend payments, or looking for ways to shelter money from taxes,…
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Are you wondering if incorporating your Canadian business is the wealth-building powerhouse you expected, and how to navigate the complexities of corporate wealth management and tax saving strategies? This episode directly addresses the dilemmas faced by incorporated Canadian entrepreneurs and business owners, delving into effective wealth manageme…
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How can you retire early and gain time freedom you’ve been after since you started your wealth building journey? In today's fast-paced world, achieving financial independence and early retirement is a coveted goal for many, but it often feels out of reach. In this episode we speak with the Lazy Canadian Millionaire Investor: Jim Chuong. Jim retired…
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Are you tired of hearing how amazing the Ontario Teachers’ Pension Plan (OTPP) is, leaving you feeling left on the sidelines for a comfortable retirement just because you’re a pensionless T4 employee, Canadian business owner, or entrepreneur? For the few industries that still provide Canadians defined benefit pension plans (DBPP), these sources of …
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If you have been successful in entrepreneurship, business, investing, or even life - but you aren’t actually clear on what you’re striving towards - it’s highly likely that you’ve just been lucky. The real question you need to ask yourself is: How long will your luck last if you continue to drift through your entrepreneurial daily ritual, aimlessly…
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Choosing between term and permanent life insurance for Canadian entrepreneurs or business owners can be as pivotal as deciding between renting and owning a home. This episode is crucial for anyone looking to make informed decisions about their financial security, legacy planning, and long-term wealth, especially if you are a business owner, real es…
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