PT Inquest is an online journal club. Hosted by Jason Tuori, Megan Graham, and Chris Juneau, the show looks at an article every week and discusses how it applies to current physical therapy practice.
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Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Re-examining pension plans for professionals with Jason Pereira
Manage episode 424568043 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 (DC) pensions (6:10)
- how is the DB of an IPP calculated? (7:18)
- When to start an IPP? Thoughts on waiting longer & reducing fees (11:20)
- Who is the ideal candidate for an IPP? (14:08)
- Is there an income threshold below which an IPP makes no sense? (16:25)
- Is there a ceiling to the DB? (18:05)
- Jason's thoughts on the RCA (21:02)
- IPP vs PPP (26:00)
- Does is make sense to place conservative assets inside the DB component? (30:33)
- Is the contribution amount similar across different pension types? (32:28)
- Navigating the pension landscape (32:50)
- IPP vs RRSP & Spousal RRSP (34:30)
- IPP vs investing in a corporation with new cap gains rules (35:15))
- Common mistakes professionals & business owners are making (37:45)
- Improvements upcoming to financial planning in Canada (42:26))
- The most valuable lesson Jason has learned (50:00)
Yatin:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Jason:
https://jasonpereira.ca/
https://jasonpereira.ca/financial-planning-for-canadian-business-owners-podcast-jason-pereira
https://www.linkedin.com/in/pereirajm/
74 episodes
Share
Manage episode 424568043 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 (DC) pensions (6:10)
- how is the DB of an IPP calculated? (7:18)
- When to start an IPP? Thoughts on waiting longer & reducing fees (11:20)
- Who is the ideal candidate for an IPP? (14:08)
- Is there an income threshold below which an IPP makes no sense? (16:25)
- Is there a ceiling to the DB? (18:05)
- Jason's thoughts on the RCA (21:02)
- IPP vs PPP (26:00)
- Does is make sense to place conservative assets inside the DB component? (30:33)
- Is the contribution amount similar across different pension types? (32:28)
- Navigating the pension landscape (32:50)
- IPP vs RRSP & Spousal RRSP (34:30)
- IPP vs investing in a corporation with new cap gains rules (35:15))
- Common mistakes professionals & business owners are making (37:45)
- Improvements upcoming to financial planning in Canada (42:26))
- The most valuable lesson Jason has learned (50:00)
Yatin:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Jason:
https://jasonpereira.ca/
https://jasonpereira.ca/financial-planning-for-canadian-business-owners-podcast-jason-pereira
https://www.linkedin.com/in/pereirajm/
74 episodes
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Similar to beyond MD with Dr. Yatin Chadha
PT Inquest is an online journal club. Hosted by Jason Tuori, Megan Graham, and Chris Juneau, the show looks at an article every week and discusses how it applies to current physical therapy practice.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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