100 episodes

A show where questions on personal finance from Healthcare Professionals are never a taboo.

How is my Financial Health, Doc‪?‬ Vu Kiet Tran

    • Business

A show where questions on personal finance from Healthcare Professionals are never a taboo.

    Don't leave a mess - How to disaster-proof you family legacy. A conversation with Sandy Pollack

    Don't leave a mess - How to disaster-proof you family legacy. A conversation with Sandy Pollack

    In this episode, we will have a very informative and generative discussion with my guest Sandy Pollack about what it means to make wise choices for your career and business that not only protect what you have worked so hard to build but reflect your why. 
     
    Please send me your comments and feedback at hmfhd2020@gmail.com.

    • 55 min
    If you are a researcher (big "R" and small "r"), you need to know this: SR&ED

    If you are a researcher (big "R" and small "r"), you need to know this: SR&ED

    Physicians typically do not just wear one hat. Many of us tries to wear many hats at the same time (to our detriment). Don't worry, I do this too.
    Some of us also wear the hat of a researcher (either big "R" or small "r").
     
    However, most of us do not know we can be compensated by the government for the research we do. There is much money left on the table.
     
    Here is an episode that deals with the SR&ED program.
     
    Everyone should know about SR&ED. You may be entitled to receive this money back from the government.
     
    If you have any comment or feedback, please email me at hmfhd2020@gmail.com.
     

    • 45 min
    The Options market: an awareness-building episode for most of us.

    The Options market: an awareness-building episode for most of us.

    Some of us have learned how to trade in the market. However, many of us have never heard of the Options market. What is it? What does it do? This awareness building episode on Options is just the place to get acquainted with it. 
     
    I am also launching my Executive/leadership/personal coaching service. If you are interested in finding out more, please email me at hmfhd2020@gmail.com.

    • 49 min
    What is a Specified Multi-Employer Pension Plan (SMEP)? Should I know this?

    What is a Specified Multi-Employer Pension Plan (SMEP)? Should I know this?

    In 2024, there are multiple options for pensions for Canadian physicians. In fact, there may be too many to chose from. Nonetheless, physician should want a pension plan. The issue is understanding all of them. In this episode, we will spend a lot of time discussing 1 of them.
     
    I am also launching my executive/leadership/personal coaching service. If you are interested in finding out more, please email me at hmfhd2020@gmail.com.

    • 1 hr 28 min
    You don't think you need it until you actually need it: Disability Insurance (DI)

    You don't think you need it until you actually need it: Disability Insurance (DI)

    Disability Insurance (DI) is one of those things in life that you do not think you need it until you really need it. And by then, you wished you had it. We will dive deep into the topic of DI with Saad Nadeem.
     
    To leave me with feedback or comments, please email me at HMFHD2020@gmail.com
     
    To learn more about the conference...
    The Code Green Financial Literacy Conference.
    Feb 2nd, 2024.
    Novotel Hotel, North York, Ontario
    Designed by physicians, for physicians.
    Visit us at www.codegreenfinancial.com
     

    • 57 min
    Real-estate investing that can be aligned with the lifestyle of a busy healthcare professional: Pre-construction real-estate investing

    Real-estate investing that can be aligned with the lifestyle of a busy healthcare professional: Pre-construction real-estate investing

    With my real-estate agent and friend, Vy Ngo, we discuss the inner workings of investing in pre-construction real-estate.
     
    To leave me with feedback or comments, please email me at HMFHD2020@gmail.com
     
    To learn more about the conference...
    The Code Green Financial Literacy Conference.
    Feb 2nd, 2024.
    Novotel Hotel, North York, Ontario
    Designed by physicians, for physicians.
    Early bird special until Dec 31st, 2023.
    Visit us at www.codegreenfinancial.com
     

    • 45 min

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