beyond MD with Dr. Yatin Chadha

Yatin Chadha

beyond MD bridges the gap between medical training and financial literacy. Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money. Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.  Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time. Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.

  1. Jun 5

    Ep #119: The Science, Happiness, and Financial Benefits of Charitable Giving - with Jordan Arndt, CFP

    Today I welcome Jordant Arndt, a Certified Financial Planner from Saskatoon to talk about the science, happiness, and finance behind charitable giving. Discussion Points: Jordan's intro (2:07) How Jordan's interest in charitable giving developed (4:41) Making charity part of our financial fabric (6:24) What are key reasons people want to give? (8:51) Happiness and giving - the evidence (9:58) Where to begin with finding a charity? (14:35) Questions to ask charities (17:07) Finances behind giving - donation tax credits & deductions (18:51) Writing off taxable income and carry forward (22:08) Tax efficient donating from corporation (23:05) Donor advised funds, set up (26:07) DAF mechanics (28:38) Closing thoughts (35:00) This episode is brought to you by Clever Consult: https://www.cleverconsult.ai/ Papers, talks, resources from this episode: https://wellbeing.research.mcgill.ca/publications/Aknin-et-al-JPSP2013-prosocial-spending-happiness-with-appendix.pdf https://www.ted.com/talks/elizabeth_dunn_helping_others_makes_us_happier_but_it_matters_how_we_do_it DAFs: https://www.givewise.ca/blog/giving-philanthropy/donor-advised-fund-canada-checklist https://kciphilanthropy.com/wp-content/uploads/2023/05/DAFs-in-Canada-KCI-CAGP-Report-May-2023-2.pdf Jordan Arndt: Linkedin: https://www.linkedin.com/in/jordan-arndt-cfp/ Email: jordan@ennsbaxter Yatin Chadha: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

    37 min
  2. May 8

    Ep #116: Part 4 of the Wealth Formula - Understanding your Definition of Enough

    Welcome to part 4 of the wealth formula, which focuses on understanding our definition of enough. We begin with a more philosophical discussion and move to rough numbers later only to help illustrate concepts. Discussion points: - introduction (1:33) - Businessman & fisherman (2:43) - Research on happiness, income (5:26) - Understand and visualize your ideal life (11:50) - What our life could cost (14:04) - Withdrawal rates, portfolio size (15:52) This episode is brought to you by Clever Consult: https://www.cleverconsult.ai/ The 5 Types of Wealth: https://www.the5typesofwealth.com/ Links to videos: Ben Felix: https://youtu.be/S9InNdQhFwc?si=RTCDG1wUWvEV7vva  https://youtu.be/1FwgCRIS0Wg?si=7GKWwIB7r_fyUh23  Blueprint Financial:  https://youtu.be/BhlWUkwZoRo?si=ai66rrz0DqV7iGCq  Yatin's Links: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca Radiology courses for clinicians: https://beyondradiology.thinkific.com/courses/ct-head-interpretation-course https://beyondradiology.thinkific.com/courses/master-ct-head-interpretation-course Papers cited in this episode: A wandering mind is unhappy: https://greatergood.berkeley.edu/images/uploads/A_Wandering_Mind_Is_an_Unhappy_Mind.pdf Income satiation and turning points: https://www.flightfromperfection.com/files/post_attachments/jebb_et_al_2018.pdf

    20 min

Ratings & Reviews

5
out of 5
4 Ratings

About

beyond MD bridges the gap between medical training and financial literacy. Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money. Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.  Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time. Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.

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