How is my Financial Health, Doc?

162 Episodo

1. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 2 - An Editorial

   Publicado: 1/10/2022
2. Are you using the ”suitability” standard or the ”best interest” standard when you are advising me? Part 1

   Publicado: 26/9/2022
3. Buy term insurance and invest the rest! Is that the perfect strategy for everyone?

   Publicado: 14/9/2022
4. Confession of a podcast host - Vu Kiet Tran

   Publicado: 22/8/2022
5. How does divorce impact your financial security?

   Publicado: 15/8/2022
6. Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations

   Publicado: 7/8/2022
7. Confession of a Certified Financial Planner (part2): interview with Galen Nuttal

   Publicado: 30/7/2022
8. Confession of a Certified Financial Planner (part 1): Interview with Galen Nuttal

   Publicado: 23/7/2022
9. Mea Culpa (The Host - Vu - Mistake #2) - RESP plans

   Publicado: 14/7/2022
10. I am not alone - physician mutant Dr. Yatin Chadha shares his thoughts about personal financial literacy for physicians

    Publicado: 25/6/2022
11. How to pay down your mortgage faster and still have more for retirement? The Smith Maneuver demystified.

    Publicado: 20/6/2022
12. One of the best kept financial solution secret for incorporated individuals: Retirement Compensation Arrangement (RCA)

    Publicado: 11/6/2022
13. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part2

    Publicado: 6/6/2022
14. Great taste vs less filling: salary vs dividend. Which camp did your accountant put you into? Part 1

    Publicado: 15/5/2022
15. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 2

    Publicado: 7/5/2022
16. Hey busy healthcare professional real-estate tycoon! Yeah, I am talking to you - Part 1

    Publicado: 10/4/2022
17. Can one mortgage a Life Policy? Why yes! It is called Immediate Financial Arrangement (IFA)

    Publicado: 2/4/2022
18. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 3 (Final)

    Publicado: 18/3/2022
19. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 2

    Publicado: 20/2/2022
20. Fireside Chat with a knowledageable and wise financial advisor Gordon Berger - Chapter 1

    Publicado: 13/2/2022