Dr. Bonnie Koo joins the podcast to talk about money mindset, rethinking debt, and what gets in the way of female physicians building wealth.

Ontario physicians can now join HOOPP, a defined benefit pension plan. Learn how it works, who qualifies, and the first steps to take.

Discover the latest changes to capital gains and learn proactive strategies with tax expert Hemal Balsara. In this episode, we discuss essential questions like whether to sell assets before the deadline, the impact on investments inside and outside corporations, and effective tax strategies to adopt. Whether you're preparing for the changes or adjusting your long-term financial plan, this episode provides valuable insights. Listen now!

Learn how proposed changes to capital gains tax in Canada could impact physicians and business owners. Discover strategies to navigate these changes effectively and optimize your retirement and estate planning. Consult with a certified financial planner for personalized advice.

In this post, I'll talk about the proposed changes to capital gains tax that could significantly impact physicians in Canada. If you're a doctor navigating financial planning or considering incorporation, this is a must-watch.

Many physicians collect financial products along the way without a plan tying it all together. Here's why that matters and what to do about it.

Whole life insurance is one of the most polarizing topics in physician finance. Here's how to think about it clearly and avoid the most costly mistake.

Most physicians feel uncertain about whether they're making the right financial decisions. The survey results that prove you're not alone - and what to do about it.

Join me and listen in to this episode about the founding of Cherry Health, how it's helping physicians across Canada and how to get started. Jordan Vollrath, who is a practicing physician and co-founder of Cherry Health, also shares his own journey using the platform and the entrepreneurial journey that led him into the tech space with a mission to make a difference for overwhelmed doctors across Canada. 

Dr. Pandya is eager to share what she's learned by pursuing her passions and the approach to resilience and building support structures that has allowed her to accomplish so much. Learn about her 5 pillars for resilience, real-life examples of support structures to stay grounded and maintain work-life balance.

Mortgage agent Carlin Pool joins the podcast to explain how rising interest rates affect your mortgage, what physicians should know about qualifying, and how to make sure you're in the best situation possible.

Dr. Akintade went into medicine because she knew she wanted to help others, then she realized it was a broken system that caused lots of burnout and not a lot of financial security.

She now helps women physicians take control of their finances and tackle the root causes that keep them from having the financial life they crave.

In this episode with New York Times bestselling author, Eve Rodsky - we go in depth on the challenges busy professionals face in reclaiming time in their jam-packed schedules so they can be freed up to be creative.

Dr. Matt Poyner joins the podcast to talk about financial literacy for physicians, the three signs you might be a DIY investor, and why money is a tool for living better.

I had never done an episode about cash flow, and when I met Sunny, I realized she is the perfect person for this episode, because she makes it fun. Sunny is a zero-judgement financial planner who rolls up her sleeves and digs deep into real money talk. In this episode Sunny and I talk about how to look at cash flow and budgeting without getting bogged down by shame and judgement.

Dr. Mark Soth of The Loonie Doctor joins the podcast to talk about what physicians need to know about their finances, working with advisors, and avoiding common money mistakes.

Most financial advice you'll find online doesn't apply to incorporated physicians in Canada. Here's why, and what actually matters for your situation.

I'll admit that often times get stuck in a trap around time. That I don't have enough for the things that matter most to me.

But... I also wonder... "Well isn't that the way it has to be?"

Thankfully Dr. Gallie is a masterful life coach and in this episode she'll help you start to crack the code on how to shift the story around time.

Sara is a master certified life coach, mother of 4, and wife to Ryan, a foot and ankle surgeon.

Sara coaches physician spouses and intimate partners to create rock solid marriages.

Sara helps intimate partners of physicians drop the scorecard in their marriage, come out of the shadow of their partner's career, and pursue what lights them up.

The Tyrant, the Artist, the Warrior, the Wizard...

Which money archetype best describes you?

Brenda St. Louis believes that every person has a money archetype that shapes the way they relate to money. She helps people discover theirs and then use that knowledge to empower them to make better money decisions.