Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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What’s up, Tribe, and welcome back to Good Moms Bad Choices! January was amazing, but its time to turn the page on the calendar and embrace beautiful new energy as we enter ‘The Journey of Love February.’ This month is all about the heart - join Erica and Milah to catch up and discuss what’s new in the world of motherhood, marriage, and amor! In this week’s episode, the ladies offer witty and sharp perspectives about personal growth in love, supporting your kids through their friend drama, and how to honor your true needs in a partnership. Mama Bear to the Rescue! The Good Moms discuss protective parenting and helping your kids fight their battles (8:00) Bad Choice of the Week: Help! My kids saw me in my lingerie! (20:00) My Happily Ever After: Erica and Milah discuss the prospect of marriage, dreams of becoming a housewife, and the top 5 ways to be confident in love (32:00) Yoni Mapping: Releasing Trauma and Increasing Pleasure (57:00) Its OK to fuck up, but also, what do you (really) bring to the table: The Good Moms have an honest discussion about finding accountability and growth before love (1:03:00) Watch This episode & more on YouTube! Catch up with us over at Patreon and get all our Full visual episodes, bonus content & early episode releases. Join our private Facebook group! Let us help you! Submit your advice questions, anonymous secrets or vent about motherhood anonymously! Submit your questions Connect With Us: @GoodMoms_BadChoices @TheGoodVibeRetreat @Good.GoodMedia @WatchErica @Milah_Mapp Official GMBC Music: So good feat Renee, Trip and http://www.anthemmusicenterprises.com Join us this summer in paradise at the Good Vibe Rest+Vibe Retreat in Costa Rica July 31- August 5 August 8 - August 13 See omnystudio.com/listener for privacy information.…
Ep #79 - Embracing New Opportunities, Taking Risks, & Maximizing Impact with Dr. Neel Chadha - beyond MD Physician Journeys
Manage episode 450141083 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://ppacc.player.fm/legal.
Today I'm thrilled to host Dr. Neel Chadha. Neel is a family physician who made the bold decision to go all in on developing retirement residences for seniors.
This is a story of embracing new opportunities, taking calculated risks, & pursuing a focused life to find success.
Discussion Points:
Introduction (1:35)
From family medicine & geriatrics to developing senior homes (5:15)
Neel's decision to leave the hospital & go all in on senior living (6:55)
Neel's retirement residence community (9:35)
Senior living in Canada - status quo, supply/demand (12:00)
Investing in senior living - key metrics to track (16:25)
Navigating interest rates & other challenges in 2023 - key takeaways (18:42)
Why a focused life is critical for success (23:30)
The importance of mentorship (26:05)
What Neel wants to be known for (30:25)
Closing remarks (31:10)
This episode features Arya EHR - https://www.aryaehr.com/
**I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :)
Neel:
Yatin:
- Email: beyondmdpodcast@gmail.com
- LinkedIn: Yatin Chadha
Ways to support beyond MD:
- Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP
- https://americanexpress.com/en-ca/referral/cobalt?ref=yATINCYEoc&XLINK=MYCP
94 episodes
ShareManage episode 450141083 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://ppacc.player.fm/legal.
Today I'm thrilled to host Dr. Neel Chadha. Neel is a family physician who made the bold decision to go all in on developing retirement residences for seniors.
This is a story of embracing new opportunities, taking calculated risks, & pursuing a focused life to find success.
Discussion Points:
Introduction (1:35)
From family medicine & geriatrics to developing senior homes (5:15)
Neel's decision to leave the hospital & go all in on senior living (6:55)
Neel's retirement residence community (9:35)
Senior living in Canada - status quo, supply/demand (12:00)
Investing in senior living - key metrics to track (16:25)
Navigating interest rates & other challenges in 2023 - key takeaways (18:42)
Why a focused life is critical for success (23:30)
The importance of mentorship (26:05)
What Neel wants to be known for (30:25)
Closing remarks (31:10)
This episode features Arya EHR - https://www.aryaehr.com/
**I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :)
Neel:
Yatin:
- Email: beyondmdpodcast@gmail.com
- LinkedIn: Yatin Chadha
Ways to support beyond MD:
- Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP
- https://americanexpress.com/en-ca/referral/cobalt?ref=yATINCYEoc&XLINK=MYCP
94 episodes
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beyond MD with Dr. Yatin Chadha
1 Ep #92: Why Contributing to the Canada Pension Plan (CPP) is a Good Idea - with Jason Yee, CFA 32:49
32:49 
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Play Later Play Later Lists Like LikedWelcome back to a second episode on the Canada Pension Plan (CPP). My guest is Jason Yee , a true CPP ninja. Jason guides us through CPP and its 2019 & 2024 enhancements to outline the key features of the plan & helps us understand what we will get from it in the future. Discussion Points: Jason's background (2:43) CPP basics (5:05) Key features of CPP (6:27) Why is CPP so polarising? (9:26) What determines what we will get out of CPP? (11:32) CPP enhancements: why & how do they help us? (13:21) What about years of lumpy/low income? (17:32) Considerations for when to start CPP (21:36) CPP payout scenarios (23:16) Take home points for the busy professional (26:16) Closing thoughts (28:05) Jason Yee: Contact: greetings@finepointsolutions.ca Company website: https://finepointsolutions.ca/ All our CPP ideas & resources: https://finepointsolutions.ca/ideas-resources/ LinkedIn: https://www.linkedin.com/in/yee/ YouTube channel: https://www.youtube.com/channel/UCwuA3EIkAUT1xIPy3lqJwPg Yatin Chadha: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha How to support beyond MD: connect with me on LinkedIn: Yatin Chadha credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&CPID=100373056…
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beyond MD with Dr. Yatin Chadha
1 Ep #91 - Dissecting Immediate Financing Arrangements (IFAs) with Promod & Jeevan Sharma 57:32
57:32 Play Later Play Later Lists Like Liked57:32
Play Later Play Later Lists Like LikedToday I welcome Promod Sharma & Jeevan Sharma to the show to discuss the immediate financing arrangement (IFA). Promod (actuary) & Jeevan (CFP) specialize in helping high-net-worth individuals & tackling their unique situations beyond basic insurance coverage. Discussion Points: What is an IFA? (2:17) Whole life (WL) vs Universal life (UL) - which is more suitable for an IFA? (3:41) What is the cash surrender value (CSW)? (7:35) How can policies be structured to allow for IFAs... Important (9:30) Who could benefit from an IFA? (16:55) IFA mechanism: - policy as collateral (23:23) - how large can the loan be? (24:42) - lenders (26:32) - personal vs corporate loans (27:57) - loan rates (30:58) - guarantee fees (31:35) Does IFA impact policy growth? (33:34) Using policy as collateral vs directly borrowing from the policy (34:20) How are IFAs tax efficient? (36:34) Loophole? (42:34) Fees (44:55) Ways to pay off the loan (45:44) Permanent life & IFA checklist - Important (46:25) When not to pursue an IFA (50:56) IFA risks (53:09) -------------------------------------------------------------------------------------------------------------- This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast Promod Sharma & Jeevan Sharma: https://taxevity.com/ ps@taxevity.com js@taxevity.com https://www.linkedin.com/in/promod/ https://www.linkedin.com/in/jeevanksharma/ Yatin Chadha: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #90 - Kids hold the secret to a happier & richer life - with Dr. Hasan Merali 47:05
47:05 Play Later Play Later Lists Like Liked47:05
Play Later Play Later Lists Like LikedSometimes the answers are right in front of us. My guest today is Dr. Hasan Merali, MD MPH, author of Sleep Well, Take Risks, & Squish the Peas. We both believe kids hold the secret to a happier & richer life. Today, Hasan provides stories & evidence from the science of toddlers to back this up. He also discusses how we can incorporate certain practices into our day-to-day routines. Discussion Points: Hasan's introduction (2:40) Benefits of training in different places (4:10) How Hasan became fascinated with the science of toddlers (5:45) The difference between a toddler & adult brain (7:50) Toddler lesson #1: bedtime routines (9:35) Toddler lesson #2: giving (13:05) Toddler lesson #3: laughter (16:30) Toddler lesson #4: positive self talk (22:34) Toddler lesson #5: play (25:10) Hasan's book & the book writing process (26:35) Hasan's TEDx talk experience (35:30) How Hasan finds more purpose in his work (38:18) Goal setting & 5 year plans (42:30) Hasan Merali: Book: https://hasanmerali.com/book/ Website: https://hasanmerali.com/ TEDx Talk. The best life lessons from toddlers: https://www.youtube.com/watch?v=C6l97Bixokc X: https://twitter.com/Hasan_Merali LinkedIn: https://www.linkedin.com/in/hasan-merali/ Facebook: https://www.facebook.com/HasanMeraliMD/ Popular Science Article: For better sleep, borrow the bedtime routine of a toddler: https://www.popsci.com/diy/how-to-sleep-better/ TEDx talk by Angela Duckworth: https://www.youtube.com/watch?v=H14bBuluwB8 Yatin Chadha: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #89 - The stock market is falling, what should we do? With Dr. Paul Healey 34:37
34:37 Play Later Play Later Lists Like Liked34:37
Play Later Play Later Lists Like LikedI've been investing for 7 years. When the markets get volatile & uncertainty arises, I find it informative & reassuring to sit down with another savvy mind. Today, I'm thrilled to chat with Paul Healey about questions people have related to investing in today's markets. This is jam packed with practical insights and valuable lessons Paul has learned since he started investing in 2007. Discussion Points: - What are the main questions today? (2:10) - Strategy - investing regularly vs buying the dips (7:45) - How can we manage our emotions? (10:05) - Paul's experience in 2008 (13:00) - Cash cushions and emergency funds (18:20) - Lump sum vs. dollar cost averaging? (21:20) - Multiple ETFs vs. all in one ETFs (23:12) - Asset allocation over time (25:08) - The power of time & compounding (25:55) - Closing thoughts (30:12) - Investing = time freedom in the future (32:50) CMPA Council Vote: https://www.cmpa-acpm.ca/en/about/governance/council-elections Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #88 - beyond MD book club - The 5 Types of Wealth by Sahil Bloom 35:16
35:16 Play Later Play Later Lists Like Liked35:16
Play Later Play Later Lists Like LikedMoney is certainly something, but it's not everything. Today I review one of the best books I've read on reaching a rich & balanced life: The 5 Types of Wealth by Sahil Bloom Chapters: - Time Wealth (5:35) - Social Wealth (14:20) - Mental wealth (21:40) - Physical Wealth (28:40) - Financial Wealth (30:25) CMPA vote: https://www.cmpa-acpm.ca/en/about/governance/council-elections https://www.the5typesofwealth.com/ https://www.sahilbloom.com/newsletter…
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beyond MD with Dr. Yatin Chadha
1 Ep #87 - The wisest investment: raising money-smart kids, with Robin Taub, CPA 56:53
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Play Later Play Later Lists Like LikedToday's interview features best selling author, Robin Taub. Robin's book is The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life Robin is CPA by training & started her career at KPMG, pivoted into real estate, & then entered the complex world of derivatives marketing at Citibank Canada. Today, she’s a keynote speaker & award-winning author. Robin lives in Toronto, where she and her husband have raised two (mostly) money-smart young adults. She loves to snowboard, cycle &go to concerts (she even got backstage once and met Bruce Springsteen). This episode is full of tips & stories relevant to parents with children of all ages. Discussion Points: - Robin's background (3:23) - how to answer early questions about money (8:10) - are cash and piggy banks still a good idea? (11:22) - how parents can teach their kids - anchoring on values (15:40) - the marshmallow test, delayed gratification, & SMART goals (19:45) - allowance systems (24:15) - when to open a bank account for kids (27:35) - teachable moments (28:35) - budgeting - a good idea? (32:30) - what can kids learn from getting a job? (37:25) - social media & comparison/consumption/birthday parties (42:25) - how to talk to kids about compound interest (51:10) Robin Taub: https://robintaub.com/ https://www.thewisestinvestment.com/ https://awordfromthewise.substack.com/ https://www.linkedin.com/in/robintaub/ Yatin: CMPA voting link: https://www.cmpa-acpm.ca/en/about/governance/council-elections Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #86 - Understanding the Healthcare of Ontario Pension Plan (HOOPP) for Incorporated Physicians - with Rachel Arbour 54:35
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Play Later Play Later Lists Like LikedToday we revisit pensions with an exploration of the Healthcare of Ontario Pension Plan (HOOPP) for incorporated Ontario physicians. My guest is Rachel Arbour, who is the Head of Plan Benefits, Design and Policy at HOOPP. Discussion points: - HOOPP overview (2:28) - What is a defined benefit pension? (4:13) - How is the defined benefit calculated? (6:23) - what to know about your best 5 years of earnings (9:35) - Is there a ceiling to the defined benefit? (10:31) - who is eligible to take part in HOOPP? (11:43) - how are contributions calculated? (15:52) - what about inflation adjustments? (23:13) - fund investment returns (26:32) - funded status (28:00) - HOOPP's maturation over time (29:10) - are special contributions possible with HOOPP? (31:47) - pension administrative & investment costs (35:45) - when can pension benefits begin? (38:15) - pulling out from HOOPP (39:38) - what happens to contributions in years of fluctuating income? (41:40) - income splitting, spousal benefit options (44:55) - estate planning (47:09) - disability benefits (50:07) This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :) HOOPP: https://hoopp.com/join-hoopp/physicians-joining-hoopp https://hoopp.com/news-and-insights/research-and-analysis/white-papers Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #85 - Creative pursuits, using your knowledge to impact others, & finding fulfillment in medicine, with Dr. Michael Fralick 46:23
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Play Later Play Later Lists Like LikedI'm delighted to welcome back my friend and colleague, Dr. Michael Fralick, MD, PhD. Mike is a creative spirit and has a knack for finding opportunities to positively impact others through his knowledge & expertise. He is a clinician scientist, runs the Fralick lab (which covers the intersection of AI & patient care), and last year published his first book & launched his internal medicine review course. I hope you enjoy this conversation which covers creativity, productivity & time management, and how to use our knowledge to drive impact & find meaning in medicine. Discussion Points: - Mike's book --> One Pagers for the Wards (1:40) - Finding time for creative pursuits & balancing competing demands (7:05) - Mike's motivation for writing the book (11:15) - Mike's time management & productivity strategies (15:30) - Strategies for navigating emails (23:00) - Things to know if writing a book (27:35) - Lessons learned from Mike's course - updates in inpatient medicine (31:10) - Goals for 2025 (39:36) - The most important lesson Mike has learned (42:48) - Closing thoughts (43:50) Medicine pods: https://medicinepods.com/ Michael Fralick: https://www.amazon.ca/One-Pagers-Wards-Michael-Figueroa-Fralick/dp/1068806605 https://fralicklab.com/ https://www.youtube.com/@Fralickmike https://www.linkedin.com/in/michael-fralick-203716231/ Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #84 - What happens if I get sued as a physician in Canada? With Dr. Todd Watkins, Associate CEO of the CMPA 46:13
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Play Later Play Later Lists Like LikedThis is a big one - what happens when we receive a malpractice claim? Medicine is a challenging field with high stakes. We all know colleagues who have been in this situation. I'm thrilled to welcome Dr. Todd Watkins , associate CEO of the CMPA (Canadian Medical Protective Association) for a 101 on what to do & what to expect if we get sued. Discussion Points: Dr. Watkins' intro (2:18) What is the CMPA (3:05) How would you hear about a case against you? (6:02) What information is on a statement of claim (8:02) Timelines for a valid malpractice claim (10:30) Knowledge of events vs cause of action (12:30) What should you do when you get a claim? (16:45) How the CMPA offers support during this time (19:47) Are the lawyers internal or external? (21:13) Can one pick their own lawyer? (21:53) Who covers all the legal fees? (22:38) Occurrence based protection & alternatives (23:03) The key elements of the pre-trial process (25:27) Expert witnesses (27:11) Mediation (29:53) Key data points, what % of cases go to trial (31:39) What happens behind the scenes at the CMPA (34:37) Court set up (35:57) Financial damages - who pays? (37:28) Appeals (38:40) Dues (39:32) Residents/trainees - can they be implicated of malpractice (41:05) Closing thoughts (43:00) CMPA: https://www.cmpa-acpm.ca/en/home 1-800-267-6522 Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #83: What factors impact returns when investing in real estate development? - with Sasha Cucuz, CEO of Greybrook Securities 56:28
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Play Later Play Later Lists Like LikedToday I welcome back Sasha Cucuz, CEO of Greybrook Securities. The focus today is to understand the variables impacting the margins (& expected returns) on investments in real estate development. Discussion points: - Greybrook's high rise model (2:19) - understanding the value of land (3:30) - what variables are controllable? (9:25) - the outlook for pre-construction condos (15:25) - how are margins impacted for condo projects? (24:25) - has the southern Ontario investment thesis changed? (31:15) - the anatomy of a USA value add project (37:50) - what areas excite Greybrook in the US? (48:04) - closing thoughts (53:02) Greybrook: https://greybrook.com/ Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Ep #82 - 11 Powerful Productivity Hacks for 2025 and Beyond 27:28
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Play Later Play Later Lists Like LikedI've become fascinated with productivity over the last 2 years because it's another tool in our kit to effectively increase the time we have in our lives, so that we can live life on our own terms. I share my experiences over the years & key learnings from 4 of my favourite productivity books (see below). Discussion Points: - why I'm fascinated by productivity (0:40) - hack #1: set your goals & write them down (1:55) - hack #2: figure out your next action step (4:18) - hack #3: plan & structure your day (6:22) - hack #4: cluster your tasks (9:33) - hack #5: deep work & avoid task switching (11:21) - hack #6: tackling technology & optimizing your environment (15:14) - hack #7: figure out how to capture your ideas (18:14) - hack #8: create an accountability partner (20:14) - hack #9: being productive while you rest (21:57) - hack #10: make it fun (24:04) - hack #11: embrace the 2 minute rule (25:25) - the 4 books I cited in this episode (26:28) This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :) 4 Great Productivity Books: https://www.feelgoodproductivity.com/ https://www.goodreads.com/book/show/25744928-deep-work https://www.amazon.ca/ONE-Thing-Surprisingly-Extraordinary-Results/dp/1885167776 https://www.amazon.ca/Getting-Things-Done-Stress-Free-Productivity-dp-0143126563/dp/0143126563/ref=dp_ob_image_bk Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Ways to support the show: Amex Business Platinum referral: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC7UzU&CPID=100560249 Amex Cobalt referral: https://americanexpress.com/en-ca/referral/cobalt?ref=yATINCYEoc&CPID=100560249…
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beyond MD with Dr. Yatin Chadha
1 Ep #81 - Forever episode: Traveling the World Affordably by Optimizing Credit Card Points with Ricky Zhang 1:06:25
1:06:25 Play Later Play Later Lists Like Liked1:06:25
Play Later Play Later Lists Like LikedHey gang - this is a re-release of one of the most popular episodes ever. Not out of laziness, but because several listeners have reached out to ask about which credit cards will allow them to elevate their travel game. There's no better time than the start of the new year to talk travel :) I interviewed my guest, Ricky Zhang (founder of Prince of Travel), in the summer of 2023. Most of what's discussed here is still very relevant today. CRITICAL: In the conclusion I summarize key changes you will want to know before you sign up any cards. Summary: Ricky's background & the origin of Prince of Travel (5:05) How does the points system work? (8:27) Earning points rapidly through credit cards (12:34) Credit score fundamentals (20:27) Should we keep our credit cards for the long term? (24:00) The credit card game isn't for everyone - who should avoid it? (28:14) Other ways to rack up points at a faster pace (33:00) The best credit card for Canadians: Amex Cobalt (34:07) Credit cards for small business owners, why Amex points are so versatile (35:05) Understanding the RBC Avion point system (38:24) Redeeming points efficiently, dynamic pricing, ideal booking windows (41:07) Example of redeeming points - Toronto to Portugal (46:46) Prince of Travel Concierge services (51:27) Aeroplan elite status (53:35) How to get started (55:00) Rapid fire, including a strong credit card portfolio (56:39) How many credit cards does Ricky have? (60:18) Closing thoughts (61:40) CRITICAL - updates on rewards (62:49) Credit card links (cards I use & benefit from): Amex Business Platinum: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC7UzU&CPID=100560249 Amex Cobalt: https://americanexpress.com/en-ca/referral/cobalt?ref=yATINCYEoc&CPID=100560249 Social media links & email: Yatin: beyondmdpodcast@gmail.com https://www.linkedin.com/in/yatin-chadha/ Ricky: https://princeoftravel.com/ https://www.youtube.com/@PrinceofTravel…
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beyond MD with Dr. Yatin Chadha
1 Ep #80: The Relevance & True Cost of CPP (Canada Pension Plan) for Small Business Owners - with Aravind Sithamparapillai 51:50
51:50 Play Later Play Later Lists Like Liked51:50
Play Later Play Later Lists Like LikedToday I welcome Aravind Sithamparapillai (MBA), who is an associate at Ironwood Wealth Management. Aravind is becoming known as a tax ninja - he breaks down complex topics nicely for listeners of all levels. While the focus of this episode is meant to be CPP (Canada Pension Plan) & its relevance to business owners, we cover a lot of ground that includes salary vs dividends & tax basics. Discussion Points: Aravind's background (4:18) The basics of tax integration (5:00) Tax integration by province/territory (6:42) Tax credit & deduction on the employee portion of CPP (9:16) Employer portion of CPP - tax deductible (14:13) What is the true cost of CPP? (16:30) Understanding the dividend gross up & dividend tax credit (22:05) Income based benefits that can be impacted by the dividend gross up (26:15) CPP vs investing yourself in the corporation (31:13) Salary + dividend vs salary only approach (39:10) What about the IPP (41:35) Other CPP benefits - disability, children, survivor (43:30) Post call newsletter: https://postcall.ca/ Aravind: https://www.linkedin.com/in/sithamparapillai/ aravind.sithamparapillai@ironwoodcanada.com Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Ways to support beyond MD: Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP https://americanexpress.com/en-ca/referral/cobalt?ref=yATINCYEoc&XLINK=MYCP…
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beyond MD with Dr. Yatin Chadha
1 Ep #79 - Embracing New Opportunities, Taking Risks, & Maximizing Impact with Dr. Neel Chadha - beyond MD Physician Journeys 34:27
34:27 Play Later Play Later Lists Like Liked34:27
Play Later Play Later Lists Like LikedToday I'm thrilled to host Dr. Neel Chadha . Neel is a family physician who made the bold decision to go all in on developing retirement residences for seniors. This is a story of embracing new opportunities, taking calculated risks, & pursuing a focused life to find success. Discussion Points: Introduction (1:35) From family medicine & geriatrics to developing senior homes (5:15) Neel's decision to leave the hospital & go all in on senior living (6:55) Neel's retirement residence community (9:35) Senior living in Canada - status quo, supply/demand (12:00) Investing in senior living - key metrics to track (16:25) Navigating interest rates & other challenges in 2023 - key takeaways (18:42) Why a focused life is critical for success (23:30) The importance of mentorship (26:05) What Neel wants to be known for (30:25) Closing remarks (31:10) This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :) Neel: https://lanarklifestyles.ca/ https://www.linkedin.com/in/dr-neel-chadha-44829013b/ Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Ways to support beyond MD: Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP https://americanexpress.com/en-ca/referral/cobalt?ref=yATINCYEoc&XLINK=MYCP…
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beyond MD with Dr. Yatin Chadha
1 Ep #78 - Real Estate: Converting Equity to Cashflow Though Toronto Multifamily Investing with Matthew Lee & Ming Lim (Volition Properties) 1:06:48
1:06:48 Play Later Play Later Lists Like Liked1:06:48
Play Later Play Later Lists Like LikedThe idea for today's pod was born after a riveting conversation on a flight to Florida. I'm happy to host Matthew Lee & Ming Lim from Volition Properties to learn how they've built wealth through investing in multifamily properties in the Toronto core. Discussion Points: - Introductions - worth it, I promise (1:30) - Introduction to Volition (8:15) - The investment thesis for multifamily in Toronto (10:35) - Investment locations (19:50) - Why tenants are so critical to the business model (23:45) - Are there opportunities currently in Toronto? (25:30) - What about areas outside the city core primed for more gentrification? (29:55) - How do you turn properties into meaningful cash flow later? (33:30) - The numbers behind a recent deal (44:55) - How many properties does one need to exercise this strategy? (48:10) - Price per square foot, the reason for 2-3 bedroom suites (51:00) - 101 on laneway suites & the status quo in Toronto (53:20) - Parting words (1:01:15) Volition Properties: FREE Monthly investor meetup: https://www.meetup.com/Volition/ Detailed info on the condominiumization meetup Oct 29th, 2024 https://www.meetup.com/volition/events/302351457/?eventOrigin=group_events_list Contact info: info@volitionprop.com www.volitionprop.com 1-877-416-BRRR www.facebook.com/VolitionProp www.instagram.com/volitionproperties www.ca.linkedin.com/company/volitionprop www.youtube.com/@VolitionProperties Physician Financial Wellness Conference: https://www.physiciansficonference.com/ Yatin Chadha: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Ways to support beyond MD: Share beyond MD with your network Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP…
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beyond MD with Dr. Yatin Chadha
1 Ep #77: Unpacking My Biggest Life & Money Lessons - My Wife, Sima Acharya, Interviews Me 56:22
56:22 Play Later Play Later Lists Like Liked56:22
Play Later Play Later Lists Like LikedToday is a little different on beyond MD. My incredible wife, Sima Acharya , interviews me to uncover money & life lessons I've learned over time. Plus, we talk about lessons we've learned as a couple. Discussion points: Sima's introduction (2:00) Starting an idea - how & why beyond MD came to be (6:15) Your spouse doesn't have to be a sounding board for everything (11:45) The biggest lessons learned over time (13:50) What concepts from the pod have I put into practice? (21:40) What podcast topics have I intentionally avoided today? (27:59) Lessons for the kids (33:00) Our evolution when it comes to being aligned financially (35:50) Most memorable beyond MD episodes (42:50) My 3 favourite books (45:50) My dream podcast guests (49:00) Future ideas for beyond MD (50:50) Yatin Chadha: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Ways to support beyond MD: Share beyond MD with your network Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP Books & resources discussed on this episode: https://andrewhallam.com/balance/ https://www.amazon.ca/100-Baggers-Stocks-100-1/dp/1621291650 https://www.amazon.ca/AM-Club-Morning-Elevate-Life/dp/1443456624 https://www.lynalden.com/…
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beyond MD with Dr. Yatin Chadha
1 Ep#76: Optimizing Finances for our Kids' Education - RESPs & beyond - with Dr. Matt Poyner 1:05:07
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Play Later Play Later Lists Like LikedToday I host my friend & colleague, Dr. Matt Poyner . Matt breaks down the Registered Education Savings Plan (RESP) & other ways to optimize finances when it comes to our kids' education. Matt is a long time blogger at dividendstrategy.ca , physician, & is now passionate about offering flat fee financial planning. Discussion Points: - Matt's journey & foray into financial planning (2:34) - Basic RESP overview (14:15) - RESP set up - family vs specified (21:05) - Optimal RESP contribution strategy (23:09) - Investing approach inside an RESP (31:32) - RESP withdrawals & understanding the RESP buckets (37:26) - RESP options if your child doesn't go to school (44:00) - Thoughts on optimizing student financial aid (48:44) - Spending time with the kids - Matt's perspectives (57:50) Matt: matt@PoynerFinancial.ca https://PoynerFinancial.ca https://dividendstrategy.ca/blog-2/ Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Episode Links: https://dividendstrategy.ca/blog-2/ https://postcall.ca/subscribe?ref=YJc1MtZLsq&_bhlid=f71f181c85b22d7c236a5b072534f69e25f99241 https://rhombus-butterfly-rwgm.squarespace.com/updatesininpatientmedicine https://www.looniedoctor.ca/2023/04/21/resp-contribution/ https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/rc4092/registered-education-savings-plans-resps.html…
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beyond MD with Dr. Yatin Chadha
1 Ep #75: Philanthropy - 4 Essential Reasons to Give - with Mark Halpern & Yatin Chadha 50:40
50:40 Play Later Play Later Lists Like Liked50:40
Play Later Play Later Lists Like LikedMark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful. Discussion Points: - my background & journey (3:00) - the journey of beyond MD (6:02) - how my interest in philanthropy evolved (11:20) - reason #1 to give: giving makes is happier - what is the evidence? (13:10) - reason #2 to give: imparting valuable lessons to our children (20:05) - how to talk to our kids about giving (25:56) - reason #3 to give: networking & entrepreneurship (29:00) - reason #4 to give: financial benefits (33:20) - numerical example of transferring appreciated stock from your corporation (35:30) - how to make your charitable gifts more meaningful (39:30) Yatin Chadha: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP Mark Halpern: https://wealthinsurance.com/ https://powerofplatinum.com/ https://www.linkedin.com/in/markhalperncfptepmfap/ mark@wealthinsurance.com Links from this episode: https://wealthinsurance.com/webdoc/TaxLetter-The-Entrepreneurial-Philanthropist.pdf https://mycharityfund.ca/ https://www.givewise.ca/ Ways to support beyond MD: Share beyond MD with your network Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP…
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beyond MD with Dr. Yatin Chadha
1 Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD) 55:54
55:54 Play Later Play Later Lists Like Liked55:54
Play Later Play Later Lists Like LikedI'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations , with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy. Discussion points: - Arjun's professional background (5:33) - Quick overview on New Haven's MIC (6:57) - Understanding equity based lending (8:50) - How does a high interest interest rate environment impact a MIC? (12:00) - The MIC business landscape today (15:07) - Tax treatment of MIC investment income (17:41) - Current trends on arrears (18:25) - Thoughts on interest rates (25:45) - Risk mitigations strategies within a MIC (29:40) - Key lessons learned running a business in this environment (35:13) - MICs vs other fixed income investment strategies today & when rates fall (36:30) - 3 Key questions to ask before investing in a MIC (39:40) - Time to liquidity/getting your money out (43:20) - Arjun's most valuable lesson (47:25) - My perspectives (49:50) Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Arjun: asaraf@integratedequities.com https://www.linkedin.com/in/arjun-saraf-cpa-ca-emd-b0667022/ https://www.newhavenmortgage.com/…
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beyond MD with Dr. Yatin Chadha
1 Dissecting Health Spending Accounts (HSAs) with Justin Manning 47:07
47:07 Play Later Play Later Lists Like Liked47:07
Play Later Play Later Lists Like LikedToday I'm excited to host Justin Manning , a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services are covered by an HSA? (11:20) - Can travel insurance be covered by an HSA? (13:29) - Specific services covered/not covered by an HSA (14:20) - The mechanics of how an HSA works (16:55) - How much coverage are we allowed through an HSA? (19:49) - Plan customization, wellness spending accounts (22:22) - Set up, key questions, costs (26:26) - Any HSA cons (?), potential misuse (32:28) - No need to prove health (36:38) - Can provincial plans like OPIP be paid through by our corporation (37:17) - Justin's closing thoughts, what if I already have a good group plan? (38:37) - My perspectives (42:30) This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :) Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Amex credit card referral link: https://americanexpress.com/en-ca/referral/business-platinum?ref=yATINC4uFw&XLINK=MYCP Justin: https://www.linkedin.com/in/justin-manning/ https://justinmanning.com/ hello@justinmanning.com…
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beyond MD with Dr. Yatin Chadha
1 Re-examining pension plans for professionals with Jason Pereira 58:33
58:33 Play Later Play Later Lists Like Liked58:33
Play Later Play Later Lists Like LikedToday 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/…
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beyond MD with Dr. Yatin Chadha
1 The Building Blocks of a Happy & Successful Life - with Andrew Hallam 1:12:04
1:12:04 Play Later Play Later Lists Like Liked1:12:04
Play Later Play Later Lists Like LikedI am delighted to host international best selling author, Andrew Hallam , on today's episode. We have a wide ranging discussion on the pillars of a successful life, the relationships between money & home ownership & happiness, spending money to enhance life satisfaction, evidence-based investing for success & simplicity, relationships, purpose, & lessons learned living abroad. Discussion Points/Chapters: - Andrew's background (1:40) - The requisites of a balanced & successful life (5:35) - The relationship between income and happiness (7:30) - How should we spend our money? (10:40) - The desert island litmus test (15:55) - Is home ownership associated with happiness? (18:05) - Is our happiness impacted by the neighbourhood we live in? (21:59) - How much of our income should we spend on a home? (25:10) - Why our investment horizon should be 30+ years (27:10) - Should you lump sum invest now or wait? (31:30) - Andrew's take on one stop shop ETFs (38:00) - My investment approach & challenges (42:30) - Key questions to as a financial advisor (46:17) - How to think less about $$ and embrace balance (50:00) - Why relationships are so important (52:99) - Meaningful relationships in a world where social media is ubiquitous (54:38) - Lessons from living abroad, advice for those considering it (59:00) - The power of giving (1:02:30) - Finding your purpose (1:04:35) - My perspectives (1:09:15) Andrew's books: https://www.amazon.ca/Balance-Invest-Happiness-Health-Wealth/dp/1774580756 https://www.amazon.ca/Millionaire-Teacher-Wealth-Should-Learned/dp/0470830069 https://www.amazon.ca/Millionaire-Expat-Wealth-Living-Overseas/dp/111941189 Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 Do you have a business idea? Practical & financial considerations for start ups with Matija Kamikovski, CFA 59:56
59:56 Play Later Play Later Lists Like Liked59:56
Play Later Play Later Lists Like LikedWelcome back to beyond MD! Do you have an idea you want to bring to the world? If so, this episode is for you. Today I sit down with Matija Kamikovski, CEO of Precision Finance . Matija has more than a decade of experience leading finance teams at start ups. Discussion Points: Matija's background in guiding startups (4:10) Coming up with a sustainable business idea (7:50) How to get data on the usefulness of your idea (10:25) How do you know people will pay for your idea? (13:05) Attributes leading to success/failure in entrepreneurship (14:45) How do you actually get started? (17:59) The financial metrics you need to track in the early days - cash, burn, runway (25:10) Growth at all cost vs bootstrapped businesses (27:03) How often should we track the financial metrics? (29:30) Operating as a sole proprietor vs incorporating the business - set up, liability, tax deductions (30:30) Budgeting, accounting, bookkeeping - guidelines & platforms (37:50) When should a company start outsourcing tasks? (43:20) Potential pitfalls of hiring to quickly (45:00) The importance of sales (47:41) Exit strategies (50:13) What % of percentage of start ups fail? Don't let the thought of failure stop you (53:27) Closing thoughts by Matija (55:12) My perspectives This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :) Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Matija: matija@precisionfinance.ca https://www.precisionfinance.ca/ https://www.linkedin.com/in/matijakamikovski/…
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beyond MD with Dr. Yatin Chadha
1 How Will a Higher Capital Gains Inclusion Rate Impact Canadian Professionals? with Ali Spinner, FCA, FCPA, TEP 38:53
38:53 Play Later Play Later Lists Like Liked38:53
Play Later Play Later Lists Like LikedI'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate. Discussion Points: - Tax 101 & What happened to the capital gains inclusion rate (0:55) - Numerical example with 100K capital gains (5:51) - Has tax integration been violated? Where should we hold certain assets like rental properties? (6:25) - Is it still worthwhile incorporating? (13:30) - A brief history of the capital gains inclusion rate (16:48) - What can investors do?: a) absolutely nothing (19:05) b) selling assets and impact of Alternative Minimum Tax/AMT & GAAR/General anti-avoidance rules (21:07) c) tax planning through insurance and pension plans (29:10) d) departure tax for those considering leaving Canada (32:05) - Change in Lifetime capital gains exemption/ LCGE, capital gains exemption for entrepreneurs (34:10) Yatin's Links: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Ali Spinner: Alexandra.spinner@crowesoberman.com…
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beyond MD with Dr. Yatin Chadha
1 Should you Buy Rental Properties? A Physician's Perspective after 15 years of Real Estate Investing 44:55
44:55 Play Later Play Later Lists Like Liked44:55
Play Later Play Later Lists Like LikedI'm happy to have Dr. Kevin Mailo back on the show to discuss what he's learned from investing in real estate (RE) over the last 15 years. We talk about winners and laggards in the portfolio, property managers, challenges with direct ownership in RE, the importance of due diligence in private equity, & how critical it is to understand your "why" in investing. Physician Empowerment's Toronto conference occurs May 25-26 this year and you can save $100 using the discount code YATIN24 at: https://www.physempowerment.ca/live Discussion Points: - Kevin's reflections on his RE investing journey so far (4:09) - Property managers and cognitive overload (8:55) - Letting go of (challenging) properties & learnings (10:30) - Kevin's RE portfolio (13:06) - Characteristics of good RE investments in the portfolio, investing in Alberta (14:42) - Properties that haven't worked out, details on preconstruction condos (17:10) - Advice for those starting RE investing today (23:05) - Reflecting on how many properties to hold for retirement (27:10) - How does private equity investing work? (29:55) - Private equity and due diligence (33:34) - Private equity investment timelines & return types (36:68) - Public vs Private investment breakdown/rules of thumb (39:15) - Public REITs (40:08) - Goals for the next few decades (40:59) Links: Yatin's Links: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Kevin's Links: kevin@physempowerment.ca https://www.physempowerment.ca/live…
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beyond MD with Dr. Yatin Chadha
1 Corporate Shareholder Agreements with Parish Bhumgara 30:29
30:29 Play Later Play Later Lists Like Liked30:29
Play Later Play Later Lists Like LikedIn this episode I sit down with Parish Bhumgara from Gardiner Roberts LLP to discuss corporate shareholder agreements (CSA). Discussion points: - Parish's background (2:05) - Corporate shareholder agreements/CSAs: what & when? (2:40) - CSAs: who should consider this? (3:45) - CSA structure (6:20) - CSA share types (8:05) - Key details to be outlined on a CSA (11:03) - Unanimous shareholder agreements (16:33) - Scenarios where CSAs really help (17:33) - Separate corporation to invest in Real Estate (19:52) - Corporations as a way to reduce liability (21:55) - Any disadvantages to CSAs? (23:30) - CSA set up (24:45) - CSA cost (25:05) - Transferring shares (27:18) This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. Any income generated offsets the costs of running this podcast :) Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Parish: pbhumgara@grllp.com…
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beyond MD with Dr. Yatin Chadha
1 My Investing Journey: The Good, The Bad, & The Ugly 28:40
28:40 Play Later Play Later Lists Like Liked28:40
Play Later Play Later Lists Like LikedToday I discuss some of my investments. There have been wins along with some subpar performances. I've also caught myself occasionally falling into common investing traps. Today I address it all and what I've learned from my experiences. Discussion points: - #1: focusing too much on price (4:46) - #2: the importance of understanding what you are investing in (9:48) - #3: sometimes it pays to take less drastic action (17:35) - #4: investing in the market at all time highs (25:54) Companies discussed: DIS, CVS, SIA.TO, NVDA ETFs: XAW.TO Links: Yatin's Links: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha Book recommendation: Balance by Andrew Hallam…
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beyond MD with Dr. Yatin Chadha
1 Tax Matters: How will Alternative Minimum Tax (AMT) Changes Affect High Income Canadians in 2024? - with Kim GC Moody 54:59
54:59 Play Later Play Later Lists Like Liked54:59
Play Later Play Later Lists Like LikedToday I welcome Kim GC Moody, one of our country's top tax experts, to discuss AMT (Alternative Minimum Tax) changes for 2024 & beyond and the potential implications for high income earners in Canada. The podcast has 3 segments: 1) AMT history & mechanics 2) AMT changes 3) AMT Scenarios Discussion Points: AMT basics (0:47) Table of contents (2:07) Kim Moody's bio (2:41) Intro (3:58) AMT intro, history, & mechanics (6:33) How are tax decisions made in Canada? (12:12) How has AMT changed in 2024? (15:45) Are more people leaving Canada due to excess tax? (20:00) AMT - there is a provincial part, no impact on corporations (24:32) Impact of AMT on capital gains (25:20) Impact of AMT on carrying forward capital losses (27:08) No impact on eligible dividends (27:55) Impact of AMT on lifetime capital gains exemption (28:35) Impact of AMT on charitable gifting (30:05) Impact of AMT on stock options (36:12) Impact of AMT on trusts (37:14) Impact of AMT on carrying forward interest charges for rental properties (38:00) AMT calculations for specific scenarios (39:34) capital gains capital gains + carry forward capital loss capital gains, eligible dividends, + charitable donation What % of people will be impacted by AMT? (47:42) Closing remarks (50:15) Kim Moody: website: https://moodysprivateclient.com/ LinkedIn: https://www.linkedin.com/in/kimgcmoody/ email: kgcm@kimgcmoody.com Kim's podcast: https://kimgcmoody.podbean.com/ Yatin Chadha: beyondmdpodcast@gmail.com https://www.linkedin.com/in/yatin-chadha-29074b109/…
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beyond MD with Dr. Yatin Chadha
1 Key Learnings from 15 years of DIY Investing in the Markets with Dr. Dimitre Ranev 51:16
51:16 Play Later Play Later Lists Like Liked51:16
Play Later Play Later Lists Like LikedI'm thrilled to host Dimitre Ranev, MD. Dimitre is a savvy mind when it comes to DIY investing. I've benefitted from his wisdom over the years & I'm excited to pick his brain on his investing approach today. This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. I can get commissions that will be used to offset the costs of running this podcast :) Discussion Points: Guest Introduction (3:13) An overview of Dimitre's portfolio & investing approach (8:30) Dimitre's process behind analyzing a company (12:54) Dividend investing - what to consider (16:58) Payout ratios, valuation, P/E ratio relative to historical norms (20:12) Investing during inflationary times (23:30) Time required to invest in individual companies (29:36) Behavioural tendencies, having the right investor psychology, minimizing irrational behaviour (30:44) The importance of rebalancing your portfolio (35:47) Financial considerations as we pivot from early to mid career (39:05) Dimitre's preferred resources for learning about investing (41:50) Rapid fire (47:25) Dimitre’s advice on building wealth (49:28) Dimitri’s Links: LinkedIn: https://www.linkedin.com/in/dimitre-ranev-he-him-0b941495/ Primary medicine podcast: https://podcasts.apple.com/ca/podcast/primary-medicine-podcast/id1022330537 Yatin: Email: beyondmdpodcast@gmail.com LinkedIn: Yatin Chadha…
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beyond MD with Dr. Yatin Chadha
1 How to Soar to a Rich & Successful Life with Dr. Ketan Kulkarni 54:46
54:46 Play Later Play Later Lists Like Liked54:46
Play Later Play Later Lists Like LikedI'm thrilled to welcome back our colleague, Dr. Ketan Kulkarni, who is a pediatrician, coach, author, & entrepreneur. This is a fun and wide ranging interview. We discuss Ketan’s new book, Soar: A Soul's Quest (link below), what a rich & successful life means to us, how to stick to our core values, time management, financial needle movers, bringing out the best in our kids, & more. Discussion Points: Ketan’s new book, Soar (2:48) Lessons learned after writing 2 books (9:45) Tips for writing a book (15:34) Navigating through multiple interests, beating burnout, & establishing your metrics for success (18:12) Strategies for living a life aligned with your core values (21:54) Ketan's thoughts on seeking coaching & advice during the journey (24:25) Beating limiting thoughts & breaking through (26:20) Specializing vs thriving through multiple pursuits (28:38) Deep learning as a remedy for burnout (32:24) Time management hacks to live a balanced life (35:04) What financial practices have been most impactful for Ketan? (38:35) Parenting & bringing out the best in your kids (43:57) Favourite books (49:40) Ketan’s Links ● Soar: A Soul's Quest by Ketan Kulkarni, Christopher Morris, and Francis Yoo ● The Legendary Quest: ForProfessionals Seeking Inner and Outer Excellence and Authentic Fulfillment by Dr. Ketan Kulkarni and Dr. Francis Yoo ● Limitless Expanded Edition Upgrade Your Brain, Learn Anything Faster, and Unlock Your Exceptional Life by Jim Kwik ● The 5AM Club: Own Your Morning. Elevate Your Life by Robin Sharma ● The Ride of a Lifetime: Lessons Learned from 15 Years as CEO of the Walt Disney Company by Robert Iger Yatin: ● E-mail: beyondmdpodcast@gmail.com ● LinkedIn: Yatin Chadha…
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Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Hop aboard for an insightful ride with SE Ranking’s ‘Agency Rollercoaster’ podcast! We sit down with digital agency leaders to chat about their wild professional journeys. From dizzying highs to challenging lows, we cover it all—innovative strategies, client success stories, and insider tips straight from the experts. Whether you’re a seasoned pro or just starting out, our podcast plunges into the twists and turns of client management, team leadership, and business growth in the digital worl ...
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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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 ...
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Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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News and views on business and the world of personal finance. Plus the very latest from the financial markets around the globe
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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.
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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 ...
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