Episodios

  • Momentum for financial literacy among HCPs is rising - how to build on it?
    Apr 5 2025

    In this episode, I am having a conversation with Dr. Milad Modabber, an ophthalmologist who shares the same interest and passion for making financial literacy a part of our medical training. We will understand why he thinks so and how we can work towards this goal.

    If you have any comments or feedback, please email me at hmfhd2020@gmail.com.

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    44 m
  • The future is so bright, I need to wear my shades (thanks to Trump's tariffs)
    Mar 15 2025

    There is no doubt we are facing a scenario that no one has ever seen before. The tumultuousness of the economy and markets at the hand of 1 person and his policies is unparalleled.

    Despite the uncertainty, a few silver linings are beginning to emerge. The future in Canada, in the US, and across the globe will be bright. We will all emerge stronger.

    How do we prepare for today and the short-term pain? How do we prepare for tomorrow's long-term gain?

    We will discuss with Jonathan Lin.

    Please enjoy!

    To leave me comments or feedback, please email me at hmfhd202@gmail.com.

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    44 m
  • The impact on the market (and your portfolio) from Trump and his Presidency
    Feb 15 2025

    It is now official and Trump has been inaugurated as the President of the USA. Even before he was inaugurated, he had an impact on the stock market. He will continue to have impact on the market over the next 4 years (and maybe even beyond).

    What does this mean for your portfolio?

    What does this mean on how you save and/or invest?

    Let's talk to Edan and get some insights.

    To leave me comments or feedback, please email me at hmfhd2020@gmail.com

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    51 m
  • Entrepreneurship intersects with Medicine
    Feb 1 2025

    Many physicians I know have lots of great ideas and passion. Very few of us know how to convert these ideas and passion into reality. There are many explanations for this and I believe mindset is the major obstacle. Second is fear. Third is the lack of know-how.

    In this episode, we will have a fire-side chat with Dr. Mike Long who is himself a physician and an entrepreneur. Let's get inspired by Mike. I think we all "want to be like Mike" by the end of this episode.

    To leave me with comment, please email me at HMFHD2020@gmail.com

    To register for Code Green financial literacy conference, visit www.codegreenfinancial.com

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    57 m
  • Physicians are investigating pension plans - they need to do their due diligence on Specified Multi-Employer Pension Plan (SMEPP)
    Jan 18 2025

    **** Disclosure*****

    Myself (Vu Kiet Tran) and Mr. Jean-Pierre Laporte are co-founders of the Canadian Physicians' Pension Plan.

    Over the last 2-3 years, several pension plans for physicians have come onto the Canadian market. Physicians are now more concerned with their retirement and financial wellness (and they should be), especially with the most recent announcement by the federal government that increased the inclusion rate on Capital Gains. Physicians are starting to understand the financial impact of this new change and are looking for solutions. They are now being marketed on the Specified Multi-Employer Pension Plan (SMEPP). Physicians need to know what this pension plan is about. Physicians need to do their due diligence.

    To leave me comments or feedback, please email me at hmfhd2020@gmail.com

    To visit the Code Green Financial Fluency conference for Feb 15th, 2025, please visit

    www.codegreenfinancial.com

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    54 m
  • What is the Healthcare of Ontario Pension Plan (HOOPP) and is it a good fit for incorporated physicians of today?
    Jan 2 2025

    The Healthcare of Ontario Pension Plan (HOOPP) will welcome Ontario incorporated physicians on January 2nd, 2025.

    For more than 60 years, HOOPP has been providing secure pensions to Ontario healthcare workers. With more than 460,000 members and 670 participating employers across the province, HOOPP’s membership continues to grow. Physicians play an important role in Ontario’s healthcare sector, and HOOPP is pleased to announce that HOOPP will open the Plan to eligible incorporated physicians across the province in January 2025.

    Medical associations have advocated and now doctors have another pension option.

    What is The Healthcare of Ontario pension Plan?

    Who was it designed for?

    Were physicians in the initial calculations back in its establishment in 1960? If not, how do incorporated physicians fit in there now?

    Does HOOPP even meet the needs of incorporated physicians in Ontario in 2025? Does it fall short and where?

    To leave me with comment, please email me at HMFHD2020@gmail.com

    To register for Code Green financial literacy conference, visit www.codegreenfinancial.com

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    1 h y 3 m
  • Infinite Banking - strategy revealed
    Dec 21 2024

    Many have heard of the terms "Infinite Banking", "Bank on Yourself", and "Be Your Own Bank". They are the same and describes a strategy using Whole Life insurance. What is it? What are the benefits? What are the drawbacks? Who can use this strategy? We will reveal all this in this episode.

    The Code Green Financial Conference registration is now open at www.codegreenfinancial.com

    Early Bird has been extended until Dec 31st, 2024.

    $249.00 per person instead of $349.00 per person.

    Register now!

    To leave me with feedback or comments, please email me at HMFHD2020@gmail.com.

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    1 h y 8 m
  • Another tool in your corporate toolbox - What is a Health Spending Account (HSA)?
    Dec 8 2024

    Small business owners (which incorporated physicians are) can help their employees with health and medical bills via a Health Spending Account (HSA). It is a benefit that is tax deductible to the corporation. How can it be used? What are the indications? Who can use it? What can it be used for? Many of these questions will be answered in this episode.

    To leave me comments or feedback, please email me at HMFHD2020@gmail.com.

    To visit and register for the Code Green Financial Fluency conference on Feb 15th, 2025, please visit

    www.codegreenfinancial.com

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    45 m