The Financial Checkup
Featuring top financial questions and retirement stories from physicians.
As the administration and technology partner for the award-winning Advantages Retirement Plan™, we are very excited to partner with OMA Insurance on a new podcast series devoted to improving the financial wellness and retirement readiness of physicians and their spouses.
Episode 1: Investing in TFSA vs RRSP vs Corporation
Most physicians in Ontario are incorporated, which means they have more options available to save for their retirement. They can put their retirement savings in their corporation, in their Registered Retirement Savings Plan (RRSP), or in their Tax-Free Savings Account (TFSA).
In this debut episode of The Financial Checkup, Dr. Paul Healey, cofounder of the Physician Financial Independence online community and a member of the Advantages Retirement Plan™ Investment Committee, shares his insights on what physicians may consider when planning and saving for retirement.
Below are links to the papers referenced in the episode:
Episode 2: An Intimate Talk about Retirement Planning with Ontario’s Doctors
What are some of the practical things you wish you knew earlier about financial wellness and retirement? Fellow physicians, Dr. Adam Kassam, Dr. Audrey Karlinsky, and Dr. Paul Healey, draw on their personal experiences to share what they’ve learned and how others can get on the path to retirement success.
Episode 3: Paying Down Student Debt vs Saving for Retirement
When is the right time to start saving for retirement? We discuss with Dr. Paul Healey, cofounder of the Physician Financial Independence online community and a member of the Advantages Retirement Plan™ Investment Committee, about the realities of paying off student debt while also planning for a secure financial future.
Episode 4: Growing Your Savings with BlackRock Target Date Funds
We introduce BlackRock, the world’s largest investment manager and provider of the target date fund offerings available through the Advantages Retirement Plan™.
Episode 5: Preparing for Retirement Featuring Dr. Audrey Karlinsky
What will retirement look like for you? We talk with Dr. Audrey Karlinsky, member of the Advantages Retirement Plan™ Investment Committee and newly appointed OMA Board Director. She shares what retirement looks like to her and how she’s preparing for the retired life.
Episode 6: Preparing for Retirement Featuring Dr. Adam Kassam
We speak to Dr. Adam Kassam, president of the OMA.
Episode 7: Preparing for Retirement Featuring Dr. Sohail Gandhi
Our featured guest is Dr. Sohail Gandhi, one-time president of the OMA.
Episode 8: Preparing for Retirement Featuring Dr. Samantha Hill
We chat with Dr. Samantha Hill, past president of the OMA
Episode 9: Physician Financial Independence
Dr. Paul Healey, a member of the Advantages Retirement Plan™ Investment Committee, talks about Physician Financial Independence. He and his wife, Dr. Jane Healey, cofounded the growing online community where Canadian physicians teach each other about saving, investing, and how to use money to achieve happiness. This interview was recorded in the summer of 2020.
Episode 10: The Impact of Fees on Retirement Savings
Dr. Paul Healey, cofounder of the Physician Financial Independence online community and a member of the Advantages Retirement Plan™ Investment Committee, shares his insights on the impact of fees on retirement savings over time.