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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. 

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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 KassamDr. 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? In Episode 3 of The Financial Checkup, 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.

Music: “Inspiring Corporate” by Scott Holmes
From the Free Music Archive
CC BY NC

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