Episode 20 of the Financial Checkup podcast explains how getting a second opinion on your investments can help you unlock more retirement wealth. This episode features special guests, Yash Khubchandani, an Advantages Retirement Plan™ Specialist and Alex Mazer, co-CEO of Common Wealth Retirement - plan administrator of the Advantages Retirement Plan ..read more

Hear how to build foundational savings behaviours with special guest speaker Alex Young Soo Lee. Alex is a fellow medical student at the University of Ottawa and the Director of Student Affairs at CFMS. He is passionate about investing and building a robust savings portfolio all while navigating medical school ..read more

Hear how to build foundational savings behaviours with special guest speaker Alex Young Soo Lee. Alex is a fellow medical student at the University of Ottawa and the Director of Student Affairs at CFMS. He is passionate about investing and building a robust savings portfolio all while navigating medical school ..read more

In episode 16 of the Financial Checkup, BlackRock – the world’s largest asset manager and investment partner for the Advantages Retirement Plan™ – explains what target date funds are and how they can help you automatically grow your savings over time while keeping fees low ..read more

In Episode 11 of the Financial Checkup, Aaron Schechter, CPA, CA, TEP (Partner, Tax) at Crowe Soberman LLP, discusses the tax and financial planning considerations physicians should look at during the various stages of their career and life - from residency to post-retirement. Aaron also chats about how the Advantages Retirement Plan™ can help you and your spouse/common-law partner plan and prepare for a successful retirement ..read more

In Episode 11 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, discusses the costly investment mistakes physicians should try to avoid ..read more

In Episode 10 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 the impact of fees on retirement savings over time ..read more

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What will retirement look like for you? In Episode 8 of the Financial Checkup, we talk with Dr. Samantha Hill, past president of the OMA. She shares what retirement looks like to her and how she’s preparing for the retired life ..read more

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 ..read more