In episode 17 of the Financial Checkup, BlackRock – the world’s largest asset manager and investment partner for the Advantages Retirement Plan – discusses upcoming changes to its target date funds to include a stronger emphasis on ESG (Environmental, Social and Governance) factors.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..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.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..read more

In episode 15 of the Financial Checkup, BlackRock – the world’s largest asset manager and partner for the Advantages Retirement Plan – discusses market ups and downs, the impact of the pandemic, and how target date funds help you weather market volatility.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..read more

In episode 14 of the Financial Checkup, the Advantages Retirement Plan Specialists, Yash Khubchandani and Guillermo Nafarrate, go through a retirement planning checklist for physicians and respond to live questions submitted by OMA members.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..read more

In episode 13 of the Financial Checkup, we hear the Advantages Retirement Plan Specialists, Yash Khubchandani and Guillermo Nafarrate, address common retirement planning challenges and explain how the Advantages Retirement Plan helps physicians and their spouse/common-law partner meet their retirement goals.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..read more

In Episode 12 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.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..read more

In The Financial Checkup Roundup – Physician Financial Independence series, Dr. Paul Healey, cofounder of the Physician Financial Independence online community and a member of the Advantages Retirement Plan Investment Committee, addresses topics ranging from how to use your money to achieve happiness, costly investment mistakes, and the impact of fees.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..read more

In The Financial Checkup Roundup – Preparing for Retirement series, hear from Dr. Audrey Karlinsky, OMA President Dr. Adam Kassam, and past OMA presidents Dr. Samantha Hill and Dr. Sohail Gandhi about how they are preparing themselves for retirement.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..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.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..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.   Music: “Inspiring Corporate” by Scott Holmes From the Free Music Archive CC BY NC ..read more