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

What will retirement look like for you? In Episode 18 of the Financial Checkup, we talk with Dr. Rose Zacharias, president of the OMA. She shares what retirement looks like to her and how she’s preparing for the retired life ..read more

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 ..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 ..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.  ..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 ..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 9 of the Financial Checkup, 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 ..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