The Financial Checkup: Recent Episodes
OMA Insurance
The Financial Checkup is devoted to improving the financial wellness and retirement readiness of physicians and their spouses. OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you this podcast series featuring top financial questions and retirement stories from your fellow physicians.
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™.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
What will retirement look like for you? In Episode 7 of the Financial Checkup, we talk with Dr. Sohail Gandhi, one-time president of the OMA. He shares what retirement looks like to him and how he’s preparing for the retired life.
What will retirement look like for you? In Episode 6 of the Financial Checkup, we talk with Dr. Adam Kassam, president of the OMA. He shares what retirement looks like to him and how he’s preparing for the retired life.
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.
We introduce BlackRock, the world's largest investment manager and provider of the target date fund offerings available through the Advantages Retirement Plan™.
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.
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.
Most physicians in Ontario are incorporated, which means that you have more choices when deciding where to put and grow your retirement savings: in your corporation, in your Registered Retirement Savings Plans (RRSPs), or in your Tax-Free Savings Accounts (TFSAs). In this debut episode of The Financial Checkup, Dr. Paul Healey, cofounder of the Physician Financial Independence online community and a member of the Investment Committee for the Advantages Retirement Plan, shares his thoughts on where physicians should invest.