beyond MD with Dr. Yatin Chadha
beyond MD bridges the gap between medical training and financial literacy.
Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money.
Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning.
Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time.
Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.
beyond MD with Dr. Yatin Chadha
Critical Illness Insurance with Mehul Gandhi
Yatin Chadha, MD, hosts Mehul Gandhi, CFP, CLU, TEP
Mehul is a financial planner, tax & estate practitioner, & licensed insurance advisor working out of the lower mainland in BC. He is the host of the Mind Your Biz Podcast, which covers topics for business owners & entrepreneurs.
Topics discussed:
- what is critical illness (CI) insurance, rationale (6:44)
- how much insurance is necessary? (9:50)
- is it necessary in Canada? (12:20)
- potential impact of CI on family (14:08)
- coverage of conditions (15:24)
- personal, corporate, vs shared policy ownership (17:25)
- return of premium (25:23)
- loss of independence (27:30)
- policies for children (29:20)
- must ask questions (33:25)
- retirement: mitigating sequence of returns risk (36:44)
- retirement: mitigating longevity risk (42:22)
You can listen to the "Mind Your Biz Podcast" by Mehul here: https://open.spotify.com/show/2MXapiWUSNcWUtYH76tYCI?si=3c0b6350982d43d9
Mehul's email: m.gandhi@westmountplanning.com
Feel free to reach out to me on LinkedIn or email to beyondmdpodcast@gmail.com