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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
Tax Efficient Philanthropy Part 2 - Donor Advised Funds & Private Foundations with Mark Halpern
This episode provides a deep dive into donor advised funds, a lesser known philanthropic strategy. I'm happy to have Mark Halpern, CEO of WealthInsurance.com back on the pod.
Discussion points:
- what is a donor advised fund/DAF (5:23)
- what can flow into a DAF? (8:23)
- transferring appreciated corporate securities to a DAF (11:50)
- rules around tax deductions on (DAF) contributions (15:32)
- others contributing to your DAF (17:10)
- DAF contribution rules (18:39)
- setting up a DAF (22:30)
- investments inside a DAF (23:20)
- DAF investment management fees (25:10)
- Slecting charities, money flowing out from a DAF (27:43)
- any DAF cons? DAF vs Private Foundations (30:43)
- more on private foundations (33:45)
- charitable gift annuities (35:42)
Mark's Links:
website: https://wealthinsurance.com/
email: mark@wealthinsurance.com
LinkedIn: https://www.linkedin.com/in/markhalperncfptepmfap/
Samples from Mark's Monthly Tax Letter:
https://wealthinsurance.com/webdoc/TaxLetter-Seven-Defensive-Strategies.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Preserve-Your-Wealth.pdf
https://wealthinsurance.com/webdoc/TaxLetter-Accidental-Philanthropy.pdf
List of all Tax Letter Publications:
https://docs.google.com/document/d/1hNhZ7CSeOr2NBNdwZXCs6nL5gsRZb1Eisht_D5JxfeY/edit
Yatin's Links:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Physician Financial Wellness Conference: https://www.physiciansficonference.com/