beyond MD with Dr. Yatin Chadha
Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, holding companies, trusts, estate planning, insurance policies, mortgages, real estate, and investing. It's time to take your financial knowledge base to the next level so you can get ahead outside of the workplace. Please send questions and topics of interest to beyondmdpodcast@gmail.com
Episodes
91 episodes
Ep# 89 - The stock market is falling, what should we do? With Dr. Paul Healey
I've been investing for 7 years. When the markets get volatile & uncertainty arises, I find it informative & reassuring to sit down with another savvy mind.Today, I'm thrilled to chat with Paul Healey about questions people have ...
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Season 1
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Episode 89
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34:37
Ep #88 - beyond MD book club - The 5 Types of Wealth by Sahil Bloom
Money is certainly something, but it's not everything.Today I review one of the best books I've read on reaching a rich & balanced life:The 5 Types of Wealth by Sahil BloomChapters:<...
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35:16
Ep #87 - The wisest investment: raising money-smart kids, with Robin Taub, CPA
Today's interview features best selling author, Robin Taub. Robin's book is The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for LifeRobin is CPA by training & started he...
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Season 1
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Episode 87
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56:53
Ep #86 - Understanding the Healthcare of Ontario Pension Plan (HOOPP) for Incorporated Physicians - with Rachel Arbour
Today we revisit pensions with an exploration of the Healthcare of Ontario Pension Plan (HOOPP) for incorporated Ontario physicians.My guest is Rachel Arbour, who is the Head of Plan Benefits, Design and Policy at HOOPP. ...
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Season 1
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Episode 86
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54:35
Ep #85 - Creative pursuits, using your knowledge to impact others, & finding fulfillment in medicine, with Dr. Michael Fralick
I'm delighted to welcome back my friend and colleague, Dr. Michael Fralick, MD, PhD.Mike is a creative spirit and has a knack for finding opportunities to positively impact others through his knowledge & expertise.He is a clin...
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Season 1
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Episode 85
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46:23
Ep #84 - What happens if I get sued as a physician in Canada? With Dr. Todd Watkins, Associate CEO of the CMPA
This is a big one - what happens when we receive a malpractice claim? Medicine is a challenging field with high stakes. We all know colleagues who have been in this situation.I'm thrilled to welcome Dr. Todd Watkins, associate CEO...
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Season 1
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Episode 84
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46:13
Ep #83: What factors impact returns when investing in real estate development? - with Sasha Cucuz, CEO of Greybrook Securities
Today I welcome back Sasha Cucuz, CEO of Greybrook Securities.The focus today is to understand the variables impacting the margins (& expected returns) on investments in real estate development.Discussion points:
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Season 1
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Episode 83
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56:28
Ep #82 - 11 Powerful Productivity Hacks for 2025 and Beyond
I've become fascinated with productivity over the last 2 years because it's another tool in our kit to effectively increase the time we have in our lives, so that we can live life on our own terms.I share my experiences over the years &...
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Season 1
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Episode 82
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27:28
Ep #81 - Forever episode: Traveling the World Affordably by Optimizing Credit Card Points with Ricky Zhang
Hey gang - this is a re-release of one of the most popular episodes ever. Not out of laziness, but because several listeners have reached out to ask about which credit cards will allow them to elevate their travel game.There's n...
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Season 1
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Episode 81
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1:06:25
Ep #80: The Relevance & True Cost of CPP (Canada Pension Plan) for Small Business Owners - with Aravind Sithamparapillai
Today I welcome Aravind Sithamparapillai (MBA), who is an associate at Ironwood Wealth Management. Aravind is becoming known as a tax ninja - he breaks down complex topics nicely for listeners of all levels.While the focus of this episo...
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Season 1
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Episode 80
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51:50
Ep #79 - Embracing New Opportunities, Taking Risks, & Maximizing Impact with Dr. Neel Chadha - beyond MD Physician Journeys
Today I'm thrilled to host Dr. Neel Chadha. Neel is a family physician who made the bold decision to go all in on developing retirement residences for seniors.This is a story of embracing new opportunities, taking calculated risk...
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Season 1
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Episode 79
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34:27
Ep #78 - Real Estate: Converting Equity to Cashflow Though Toronto Multifamily Investing with Matthew Lee & Ming Lim (Volition Properties)
The idea for today's pod was born after a riveting conversation on a flight to Florida. I'm happy to host Matthew Lee & Ming Lim from Volition Properties to learn how they've built wealth through investing in multifamily properties i...
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Season 1
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Episode 78
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1:06:48
Ep #77: Unpacking My Biggest Life & Money Lessons - My Wife, Sima Acharya, Interviews Me
Today is a little different on beyond MD. My incredible wife, Sima Acharya, interviews me to uncover money & life lessons I've learned over time. Plus, we talk about lessons we've learned as a couple.Discussion points:...
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Season 1
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Episode 77
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56:22
Ep#76: Optimizing Finances for our Kids' Education - RESPs & beyond - with Dr. Matt Poyner
Today I host my friend & colleague, Dr. Matt Poyner. Matt breaks down the Registered Education Savings Plan (RESP) & other ways to optimize finances when it comes to our kids' education.Matt is a long time blogger at d...
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Season 1
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Episode 76
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1:05:07
Ep #75: Philanthropy - 4 Essential Reasons to Give - with Mark Halpern & Yatin Chadha
Mark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful.
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Season 1
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Episode 75
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50:40
Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD)
I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when naviga...
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Season 1
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Episode 74
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55:54
Dissecting Health Spending Accounts (HSAs) with Justin Manning
Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs.Discussion Points:- Just...
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Season 1
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Episode 73
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47:07
Re-examining pension plans for professionals with Jason Pereira
Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points:- Individu...
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Season 1
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Episode 72
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58:33
The Building Blocks of a Happy & Successful Life - with Andrew Hallam
I am delighted to host international best selling author, Andrew Hallam, on today's episode.We have a wide ranging discussion on the pillars of a successful life, the relationships between money & home ownership & happine...
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Season 1
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Episode 71
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1:12:04
Do you have a business idea? Practical & financial considerations for start ups with Matija Kamikovski, CFA
Welcome back to beyond MD! Do you have an idea you want to bring to the world? If so, this episode is for you. Today I sit down with Matija Kamikovski, CEO of Precision Finance. Matija has more than a decade of experience leading...
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Season 1
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Episode 70
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59:56
How Will a Higher Capital Gains Inclusion Rate Impact Canadian Professionals? with Ali Spinner, FCA, FCPA, TEP
I'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate.Discussion Points:- Tax 101 & What happened to the capital gains i...
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Season 1
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Episode 69
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38:53
Should you Buy Rental Properties? A Physician's Perspective after 15 years of Real Estate Investing
I'm happy to have Dr. Kevin Mailo back on the show to discuss what he's learned from investing in real estate (RE) over the last 15 years. We talk about winners and laggards in the portfolio, property managers, challenges with direct ownership ...
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Season 1
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Episode 68
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44:55
Corporate Shareholder Agreements with Parish Bhumgara
In this episode I sit down with Parish Bhumgara from Gardiner Roberts LLP to discuss corporate shareholder agreements (CSA).Discussion points:- Parish's background (2:05)- Corporate shareholder agreements/CSAs: what &...
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Season 1
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Episode 67
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30:29
My Investing Journey: The Good, The Bad, & The Ugly
Today I discuss some of my investments. There have been wins along with some subpar performances. I've also caught myself occasionally falling into common investing traps. Today I address it all and what I've learned from my experiences.
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Season 1
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Episode 66
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28:40
Tax Matters: How will Alternative Minimum Tax (AMT) Changes Affect High Income Canadians in 2024? - with Kim GC Moody
Today I welcome Kim GC Moody, one of our country's top tax experts, to discuss AMT (Alternative Minimum Tax) changes for 2024 & beyond and the potential implications for high income earners in Canada.The podcast has 3 segments:1...
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Season 1
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Episode 65
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54:59