The Financial Checkup
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.
Podcasting since 2020 • 14 episodes
The Financial Checkup
Latest Episodes
Maximize Retirement Income
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...
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Season 1
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Episode 20
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25:37
Learning to build foundational savings earlier in your career
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
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Season 1
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Episode 19
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20:12
Preparing for Retirement Featuring Dr. Rose Zacharias
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.
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Season 1
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Episode 18
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10:27
Unpacking responsible, sustainable investing
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 (Enviro...
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Season 1
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Episode 17
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13:52
Optimize retirement savings with target date funds
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 ove...
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Season 1
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Episode 16
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9:05