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.
Episodes
14 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
Understanding market downturns with BlackRock
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 marke...
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Season 1
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Episode 15
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14:27
Part Two: Get your retirement plan on track
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.&nb...
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Season 1
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Episode 14
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11:05
Part One: Get your retirement plan on track
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 physicia...
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Season 1
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Episode 13
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17:15
Retirement and Tax Planning
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 - f...
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Season 1
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Episode 12
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59:29
Preparing for Retirement Featuring Dr. Samantha Hill
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.
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Season 1
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Episode 8
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18:58
Preparing for Retirement Featuring Dr. Sohail Gandhi
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.
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Season 1
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Episode 7
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25:13
Preparing for Retirement Featuring Dr. Adam Kassam
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.
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Season 1
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Episode 6
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24:05
Preparing for Retirement Featuring Dr. Audrey Karlinsky
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 prepari...
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Season 1
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Episode 5
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23:25