The Financial Checkup

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 and Alex Mazer, co-CEO of Common Wealth Retirement - plan administrator of the Advantages Retirement Plan™.

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. He is passionate about investing and building a robust savings portfolio all while navigating medical school.

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.

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 (Environmental, Social and Governance) factors.

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 over time while keeping fees low.

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 market volatility.

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. 

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 physicians and their spouse/common-law partner meet their retirement goals.

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 - from residency to post-retirement. Aaron also chats about how the Advantages Retirement Plan™ can help you and your spouse/common-law partner plan and prepare for a successful retirement.

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.