Financial Basics for Healthcare Providers | Cherry Live! | Episode 30

Описание: We delve into the often-taboo topic of money in healthcare with the insightful Sean Wilson, a master in wealth advisory. In this special Episode 30, we explore everything from discretionary portfolio management to the essentials of comprehensive financial planning and the benefits of incorporation for healthcare professionals.

🍒 Timestamps
0:00 - Introduction
3:24 Unveiling the Economic Veil
8:47 Role of Comprehensive Financial Planning
15:32 Discretionary Portfolio Management Explained
21:18 Wealth Management
29:06 Navigating Insurance (Disability, Critical Illness Coverage, etc.)
37:15 Planning for Retirement: RRSP vs. IPP
45:22 Incorporation Benefits & Strategies
53:34 Concluding Thoughts and Advice

🍒 More on...
Moraine Wealth Advisory: https://morainewealth.com/

Our podcast: https://podcasters.spotify.com/pod/sh...
Our website: https://www.cherry.health/
LinkedIn:   / cherry-health-inc  
Facebook:   / cherryhealthinc  

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