A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Innhold levert av Yatin Chadha. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Yatin Chadha eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Lik beyond MD with Dr. Yatin Chadha
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Re-examining pension plans for professionals with Jason Pereira
Manage episode 424568043 series 2786045
Innhold levert av Yatin Chadha. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Yatin Chadha eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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:
- Individual Pension Plan (IPP) overview (2:40)
- Jason's background (5:25)
- key definitions - defined benefit (DB) & defined contribution (DC) pensions (6:10)
- how is the DB of an IPP calculated? (7:18)
- When to start an IPP? Thoughts on waiting longer & reducing fees (11:20)
- Who is the ideal candidate for an IPP? (14:08)
- Is there an income threshold below which an IPP makes no sense? (16:25)
- Is there a ceiling to the DB? (18:05)
- Jason's thoughts on the RCA (21:02)
- IPP vs PPP (26:00)
- Does is make sense to place conservative assets inside the DB component? (30:33)
- Is the contribution amount similar across different pension types? (32:28)
- Navigating the pension landscape (32:50)
- IPP vs RRSP & Spousal RRSP (34:30)
- IPP vs investing in a corporation with new cap gains rules (35:15))
- Common mistakes professionals & business owners are making (37:45)
- Improvements upcoming to financial planning in Canada (42:26))
- The most valuable lesson Jason has learned (50:00)
Yatin:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Jason:
https://jasonpereira.ca/
https://jasonpereira.ca/financial-planning-for-canadian-business-owners-podcast-jason-pereira
https://www.linkedin.com/in/pereirajm/
77 episoder
Del
Manage episode 424568043 series 2786045
Innhold levert av Yatin Chadha. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Yatin Chadha eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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:
- Individual Pension Plan (IPP) overview (2:40)
- Jason's background (5:25)
- key definitions - defined benefit (DB) & defined contribution (DC) pensions (6:10)
- how is the DB of an IPP calculated? (7:18)
- When to start an IPP? Thoughts on waiting longer & reducing fees (11:20)
- Who is the ideal candidate for an IPP? (14:08)
- Is there an income threshold below which an IPP makes no sense? (16:25)
- Is there a ceiling to the DB? (18:05)
- Jason's thoughts on the RCA (21:02)
- IPP vs PPP (26:00)
- Does is make sense to place conservative assets inside the DB component? (30:33)
- Is the contribution amount similar across different pension types? (32:28)
- Navigating the pension landscape (32:50)
- IPP vs RRSP & Spousal RRSP (34:30)
- IPP vs investing in a corporation with new cap gains rules (35:15))
- Common mistakes professionals & business owners are making (37:45)
- Improvements upcoming to financial planning in Canada (42:26))
- The most valuable lesson Jason has learned (50:00)
Yatin:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/
Jason:
https://jasonpereira.ca/
https://jasonpereira.ca/financial-planning-for-canadian-business-owners-podcast-jason-pereira
https://www.linkedin.com/in/pereirajm/
77 episoder
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Lik beyond MD with Dr. Yatin Chadha
A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
PT Inquest is an online journal club. Hosted by Jason Tuori, Megan Graham, and Chris Juneau, the show looks at an article every week and discusses how it applies to current physical therapy practice.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
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