Category: Retirement

FEATURE
Navigating Mortgage Resets and Interest Rate Changes with Matthew Pickering (Ep.27)

Navigating Mortgage Resets and Interest Rate Changes with Matthew Pickering (Ep.27)

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Are you planning to buy a rental property or renovate your dream home? Curious about how this affects your mortgage approval?

John and Alex Soutsos welcome back mortgage expert Matthew Pickering from National Bank to delve into the intricacies of home financing. They explore key strategies for financing properties, understanding the mortgage approval process, and the financial implications of renovations and rental investments.

John, Alex and Matthew discuss: 

  • Deep dive into fixed versus variable mortgage rates
  • Mortgage approval process for renovating or renting out properties
  • Utilizing unsecured lines of credit for financing needs
  • Strategies for building financial flexibility into your mortgage
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Matthew Pickering:

About Our Guest: 

Matthew Pickering is a Mortgage Manager at the National Bank of Canada. Matthew specializes in the purchase of new properties, external refinancing and other types of Intermediaries, and the purchase of existing properties. Matthew is based out of the Greater Toronto Area, serving Toronto, Burlington, Milton, and Mississauga.

FEATURE
Financial Planning for Home Buyers with Matthew Pickering (Ep. 26)

Financial Planning for Home Buyers with Matthew Pickering (Ep. 26)

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Think buying a house is only about having enough money for a down payment?

John and Alex Soutsos from Med Wealth Financial Services, along with guest Matthew Pickering, Mortgage Development Manager at National Bank, delve into the complexities of the mortgage approval process. Discover valuable insights into the factors affecting mortgage qualification, the benefits of pre-approvals, and how personalized banking services can ease your journey toward purchasing a home.

John, Alex and Matthew discuss: 

  • Understanding the mortgage approval process and the role of income
  • The advantages of getting a mortgage pre-approval early
  • The importance of bridge financing and home equity lines of credit
  • Trends and guidance on choosing between fixed and variable mortgage rates
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Matthew Pickering:

About Our Guest: 

Matthew Pickering is a Mortgage Manager at the National Bank of Canada. Matthew specializes in the purchase of new properties, external refinancing and other types of Intermediaries, and the purchase of existing properties. Matthew is based out of the Greater Toronto Area, serving Toronto, Burlington, Milton, and Mississauga.

FEATURE
Balancing Supplements and Nutrition for Healthy Living with Dr. Ashley Chauvin (Ep. 25)

Balancing Supplements and Nutrition for Healthy Living with Dr. Ashley Chauvin (Ep. 25)

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How much do you really know about the vitamins and supplements you’re taking? 

John and Alex Soutsos sit down with Dr. Ashley Chauvin, a naturopathic doctor from Clarity Health, to explore the benefits of supplements, the science behind them, and how they can complement your diet and lifestyle. They explore why specific supplements are essential, how to select high-quality products, and the importance of nutrition first.

John, Alex and Ashley discuss: 

  • Why vitamins and supplements should be considered secondary to nutrition and fitness in building a healthy lifestyle
  • The role of supplements in health management and their efficacy.
  • Recommendations for daily supplements and their benefits.
  • And more

Resources:

Connect with Med-Wealth Financial Services: 

Connect with Dr. Ashley Chauvin:

About Our Guest: 

 Dr. Ashley Chauvin ND has a mission to support patients to feel more like themselves while experiencing hormone changes such as menopause. Ashley originally found her passion for Naturopathic Medicine when training in Radiation Therapy and now supports patients during active cancer treatment and survivorship to feel empowered and in control of their health. 

Patients who have experienced cancer often struggle with hormonal concerns and have many questions about their treatment options. Ashley supports our patients experiencing natural and medically-induced menopause by addressing symptoms such as fatigue, weight gain and hot flashes.

Dr. Ashley wants her patients to understand their options and how they can support themselves through positive lifestyle changes, supplements and injection therapy to improve the side effects of their conventional care and thrive in survivorship.

Dr. Ashley completed a residency program in supporting cancer patients and has worked exclusively in cancer care for much of her career. Her interest in breast cancer has lead her to pursue training in women’s health and hormonal support and she is thrilled to be able to support our patients on their journey to menopause with prevention strategies and a focus on overall wellness.

FEATURE
Exploring Naturopathic Medicine with Dr. Ashley Chauvin (Ep. 24)

Exploring Naturopathic Medicine with Dr. Ashley Chauvin (Ep. 24)

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Believe it or not, some oncologists are now recommending naturopathic medicine to their patients. Curious how this works? 

John and Alex Soutsos delve into an inspiring conversation with Dr. Ashley Chauvin, a naturopathic doctor who supports patients during cancer treatment and beyond. Discover how naturopathic practices, dietary adjustments, and an integrative approach can enhance health and well-being, and why there’s a growing shift toward embracing these holistic methods.

John and Alex discuss: 

  • The role of naturopathic medicine in cancer care and survivorship
  • Differences between naturopathic medicine and conventional Western medicine
  • Common misconceptions about gut health and the impact of restrictive diets
  • Historical insights into the evolution of traditional and naturopathic medical practices
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Dr. Ashley Chauvin:

About Our Guest: 

 Dr. Ashley Chauvin ND has a mission to support patients to feel more like themselves while experiencing hormone changes such as menopause. Ashley originally found her passion for Naturopathic Medicine when training in Radiation Therapy and now supports patients during active cancer treatment and survivorship to feel empowered and in control of their health. 

Patients who have experienced cancer often struggle with hormonal concerns and have many questions about their treatment options. Ashley supports our patients experiencing natural and medically-induced menopause by addressing symptoms such as fatigue, weight gain and hot flashes.

Dr. Ashley wants her patients to understand their options and how they can support themselves through positive lifestyle changes, supplements and injection therapy to improve the side effects of their conventional care and thrive in survivorship.

Dr. Ashley completed a residency program in supporting cancer patients and has worked exclusively in cancer care for much of her career. Her interest in breast cancer has lead her to pursue training in women’s health and hormonal support and she is thrilled to be able to support our patients on their journey to menopause with prevention strategies and a focus on overall wellness.

FEATURE
Essential Home Buying Considerations (EP 23)

Essential Home Buying Considerations (EP 23)

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Are you considering buying a home but unsure where to start? Have you considered the financial costs of owning a house, even after buying?

John and Alex Soutsos delve into the complexities of home buying, sharing their expertise on crucial decisions you need to make along the way. They discuss key considerations like proximity to work, family preferences, and financial decisions around urban versus rural properties. 

John and Alex discuss: 

  • The benefits and drawbacks of buying urban versus rural properties
  • Understanding the rate of return for condos, townhouses, and single-family homes
  • Key financial considerations such as appreciation rates and maintenance costs
  • Strategies for balancing mortgage payments and retirement savings planning
  • And more

Connect with Med-Wealth Financial Services: 

FEATURE
Navigating Financial Planning for Major Life Events (Ep.22)

Navigating Financial Planning for Major Life Events (Ep.22)

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You might think buying a car is always smarter than leasing, but is that really true? Are you prepared for the financial implications of life’s major milestones, like buying a house or getting married?

John and Alex Soutsos dive into financial planning for major life milestones like buying a car, getting married, and purchasing a home. Discover key insights on handling financial decisions during these pivotal moments, and learn practical tips on saving, investing, and making informed choices to ensure your financial stability and peace of mind.

John and Alex touch on: 

  • Buying vs. leasing a car: pros, cons, and financial implications
  • The importance of pooling financial resources in marriage for better money management
  • Strategies for saving for a home, including first-home savings accounts and tax-free savings accounts
  • How to navigate prenuptial agreements and estate planning
  • And more

Connect with Med-Wealth Financial Services: 

FEATURE
Navigating the Complexities of the Canadian Economy with Kim Moody (Ep 21)

Navigating the Complexities of the Canadian Economy with Kim Moody (Ep 21)

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Part one left off the conversation on taxation and policies with new questions to be answered. Discover even more answers to some of those new questions. 

John and Alex Soutsos sit down once more with celebrated CPA and Amazon bestselling author, Kim GC Moody. They delve into the recent unveiling of the Canadian budget, its implications on the economy, and particularly its impact on the healthcare sector and business owners across Canada.

John, Alex, and Kim discuss: 

  • The profound implications of the recent Canadian budget on professionals and business owners.
  • A deep dive into the capital gains inclusion rate debate and its potential repercussions.
  • The controversial aspects of governmental subsidies in sectors such as electric vehicle production.
  • Strategies and insights for financial planning amidst shifting economic policies.
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Kim Moody:

About Our Guest: 

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with getting to know everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

FEATURE
The Truth Behind Taxation Myths with Kim Moody (Ep. #20)

The Truth Behind Taxation Myths with Kim Moody (Ep. #20)

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Did you know that a pinch of tax wisdom and strategic investment could potentially transform your financial landscape?

In this episode, John and Alex Soutsos speak with Kim Moody, founder of Moody’s Private Client, to dissect the layers of Canada’s tax system and its competitiveness on the global stage. From the tales of individual taxpayers to the boardrooms of big corporations, gain unparalleled insights into how tax policies affect not only the wealthy but every Canadian citizen.

John, Alex, and Kim discuss: 

  • What are Canada’s corporate and personal tax rates, and how do they compare globally
  • What is the true narrative surrounding capital gains taxes and to what extent do they affect the average citizen 
  • How do tax policies influence consumer spending, corporate expansion, and international investment
  • What are the psychological and economic consequences of high taxation on Canadians and how does it influence their decisions
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Kim Moody:

About Our Guest: 

The antithesis of the status quo, Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. His relentless obsession with knowing everything in the Tax Act makes him a highly sought-out resource for peers and clients. In March 2020, Kim published his first book, Making Life Less Taxing: Pay Attention To Your Taxes So You Can Pay Less Tax and Build a Strong, Smarter Canada – an Amazon bestseller in a number of categories.

FEATURE
The Truth About Canadian Healthcare: Myths, Realities, and the Path to Reform with Shawn Whatley (Ep.19)

The Truth About Canadian Healthcare: Myths, Realities, and the Path to Reform with Shawn Whatley (Ep.19)

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Ever considered why Canada’s healthcare system, once lauded as a beacon of universal care, now faces critical scrutiny?

John and Alex Soutsos dive into the depths of this pressing issue with Dr. Sean Watley, a seasoned physician with firsthand experience in the intricacies of healthcare from his tenure as the head of the Ontario Medical Association and a board member of the Canadian Medical Association. 

John, Alex, and Shawn discuss: 

  • The evolution and challenges of Canada’s universal healthcare system.
  • Patient wait times and the impact on healthcare delivery.
  • The role of healthcare management and funding in patient care quality.
  • Dr. Sean Watley’s insights on potential reforms and solutions for improving patient outcomes.
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Shawn Whatley:

About Our Guest: 

Dr. Shawn Whatley is Munk Senior Fellow with the Macdonald-Laurier Institute. Shawn is a

physician and author of the recent book, When Politics Comes Before Patients – Why and how Canadian Medicare is failing. He is also the author of the highly-praised book on how to fix emergency wait times in Canada, No More Lethal Waits. He has extensive experience in healthcare administration and medical politics. He is a past President of the Ontario Medical Association (OMA).

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Navigating the Waves of Currency Exchange with Shael Stolberg and Jeffrey Dorfman (Ep 18)

Navigating the Waves of Currency Exchange with Shael Stolberg and Jeffrey Dorfman (Ep 18)

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Are you ready to navigate the complexities of foreign exchange risks and unlock the secrets behind savvy investment strategies in the film industry?

John and Alex Soutsos speak with Shael Stolberg and Jeffrey Dorfman of Global QFX Inc. as they unravel the intricacies of financial freedom and ambition. We explore the battleground of the foreign exchange market and its profound impact on investors and business owners alike.

John, Alex, Shael and Jeff discuss: 

  • Understand the hidden dangers and opportunities in foreign exchange risk.
  • Learn from the personal triumphs and insights of our esteemed guests.
  • Discover how the film industry leverages financial strategies for production success.
  • Gain expert advice on navigating market fluctuations and investment planning.
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Shael Stolberg:

Connect with Jeffrey Dorfman:

About Our Guests: 

Shael Stolberg is a multi-dimensional business facilitator, producer and creative problem solver who has published three books, created and taught two college level courses and associate produced three feature films with more in development. At present, he is also helping businesses limit their exposure to fluctuations in the currency market, thereby protecting their budget and bottom line with a focus on the film business.

Jeffrey Dorfman, based in Toronto, ON, CA, is currently a Director at Global QFX Inc, bringing experience from previous roles at AXEPAY Inc. China Cross-Border RMB Services, KYC & AML Verifications, AFEX, GFX Partners Inc. and Bendix Foreign Exchange Corporation. Jeffrey Dorfman holds a The University of British Columbia.

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