Tag: Asset Allocation
Navigating Market Corrections: Strategies for Medical Professionals (Ep. 44)

Navigating Market Corrections: Strategies for Medical Professionals (Ep. 44)

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Have you ever wondered how to navigate market corrections with ease? 

In this episode of Prescribing Prosperity, John and Alex Soutsos dive deep into strategic wealth management and the psychology behind investment decisions, offering clarity amid market chaos.

John and Alex explore the benefits of a nimble investment model, emphasizing how their approach outperforms larger institutional funds. They discuss the recent U.S. market downturn, revealing how a tactical approach to asset allocation can help mitigate downside risk. The conversation pivots to a nuanced discussion on pension planning, highlighting options such as the RRSP, Medicus, and HOOPP, and their role in securing a stable retirement.

John and Alex discuss:

  • (01:45) Defensive investing strategy compared to institutional funds 
  • (04:30) Impact of market corrections on top-performing funds 
  • (10:03) Strategic repositioning within their portfolio 
  • (14:20) Comprehensive guide to the RRSP program 
  • (17:52)Pros and cons of Medicus and HOOPP pension plans 
  • (26:32) Benefits of Individual Pension Plans for legacy planning 
  • (38:02) Real estate investments vs. market liquidity

Connect with Med-Wealth Financial Services: 

FEATURE
Introducing Prescribing Prosperity with John and Alex Soutsos (Ep.1)

Introducing Prescribing Prosperity with John and Alex Soutsos (Ep.1)

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As medical professionals, you have dedicated years to healing and caring for others, and now it’s time to focus on securing your financial well-being for a fulfilling and stress-free retirement. 

Welcome to Prescribing Prosperity, with your hosts John and Alex Soutsos from Med-Wealth Financial Services, operating through IPC Securities Corporation.

In this inaugural episode, John and Alex discuss their unique portfolio management approach, their education, and background, and how they can assist high net-worth individuals save for living an enriched retirement.

Join John & Alex as they discuss: 

  • The importance of ongoing financial education for themselves and their clients
  • Their new-age approach to financial planning
  • What you can expect when working with Med-Wealth Financial Services
  • The role of their support staff and how they can enhance your financial journey
  • And more

Connect with Med-Wealth Financial Services: 

Insurance products, such as life and critical illness insurance, are offered exclusively by John Soutsos. For more information on insurance planning, please contact John directly at jsoutsos@ipcsecurities.com or 1-888-568-1170 ext. 1.

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