Tag: Financial Planning for Medical Professionals

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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

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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

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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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Overcoming Financial Biases (Ep. 17)

Overcoming Financial Biases (Ep. 17)

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Are you planning for retirement? Do you know the risks you might face on the road to financial freedom?

John and Alex Soutsos discuss the dangers of familiarity bias and the importance of effective portfolio construction for a secure retirement. They highlight the pitfalls of being overly comfortable with familiar investments and advocate for a goals-based approach to enhance potential returns.

John and Alex touch on: 

  • The impact of familiarity bias on portfolio construction
  • The importance of adopting a goals-based approach for retirement planning
  • The significance of longevity and evolving financial needs in retirement
  • The unpredictability of life’s expenses and the importance of prudent investment strategies
  • And more

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Navigating Retirement Risks (Ep.16)

Navigating Retirement Risks (Ep.16)

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Are you prepared for retirement without navigating the risks that may throw off your plans?

Join John and Alex as they delve deep into the risks faced by investors on the road to retirement. From inflation concerns to taxation risks, behavioral biases, and emotional investment choices, they shed light on the essential aspects of securing your financial future.

John and Alex discuss: 

  • The impact of inflation on retirement savings and purchasing power.
  • Longevity risk and the importance of planning for a financially secure future.
  • Taxation risks and the significance of tax-efficient investment strategies.
  • How behavioral biases like familiarity bias and recency bias affect decision-making processes.
  • And more

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Tax Planning Strategies for Future Estate Security with Paul McVean (Ep. #15)

Tax Planning Strategies for Future Estate Security with Paul McVean (Ep. #15)

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How well do you understand the post-death treatment of your assets? Are your financial affairs properly structured to maximize the value of the estate and ensure it is distributed in a fair and equitable manner?  

John and Alex Soutsos speak with Paul McVean, Founder of Astute Strategies Inc. and McVean Tax PC, on the fundamental aspects of tax and estate planning, including strategies for maximizing the value of your personal and professional assets..

John, Alex, and Paul discuss: 

  • How are registered assets, such as RRSPs or RIFs, treated upon death
  • How does the ownership structure of assets impact the tax implications upon death
  • Strategies for extracting assets from a professional corporation 
  • How can individuals document their intentions and assets to facilitate the executor’s role in estate settlement
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Paul McVean:

About Our Guest: 

Since entering the financial world in 1994, Paul has gained experience in a number of different areas. He began his tax career at one of the “big four” accounting firms, where he was involved in public accounting, tax planning, and compliance. Paul then gained experience in the fee-only financial planning world with a small independent firm where he provided advice to his own clients, as well as to the other consultants of the firm on various tax planning matters. He also worked in wealth management at one of Canada’s largest independent wealth management firms as Regional Vice President, Wealth Planning, followed by founding and being Managing Director of an advice-only financial planning firm, Astute Strategies Inc., where he provides complex financial, tax and estate planning solutions and expertise to and through financial advisors. 

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Web3 Technology in Building Design with Andy McKay (Ep.14)

Web3 Technology in Building Design with Andy McKay (Ep.14)

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Wondering how digitizing buildings can lead to better efficiency and reduced operational costs?

Learn the role of Web3 technology in architectural design with John and Alex Soutsos and their guest Andy McKay, founder and managing director of Digital Inc. They touch upon the merits of employing laser scanning in the construction process, the disparate rates of technology uptake in different regions, and how these tools serve in managing facilities and anticipating maintenance needs.

John, Alex, and Andy discuss: 

  • How Digital Inc. uses unique technological solutions to provide greater insights and allow builders to deliver projects faster
  • How digital twin technology can optimize building performance, particularly in terms of energy efficiency and cost savings
  • How Web3 technology takes property management to the next level 
  • How blockchain technology and cryptocurrency are being integrated into the construction industry, particularly with digital twinning and asset tokenization
  • And more

Resources:

Connect with Med-Wealth Financial Services: 

Connect with Andy McKay:

About Our Guest: 

Andy McKay is the founder and Managing Director of Digital Inc., a pioneering firm in the digitization of property, encompassing Geomatics, BIM, and Digital Twins. The operations of Digital Inc. span across the UK and Canada, with a unique business model that includes collaborating with local companies for onsite activities and leveraging international talent for digital production.

Andy’s professional journey in the property and construction sector spans over 20 years, marked by a commitment to continuous learning and a track record of delivering results as promised. He takes immense pride in leading a team of experts, who have consistently demonstrated their ability to meet the high standards of tier-1 property clients.

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