Tag: Financial Planning for Medical Professionals

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From Vine to Glass: Exploring Wines with Winemaker and Sommelier Gianluca DiLoro (Ep. 5)

From Vine to Glass: Exploring Wines with Winemaker and Sommelier Gianluca DiLoro (Ep. 5)

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Wine not join us for an episode filled with aroma, flavor, and rich stories?

John and Alex are happy to welcome Gianluca Di Loro, Winemaker, Sommelier, Proprietor of Di Loro Wines, and Territory Manager of Lifford Cellars to the podcast. Listen as he uncorks the mysteries behind winemaking, selection, and appreciation, so whether you’re a casual sipper or an aspiring sommelier, this episode offers practical insights to enhance your wine experience.

John, Alex, and Gianluca discuss: 

  • How Niagara, Ontario is one of the most underappreciated wine regions around the world 
  • Italian or French wines: Which offers the best value for your palate and pocket
  • Why are tannins crucial, and how do they shape your wine-drinking experience
  • When should you decant wine, and how does it transform the wine’s aroma and taste
  • What are the best-kept secrets for wine storage to preserve its character
  • And more!

Connect with Med-Wealth Financial Services: 

Connect with Gianluca Di Loro:

About Our Guest: 

GianLuca Di Loro, an expert sommelier, boasts a rich journey through global wine territories, including Australia, California, and Niagara. His deep immersion into these distinct wine cultures offers him a unique perspective on the subtle interplay of terroir, climate, and taste. More than just a connoisseur, he has a keen sense of the stories and traditions that shape each wine.

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Navigating the Changing Dynamics of Real Estate with Corrado Russo (Ep.4)

Navigating the Changing Dynamics of Real Estate with Corrado Russo (Ep.4)

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Are you looking to build wealth through real estate investing?

Are you curious about the changing dynamics of the real estate market?

In this episode, John and Alex Soutsos chat with Corrado Russo, Managing Partner and Head of Global Securities at Hazelview Investments. Together they discuss various topics related to real estate investing, changes in the market, financing differences, the future of office spaces, the changing landscape of retail, and the housing shortage.

Join the conversation as Corrado shares:

  • His journey to becoming a real estate investor
  • Factors impacting the real estate market
  • How the pandemic forced commercial real estate to evolve
  • The present state of retail and how it will continue to transform in the future
  • And more

Connect with Med-Wealth Financial Services: 

Connect with Corrado Russo:

About Our Guest: 

Corrado is responsible for managing the global Public Real Estate platform including Hazelview’s Global Real Estate Fund and Four Quadrant Global Real Estate Partnership.

Corrado has over 20 years of experience in the investment management field, having held positions in portfolio management, equity research, and direct real estate investments. Prior to joining Hazelview, Corrado was an Executive Director and Portfolio Manager of global real estate securities at Forum Securities, a Portfolio Manager of global real estate securities for Citi Property Investors, and an Assistant Portfolio Manager of direct real estate for Ontario Teachers’ Pension Plan Board.

Corrado holds a Master of Business Administration from the Schulich School of Business, has a bachelor’s degree in Administrative Studies from York University, and holds the Chartered Financial Analyst designation.

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How To Implement a Healthy Relationship Between Wealth & Health in Your Life (Ep.2)

How To Implement a Healthy Relationship Between Wealth & Health in Your Life (Ep.2)

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Now that you’ve been introduced to the podcast, it’s time to get to know your hosts, Alex and John Soutsos on a personal level!

In this podcast episode, John and Alex Soutsos discuss their values, definition of success, and personal interests. They emphasize the importance of financial freedom and flexibility, as well as the impact of sugar consumption on health and longevity. 

They also discuss retirement planning, the challenges of delaying gratification, and the need to set money aside for long-term goals. 

John and Alex discuss: 

  • Their personal interests: What keeps them busy outside of the work day!
  • The simplicity of starting with small goals & how this mindset has influenced their relationship with guilty pleasures, exercise and more!
  • The challenge of delayed gratification & the value it holds in your retirement plan
  • Some of the common misconceptions about retirement: Why it doesn’t mean the same thing for everyone
  • And more

Resources:

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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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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