Learning with the Loonie Doctor (Dr. Mark Soth) - Part 2 Artwork

beyond MD with Dr. Yatin Chadha

Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews subject experts to heighten awareness on important topics, like professional corporations, holding companies, trusts, estate planning, insurance policies, mortgages, real estate, and investing. It's time to take your financial knowledge base to the next level so you can get ahead outside of the workplace. Please send questions and topics of interest to beyondmdpodcast@gmail.com

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beyond MD with Dr. Yatin Chadha

Learning with the Loonie Doctor (Dr. Mark Soth) - Part 2

August 17, 2023 • Yatin Chadha • Season 1 • Episode 53

Thank you for joining me for part 2 with the Loonie Doctor (Dr. Mark Soth).

Discussion points:
- summary of sources of corporate tax drag (1:44)
- how does Mark invest his own money? (3:55)
- optimal salary & dividend mix (6:39)
- Mark's view on individual pension plans/IPPs (8:42)
- What's moved the needle most for Mark? (11:29)
- Decumulation overview (13:19)
- Lessons for the kids (17:10)
- Closing thoughts (19:29)

Mark's blog: https://www.looniedoctor.ca/

My links:
beyondmdpodcast@gmail.com
https://www.linkedin.com/in/yatin-chadha-29074b109/