Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations

Capital Dividend Account (CDA) - The biggest unkown planning opportunity for corporations

Author: Vu Kiet Tran August 7, 2022 Duration: 36:11
I have heard of the CDA account many times. It did not register with me until the third time. Then, it hit me like a ton of bricks. Do you know about it? Do you understand it? It is a very powerful estate planning tool for incorporated professionals.   To leave me feedback of comments, please email me at hmfhd2020@gmail.com

Ever feel like managing your money is a diagnosis you just can't crack? How is my Financial Health, Doc? is a space built specifically for healthcare professionals-from residents to seasoned surgeons-who are experts in the human body but might find their own financial picture a bit blurry. Host Vu Kiet Tran creates candid conversations where the complexities of investing, debt management, and building wealth are broken down without judgment. Here, the often-taboo questions about salary negotiations, side hustles, and planning for a secure future are not just allowed, they’re the entire point. Each episode feels like a consult with a trusted colleague, blending practical business principles with an understanding of the unique pressures and irregular income streams common in medicine. You’ll hear real stories and straightforward strategies that connect the dots between physical well-being and financial fitness. This podcast recognizes that a healthy career requires a solid economic foundation, offering actionable advice to help those who care for others start feeling more confident about caring for their own financial future. Tune in for a dose of clarity that goes beyond the clinic.
Author: Language: English Episodes: 100

How is my Financial Health, Doc?
Podcast Episodes
The Options market: an awareness-building episode for most of us. [not-audio_url] [/not-audio_url]

Duration: 49:50
Some of us have learned how to trade in the market. However, many of us have never heard of the Options market. What is it? What does it do? This awareness building episode on Options is just the place to get acquainted…
Promotional content: Code Green Financial Literacy Conference [not-audio_url] [/not-audio_url]

Duration: 7:18
Dr. Roger Sen, Dr. Michael Long, and myself created a financial literacy conference for physicians and dentists. The Code Green Financial Literacy Conference. Feb 2nd, 2024. Novotel Hotel, North York, Ontario Designed by…
Code Green Financial Literacy Conference for physicians [not-audio_url] [/not-audio_url]

Duration: 2:31
This is an advertisement for a financial literacy conference Dr. Sen, Dr. Long, and myself have created for physicians. This conference was designed by physicians for physicians, discussing person finance topics geared f…