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Tips and tactics to help doctors earn, grow and protect their money. Topics we'll cover include: shares, real estate, investing, building income streams, financial independence, insurance, practice growth, asset protection and more. I recommend listening to Episode #10 which gives you my "5 Pillars of Personal Finance". Visit the blog at www.medicalmoney.com
 
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Show Notes www.medicalmoney.com/episode33 Shareplicity- A Simple Approach to Share Investing with Danielle Ecuyer Todays Guest Danielle Ecuyer Author of “Shareplicity- A Simple Approach to Share Investing” Website www.shareplicity.com.au LinkedIn www.linkedin.com/in/danielle-ecuyer-a924b48/ Danielle has been involved in the share market for decades…
 
Show Notes Uscom (UCM) with Professor Robert Phillips, CEO www.medicalmoney.com/episode32 “Advanced Hemodynamics, COVID-19 & Sepsis” Wednesday, September 8, 2020 @4am EST Seminar link: https://us02web.zoom.us/webinar/register/6015978726597/WN_EEH7wwCeS0ekf1iIDfSVVg Today’s Guest Professor Robert Phillips Chief Executive Officer Uscom (UCM:ASX) Web:…
 
Show Notes www.medicalmoney.com/episode31 Today’s Guest Mark Heritage CEO, Founder & Licensed Agent Over and Above Property Partners https://www.overandabove.com.au Email mark@overandabove.com.au Book A Consultations with Mark http://bit.ly/MarkHeritage45minOTBooking Resources Australian Property Investing Hub on Facebook https://www.facebook.com/g…
 
Show Notes www.medicalmoney.com/episode29 Today we’re talking about tax deductions and some claims that might raise the suspicions of the ATO. We discuss car, work-related and travel deductions as well as how the ATO might communicate with you so you don’t fall prey to a phone phishing scam. Matt also explains some Corona related issues like PAYG i…
 
Show Notes www.medicalmoney.com/episode28 This episode is about poo- more specifically fecal microbiota transplant therapy (FMT). My guest is Dr Sam Costello who is a gastroenterologist and co-founder of the BiomeBank. In this interview, we talk about the use of FMT in treating clostridium difficile, ulcerative colitis and irritable bowel syndrome.…
 
Show Notes medicalmoney.com/episode27 Today we are talking about cybersecurity with Daniel Lai, CEO of ArchTIS. ArchTIS is listed as AR9 on the ASX. This is the first of my “Inside Line” series of interviews where I’ll chat with senior executives of Australian listed companies to understand about their business and the solutions they offer. Today’s…
 
Smart Beta & Factor Investing with John Caulfield from Van Eck Australia www.medicalmoney.com/episode26 Topics covered: What is Smart Beta & Factor Investing? Academic Factors- quality, small size, value, momentum, low volatility, yield Factor performance during the Corona correction Equity Factor ETFs - the intersection of traditional active and p…
 
Smart Beta & Factor Investing with John Caulfield from Van Eck Australia www.medicalmoney.com/episode26 Topics covered: What is Smart Beta & Factor Investing? Academic Factors- quality, small size, value, momentum, low volatility, yield Factor performance during the Corona correction Equity Factor ETFs - the intersection of traditional active and p…
 
Show Notes www.medicalmoney.com/episode25 If you’ve just started trading the markets, or you know someone that has, hopefully this episode can help you either increase your profits of prevent you from losing your shirt. The recent stock market correction has seen millions of new brokerage accounts opened across the globe. Many people with no prior …
 
Show Notes www.medicalmoney.com/episode25 If you’ve just started trading the markets, or you know someone that has, hopefully this episode can help you either increase your profits of prevent you from losing your shirt. The recent stock market correction has seen millions of new brokerage accounts opened across the globe. Many people with no prior …
 
Show Notes https://medicalmoney.com/episode24/ In this interview we cover: Career inertia Portfolio careers Alternatives to the status quo Discovering opportunities Preparing for your career move Today’s Guest Anita Fletcher Standout Medical Careers https://standoutmedicalcareers.com.au/ Email info@standoutmedicalcareers.com.au Phone (+61) 0437 527…
 
Show Notes https://medicalmoney.com/episode24/ In this interview we cover: Career inertia Portfolio careers Alternatives to the status quo Discovering opportunities Preparing for your career move Today’s Guest Anita Fletcher Standout Medical Careers https://standoutmedicalcareers.com.au/ Email info@standoutmedicalcareers.com.au Phone (+61) 0437 527…
 
Show Notes www.medicalmoney.com/episode23 Today my guest is Rose Cocchiaro who is a family law and divorce specialist. Rose is the founder of Resolve Divorce. After witnessing years of painful courtroom litigation she sought to provide a resolution focussed approach that nurtures the well being and personal growth of people and their families. Topi…
 
Show Notes www.medicalmoney.com/episode23 Today my guest is Rose Cocchiaro who is a family law and divorce specialist. Rose is the founder of Resolve Divorce. After witnessing years of painful courtroom litigation she sought to provide a resolution focussed approach that nurtures the well being and personal growth of people and their families. Topi…
 
Show Notes www.medicalmoney.com/episode22 Every year, Barrons and the Australian publish their list of Australia’s Top 50 Financial Advisers. Sue Dahn was crowned #1 in 2019. Sue has been a professional advisor at Pitcher Partners for over 21 years and is the first woman to top the list since the rankings began. This interview was recorded on June …
 
Show Notes www.medicalmoney.com/episode21 Episode 21b Linear vs exponential thinking Investment theses Buy low & buy higher When to sell Corona and the future Today’s Guest Matt Joass Chief Investment Officer of Maven Funds Website www.mavenfunds.com.au Blog www.mattjoass.com LinkedIn www.linkedin.com/in/mattjoass Twitter @MattJoass…
 
Show Notes www.medicalmoney.com/episode21 Episode 21a Matt’s Investing Journey His Investing Style Small cap investing Catching Monsters Today’s Guest Matt Joass Chief Investment Officer of Maven Funds Website www.mavenfunds.com.au Blog www.mattjoass.com LinkedIn www.linkedin.com/in/mattjoass Twitter @MattJoass…
 
Show Notes www.medicalmoney.com/episode20 Today’s Guest Veronica Morgan Veronica is a buyers’ agent and property expert with over 20 years of industry experience. She’s a real estate media personality, the host of Location, Location, Location Australia on the Lifestyle Channel and also co-hosts the real estate podcast called Elephant In the Room. V…
 
Show Notes www.medicalmoney.com/episode20 Today’s Guest Veronica Morgan Veronica is a buyers’ agent and property expert with over 20 years of industry experience. She’s a real estate media personality, the host of Location, Location, Location Australia on the Lifestyle Channel and also co-hosts the real estate podcast called Elephant In the Room. V…
 
Show Notes www.medicalmoney.com/episode19 Today’s guest is Ilan Israelstam. In 2009, shortly after the global financial crisis, he co-founded BetaShares. In just 10 short years they have become one of Australia’s leading ETF managers with over $10 billion in funds under management. BetaShares’ goal is to provide intelligent investment solutions tha…
 
Show Notes www.medicalmoney.com/episode19 Today’s guest is Ilan Israelstam. In 2009, shortly after the global financial crisis, he co-founded BetaShares. In just 10 short years they have become one of Australia’s leading ETF managers with over $10 billion in funds under management. BetaShares’ goal is to provide intelligent investment solutions tha…
 
Show Notes www.medicalmoney.com/episode18 Topics covered: ETFs VAS Market makers The Fund vs ETF price discrepancy Should I buy the fund or ETF? New products Factor exposure ESG Manager Select Series Personal Investor- Funds, ETFs & Direct Shares Active Managed Funds & ETFs Listener Questions Fees Australian Domicile Australian ESG ETF Overseas Inv…
 
Show Notes www.medicalmoney.com/episode18 Topics covered: Vanguard’s Four Investing Principles Popular Products Index Funds Open & Closed-Ended Funds Retail & Wholesale Funds Investing & Redemptions Switching Funds & CGT Today's Guest Balaji Gopal Head of Product Strategy at Vanguard Australia LinkedIn https://www.linkedin.com/in/balajigopal Useful…
 
Show Notes Download the PDF to follow the episode examples here: www.medicalmoney.com/episode17 Topics Covered Dividends Franking Credits Foreign Dividends DRPs, Bonus Share Plans and DSSPs Listener Questions Useful Links Franking Credit 45 day holding rule https://www.ato.gov.au/Forms/You-and-your-shares-2019/?page=10 Foreign Investment Offset Lim…
 
Show Notes www.medicalmoney.com/episode16 Get your free 7 day trial of Gurufocus here www.medicalmoney.com/guru Today my guest is Charlie Tian. Charlie is author of the book Invest Like a Guru. One of my favourite investing books. Heavily invested in high flying technology stocks, he got absolutely pummelled in the dot com crash of 2000. As he pick…
 
Show Notes www.medicalmoney.com/episode16 Get your free 7 day trial of Gurufocus here www.medicalmoney.com/guru Today my guest is Charlie Tian. Charlie is author of the book Invest Like a Guru. One of my favourite investing books. Heavily invested in high flying technology stocks, he got absolutely pummelled in the dot com crash of 2000. As he pick…
 
Show Notes Download the PDF to follow the examples discussed www.medicalmoney.com/episode15 Tax Zones (2:15) Capital Gains Tax <12 months (5:43) Capital Gains Tax Discount (7:55) LICs and CGT concession (12:38) Listener Questions (14:07) Useful Links LICs ATO discount https://www.ato.gov.au/General/Capital-gains-tax/Shares,-units-and-similar-invest…
 
Today was my first day back at work since the operating restrictions have been reduced. I’m so glad to be back doing what I love- looking after patients and hanging out with my theatre teams. So what does that mean for the podcast? Firstly I want to say a big thank you to all my listeners. I won’t be putting out 4 episodes a week as I have been for…
 
Show Notes Obtaining an Insurance Policy (0:38) Policy Ownership Structuring (8:34) Application Process (10:30) Exclusions & Loading (12:15) Paying Policy Premiums (15:10) Making A Claim (17:40) Company Consolidation (22:28) COVID-19 (24:30) Income Protection Changes 2021 (27:43) Today’s Guest Sacha Loutkovsky Senior Advisor & Insurance Specialist …
 
Show Notes What is Insurance? (1:28) Life (4:20) Needlestick (8:10) Income Protection (10:30) Stepped vs Level Premiums (16:18) Income Protection Policy changes 2020/2021 (19:08) Trauma (28:38) Total & Permanent Disability (36:36) Today’s Guest Sacha Loutkovsky Senior Advisor & Insurance Specialist Profile Financial Services www.profileservices.com…
 
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