The Allied Health Financial Podcast

https://feed.podbean.com/alliedhealthfinancial/feed.xml

23.1K

Downloads

141

Episodes

Evidence-based personal finance education for Canadian healthcare professionals. We make complicated financial information simple and get you started on the journey to build personal wealth and reach financial independence. Discover how to budget, build an emergency fund, pay off debt, invest in your TFSA and RRSP. We’ll talk about life insurance, disability insurance, critical illness insurance, ETFs, mutual funds, high-interest savings accounts, stocks, bonds... we cover it all. We are members of the Canadian allied health community so we understand your struggle when it comes to understanding your finances, and we’ve got solutions for you. We take the guesswork out of managing your money so you can focus on what you love - helping your clients THRIVE. Managing your finances does not have to be complicated! You’re not going to want to miss this. Hit subscribe and get ready to change your life.

Episodes

Tuesday Sep 20, 2022

Partner Spotlight: Accounting and Tax With Airikka Passmore & Associates

Tuesday Sep 20, 2022

Are you already worried about tax season? Learn how to get the most out of your taxes with our accounting and tax partner Airikka Passmore.

Meet Airikka Passmore (1:05)
Effective tax practice is education first (2:35)
The benefits of using a personal accountant (3:47)
How people have saved money with Airikka Passmore & Associates (6:37)
Some of the most common tax mistakes made by health care professionals (12:23)

Resources

Tuesday Sep 13, 2022

Partner Spotlight: Health Insurance and More With BioBenefits

Tuesday Sep 13, 2022

Learn about this never-before-seen insurance product available with the Plus Membership. You get health and dental insurance, virtual care, life insurance and much more at an amazing value all with no underwriting.

Overview of the Allied Health Financial Health Plan (2:12)
The advantage of bringing together multiple providers (4:55)
Contents of the plan: Basic Life Insurance, Accidental Death, and Critical Illness (8:55)
Contents of the plan: Accidental Injury (12:19)
Contents of the plan: Health, Dental, and Telus Health Virtual Care (15:44)
How does the AHF Benefits Plan stack up against other plans in the market? (20:29)
How to enroll in the AHF Benefits Plan (22:50)

Resources:

Tuesday Sep 06, 2022

Partner Spotlight: Investing with Justwealth

Tuesday Sep 06, 2022

We sit down with Justwealth to review the sign up process for Plus Members, the benefits of investing with Justwealth, and how to get started. From discounted investing fees to a personal portfolio manager, you're not going to want to miss out on this!

Bringing access to the underserved – a Justwealth and AHF synergy (1:30)
The benefits of Investing with Justwealth as an AHF member (4:03)
How to start the investing process (5:09)
What types of accounts are available to Allied Health Financial members? (13:25)
Allied Health members who are Justwealth investors have access to a personal portfolio manager (17:04)
Transferring investments over to Justwealth (20:41)

Tuesday Aug 30, 2022

Introducing the NEW Allied Health Financial Platform

Tuesday Aug 30, 2022

Welcome to the new look Allied Health Financial. We introduce our Partners and the financial products they are bringing to the platform, exclusively for Allied Health Financial Members. All to save you money.

Introducing: The NEW Allied Health Financial! (1:22)
Investing: Justwealth Financial (3:19)
Professional Liability Insurance: Zensurance (5:49)
Taxes and Accounting: Airikka Passmore & Associates (6:59)
Health Benefits and Personal Insurance: BioBenefits (9:04)
Sign up date: Tuesday September 6th (11:22)

Tuesday Aug 23, 2022

Why WE Built This

Tuesday Aug 23, 2022

What business did two Physiotherapists from Toronto have starting a financial education platform?

Re-introducing ourselves: Ryan Wells (1:15)
Re-introducing ourselves: Giacomo Silvestri (2:12)
Why we built this reason #1 - Lack of financial literacy (3:55)
Why we built this reason #2 – Lack of access to adequate financial products (5:23)
Financial education is not enough (8:41)
Time to take action: Wealthcare for Healthcare (9:35)
How to become a Founding Member (10:09)

Resources

Theme Music: Pamgaea Kevin MacLeod. Licensed under Creative Commons: By Attribution 3.0 License

Tuesday Aug 16, 2022

What is Shrinkflation and how is it affecting your budget?

Tuesday Aug 16, 2022

You know all about inflation and rising prices, but have you heard about shrinkflation? Learn how this not-so-new phenomenon is affecting your daily budget.

Reminder: What is inflation (1:46)
Shrinkflation: Inflations sneaky cousin (3:28)
Where you are most likely to see Shrinkflation at work (5:42)
In Shrinkflation, size isn’t everything (6:56)
How does Shrinkflation affect you as a healthcare provider? (9:05)
How the Financial Toolkit can help you fight Shrinkflation (10:34)

Resources

Theme Music: Pamgaea Kevin MacLeod. Licensed under Creative Commons: By Attribution 3.0 License

Tuesday Aug 09, 2022

Are You Covered? Exploring Liability Insurance With Zensurance

Tuesday Aug 09, 2022

Professional liability insurance is the most commonly purchased financial product by Canadian healthcare providers. Do you know what you're buying?

Meet Ryan Insalaco from Zensurance (1:13)
Who is Zensurance (2:37)
What is Professional Liability Insurance? (6:15)
What does your Professional Liability Insurance cover?
TIP: When purchasing Professional Liability Insurance outside of an Association (10:17)
How to avoid overpaying for Professional Liability Insurance (12:03)
A potential out-of-pocket expense: Regulatory Defense (15:10)

Resources:

Tuesday Aug 02, 2022

Everything You Need to Know About Living Benefits

Tuesday Aug 02, 2022

Extended health benefits, critical illness and disability insurance are essential for your financial plan. Are you covered? Learn more about living benefits with the President and CEO of BioBenefits Inc, Madison McKimm.

Meet Madison Madison McKimm (1:16)
Do you need Disability Insurance? (3:36)
Why insurance is difficult to purchase online (5:10)
Disability vs. Critical Illness Insurance (7:47)
Underwriting: what it means for your insurance and benefits (10:43)
The beauty of group plans: lower cost and no underwriting (15:14)
TEASER: How we’re improving access to insurance and benefits products for you (17:09)

Resources:

Tuesday Jul 26, 2022

A Behind the Scenes Look at Robo-Advisors With Justwealth

Tuesday Jul 26, 2022

We talk to The Globe and Mail's top-ranked robo-advisor about how robo-advisors work and who should use them to invest.

Who is Justwealth? (0:52)
Robo-advisors: How do they work? (3:57)
Robo-investing - is anyone watching my back? (7:20)
Why do robo-investors use ETFs vs. mutual funds? (11:52)
Investing during a recession, straight from the experts (16:53)
How to get started investing with Justwealth + BONUS teaser! (20:07)

Resources:

Theme Music: Pamgaea Kevin MacLeod. Licensed under Creative Commons: By Attribution 3.0 License

Tuesday Jul 19, 2022

The Truth About Entrepreneurship with Emma Jack

Tuesday Jul 19, 2022

Start a business, build a website, get rich...nope. Emma Jack of Press Play takes us behind the scenes of what it really looks like to start a business. Spoiler alert: overnight success takes a long time.

Emma’s Banff Coaching Retreat (1:28)
Make time for what energizes you (4:50)
Press Play reorganizes its time: Balancing work and life (9:37)
Emma takes her own advice – when more is not better (13:23)
Success is an iceberg (14:24)
Looking for a change? Advice from EJ (18:51)
What’s next for Press Play (24:47)
The most important quality for an entrepreneur to have (27:10)
Who’s winning? Gunner vs. Chair (28:29)

Resources:

Theme Music: Pamgaea Kevin MacLeod. Licensed under Creative Commons: By Attribution 3.0 License