Hear how to build foundational savings behaviours with special guest speaker Alex Young Soo Lee. Alex is a fellow medical student at the University of Ottawa and the Director of Student Affairs at CFMS. He is passionate about investing and building a robust savings portfolio all while navigating medical school.
October 26, 2022
Episode 20 of the Financial Checkup podcast explains how getting a second opinion on your investments can help you unlock more retirement wealth. This episode features special guests, Yash Khubchandani, an Advantages Retirement Plan™ Specialist and Alex Mazer, co-CEO of Common Wealth Retirement - plan administrator of the Advantages Retirement Plan™.
October 26, 2022
What will retirement look like for you? In Episode 18 of the Financial Checkup, we talk with Dr. Rose Zacharias, president of the OMA. She shares what retirement looks like to her and how she’s preparing for the retired life.
October 11, 2022
OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you The Financial Checkup, which features top financial questions and retirement stories from your fellow physicians.
August 16, 2022
In episode 16 of the Financial Checkup, BlackRock – the world’s largest asset manager and investment partner for the Advantages Retirement Plan™ – explains what target date funds are and how they can help you automatically grow your savings over time while keeping fees low.
August 10, 2022
OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you The Financial Checkup, which features top financial questions and retirement stories from your fellow physicians.
July 20, 2022