𝗧𝗼𝗽𝗶𝗰𝘀 𝗰𝗼𝘃𝗲𝗿𝗲𝗱: 0:00 - Intro 1:07 - What Dr. Soth is doing in retirement now 5:38 - Dr. Soth's Career as an ICU Doctor 9:32 - Getting Married & Having Kids 13:14 - Starting The Loonie Doctor Blog on the Side 27:09 - When did you become Financially Independent? 32:24 - Talking to wife about retiring early 34:51 - Deep Dive into Dr. Soth's Tax-Efficient Investment Portfolio 39:36 - Asset Allocation of Dr. Soth's Portfolio 42:49 - Bonds - why don't you have them? 46:31 - Preparation before retirement 51:47 - Whole Life Insurance in Retirement Planning 56:32 - IPPs: Was that in your retirement planning? 58:58 - Best/Worst Investment? Marriage Advice?
Thanks for your support! I'll look into doing more CZcams interviews as I'm not as familiar with podcasting software... The one other interview I did was about doing a MD/MBA with Dr. Ken Bernard: czcams.com/video/_GxZfTgIKdI/video.html
Hi Andy, thanks for the feedback! Though I've never interviewed them, I have given lectures with them over the past 4 years. We just did a lecture together this morning. Past recordings can be found here: 1) Intro to Personal Finance: czcams.com/video/UAQU0O8WgtY/video.html 2) Teaching Kids about Money: czcams.com/video/sRI_SLnW0C0/video.html 3) Physicians Financial Wellness Conference: czcams.com/video/y0qqQOgJaLA/video.html
Hey, I'm not sure if Mark's wife was investing the mortgage itself or the HELOC component like in the Smith Maneuvre, but when you use debt to invest the interest on the debt is deductible against the income generated by the investment purchased with that debt. The most common way this is seen is through buying a rental property, you can deduct the mortgage interest against the rental income but it seems like in his wife's case, she is putting it in dividend paying stocks for example. For more info: turbotax.intuit.ca/tips/is-interest-deductible-5459
Hey, I don't really have a show, my CZcams channel is just a compilation of guest lecturing or interviews I have done. You can reach out to me in the About section of my channel.
𝗧𝗼𝗽𝗶𝗰𝘀 𝗰𝗼𝘃𝗲𝗿𝗲𝗱:
0:00 - Intro
1:07 - What Dr. Soth is doing in retirement now
5:38 - Dr. Soth's Career as an ICU Doctor
9:32 - Getting Married & Having Kids
13:14 - Starting The Loonie Doctor Blog on the Side
27:09 - When did you become Financially Independent?
32:24 - Talking to wife about retiring early
34:51 - Deep Dive into Dr. Soth's Tax-Efficient Investment Portfolio
39:36 - Asset Allocation of Dr. Soth's Portfolio
42:49 - Bonds - why don't you have them?
46:31 - Preparation before retirement
51:47 - Whole Life Insurance in Retirement Planning
56:32 - IPPs: Was that in your retirement planning?
58:58 - Best/Worst Investment? Marriage Advice?
A lot of wisdom for even non doctors. You are a great interviewer, never interrupt, and ask clear questions
Thank you for the support!
Well done Docs. What a great and informational talk. Do you ever plan to have these as a podcast? I’d love to listen to future videos while driving.
Thanks for your support! I'll look into doing more CZcams interviews as I'm not as familiar with podcasting software... The one other interview I did was about doing a MD/MBA with Dr. Ken Bernard: czcams.com/video/_GxZfTgIKdI/video.html
Thanks loved that one too. Keep up the great work, love your content across all the platforms you’re utilizing.
Very nice and informative interview. If possible please interview Dr(s) Healey as well. Thanks
Hi Andy, thanks for the feedback! Though I've never interviewed them, I have given lectures with them over the past 4 years. We just did a lecture together this morning. Past recordings can be found here:
1) Intro to Personal Finance: czcams.com/video/UAQU0O8WgtY/video.html
2) Teaching Kids about Money: czcams.com/video/sRI_SLnW0C0/video.html
3) Physicians Financial Wellness Conference: czcams.com/video/y0qqQOgJaLA/video.html
Thank you for this interview. Didnt really understand the scheme from 50:30 about deducting interest - is it about HELOC deduction?
Hey, I'm not sure if Mark's wife was investing the mortgage itself or the HELOC component like in the Smith Maneuvre, but when you use debt to invest the interest on the debt is deductible against the income generated by the investment purchased with that debt. The most common way this is seen is through buying a rental property, you can deduct the mortgage interest against the rental income but it seems like in his wife's case, she is putting it in dividend paying stocks for example. For more info: turbotax.intuit.ca/tips/is-interest-deductible-5459
@@BreakingBadDebt Thank you, really useful
Hi Dr Steph - what is the easiest way to discuss getting on your show? Thank you!
Hey, I don't really have a show, my CZcams channel is just a compilation of guest lecturing or interviews I have done. You can reach out to me in the About section of my channel.
Can you explain what an “age-grow/” is? He mentions it during the section how he would have simplified his portfolio
He was referring to HGRO (Horizons Growth ETF), which is an asset allocation ETF