Medical Money Podcast
65 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 5 ratingsTips 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. Visit the blog at www.medicalmoney.com
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Episodes
#48- Solar Panels, Batteries & Government Incentives with Finn Peacock
August 26, 2022 03:30 - 56 minutes - 38.8 MBWe all know electricity and energy prices have gone crazy making it the ideal time to install or upgrade your home solar system. Today’s guest is Finn Peacock Finn is an electrical engineer by training and is the founder of SolarQuotes.com.au Since 2009 Solar Quotes has helped over 600,000 Australians get high-quality solar quotes and reviewed over 2,500 solar installation companies. In this episode, we discuss solar systems, batteries and government rebates. We also talk about using y...
47B- Insurance Update 2022 with Graeme Hedges
August 18, 2022 23:30 - 38 minutes - 26.8 MBToday’s Guest: Graeme Hedges- Insurance & Financial Advisor Email: [email protected] Phone: 1800 INVEST (or 08 8267 2000) Website: https://hedges-assetplanning.com/ In October 2022 another round of changes is happening to income protection insurance policies . This episode is divided into 2 parts for easier listening. 47a types of personal insurance income protection life total and permanent disability trauma needle stick changes to income protection policies si...
#47A- Insurance Update 2022 with Graeme Hedges
August 18, 2022 23:30 - 23 minutes - 15.8 MBToday’s Guest: Graeme Hedges- Insurance & Financial Advisor Email: [email protected] Phone: 1800 INVEST (or 08 8267 2000) Website: https://hedges-assetplanning.com/ In October 2022 another round of changes is happening to income protection insurance policies . Yes, that’s just weeks away. This episode is divided into 2 parts for easier listening. 47a types of personal insurance income protection life total and permanent disability trauma needle stick changes to i...
#46- Investing in Crypto, Biggest Mistakes & Using Data with Joe Shew
August 09, 2022 22:30 - 1 hour - 59.3 MBBook your free 1:1 strategy call with the Crypto Consulting Institute by visiting the link below. Mention the Medical Money Podcast when you book to get a $2,000 discount if you decide to become a CCI client. https://linktr.ee/cryptoconsultinginstitute Joe Shew has been a crypto investor since 2014 and is founder of the Crypto Consulting Institute. He has a wealth of investing experience in both traditional finance and crypto. If you have already started investing in crypto or are cry...
#45- Cryptocurrencies, Digital Assets & Tax with Marc Phillis
June 15, 2021 01:30 - 59 minutes - 40.6 MBShow Notes www.medicalmoney.com/episode45 Today we’re discussing the tax issues surrounding crypto and digital assets. My guest is Marc Phillis from Cryptocate an innovative cryptocurrency tax consultancy firm. In this episode we discuss the tax implications of capital gains, staking, yield farming, mining and much more. If you are a crypto investor or looking to gain exposure to this space, I’m sure you’ll learn something from this episode. Today’s Guest Mac Phillis Email: marc@cr...
Cryptocurrencies, Digital Assets & Tax with Marc Phillis
June 15, 2021 01:30 - 59 minutes - 40.6 MBShow Notes www.medicalmoney.com/episode45 Today we’re discussing the tax issues surrounding crypto and digital assets. My guest is Marc Phillis from Cryptocate an innovative cryptocurrency tax consultancy firm. In this episode we discuss the tax implications of capital gains, staking, yield farming, mining and much more. If you are a crypto investor or looking to gain exposure to this space, I’m sure you’ll learn something from this episode. Today’s Guest Mac Phillis Email: marc@cr...
#44 - Investing in Micro-Cap Companies with Carlos Gil
May 17, 2021 06:30 - 1 hour - 49 MBShow Notes www.medicalmoney.com/episode44 Today’s episode is about investing in micro-cap companies. My guest is Carlos Gil, the CEO of Microequities Asset Management. Carlos has been investing in micro-cap business for decades and is the Chief Investment Officer for his company’s funds. His flagship Deep Value Fund has compounded its growth over 19% per annum since its inception in March 2009. In this interview, Carlos shares with us his investment philosophy and journey. He also ex...
#43- Insurance 2021 Update with Sacha Loutkovsky
April 01, 2021 19:30 - 53 minutes - 36.6 MBShow Notes: www.medicalmoney.com/episode43 October 2021 is going to bring some sweeping new changes to the personal insurance space. Income Protection policies will be most affected and policies will look vastly different. Today’s guest is Sacha Loutkovsky who is a specialist insurance broker. In this conversation, Sacha explains some of the new changes and the difference between level and stepped premiums. We also discuss how doctors can approach their insurance cover as we progress ...
#42- Bitcoin Basics, Bull Case & Risks with Vijay Boyapati
April 01, 2021 01:30 - 1 hour - 58.1 MBShow Notes www.medicalmoney.com/episode42 Today we’re taking a deep dive and exploring the world of Bitcoin. My guest today is Vijay Boyapati. Vijay published his article “The Bullish Case for Bitcoin” back in 2018 and since then has become one of the most sought after educators in this space. In our conversation, I get Vijay to explain and demystify the underlying technology of Bitcoin. We then talk about the drivers for Bitcoin’s price appreciation over time and address some of the in...
#41 - Interview Preparation & Tips with Anita Fletcher
March 29, 2021 05:30 - 56 minutes - 39.1 MBShow Notes www.medicalmoney.com/episode41 Sponsor: InStitchu Custom Tailors. Get 15% off using the code: MEDICAL www.medicalmoney.com/suit In this episode, you’re going to get some tips that will help you ace your next interview. If you know someone who has an interview coming up for a training position, consultant job or service reg position, please share this episode with them. Interviews are the doorways to the next step in our career. We all know that there’s a significant pay bu...
#40 - Investing in Commercial Property with Steve Palise
March 01, 2021 00:30 - 55 minutes - 37.9 MBShow Notes www.medicalmoney.com/episode40 In this episode we unpack the world of commercial property. My guest is Steve Palise who is an active investor and commercial property buyers agent. He’s been featured in Money Magazine and numerous news media outlets. Steve has just released his book Commercial Property Investing Explained Simply and as a special gift for being my podcast listener you can get a copy for free! Today we discuss the outlook for commercial real estate, the risks a...
#39 - Medical CVs, Cover Letters & Job Applications with Orla Baker
February 22, 2021 01:30 - 41 minutes - 28.7 MBShow Notes www.medicalmoney.com/episode39 If you or someone you know is applying for a training position or a consultant job in the near future, this is an episode you don’t want to miss. Today my guest is Orla Baker. Orla has more than 10 years of experience in writing CVs, cover letters and assisting her clients prepare for job interviews. In todays’ episode Orla shares with us her tips for writing a CV and cover letter that will get you noticed. There are even some tactics might sur...
#38 - Investing in Life Sciences & Biotech with David Blake
January 13, 2021 03:30 - 1 hour - 49.8 MBShow Notes www.medicalmoney.com/episode38 Today my guest is David Blake from Bioshares. Bioshares is a weekly newsletter that researches and analyses ASX-listed life science and biotech companies. David has been analysing these businesses for over 20 years and runs an annual summit that brings together company management and investors. In this episode we discuss therapeutics, hardware, software and areas with growth opportunities. Enjoy the interview. Sponsor: Sharesight- the easiest ...
#37 - Dev & Andy Jam Session- Looking Back at 2020, Investing & Podcasting
December 16, 2020 06:30 - 59 minutes - 40.8 MBToday I’m hanging out with Dev Raga and we are going to have a chat about our investing approach, the year that was 2020 and teaching our kids about money. If you enjoy this episode please subscribe and leave a review on your podcast platform of choice. If you’d like Dev and I to do more episodes like this in the future send us an email through the links at www.devraga.com or www.medicalmoney.com Enjoy the episode and we wish you the very Merriest of Christmases and a Happy New Year.
#36 - Building Resilience & Finding Happiness through Gratitude, Empathy & Mindfulness with Hugh Van Cuylenburg
November 23, 2020 00:30 - 55 minutes - 37.8 MBwww.medicalmoney.com/episode36 Money doesn’t always buy happiness and doctors are not immune from mental health issues. The Medical Journal of Australia recently reported that one in five medical students reported suicidal ideation in the preceding 12 months and 50% of junior doctors experience moderate to high levels of distress. But it doesn’t stop once you fellow, consultants attempt or commit suicide every year. My episodes typically focus on improving our financial literacy, today w...
#35 - Investing Philosophy & Analysing Growth Companies with Owen Raszkiewicz
November 04, 2020 05:30 - 1 hour - 52.2 MBShow Notes www.medicalmoney.com/episode35 Today my guest is Owen Raszkiewicz from Rask Australia. In this interview, we talk about his investing philosophy and how he analyses growth companies. In particular, he explains how to assess the executive and management teams behind the business and some red flags investors should be mindful of. If you invest in direct shares I’m sure you will get a lot from this episode. Owen provides an amazing array of financial and investment education th...
#34 - Investing in Asia & India with Dr Mary Manning
September 23, 2020 06:30 - 58 minutes - 40.1 MBShow Notes www.medicalmoney.com/episode34 Today my guest is Dr Mary Manning. Mary is Portfolio Manager for the Asian and Indian Funds at Ellerston Capital. She has a PhD, Harvard MBA and worked with the likes of George Soros and Howard Marks. In this interview, we discuss the economic growth stories of Asia, technological arms race, impact of coronavirus and the upcoming US election. Today’s Guest: Dr Mary Manning Portfolio Manager Ellerston Capital www.ellerstoncapital.com Funds ...
# 33 - Shareplicity- A Simple Approach to Share Investing with Danielle Ecuyer
September 07, 2020 02:30 - 1 hour - 48.5 MBShow 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. She began her career as an equities analyst and advisor for large investment firms in both Australia and the UK. For the past 12 year...
#32 - Inside Line: USCOM (UCM) with Professor Robert Phillips, CEO
September 02, 2020 10:30 - 1 hour - 41.4 MBShow 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: www.uscom.com.au Email: [email protected]
#31 - Positive Cashflow Property with Mark Heritage
August 31, 2020 11:30 - 42 minutes - 29 MBShow 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 [email protected] Book A Consultations with Mark http://bit.ly/MarkHeritage45minOTBooking Resources Australian Property Investing Hub on Facebook https://www.facebook.com/groups/AustralianPropertyInvestingHub/ Australian Guide to Property Investment Success http://bit.ly/TheAustGuidetoPropertyInvestmen...
#30 - Inside Line: SelfWealth (SWF) with Robert Edgley (Managing Director)
August 24, 2020 03:30 - 1 hour - 47.1 MBShow Notes www.medicalmoney.com/episode30 Today's Guest Robert Edgley Managing Director SelfWealth (ASX:SWF) www.selfwealth.com.au
#29 - Tax Deductions, Audits & COVID-19 with Matthew Holden
August 17, 2020 06:30 - 1 hour - 43.7 MBShow 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 instalments and Jobkeeper. Today's Guest Matthew Holden Accountant & Partner Brentnalls SA, Chartered Accountants & Advisors www.brentnalls-...
#28 - BiomeBank & Fecal Transplant with Dr Sam Costello
August 12, 2020 06:30 - 42 minutes - 28.9 MBShow 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. Sam also shares the process of getting products approved for patient use and how you can get involved as a collaborator. Today’s Guest Dr ...
#27 - Inside Line: ArchTIS (AR9) with Daniel Lai, CEO
August 03, 2020 02:30 - 46 minutes - 31.8 MBShow 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 Guest Daniel Lai CEO, ArchTIS (ASX:AR9) ArchTIS www.archtis.com
#26b - Smart Beta & Factor Investing with John Caulfield (Part 2)
July 25, 2020 23:30 - 26 minutes - 18 MBSmart 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 passive MVW- Australian Equal Weight QUAL- MSCI World ex-Australia Quality CETF- FTSE China A50 CNEW - China New Economy MOAT- Morningst...
#26a - Smart Beta & Factor Investing with John Caulfield (Part 1)
July 25, 2020 23:30 - 41 minutes - 28.7 MBSmart 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 passive MVW- Australian Equal Weight QUAL- MSCI World ex-Australia Quality CETF- FTSE China A50 CNEW - China New Economy MOAT- Morningst...
#25b - The Truth About Trading with Chris Tate (Part 2)
July 18, 2020 11:30 - 36 minutes - 25 MBShow 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 experience have been willing to put their hard earned dollars on the line to begin their trading careers. Part 1 Trading vs buy-and-hold fore...
#25a - The Truth About Trading with Chris Tate (Part 1)
July 18, 2020 10:30 - 45 minutes - 31.1 MBShow 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 experience have been willing to put their hard earned dollars on the line to begin their trading careers. Part 1 Trading vs buy-and-hold fore...
#24a - Career Inertia, New Opportunities & Preparation with Anita Fletcher (Part 1)
July 05, 2020 08:30 - 33 minutes - 23 MBShow 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 [email protected] Phone (+61) 0437 527 597
#24b - Career Inertia, New Opportunities & Preparation with Anita Fletcher (Part 2)
July 05, 2020 08:30 - 23 minutes - 16 MBShow 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 [email protected] Phone (+61) 0437 527 597
#23a - Prenups, Money in Relationships & Divorce with Rose Cocchiaro (Part 1)
June 28, 2020 00:30 - 38 minutes - 26.4 MBShow 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. Topics we cover: What is a prenup or binding financial agreement What to do if you are served a prenup What constitutes a de facto relationship ...
#23b - Prenups, Money in Relationships & Divorce with Rose Cocchiaro (Part 2)
June 28, 2020 00:30 - 25 minutes - 17.7 MBShow 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. Topics we cover: What is a prenup or binding financial agreement What to do if you are served a prenup What constitutes a de facto relationship ...
#22 - Investing Insights with Australia's #1 Financial Adviser- Sue Dahn
June 18, 2020 20:30 - 51 minutes - 35.5 MBShow 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 10, about 2 weeks before the 2020 list is due to be published. In this interview we cover: the positive impact of the Royal Commission rout...
#21a - Small Cap Investing & Catching Monsters with Matt Joass (Part 1)
June 10, 2020 13:30 - 34 minutes - 23.6 MBShow 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
#21b - Small Cap Investing & Catching Monsters with Matt Joass (Part 2)
June 10, 2020 13:30 - 32 minutes - 22.2 MBShow 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
#20b - Real Estate & Getting Auction Ready with Veronica Morgan (Part 2)
June 01, 2020 15:30 - 30 minutes - 21.2 MBShow 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. Veronica’s been Published in The Sydney Morning Herald, Your Investment Property and Australian Property Investor Originally a sales agent,...
#20a- Real Estate & Getting Auction Ready with Veronica Morgan (Part 1)
June 01, 2020 14:30 - 28 minutes - 19.8 MBShow 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. Veronica’s been Published in The Sydney Morning Herald, Your Investment Property and Australian Property Investor Originally a sales agent,...
#19b - BetaShares & Exchange Traded Funds (ETFs) with Ilan Israelstam (Part 2)
May 25, 2020 21:30 - 34 minutes - 23.6 MBShow 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 that help Australian Investors meet their financial objectives. In this interview we chat to Ilan about his background, dig deep into the world...
#19a - BetaShares & Exchange Traded Funds (ETFs) with Ilan Israelstam (Part 1)
May 25, 2020 20:30 - 35 minutes - 24.5 MBShow 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 that help Australian Investors meet their financial objectives. In this interview we chat to Ilan about his background, dig deep into the world...
#18b - Vanguard Australia's Funds, ETFs & New Products with Balaji Gopal (Part 2)
May 20, 2020 03:30 - 30 minutes - 21 MBShow 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 Investors Indexing & Price Discovery Today's Guest Balaji Gopal Head of Product Strategy at Vanguard Australia LinkedIn https://www.lin...
#18a - Vanguard Australia's Funds, ETFs & New Products with Balaji Gopal (Part 1)
May 20, 2020 02:30 - 33 minutes - 22.9 MBShow 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 Links Vanguard Australia https://www.vanguardinvestments.com.au Vanguard Personal Investor https://www.vanguard.com.au/personal/home In...
#17 - Shares, Dividends, Franking Credits & Tax with Conaill Keniry
May 12, 2020 14:30 - 23 minutes - 15.9 MBShow 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 Limit https://www.ato.gov.au/Individuals/Tax-return/2018/In-detail/Publications/Guide-to-foreign-income-tax-offset-rules-2018/?page=3#C...
#16a - Value Investing & How to Invest Like A Guru with Charlie Tian (Part 1)
May 08, 2020 22:30 - 28 minutes - 19.5 MBShow 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 picked up the pieces of his broken portfolio and analysed his errors, he discovered value investing.. In 2004 he created Gurufocus where he b...
#16b - Value Investing & How to Invest Like A Guru with Charlie Tian (Part 2)
May 08, 2020 22:30 - 25 minutes - 17.5 MBShow 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 picked up the pieces of his broken portfolio and analysed his errors, he discovered value investing. In 2004 he created Gurufocus where he be...
#15- Shares, Tax Zones & Capital Gains with Conaill Keniry
May 04, 2020 20:30 - 20 minutes - 14.2 MBShow 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-investments/CGT-listed-investment-companies-concession/ Argo special circumstances discount https://www.argoinvestments.com.au/assets/docs...
Back to Work, Thank You & 10,000 Downloads!
April 29, 2020 01:30 - 2 minutes - 1.93 MBToday 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 the past 3 weeks but you can expect even higher quality content in the future. Because of your support I’m now able to invite higher profile...
Back to Work, What's Coming Up, Thank You & 10,000 Downloads!
April 29, 2020 01:30 - 2 minutes - 1.93 MBToday 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 the past 3 weeks but you can expect even higher quality content in the future. Because of your support I’m now able to invite higher profile...
#14a Personal Insurance Part 1- Income Protection, Trauma, TPD & Life Insurance Explained with Sacha Loutkovsky
April 23, 2020 20:30 - 43 minutes - 29.7 MBShow 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.au Email [email protected] LinkedIn www.linkedin.com/in/sachaloutkovsky
#14b - Personal Insurance Part 2- Income Protection, Trauma, TPD & Life Insurance Explained with Sacha Loutkovsky
April 23, 2020 20:30 - 32 minutes - 22.4 MBShow 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 Profile Financial Services www.profileservices.com.au Email [email protected] LinkedIn www.linkedin.com/in...
#13 Who Gets Your Money When You Die? Wills, Powers of Attorney & Advanced Care Directives with Tim Donlan
April 23, 2020 01:30 - 42 minutes - 29.1 MBShow Notes Wills (2.28) Testamentary Trusts (11:39) Powers Of Attorney (25:43) Advanced Care Directives (32.23) Today’s Guest Tim Donlan, LLB Contact Tim Donlan Lawyers www.donlanlawyers.com Email [email protected] Phone +61 (8) 8344 6422