2026 Bundle Videos

* Compare the long-term financial outcomes of a whole life insurance strategy versus a term insurance plus external investment strategy. * Understand how assumptions around returns, behaviour, tax treatment, and risk affect the performance of each approach over time. * Evaluate which strategy may be more appropriate at different stages of a physician’s career and financial life

Describe how mortgage structure affects long-term financial flexibility for physicians. List common mortgage decision-making mistakes. Assess mortgage choices within banking and tax frameworks beyond interest rates alone.

📊 Discuss the Tax rates on investments in a corporation (Interest, Rental Properties, Dividends and Capital Gains) 📉 Explain the Tax Grind of Small Business Deduction Limit (Partnerships and Passive Income) 🛠️ List Solutions to mitigate these tax burdens (Insurance, RCA and CPPP)

* Describe how private mortgage lending differs from owning real estate as a landlord * Identify where private mortgages fit within a diversified investment portfolio * Learn reasons private mortgages can be particularly well-suited to physicians seeking predictable, passive income

* Describe what passive real-estate investing is and how it differs from active investing * Identify the benefits of private real estate investment for busy professionals, including income eneration and portfolio diversification * Take advantage of hands off investment solutions that fit similarly into a high-pressure, time constraint lifestyle

* Learn Key financial Lessons * Recognize key financial planning pearls * Be able to ask smart questions to ask and identify next steps

* Learn why and how an RCA is used to complement the financial objectives of the physician * Demystify some of the misconceptions that sometimes plague RCAs in the industry * Determine whether further inquiry is required as to their utility at the level of the individual physician

* Learn strategies to improve efficiency in office-based medical practices, optimizing patient flow, better delegation within clinical teams. * Designing workflows to reduce administrative burden in prescription renewals, specialty medical forms and reports, Standardized fee schedules, subscription plans, and consultation letters. Simplify billing to generate predictable revenue for your practice.

Learn landlord tips and practical strategies to owning your own rental property.

* “Core and Value-add” Advantage: Learn about Core and Value-add investment strategies in multi-family real estate. * Evaluate the U.S. vs. Canadian Market: Understand the macroeconomic drivers (migration patterns, regulatory environments, and supply-demand imbalances) that make U.S. Sunbelt multi-family assets a resilient alternative to domestic residential investments.

Learn from Ketan Kulkarni on how to adopt a productive financial mindset, Prevent key financial mistakes and how to develop a personalized financial plan.

* Describe what segregated funds are and how they differ structurally and legally from mutual funds * Evaluate when and why higher costs may be justified in exchange for guarantees, creditor protection, and estate efficiency * Recognize how segregated funds can be strategically integrated into corporate and personal investment planning

* Describe how your medical Professional Corporation and estate plan work together * Elaborate on how planning for your incapacity and death now saves money and time later * Achieve the monetary value of your practice into the hands of your beneficiaries in the most time and cost-efficient way