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Tips 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. I recommend listening to Episode #10 which gives you my "5 Pillars of Personal Finance". Visit the blog at www.medicalmoney.com
 
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Show 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 investo…
 
Show 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 1…
 
Show 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 ch…
 
Show 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 demysti…
 
Show 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, plea…
 
Show 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 …
 
Show 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 tod…
 
Show 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 epis…
 
Today 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…
 
www.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 st…
 
Show 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 in…
 
Show 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 coron…
 
Show 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…
 
Show 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:…
 
Show 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 mark@overandabove.com.au Book A Consultations with Mark http://bit.ly/MarkHeritage45minOTBooking Resources Australian Property Investing Hub on Facebook https://www.facebook.com/g…
 
Show 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 i…
 
Show 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.…
 
Show 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…
 
Smart 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 p…
 
Smart 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 p…
 
Show 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 …
 
Show 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 …
 
Show 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 info@standoutmedicalcareers.com.au Phone (+61) 0437 527…
 
Show 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 info@standoutmedicalcareers.com.au Phone (+61) 0437 527…
 
Show 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. Topi…
 
Show 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. Topi…
 
Show 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 …
 
Show 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…
 
Show 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…
 
Show 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. V…
 
Show 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. V…
 
Show 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 tha…
 
Show 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 tha…
 
Show 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 Inv…
 
Show 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…
 
Show 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 Lim…
 
Show 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 pick…
 
Show 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 pick…
 
Show 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-invest…
 
Today 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…
 
Show 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…
 
Show 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 …
 
Show Notes Today’s Guest Joshua Becker Website https://www.becomingminimalist.com/ over a million subscribers App Clutterfree App available on Apple and Google www.clutterfree.com YouTube https://www.youtube.com/channel/UCBMKymQczkDxCpE1R2vvA4Q Books The Minimalist Home 2018 The More of Less 2016 Clutterfreee with Kids 2014 Simplify 2014 Charity Th…
 
Remember to Subscribe and Share with your Colleagues www.medicalmoney.com Show Notes Today’s Guest Peter Thornhill Peter’s Journey (2:55) Peter’s Principles & Strategy (6:45) Investing in the Corona Crisis (39.33) Listener Questions (50:32) Website www.motivatedmoney.com Book Motivated Money 5th Edition 2015 ___________ Sharesight Portfolio managem…
 
Show Notes Download the Flowchart www.medicalmoney.com/pillars I want you to visualise these 5 I's as the pillars holding up your personal finance Parthenon. The pillars are: Income (2:26) Investments (4:17) Insurance (2:26) Independence (8:40) Inheritance (13:30) If you invest in shares, then you really need to try Sharesight. Manage 10 holdings f…
 
Show Notes Get Your Remote Work Policy and Bonus Book here: www.medicalmoney.com/youlegal Practice, People, Profit (1:54) Telehealth and Remote Working (11:45) Advertising, Marketing and Dealing with AHPRA (19:45) Today’s Guest Sarah Bartholomeusz Lawyer & Principal of You Legal Connect with Sarah Email sarah@youlegal.com.au Phone 1300 870 661 Webs…
 
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