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The Scope Podcast brings you all the biggest interviews from the world of tv and film entertainment to all the biggest sporting interviews worldwide to all the blockbusting comedy interviews
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Dr. Brent W. Lacey, M.D. teaches healthcare professionals how to manage their businesses successfully and master their personal finances. Most physicians and dentists enter their profession with large amounts of personal debt, and beyond that - they begin working with no knowledge of how to actually run a clinical practice. You should be able to help your patients and do what you love without being stressed by all the other obligations that come with managing your medical practice. Dr. Lacey ...
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The Money Scope is a weekly limited-run podcast about personal financial decision-making for Canadian professionals. The podcast follows a curriculum deliberately designed to make you a better, more thoughtful financial decision maker. It is hosted by Benjamin Felix - Portfolio Manager and Head of Research at PWL Capital, and Dr. Mark Soth - the Loonie Doctor. The moneyscope.ca site is peppered with photoshopped fun, and each episode page is deliberately designed to be a multi-media curricul ...
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Today, we bring you another live episode, this time from the Annual Canadian Physician Financial Wellness Conference. We answer a series of compelling audience questions — drawing on information from past episodes — that meaningfully impact both sides of the client-advisor relationships. To kick things off, we break down the best time to incorporat…
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Today’s episode comes to you live from the 22nd Institute for Advanced Financial (IAFP) Planning Conference in Gatineau, Quebec, recorded in front of an audience of professional financial planners. For this special episode, we cover key planning issues for incorporated business owners and walk through the lifecycle of a business owner or profession…
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Understanding the implications of the 2024 Federal Budget and its proposed changes to capital gains taxation is crucial for individuals and corporations alike. In today’s episode, we take a deep dive into the Canadian federal budget for 2024 and its impact on capital gains taxation. In our conversation, we discuss the technical details of capital g…
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Business owners often have reservations about paying into the Canada Pension Plan (CPP). Many think they’re getting a bad deal by paying both the employer and the employee portion of the contribution, but can they do better by paying themselves dividends? In the last two episodes, we did an extensive review of how you can compensate yourself as a b…
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When it comes to creating an optimal compensation strategy plan, there’s a lot to navigate. And while there may be a plethora of general rules floating around on the internet, each individual’s optimal strategy is ultimately going to be dependent on their unique situation. That is why we’re using today’s conversation to break down the findings of o…
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Whether you’re self-employed or you own a small business, there are many nuances to how you can pay yourself from your business. Our episode today hones in on how we pay ourselves personally from a corporation (along with other key employees, including spouses) and the many intricacies you need to understand when making decisions about this process…
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Today’s Case Conference episode is a supplement to Episodes 10 and 11 and uses several case studies to examine key subjects such as corporate bloat, tax-efficient retirement planning for high-income earners, the importance of diversifying your asset allocation, and more. For our first case, we take a step-by-step look at the decision to retain earn…
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Accountants and financial advisors offer excellent professional support, but it’s also important to keep yourself informed and understand key tax implications when it comes to managing your corporate account. In today’s episode, we take a closer look at the type of information you should arm yourself with to help you optimize your tax planning and …
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In today’s episode, we delve into the complex topic of investing in Canadian corporations, something that will be deeply relevant to many of our listeners. Given the intricate interplay of investments and taxes within this context, it's crucial for corporate and business owners to grasp the fundamentals. We start off by unpacking key details of wha…
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The overarching theme of today’s conversation revolves around prudent financial decision-making, including tax-efficient investing, risk assessment, and leveraging home equity for investment purposes. This acts as supplementary material for the main episode, where we take a deep dive into the nuances of tax. Join us as we look at taxation and incom…
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In this episode, we dive deep into the world of income tax and demystify the often intimidating realm of investment taxation. Join us as we break down various forms of investment returns, from interest and dividends to capital gains and more. Discover the impact of tax integration on Canadian dividends and learn how foreign dividends can add a laye…
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Today’s Case Conference accompanies an episode in which we provide a detailed breakdown of the registered account types available to Canadian investors and how to utilize them. Despite their numerous potential advantages, however, there are still many people who avoid them, primarily because optimizing these can seem too complicated and overwhelmin…
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One of the most complex things to navigate when it comes to your personal finances is your choice of accounts and how to use them in the best way possible. In today’s episode, we break down the types of accounts available to Canadian investors and how to optimize your use of each one. Tuning in, you’ll learn key factors you should consider, includi…
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In this special episode of the Money Scope Podcast, we take a break from their regular content to reflect on the journey so far and engage with our audience. As we pause to catch our breath halfway through the planned core curriculum, we discuss the evolution of the podcast, share listener feedback, and offer insights into what lies ahead. We outli…
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In this episode, we follow the stories of two distinct investors facing unique challenges. First, meet a plastic surgeon in the high-flying tech-driven world of 1997. With a high-risk tolerance and a flourishing practice, this surgeon believes they can conquer the market. However, as the dot-com bubble looms, they must navigate the fine line betwee…
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Picture your investment portfolio as a carefully crafted puzzle and asset allocation as the key to solving it. It not only helps you navigate the treacherous waters of risk but fine-tunes your investments to harmonize perfectly with your financial dreams. In this episode, we take a deep dive into the art and science of portfolio management. Discove…
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After our detailed examination of the basics of investment strategy, we are now delving into some common case studies that you may encounter on your investing journey. Our studies take us through the looming recession and why it should not be a major concern for investors, the economic activity of America’s response to a recession, and deciding on …
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Today’s episode is a colonoMoneyScope as we dig deep into the basics of investment strategy. But we’ve already laid the foundation (in previous episodes) and the hard work is done, and we are now moving onto a necessary procedure for the preventive care of your investment portfolio. It’s important to understand why we invest and why it matters in o…
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Today’s show features our first case conference supplemental episode. We’ve built several cases, complete with figures, to expand upon our primary episode's discussions on debt, saving, and investing. These scenarios reflect common queries and challenges we frequently encounter from our audience. While we hope you can draw parallels to your own cir…
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Our relationship with money changes throughout our lives. While this journey will vary between individuals, there are broad trends that will apply to many of us. In today’s we investigate how to navigate debt, savings, and investing at different stages of our lives and break down how these mechanisms can help you move your economic value through ti…
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In this episode, we dive deep into the world of financial independence, values, and effective goal setting. Drawing from a wealth of knowledge and research, we guide listeners through a structured approach to identify their most meaningful financial goals. From the importance of enjoying the journey to setting measurable targets, we provide invalua…
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We make countless decisions every day, from choosing what we’ll have for breakfast to determining whether we have the time to take a break from our busy schedule and go for a walk. Not all decisions require the same amount of effort. And while the big decisions certainly deserve our time and attention, it can be easy to overlook how the small decis…
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Have you ever found yourself caught up in the pursuit of material possessions, believing they will bring you happiness? Or perhaps you've been lured into working excessively, thinking that the more you earn, the happier you'll be? In this conversation, we expand on the concepts covered in the previous episode and dive deep into money-happiness trap…
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In this episode, we delve into the intricacies of human happiness and regret by exploring the complex relationship between our pursuit of happiness and the decisions we make along the way. We unpack the essence of a ‘good life’, the different forms of happiness, and how to keep a balance between them. Discover why the pursuit of material wealth mig…
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Welcome to the Money Scope Podcast, where finance meets relatability and evidence-based wisdom takes centre stage. Join your hosts, Mark Soth and Ben Felix, as they take you on a deep dive into the world of personal finance, specifically tailored for Canadian professionals and beyond. In this engaging series, Mark and Ben blend their expertise in t…
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Episode 100 - This is a bittersweet episode for me, since it’s going to be my final podcast. The last 2 years has been a phenomenal journey for all of us. I’ve gotten emails from so many of you telling me how valuable this content has been, and I’m so grateful to have been part of your journey. I set out to create a platform to empower physicians t…
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Episode 99 - What would it be like to work in a place where everyone genuinely enjoyed working there? Wouldn't you love to have a healthy workplace environment, low staff turnover, and high productivity? According to today's guest, William Vanderbloemen, your company's success lives and dies with how effectively you develop a healthy, vibrant team …
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Episode 98 -When did the phrase, “I’m busy” become a badge of honor? I’ve been wrestling with this lately. When did we get to a point when someone asks “How’s it going?” and we reply “It’s busy” like it’s something we’re proud of? I think part of it comes from the mistaken impression the busy-ness equals accomplishment. It’s all too easy for us to …
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Episode 97 - Up to 80% of physicians report experiencing symptoms of burnout. >60% of all people nationally feel some degree of dissatisfaction at work. If you're one of those people, maybe it's because you feel stuck in neutral. Maybe you're just not getting what you need from the people that work with you. As Ken Coleman discusses in this episode…
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Episode 96 - Public speaking is the #1 fear for a huge percentage of people. Many people report that they fear public speaking more than death. But, what if you had a formula for crafting and delivering the perfect presentation? Wouldn't that make public speaking less scary? In this week's episode, Nancy Duarte breaks down the formula for the perfe…
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Episode 95 - My guest today is Clay Scroggins. Clay is the author of the best-selling books How to Lead When You’re Not in Charge and How to Lead in a World of Distraction. This month, Clay is releasing his 3rd book titled The Aspiring Leader’s Guide to the Future: 9 Surprising Ways Leadership is Changing. No one denies the changing landscape of le…
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Episode 94 - Dr Sharon McLaughlin is a serial entrepreneur and the founder of the Female Physician Entrepreneurs Facebook Group, which is a supportive group that brings women physicians together to network and grow. She has built multiple streams of income through courses, affiliate marketing and most recently, passive real estate syndication inves…
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Episode 93 - Today’s guest is Shawn Miele. Shawn founded Advice Media (now called MyAdvice) in 2008 to help businesses connect with consumers via digital channels. Since then, his company has brought growth and prosperity to thousands of businesses by connecting them with millions of consumers. He and his team have gravitated towards helping physic…
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Episode 92 - Is it time for a change? Considering your next career in pharma? Today’s guest is Dr. Nerissa Kreher. Dr. Kreher is the Chief Medical Officer of a biotech company and a pediatric endocrinologist. She transitioned into the biotech/pharma industry early in her career and brings 15 years of experience working in biotech/pharma. Her career…
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Episode 91 -Have you ever wanted to be a DIY investor but you just didn't know where to start? It's not that hard. All you need is a plan! The tax-efficient waterfall investing strategy is a great roadmap that can turn any financial novice into a DIY investor in 8 easy steps. This is a super-simple but incredibly powerful investing strategy. Any wo…
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Episode 90 - I’m excited to bring you this special throwback episode. We’re reaching all the way back to episode 2 of the podcast. If you haven’t heard this episode, then buckle up. This episode was one of my favorites of the last 2 years. My guest is a retired U.S. Navy surgeon general, Vice Admiral Forrest Faison. He spent his 30 year career in t…
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Episode 89 - Our guest today has been a serial entrepreneur for decades and has built many businesses from the ground up, including a series of urgent care centers that he started before urgent care centers were even considered a valid concept. He has written a great book on the subject of entrepreneurship, incorporating all the many lessons learne…
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Episode 88 - Dr. Melva Pinn-Bingham is a board certified radiation oncologist, serial entrepreneur, and investor. She understands that the financial opportunities of high income earners are different from those in lower income brackets. Through her podcast, she provides strategies for top income earners to create multiple streams of income to suppo…
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Sunday Special 19 - How to "residency-proof" your marriage (even if you're out of residency) - Hannah Pye
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Sunday Special 19 - My guest today is Hannah Pye. Hannah is an emergency department nurse married to a military pediatrician. She and her husband have been married for 11 years and have moved 7 times. So, they’ve had a decent amount of experience in managing expectations during the medical journey. She is the creator of our new online course, “Resi…
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Episode 87 - Today I’m going to do something a little different. I’m bringing you two of my most popular talks from the recent Marriage and Money, M.D. Summit. We had over 1300 people register for the conference, and the speakers did an absolutely phenomenal job! Today we ask, "Can you really have it all?" This first conversation is with Drs. Nii a…
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Episode 86 - Trisha Talbot is a real estate advisor who specializes in healthcare real estate investments, advising her clients throughout the sales process with comprehensive strategies on pricing, market fluctuations, and solutions to close the transaction. She helps healthcare providers in making the right real estate decisions for your practice…
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Episode 85 - Dr. Alexandra Stockwell is a physician and an Intimate Marriage Expert, known as “The Intimacy Doctor,” who specializes in coaching couples to build beautiful, long-lasting, passionate relationships. She is the bestselling author of “Uncompromising Intimacy” and host of The Intimate Marriage Podcast. A wife of 25 years and a mother of …
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Episode 83 - This week's guest is Dr. Jimmy Turner. Dr. Turner is a practicing anesthesiologist. But you might know him better by his online personality, The Physician Philosopher. Dr. Turner has been one of the most popular physician bloggers for several years and has helped thousands of physicians to turn their financial dream into plan. Dr. Turn…
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Sunday Special 18 - Build your career from a place of strength, not desperation - Dr. Chiagozie Fawole
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Sunday Special 18 - My guest today is Dr. Chiagozie Fawole. You know, medicine is undergoing some changes. There are a lot of physicians feeling burned out, unappreciated, and not in control. You may feel like you’re coming from a place of desperation. Desperate to be heard. Desperate to have autonomy, desperate to practice medicine on your own ter…
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Episode 83 - This week's guest is Dr. Sunil Saxena. He's a physician turned real estate mogul, and he's going to show us how to make money on real estate without losing everything. With a modest investment, you too can diversify your wealth strategy with a tool that spans the width of the risk spectrum. Dr. Saxena's going to spend the next episode …
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Episode 82 - No matter what stage of your financial journey you are at, you should be thinking about asset protection. Yes, even if you are just starting out. Brian T. Bradley is a lawyer who specializes in just that, making sure your gains are protected against litigation. He's going to explain just how to use increasing levels of protection to en…
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Episode 81 - Dr. Brook Choulet is one of the only concierge psychiatrists in the US and is currently in the process of expanding her private practice to a large wellness center that offers several different wellness services. She built this practice from the ground up in less than 1 year and started it as a resident! She’s got an incredible story a…
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Episode 80 - David Salyers was one of the original two marketing executives at Chick-fil-A. He spent 37 years in the Chick-fil-A Marketing Department and most recently served as a Vice President before his recent retirement. Having worked at Chick-fil-A his entire career, he saw the principles of servant leadership and compassion play out in the gr…
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Episode 79 - Dr. Cheng Ruan went from a solo practice to one of the biggest lifestyle medicine multi practice specialty centers anywhere. He’s also amassed over 600,000 followers on social media that follow his great advice on medical management of common syndromes. He’s taken his practice to incredible levels and the most amazing thing is that he …
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Sunday Special 17 - My guest today is Dr. Deepa Sukumar. She has a unique story. She grew up in India as a Hindu, but she turned from her religion to follow Jesus and the one true God. If you know anything about Indian culture, you’ll know that her decision was incredibly risky and incredibly courageous. By rejecting the gods of her culture, she wa…
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