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by OMA Insurance
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Dec 13, 202225 min
Maximize Retirement Income
Episode 20 of the Financial Checkup podcast explains how getting a second opinion on your investments can help you unlock more retirement wealth. This episode features special guests, Yash Khubchandani, an Advantages Retirement Plan™ Specialist and Alex Mazer, co-CEO of Common Wealth Retirement - plan administrator of the Advantages Retirement Plan™.
- Oct 25, 202220 min
Learning to build foundational savings earlier in your career
Hear how to build foundational savings behaviours with special guest speaker Alex Young Soo Lee. Alex is a fellow medical student at the University of Ottawa and the Director of Student Affairs at CFMS. He is passionate about investing and building a robust savings portfolio all while navigating medical school.
- Oct 11, 202210 min
Preparing for Retirement Featuring Dr. Rose Zacharias
What will retirement look like for you? In Episode 18 of the Financial Checkup, we talk with Dr. Rose Zacharias, president of the OMA. She shares what retirement looks like to her and how she’s preparing for the retired life.
- Aug 16, 202213 min
Unpacking responsible, sustainable investing
In episode 17 of the Financial Checkup, BlackRock - the world’s largest asset manager and investment partner for the Advantages Retirement Plan™ - discusses upcoming changes to its target date funds to include a stronger emphasis on ESG (Environmental, Social and Governance) factors.
- Aug 10, 20229 min
Optimize retirement savings with target date funds
In episode 16 of the Financial Checkup, BlackRock – the world’s largest asset manager and investment partner for the Advantages Retirement Plan™ – explains what target date funds are and how they can help you automatically grow your savings over time while keeping fees low.
- Jul 20, 202214 min
Understanding market downturns with BlackRock
In episode 15 of the Financial Checkup, BlackRock - the world’s largest asset manager and partner for the Advantages Retirement Plan™ - discusses market ups and downs, the impact of the pandemic, and how target date funds help you weather market volatility.
- Jun 2, 202217 min
Part One: Get your retirement plan on track
In episode 13 of the Financial Checkup, we hear the Advantages Retirement Plan™ Specialists, Yash Khubchandani and Guillermo Nafarrate, address common retirement planning challenges and explain how the Advantages Retirement Plan™ helps physicians and their spouse/common-law partner meet their retirement goals.
- Jun 2, 202211 min
Part Two: Get your retirement plan on track
In episode 14 of the Financial Checkup, the Advantages Retirement Plan™ Specialists, Yash Khubchandani and Guillermo Nafarrate, go through a retirement planning checklist for physicians and respond to live questions submitted by OMA members.
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About The Financial Checkup
The Financial Checkup is devoted to improving the financial wellness and retirement readiness of physicians and their spouses. OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you this podcast series featuring top financial questions and retirement stories from your fellow physicians.
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