The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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Everything You Need to Know About the First Home Savings Account (FHSA) with Stefan Scott
Manage episode 362413876 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
It's my pleasure to host Stefan Scott, a fee-for-service (flat-fee) Financial Planner. He is a valued voice on the Physician Financial Independence Facebook group & is exceptionally well versed on the First Home Savings Account (FHSA).
Discussion points:
- Stefan's background (6:42)
- FHSA overview (9:10)
- Eligibility, definition of first time home buyer (10:27)
- How long can an account stay open for? (12:54)
- Carrying forward contributions, over contribution penalties (13:36)
- Tax deductions (15:26)
- Transfers from FHSA to RRSP & vice versa (17:08)
- Are home furnishings eligible? (19:25)
- Spousal transfers (21:31)
- the right way to make transfers (22:24)
- FHSA types, eligible investments, investment strategies (23:40)
- Foreign withholding tax exempt? (28:28)
- Strategies if you don't buy a home (29:37)
- FHSA vs RRSP Home Buyer's plan (33:19)
- What happens to FHSA at death? (36:06)
- Qualified withdrawals & withdrawal guidelines (37:44)
- Closing thoughts on FHSA and beyond (42:40)
Stefan Scott:
HouseCallsFP@gmail.com
https://www.youtube.com/watch?v=s_f78sa5vVk&t=15s
Yatin Chadha:
https://www.linkedin.com/in/yatin-chadha-29074b109/
beyondmdpodcast.com
beyondmdpodcast@gmail.com
https://www.youtube.com/watch?v=Rd90dJueAcg
DEFINITIVE CRA WEBSITE on FHSA:
72 episoade
Distribuie
Manage episode 362413876 series 2786045
Content provided by Yatin Chadha. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Yatin Chadha or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
It's my pleasure to host Stefan Scott, a fee-for-service (flat-fee) Financial Planner. He is a valued voice on the Physician Financial Independence Facebook group & is exceptionally well versed on the First Home Savings Account (FHSA).
Discussion points:
- Stefan's background (6:42)
- FHSA overview (9:10)
- Eligibility, definition of first time home buyer (10:27)
- How long can an account stay open for? (12:54)
- Carrying forward contributions, over contribution penalties (13:36)
- Tax deductions (15:26)
- Transfers from FHSA to RRSP & vice versa (17:08)
- Are home furnishings eligible? (19:25)
- Spousal transfers (21:31)
- the right way to make transfers (22:24)
- FHSA types, eligible investments, investment strategies (23:40)
- Foreign withholding tax exempt? (28:28)
- Strategies if you don't buy a home (29:37)
- FHSA vs RRSP Home Buyer's plan (33:19)
- What happens to FHSA at death? (36:06)
- Qualified withdrawals & withdrawal guidelines (37:44)
- Closing thoughts on FHSA and beyond (42:40)
Stefan Scott:
HouseCallsFP@gmail.com
https://www.youtube.com/watch?v=s_f78sa5vVk&t=15s
Yatin Chadha:
https://www.linkedin.com/in/yatin-chadha-29074b109/
beyondmdpodcast.com
beyondmdpodcast@gmail.com
https://www.youtube.com/watch?v=Rd90dJueAcg
DEFINITIVE CRA WEBSITE on FHSA:
72 episoade
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Similar cu beyond MD with Dr. Yatin Chadha
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
…
continue reading
PT Inquest is an online journal club. Hosted by Jason Tuori, Megan Graham, and Chris Juneau, the show looks at an article every week and discusses how it applies to current physical therapy practice.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Radio Advisory is your weekly download on how to untangle healthcare's most pressing challenges, powered by 40 years of Advisory Board research. Whether it's workforce shortages, industry disruptors, or health equity strategy, we're here to help. Our hosts and seasoned researchers talk with industry experts to equip you with knowledge to confront today’s unanswered questions in healthcare. New episodes drop every Tuesday. | www.advisory.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
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…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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continue reading
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Treceți offline cu aplicația Player FM !
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