Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key questions you should ask: Why is a 30 year amortization often a good idea? Considerations for paying down the mortgage faster Why every 4% ra...
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Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key questions you should ask: Why is a 30 year amortization often a good idea? Considerations for paying down the mortgage faster Why every 4% ra...
Ep #98 - Death and Taxes for Incorporated Professionals in Canada - with Mehul Gandhi, CFP, CLU, TEP
beyond MD with Dr. Yatin Chadha
51 minutes
2 months ago
Ep #98 - Death and Taxes for Incorporated Professionals in Canada - with Mehul Gandhi, CFP, CLU, TEP
Today I welcome Mehul Gandhi (CFP, TEP, CLU) from Westmount Wealth to discuss death & taxes for incorporated small business owners in Canada. The episode is broken down into 3 parts: - the layers of tax facing the estate upon death of an incorporated professional - strategies to mitigate the tax hit - who can help us & the importance of updating our wills Discussion points: Introduction (3:05) The layers of tax on one's estate after an incorporated business owner passes away (6:08...
beyond MD with Dr. Yatin Chadha
Renewing a mortgage is more than just re-signing with your existing lender. Today I sit down with Elan Weintraub to discuss everything related to mortgages and renewals. Treat it like a financial checkpoint that aligns with your career, family plans, and cash flow, not just a headline rate. We dig into the real levers you control, and uncover key questions you should ask: Why is a 30 year amortization often a good idea? Considerations for paying down the mortgage faster Why every 4% ra...