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Locality: Toronto, Ontario

Phone: +1 416-840-8544



Website: moaklerwealthmanagement.com/

Likes: 35

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Heal Thy Wealth 21.01.2021

Imagine this: you need to see a doctor. A specialist. But this specialist has no extra letters after their name. And no extra years of schooling or training. Would you expect them to know what they’re talking about?... You would be skeptical to say the least. Especially if you’re a business owner, it’s the same when you’re looking for a financial planner. They should have their Certified Financial Planner designation, or CFP, which is the gold standard and at the same time, the minimum requirement. But that’s not all. Want to know the other designation your current or potential financial planner truly needs to have? And what questions you need to be asking, so you can interview them and really find out if they have the right stuff? Including whether they have a conflict of interest? Just click to watch this week’s video. New videos every Thursday! https://bit.ly/3iA1gb4 #businessowners #doctors #dentists #financialplanning #retirement #personalfinance #investing #HealThyWealth

Heal Thy Wealth 18.01.2021

Is your financial advisor ALWAYS required to put your interests first? Amazingly, the answer is very often no. Want to find out if your advisor is ALWAYS looking out for you and your family? ... (And learn about one of the best investment platforms in Canada, one that overcomes the biggest risk factor facing investors today?) Just click to watch the YouTube video and then be SURE to attend my #MasterClass. New videos every Thursday! https://youtu.be/RMGWJqCYvQM #businessowners #doctors #dentists #financialplanning #retirement #personalfinance #investing #HealThyWealth

Heal Thy Wealth 09.01.2021

#Doctors: Financial planning is a process, not a product. #Quotes from #NewBook on #Amazon: DOCTORS, HEAL THY WEALTH! #FinancialHealthCareForDoctors ... https://johnmoakler.com/book

Heal Thy Wealth 20.12.2020

#Doctors: There are many situations in which a broker has the incentive to sell their own products ahead of a potential competing product that costs less. #Quotes from #NewBook on #Amazon: DOCTORS, HEAL THY WEALTH! #FinancialHealthCareForDoctors ... https://johnmoakler.com/book

Heal Thy Wealth 18.12.2020

Get your corporation to pay your healthcare expenses! BOOK EXCERPT: From Chapter 5 of Heal Thy Wealth: How Doctors Are Misdiagnosing Their Own Financial Health And What They Can Do About It. HARDCOVER NOW ON AMAZON. --... "Why pay for healthcare costs out of your own pocket when you can have your corporation pay these expenses? "A doctor running an MPC is like any other small business owner who is challenged with how to pay for drug, dental, and extended healthcare costs. If you do not have access to a group plan through your spouse, you will have to pay for these expenses out of your pocket using after-tax income. This is where a Health Spending Account (HSA) is of great value to you and your family. You will no longer have to pay for these expenses personally; all you need to do is to set up an HSA, and any contributions by your MPC are 100% tax deductible to the MPC while all eligible medical expenses are reimbursed to you and your family tax-free." -- Read more and buy the book at: https://johnmoakler.com//excerpt-from-heal-thy-wealth-get-

Heal Thy Wealth 01.12.2020

#Doctors should never invest in mutual funds. #Quotes from #NewBook on #Amazon: DOCTORS, HEAL THY WEALTH! #FinancialHealthCareForDoctors ... https://johnmoakler.com/book