by Portfolio Planning | Jul 22, 2026 | Blog
Prefer to listen? This article is based on the latest episode of our Portfolio Talks podcast. Listen to the full episode here. If you are a doctor, dentist or optometrist, you have probably been told to incorporate. Maybe by a colleague at the coffee machine. Maybe by...
by Portfolio Planning | Jul 13, 2026 | Blog
Prefer to listen? This article is based on the latest episode of our Portfolio Talks podcast. Listen to the full episode here. If you are a doctor, chances are you have already been pitched whole life insurance. Maybe more than once. A friend became an insurance...
by Portfolio Planning | Jun 30, 2026 | Blog, insurance, investment
What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
by Portfolio Planning | Jun 30, 2026 | Blog, Professional Corporations, Professionals
Prefer to listen? This article is based on the latest episode of our Portfolio Talks podcast. Listen to the full episode here. For most incorporated doctors, hitting seven figures inside the corporation feels like crossing a finish line. Years of training, billing,...
by Portfolio Planning | Jun 15, 2026 | 2026, Blog, financial advice, tax
Prefer to listen? This article is based on the latest episode of our Portfolio Talks podcast. Listen to the full episode here. If you have ever been told that the best move for an incorporated doctor is to keep as much money in the corporation as possible and invest...
