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My Wealth Journey Part 4: Tax Planning

Paying attention to tax planning reduced our annual tax bill by half. Learn about some of the strategies that I used.

I started this blog back in 2017, and it is hard to believe that I have been at it for[…]

In the first part of this series, I unpacked financial lessons from my early career and how my wife and[…]

Education has been a central part of my role as a physician on faculty in the Faculty of Health Sciences[…]

I previously described some of the maladaptive ways that families respond to their growing wealth. The Deniers and The Ditchers.[…]

With this being the first-ever episode of the Money Scope podcast, we’re going to spend some time introducing ourselves, what[…]

I have the chance to participate in something very cool. And so do you. On February 8th, 2024, there will[…]

I started The Loonie Doctor just a little over six years ago. It has been a passion project for me[…]

Join Dr. Zhou & I as we discuss how my wife and I navigated early career, financial independence, our portfolio, and retirement planning.

In the preceding post, I unpacked my net worth for you to see and share my insights from that. One[…]