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Avoiding Costly Investment Mistakes
OMA Insurance has partnered with Common Wealth, the administration and technology partner for the award-winning Advantages Retirement Plan™, to bring you The Financial Checkup, which features top financial questions and retirement stories from your fellow physicians.
In Episode 11 of the Financial Checkup, Dr. Paul Healey, cofounder of the Physician Financial Independence online community and a member of the Advantages Retirement Plan™ Investment Committee, discusses the costly investment mistakes physicians should try to avoid.
The information contained on this website is provided for educational purposes only, and should not be construed as advice to be acted upon. The information is not intended to offer investment, taxation, accounting, financial or similar professional advice, nor is it intended to replace the advice of independent tax, financial, accounting or legal professionals. This website is intended to only provide general retirement education information based on the common circumstances of the Ontario physician community and does not take into account any individual’s particular financial needs, circumstances and objectives. The information presented here may not be suitable for non-residents of Canada, or situations involving such individuals. Employees of OMA Insurance are not licensed or authorized to provide investment products, services or advice to you, except as it relates to insurance.