beyond MD with Dr. Yatin Chadha Re-examining pension plans for professionals with Jason Pereira
Jun 20, 2024
In this conversation, Jason Pereira, an award-winning financial planner with deep expertise in pension strategies, discusses Individual Pension Plans (IPP) and their benefits for professionals. He explains the distinctions between defined benefit and defined contribution plans and identifies who is best suited for an IPP. Jason also highlights common financial mistakes among business owners and the potential improvements in Canada’s financial planning landscape. Additionally, he shares insights on the importance of continuous learning and personal growth in achieving financial success.
Chapters
Books
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 5min
Navigating Pension Plans: IPPs Explored
05:25 • 16min
Understanding Retirement Compensation Arrangements
21:05 • 17min
Financial Mistakes and Misconceptions Among Professionals
37:43 • 5min
The Future of Financial Planning in Canada
42:27 • 7min
The Power of Continuous Learning
49:56 • 5min
The Power of Disconnecting for Creativity and Happiness
54:27 • 4min
