beyond MD with Dr. Yatin Chadha

Hosted by Yatin Chadha

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Episodes

125

Latest episode

Aug 2026

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EN-CA

About the show

beyond MD bridges the gap between medical training and financial literacy. Led by mid-career Canadian radiologist, Yatin Chadha, beyond MD empowers practicing physicians, medical trainees, and other professionals to build confidence and clarity around money. Episodes feature interviews with subject experts to help listeners gain knowledge around topics like professional corporations, investing, insurance, pensions, real estate, trusts, and estate planning. Yatin also frequently interviews his own colleagues to shed light on valuable life and money lessons learned over time. Tune in to beyond MD (episodes are bi-weekly) to build your financial acumen and live your best life today.

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60 recent

August 7, 2026Episode 12350 min

Ep #123 - A Deep Dive into Real Estate's Best Performing Sector: Self-Storage - with Clint Harris

Today we dive into Self-Storage investments. My guest is Clint Harris. Clint is a former medical sales professional turned real estate investor and co-host of the podcast, Truly Passive Income . After spending 16 years working alongside physicians and clinical teams, Clint gained firsthand insight into the demanding schedules, pressures, and financial challenges healthcare professionals face. While still working full time in medical sales, Clint began building passive income through real estate investing, ultimately transitioning into large-scale commercial projects. Today, he is a General Partner at Nomad Capital, where he helps develop and operate cash-flowing commercial assets and has helped raise capital for over $150 million in stabilized properties. Clint now focuses on educating busy medical professionals on how to invest passively - allowing them to continue practicing medicine while their money works for them. His approach emphasizes simplicity, diversification, and long-term financial stability without sacrificing time or patient care Discussion points: - Clint's introduction and exposure to storage investing (2:30) - meeting his partners (10:01) - Nomad Capital (13:00) - Mid-long term storage thesis (15:49) - Optimizing margins in storage (24:43) - Cost control measures (29:24) - Occupancy trends in storage (32:56) - Headwinds & tailwinds (35:21) - Syndications & the tough questions to ask (38:22) - Timelines (44:32) - Closing thoughts (46:11) Clint Harris: Website: https://nomadcapital.us LinkedIn: www.linkedin.com/in/clint-harris-543265139 YouTube: https://www.youtube.com/channel/UCe0F1abrRXQX2KpSl5qEnoA Podcast: https://podcasts.apple.com/us/podcast/truly-passive-income/id1693667029 Yatin Chadha: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

July 17, 2026Episode 1221 hr 13 min

Ep #122: The Art of Finding Hidden Gems in MicroCap Stocks, with Mathieu Martin, CFA

I'm thrilled to interview Mathieu Martin (CFA) to discuss his approach to investing in microcap stocks. Mathieu is the portfolio manager for the microcap fund at Rivemont. Discussion points: - Mathieu's introduction (1:18) - Lesson's from poker (3:40) - Why microcaps (5:13) - Rivemont microcap fund overview (6:32) - Mathieu's 3 key investing pillars (10:58) - How to screen for opportunities (14:04) - Mathieu's research process (16:46) - Old economy businesses vs software companies (20:26) - When to sell a losing position (23:45) - Mathieu's best investment (26:40) - Unsuccessful investments & lessons (33:01) - D-Box Technologies, DBO.TO (39:28) - Zedcor, ZDC.V (46:50) - Firan Technology Group, FTG.TO (49:50) - Lotus Creek Exploration, LTC.V (53:48) - BQE Water, BQE.V (56:09) - Medicure, MPH.V, (1:01:31) - Kits eyecare, KITS.TO (1:02:55) - How to approach investing in microcaps (1:08:20) - Who should not invest in microcaps? (1:10:00) - Where you can learn more about Mathieu's fund, blog (1:12:18) This episode is brought to you by Clever Consult: https://www.cleverconsult.ai/ Mathieu Martin: Mathieu.martin@rivemont.ca https://www.linkedin.com/in/mathieu-martin-cfa-abb9a6b0/ https://stocksandstones.substack.com/ https://rivemont.ca/en/ Yatin Chadha: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

July 3, 2026Episode 1211 hr 11 min

Ep# 121: Forever episode - the Building Blocks of a Happy and Successful Life, with Andrew Hallam

I am delighted to re share the most popular episode of all time, featuring international best selling author, Andrew Hallam We have a wide ranging discussion on the pillars of a successful life, the relationships between money & home ownership & happiness, spending money to enhance life satisfaction, evidence-based investing for success & simplicity, relationships, purpose, & lessons learned living abroad. Discussion Points/Chapters: - Andrew's background (1:28) - The requisites of a balanced & successful life (5:23) - The relationship between income and happiness (7:18) - How should we spend our money? (10:28) - The desert island litmus test (15:43) - Is home ownership associated with happiness? (17:53) - Is our happiness impacted by the neighbourhood we live in? (21:47) - How much of our income should we spend on a home? (24:58) - Why our investment horizon should be 30+ years (26:58) - Should you lump sum invest now or wait? (31:18) - Andrew's take on one stop shop ETFs (37:48) - My investment approach & challenges (42:18) - Key questions to as a financial advisor (46:09) - How to think less about $$ and embrace balance (49:48) - Why relationships are so important (52:47) - Meaningful relationships in a world where social media is ubiquitous (54:26) - Lessons from living abroad, advice for those considering it (58:48) - The power of giving (1:02:18) - Finding your purpose (1:04:23) - My perspectives (1:09:03) Andrew's books: https://www.amazon.ca/Balance-Invest-Happiness-Health-Wealth/dp/1774580756 https://www.amazon.ca/Millionaire-Teacher-Wealth-Should-Learned/dp/0470830069 https://www.amazon.ca/Millionaire-Expat-Wealth-Living-Overseas/dp/111941189 Yatin Chadha: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

June 21, 2026Episode 12025 min

Ep #120: Office hours - getting unstuck at work, career design, and life experiences

Welcome to office hours on beyond MD where I answer the most popular questions I have been receiving. Question 1: How do I get unstuck and find more joy at work? Method 1 - shift expectations (0:17) Method 2 - a dose of perspective (3:08) Method 3 - find new rabbit holes at work (5:38) Method 4 - connect work to your life view (9:56) Method 5 - maintaining our outside interests (13:13) Question 2: How can one make time for creative work while practicing clinically? (15:25) The anatomy of an energy audit (17:47) Question 3: What pushed you do do a fellowship outside of Canada? (22:04) Yatin Chadha: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

June 5, 2026Episode 11936 min

Ep #119: The Science, Happiness, and Financial Benefits of Charitable Giving - with Jordan Arndt, CFP

Today I welcome Jordant Arndt, a Certified Financial Planner from Saskatoon to talk about the science, happiness, and finance behind charitable giving. Discussion Points: Jordan's intro (2:07) How Jordan's interest in charitable giving developed (4:41) Making charity part of our financial fabric (6:24) What are key reasons people want to give? (8:51) Happiness and giving - the evidence (9:58) Where to begin with finding a charity? (14:35) Questions to ask charities (17:07) Finances behind giving - donation tax credits & deductions (18:51) Writing off taxable income and carry forward (22:08) Tax efficient donating from corporation (23:05) Donor advised funds, set up (26:07) DAF mechanics (28:38) Closing thoughts (35:00) This episode is brought to you by Clever Consult: https://www.cleverconsult.ai/ Papers, talks, resources from this episode: https://wellbeing.research.mcgill.ca/publications/Aknin-et-al-JPSP2013-prosocial-spending-happiness-with-appendix.pdf https://www.ted.com/talks/elizabeth_dunn_helping_others_makes_us_happier_but_it_matters_how_we_do_it DAFs: https://www.givewise.ca/blog/giving-philanthropy/donor-advised-fund-canada-checklist https://kciphilanthropy.com/wp-content/uploads/2023/05/DAFs-in-Canada-KCI-CAGP-Report-May-2023-2.pdf Jordan Arndt: Linkedin: https://www.linkedin.com/in/jordan-arndt-cfp/ Email: jordan@ennsbaxter Yatin Chadha: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

June 4, 202610 min

Ep #118: Important Addendum on Whole Life Insurance Episode

Discussion points: - Assuris history correction (1:00) - High cash values in early years (2:15) - Interest on the loan (3:40) - Life and liquidity (5:32) - Other considerations (7:25) - Summary (9:10)

May 22, 2026Episode 1171 hr 9 min

Ep #117: A Different Perspective on Whole Life Insurance - with Donny Mangos

I welcome Donny Mangos - father, entrepreneur, author, and podcaster. Donny shares his perspectives on participating whole life (WL) insurance, with a focus on how to optimize policies and use them while alive. Discussion points: Donny's intro (2:35) Broad perspectives on whole life (WL) insurance (4:55) When Donny begin to learn about WL (6:55) Quick overview on WL (9:30) WL attributes for wealth strategy (12:35) Other aspects of WL (16:00) Investments, risk (19:35) Understanding WL through an illustration (27:44) Growth rates (37:18) Good vs bad policies (38:37) Advisors and commissions (41:44) Must ask questions (44:29) "In the money" (45:54) Liquidity (46:44) Using a corporate policy personally (53:19) Multiple buckets (56:52) Personal vs corporate loans (58:50) Grey areas (1:00:22) Who should not do this (1:02:54) Donny's Links: Book: https://www.amazon.ca/Get-Wealthed-Up-Build-Mansion/dp/1998528197 Podcast: https://podcasts.apple.com/us/podcast/wealthed-up-with-donny-mangos/id1825202487 Site: https://wealthedup.com/ Email: donny@wealthedup.com Yatin's Links: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

May 8, 202619 min

Ep #116: Part 4 of the Wealth Formula - Understanding your Definition of Enough

Welcome to part 4 of the wealth formula, which focuses on understanding our definition of enough. We begin with a more philosophical discussion and move to rough numbers later only to help illustrate concepts. Discussion points: - introduction (1:33) - Businessman & fisherman (2:43) - Research on happiness, income (5:26) - Understand and visualize your ideal life (11:50) - What our life could cost (14:04) - Withdrawal rates, portfolio size (15:52) This episode is brought to you by Clever Consult: https://www.cleverconsult.ai/ The 5 Types of Wealth: https://www.the5typesofwealth.com/ Links to videos: Ben Felix: https://youtu.be/S9InNdQhFwc?si=RTCDG1wUWvEV7vva https://youtu.be/1FwgCRIS0Wg?si=7GKWwIB7r_fyUh23 Blueprint Financial: https://youtu.be/BhlWUkwZoRo?si=ai66rrz0DqV7iGCq Yatin's Links: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca Radiology courses for clinicians: https://beyondradiology.thinkific.com/courses/ct-head-interpretation-course https://beyondradiology.thinkific.com/courses/master-ct-head-interpretation-course Papers cited in this episode: A wandering mind is unhappy: https://greatergood.berkeley.edu/images/uploads/A_Wandering_Mind_Is_an_Unhappy_Mind.pdf Income satiation and turning points: https://www.flightfromperfection.com/files/post_attachments/jebb_et_al_2018.pdf

April 24, 2026Episode 11541 min

Ep #115: Understanding SR&ED (Scientific Research & Experimental Development) Credits in Canada - with Dr. Nikhil Patil

I love under-discussed & relevant topics, so I'm thrilled to host Dr. Nikhil Patil to discuss SR&ED (Scientific, Research & Experimental Development) credits for Canadian professionals. Discussion points: - introduction (1:37) - what are SR&ED credits? (6:01) - eligibility with examples (7:42) - qualifying activities (14:15) - Impact of other grants (16:22) - How much can be claimed? (17:31) - What the SR&ED claim process looks like (21:57) - Best practices to reduce audits (28:38) - Where does one start? (34:18) - Closing thoughts (37:00) Dr. Nikhil Patil: nikhil@innovotis.com https://www.innovotis.com/ https://www.linkedin.com/in/nikhilpatilmd/ Yatin: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca

April 10, 2026Episode 1141 hr 1 min

Ep #114: Building wealth through the equity in your home - with Matthew Lee and Ming Lim

Many of us have substantial equity in our homes. How can we use it to grow our wealth? I'm joined by Matt Lee & Ming Lim from Volition properties to unpack HELOCs (home equity line of credit), the Smith Manoeuvre (routine and supercharged), & reverse mortgages. The episode kicks off by discussing life goals & our why, which is critical to nail down before embarking on any wealth strategy. This episode is brought to you by Clever Consult: https://www.cleverconsult.ai/ Discussion points: Goal setting & our Belize (3:03) My goals (13:50) Risks & mitigation in real estate investing (15:55) HELOCs (24:45) The Smith Manoeuvre (29:05) The supercharged Smith Manoeuvre (33:45) Why the Smith Manoeuvre is not for everyone (39:25) Reverse mortgages (46:19) Trends in Toronto multifamily investing (54:54) Volition Properties: https://www.volitionprop.com/ matthew@volitionprop.com ming@volitionprop.com Yatin's Links: Newsletter: https://www.beyondmd.ca/newsletter Website: https://www.beyondmd.ca/ LinkedIn: https://www.linkedin.com/in/yatin-chadha/ Email: yatin@beyondmd.ca Radiology courses for clinicians: https://beyondradiology.thinkific.com/courses/ct-head-interpretation-course https://beyondradiology.thinkific.com/courses/master-ct-head-interpretation-course