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Hosted by Unknown Host · 🇺🇸 US · EN-CA · 37 episodes
Established thought leaders with verified media credentials.
Get behind the scenes talk about money with Vishal Gill, Michael Lloyd and Tyson Nagasaka. We talk about current finance events, investing, building wealth and pitfalls that everyone encounters
Unknown Host hosts Portfolio Talks, a business show with 37 episodes published.
In this episode of Portfolio Talks, Vishal Gill, CFP, and Tyson Nagasaka discuss the process of buying a dental clinic, covering topics such as clinic ownership, valuations, asset sales, share sales, and tax consideratio
Join our closed Facebook Group! https://www.facebook.com/share/g/1BqQ5vg2np/ If you are an incorporated Canadian physician, dentist, or optometrist, the salary vs. dividend decision is not a one-time choice — it is an an
Join our closed Facebook Group! https://www.facebook.com/share/g/1BqQ5vg2np/ The conversation delves into the strategic decision-making process of incorporation for doctors, emphasizing the importance of individual circu
Is whole life insurance really a scam… or is it one of the most powerful planning tools available to incorporated doctors? If you've spent any time on YouTube, LinkedIn, or talking to colleagues, you've probably heard bo
The conversation delves into the SpaceX IPO and its impact on private wealth investments, emphasizing the importance of diversification and long-term growth. It covers private equity, capital distributions, institutional
The conversation covers recent activities, understanding corporate wealth, myth busters, asset allocation, diversification, tax treatment, compensation, and retirement planning. It delves into the complexities of corpora
Canadian doctors, is your corporation helping you build wealth… or quietly becoming a tax trap? For years, incorporated professionals were told “Just leave the money in your corporation and invest it.” But what happens w
Most Doctors overlook a crucial financial decision that could cost them hundreds of thousands over their career How they pay themselves through salary versus dividends. If you're a doctor in Canada, understanding whether
Why does tax season always feel like a surprise hit? Because the truth is: Most doctors don’t have tax planning… they have tax filing . In this episode, Vishal Gill (CFP) and Tyson Nagasaka (MFA-P, CEA) from Portfolio Pl
Early career doctors, what if buying your first home and saving on taxes and enjoying your life was actually possible? In this episode, Vishal Gill, CFP and Tyson Nagasaka, MFA-P, CEA from Portfolio Planning INC break do
Doctors, are you building your child’s future… at the expense of your own? In this episode, Vishal Gill (CFP) and Tyson Nagasaka (MFA-P, CEA) from Portfolio Planning INC unpack a question we hear all the time RESPs..smar
Canadian doctors! Are you making the most of your money, or leaving tax efficiency on the table? In this episode, Vishal Gill (CFP) and Tyson Nagasaka (MFA-P, CEA) from Portfolio Planning INC break down one of the most c
Vishal & Tyson are back on Portfolio Talks , diving into RRSPs for doctors —when they make sense, when they don’t, and the costly mistake we see incorporated professionals make all the time. If you’ve ever been told to “
🎙️ January 2026 Investment Chats with Kinsted Wealth I’m joined by the Chief Investment Officer Brent Smith of Kinsted Wealth to explore the evolving investment landscape. We discuss public equities, private assets, pri
In this episode, I sit down with John Fisher (CIO) and Ian Hardacre (Head of Publicly Traded Equities) from Bridgeport Asset Management . We discuss portfolio management, lessons from market success in 2025, and how port
Mike Lloyd and Tyson Nagasaka dive into how to get your money ready for summer — and the common financial mistakes people make every year. Don’t let your wallet melt! 🔥💳 Watch now and start summer strong! 🏖️📊 #Summer
Mike Lloyd and Tyson Nagasaka break down 5 surprising reasons why your home might be more than just a place to live — it could be your smartest investment yet! 💰📈 Don’t miss this eye-opening conversation! 🔍✨ Have ques
Mike Lloyd and Tyson Nagasaka discuss why you shouldn't think of your home as an Investment! Many clients are constantly told to view their home as an investment but don't apply investment behaviour Have questions? Leave
Who you work for usually sways the advice that you give! In today’s episode Vishal is missing so it’s Mike and Tyson talking about: Independent Broker versus Captive or Bank representative & how they would issue advice a
In this episode of Portfolio Talks, we help you get your financial house in order.💡 What You’ll Learn:Why your first $100K saved changes everythingThe problem with HELOCs and how they’re marketedHow refinancing can be a
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Portfolio Talks is hosted by Unknown Host. The show is categorised under business (investing) and has published 37 episodes.
Portfolio Talks has published 37 episodes.
Portfolio Talks regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Portfolio Talks average 37 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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