PWOS — The Investing Mindset 12-Week Program

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Course Content

Week 1 · Foundation: Your Wealth Baseline
Lesson 0.1 — Welcome to Your Physician Wealth OS
Lesson 0.2 — Your Wealth Identity Audit
Week 2 · Foundation: How Your Income Works
Lesson 1.1 — How Physicians Get Paid
Lesson 1.2 — Building Multiple Income Streams
Week 3 · Foundation: Income Architecture
Lesson 1.3 — The Professional Corporation Advantage
Lesson 1.4 — Protecting Your Income: Insurance Architecture
Lesson 1.5 — Building Your Income Architecture Map
Week 4 · Architecture: Investment Policy
Lesson 2.1 — The Evidence-Based Investing Mindset
Lesson 2.2 — Building Your Personal Investment Policy Statement
Week 5 · Architecture: Investment Strategy
Lesson 2.3 — The NGX Framework: Evaluating Individual Stocks
Lesson 2.5 — Portfolio Review and Rebalancing Protocol
Week 6 · Architecture: Real Estate Decision
Lesson 3.1 — Should Physicians Invest in Real Estate?
Lesson 3.2 — The Real Estate Evaluation Framework
Lesson 3.3 — Financing Real Estate as a Physician
Week 7 · Acceleration: Real Estate Systems
Lesson 3.4 — Property Management and Operational Systems
Lesson 3.5 — Building Your Real Estate Strategy Roadmap
Week 8 · Acceleration: Your Retirement Number
Lesson 4.1 — The Canadian Physician Retirement Landscape
Lesson 4.2 — Maximizing Your RRSP and TFSA
Week 9 · Acceleration: Retirement Tax Blueprint
Lesson 4.3 — Tax-Efficient Retirement Income from Your Corporation
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