Ep. 034 Dr. Pete Kelly Pt 2, Recuperating post-pandemic, our sphere of influence, and the interface between psychology and Economics

Ep. 041 Eric Pook Part 2, Mastering Lease Negotiations, Proactive Planning, and Risk Mitigation for Healthcare Professionals

Returning guest, Eric Pook, joins Corey and Shawn for Part Two discussing the intersections of finance and healthcare professionals. Eric Pook, president of Cirrus Consulting Group and an expert in commercial real estate and office lease negotiation, sheds light on the essential yet often neglected aspects of financial and estate planning for medical professionals. Together they dissect the long-term impacts of early career decisions on personal wealth, the nuances of lease agreements, and the compelling need for proactive financial management in a clinician's life.

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Connect with Eric Pook and Cirrus Consulting Group

• [email protected]
• Cirrusconsultinggroup.com
• 1-866-739-9075

Here are 3 Key Takeaway:

*Start Early: Planning for financial management and estate matters early on can set you up for long-term success, mitigating risks and ensuring a stable future.

*Understand Your Agreements: Dive into the specifics of lease and employment contracts. Overlooking details today can lead to significant challenges tomorrow.

*Seek Professional Guidance: Surround yourself with expert advisors who understand the intricacies of your industry. They can help you stay ahead of evolving tax laws and maximize the value of your practice

Ep. 040 Eric Pook, Mastering Lease Negotiations, Proactive Planning, and Risk Mitigation for Healthcare Professionals

Hosts Corey Butler, Shawn Todd, and Michael Lutes sit down with Eric Pook, president of Cirrus Consulting Group, to dissect the intricacies of medical office lease agreements. Eric, with 30 years of experience in commercial real estate and office lease negotiation, provides listeners with crucial advice on navigating and securing favorable terms to protect their practices and ensure financial stability. The discussion highlights potential lease pitfalls, the importance of planning, and the power of having specific, professional guidance when it comes to the legal and financial aspects of running a medical facility.

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Here are 3 Key Takeaways from the episode:

*Lease Literacy is Crucial: Medical professionals must understand the implications of lease clauses to protect their practice's value and avoid personal and corporate liabilities.

*Proactive Planning Pays Off: Long-term planning and professional lease negotiations are essential in saving money, securing favorable terms, and ensuring peace of mind.

*Risk Mitigation is a Must: Regularly reviewing wills and buy-sell agreements is crucial to safeguard against unforeseen life events that could derail both personal and business aspirations

Ep. 039 Jon Macaskill, The Power of Mindfulness, Strength in Vulnerability, and Mental Resilience

Hosts Corey Butler and Shawn Todd sit down with Jon Macaskill, a retired Navy SEAL commander turned leadership and mindfulness coach, to delve into the transformative power of mindfulness and its impact on personal and professional growth. Jon shares his compelling journey from military service to advocating for mental health, revealing how mindfulness practices can fortify resilience, enhance leadership skills, and improve the relational dynamics both in family and operational careers. Their conversation touches on the societal shift addressing mental health, breaking down stigmas, and embracing vulnerability.

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Key takeaways:

*Mindfulness as a Performance Tool: Jon discusses how mindfulness and meditation are not just for stress reduction but are powerful tools for enhancing situational awareness, emotional intelligence, and communication skills — game-changers in both military and corporate environments.

*Stoicism in Practice: We explored stoicism beyond the misconception of emotionlessness. Instead, it's about mindfulness and the power of perception in handling life's challenges, with real-world applications from combat training to boardroom decisions.

*The Power of Vulnerability: Society is gradually shifting the narrative on mental health, emphasizing the strength in seeking help and expressing vulnerability. For leaders at all levels, embracing one's full emotional range is essential for authentic and effective leadership.

Ep. 038 Steve Morrier, Building a small business, The Creativity, The Passion, and of course, The Science of Craft Cocktails

Corey Butler and Shawn Todd have a fireside chat with Chief Alchemist Steve Morrier, President and CEO of Split Tree Cocktail Co. here in Ottawa. They talk with Steve about building a small business, the creativity, the Passion, and the Science of craft Cocktails. Listen as Steve shares his experience honing in on his clientele, his stint on Dragon’s Den, and his passion for his imaginative and artistic products.

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Ep. 037 Building a Financial Plan, Understanding your goals, and Finding your Number.

Corey sits down with Ecivda’s “Young Guns”, Advisors: Louai Bibi, Michael Lutes, CFP, and William Henriksen, CFP. They sort through the jargon and buzz words surrounding financial planning. Talk in-depth reasons to consider a financial plan and implementing the right one for you. Covering topics such as RRSP vs TFSA, pre-defined pension plans, and what the average Canadian considers their magic retirement number.

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