Wealth Minded MD

Money mistakes we made


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🙌 This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets.

Wow, did we get into it this time around! We talked all about our money mistakes from last year, and let me tell you, it was quite the ride. From my adventures in South Africa with the fam to Brittne’s ongoing saga with her insurance, we didn't hold back. It's funny how these things happen, right?

You think you're doing all right, and then bam, life throws a curveball.

Brittne shared this story about her car insurance that's been bugging her since 2023, and honestly, I could feel her frustration. And me? I talked about not saving enough for my big moves and transitions, which really hit home. It's one of those realizations that even when you think you've got it all figured out, there's always something new to learn.

We also delved into our Financial Focus Segment, sharing our lessons learned and hoping they'd help you avoid our pitfalls. And, as a fun twist, we introduced a segment where we got to share a bit about our personal lives, like my recent purchase of some game-changing running shoes and Brittne’s excitement for an upcoming concert. It's these little joys that make the financial journey worthwhile, right?

What I love about our talks is that they're not just about the mistakes but also about the lessons, the growth, and the fun along the way. So, if you're navigating your own financial path, remember, it's okay to stumble. What matters is how you pick yourself back up and maybe even share a laugh or two along the way. See you next Wednesday!

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Disclaimer

The content provided in the 'Wealth Minded MD' podcast is for informational and entertainment purposes only. The information provided should not be considered as financial, legal, or professional advice. Dr. Lisha Taylor, Dr. Brittne Halford, and any guests on the podcast are not certified financial planners, licensed financial advisors, or registered investment advisors. The views expressed are personal opinions and should not be taken as financial advice specific to the listener’s situation. While we aim to provide accurate and timely information, we cannot guarantee the accuracy or applicability of any information regarding your individual circumstances. Financial decisions should be made based on your own due diligence and, where necessary, consultation with a professional advisor. The hosts and producers of 'Wealth Minded MD' disclaim any liability for decisions you make based on the content of this podcast.

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Wealth Minded MDBy Drs. Lisha Taylor and Brittne Halford

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