Wealth Minded MD

The money goals we reached


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A new year means another year for growth and goals. With 2024 now behind us, we’re reflecting on the financial milestones we’ve hit and the ones we’re still working toward. In this episode, we share how we tackled our money goals last year, from maxing out retirement accounts and being more charitable to exploring credit card point hacking and ensuring our emergency funds stayed strong. We also discuss big moments like launching the podcast, buying a new home, and earning extra income through side hustles. Tune in to set your intentions for 2025 and discover strategies for personal growth, wealth-building, and making your financial goals a reality in the new year!

[00:06:56] Financial Goals and Achievements in 2024
[00:12:14] The Joy of Giving and Charitable Generosity
[00:21:11] Challenges and rewards of podcasting
[00:24:59] Maximizing credit card points for Joy and Impact
[00:29:59] Real Estate Ventures and Homeownership
[00:34:47] Student Loan Repayment Strategies and Achievements
[00:38:53] Why you should Consistently invest in Taxable Accounts

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🎉This episode is sponsored by  PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing [email protected].

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

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Wishing you a fantastic week ahead and happy wealth building!

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Wealth Minded MDBy Drs. Lisha Taylor and Brittne Halford

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