Are 529 plans really the smartest way to save for your child's education—or are there better tools for high-income families? In this episode, Erin and Bob Wolf break down how 529s work, where they fall short, and why flexibility and wealth strategy matter more than cookie-cutter advice. Learn how to plan for your kids' future while building true generational wealth.

Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

This week on Wealth Mavericks, we break down where doctors should actually keep their money. Bob shares the powerful “3Ds” of tax-efficient wealth—deductions, depreciation, and distribution—and why the wealthy don’t park cash in savings. If you're sitting on a pile of money "just in case," this episode will change how you think. Learn how to put your dollars to work and build real long-term value.

Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this special Wealth Mavericks episode, Erin and Joe sit down with Todd Dathe, whose story is proof that getting clear about what you want—and taking action—can transform your life. From feeling unworthy of big goals to buying his own plane almost to the day he predicted, Todd shares how defining his vision unlocked a new level of freedom, time, and purpose. If you’ve ever wondered whether you can build a life you love, this conversation will show you what’s possible.

Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this episode of Wealth Mavericks, Erin and Joe speak directly to practice owners who feel overwhelmed, alone, and buried by the weight of running their business. They discuss how Terra Firma supports doctors at a deeper level — helping them boost profitability, build stronger teams, and even prepare for a successful exit. If you’re a doctor with a practice, you don’t have to do this alone.

Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Dr. Nate Schneider went from chiropractor to anesthesiologist—and now he’s building serious wealth as a Terra Firma member. In this episode, Nate shares the mindset behind his bold career pivot, how he avoids burnout, his favorite health habits, and what freedom really looks like when you take control of your time and money.

Chapters:
00:00 – From Chiropractor to Anesthesiologist
02:30 – Making a Bold Career Pivot
05:00 – Overcoming Fear & Taking the Leap
07:30 – Staying Healthy & Avoiding Burnout
11:00 – Discovering Terra Firma & Taking Action
15:00 – Defining Financial Freedom & Wealth Goals
20:00 – Living the Five Tens Lifestyle

Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Most doctors don’t realize what’s possible with strategic tax planning — until they see the results. In this episode, Erin and Joe walk through real tax returns and reveal how Terra Firma clients are saving six figures in taxes. From the discovery process to the final refund, you’ll see how clarity replaces confusion and strategy replaces stress.

Learn how we can help you: https://www.terrafirmaconsultant.com/

Chapters
 00:00 – Intro: Real Tax Results
 01:00 – Discovery vs. Actual Returns
 04:30 – $176K Saved: Client Example
 06:00 – Joe’s Tax Journey Before Terra Firma
 09:40 – Teaching the Next Generation
 12:00 – Action Brings Results
 13:30 – How to Get Started

 The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this episode, we tackle the 5 most common tax planning misconceptions doctors face — and how they're keeping you from building real wealth. We break down why W-2 earners can still save big on taxes, why this isn't "too good to be true," why audit fears are often overblown, and why trying to do it all yourself may be costing you much more than you realize. If you're ready to break free from the limiting beliefs holding back your finances, this one's for you.

Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

In this episode of Wealth Mavericks, Erin sits down with Dr. Subrat Khanal, a pulmonary and critical care physician, to discuss how he and his wife intentionally balance thriving medical careers, raising a family, building wealth, and prioritizing health. From developing financial freedom to mastering daily habits for longevity, Dr. Khanal shares practical insights on how to live intentionally and avoid burnout, even in high-stress professions.

If you're a doctor seeking more time, freedom, and wealth, this one’s for you!

 Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

Most doctors don’t realize what their bills actually cost once taxes are factored in. A $5,000 mortgage? That’s nearly $8,000 in earned income if you're in a high tax bracket. In this episode, we unpack how taxes impact your everyday expenses—and what you can do to flip the equation. From thinking like a business owner to reworking your cash flow, we’re showing you how to reclaim your dollars and accelerate your wealth.

Email us the word "clarity"  and we’ll send you our full roadmap showing how to unlock your biggest financial questions. [email protected]

 Learn how we can help you: https://www.terrafirmaconsultant.com/

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.

If you're a practice owner feeling frustrated with your staff—this episode is for you. We hear it all the time: team members falling short, complacency creeping in, and that dangerous "not my job" attitude. In this powerful conversation, we unpack why it all starts with you, the leader. From establishing clear expectations and core values, to hiring the right people and truly knowing your team, we lay out a practical roadmap for building a thriving, high-performance culture. 

Whether you’re facing resentment, burnout, or just want to elevate your practice, this episode will help you lead with vision and build a team that climbs mountains with you.

Learn how we can help you: https://www.terrafirmaconsultant.com/ 

The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.