Wealth Mavericks

Many high-income professionals give generously—but few give strategically. In this episode, Erin sits down with Terra Firma founder Bob Wolf to break down smarter ways to structure charitable giving, from business-based donations to donor-advised funds and family foundations. Learn how to align generosity with long-term tax strategy, legacy planning, and intentional impact—without losing sight of the causes that matter most.

Learn how we can help you: https://www.terrafirmaconsultant.com/
Get Your Tax Savings Estimate: https://bit.ly/cfrforms
Subscribe to Bob’s Youtube Channel: https://www.youtube.com/@assetcoachtaxstrategist9468

Chapters
00:00 Unlocking Charitable Giving Strategies
09:48 Exploring Donor Advised Funds and Foundations
20:09 Intentional Giving: Starting the Conversation

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.

Making great money doesn’t guarantee financial peace. In this episode, Erin and Joe reveal five simple ways to take control of your personal finances in 2026—without guilt, shame, or spreadsheets. From asking better questions to building buckets with purpose, this is the mindset shift high earners need to stop leaking money and start building the life they actually want.

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters
00:00 Unlocking Financial Freedom
02:57 Mindset and Intentional Spending
05:48 Pay Yourself First
09:01 Tracking and Accountability
11:49 Overcoming Shame and Building a New Narrative

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.

Why does time feel like it’s speeding up as we get older — and what can we do about it? In this first episode of 2026, Erin and Joe dive into a powerful Harvard-backed explanation and share how you can make this year feel more meaningful and memorable. From choosing a word of the year to tackling new experiences, this episode is your permission slip to shake things up, build deeper connection, and take back control of your time.

Jesse Itzler 2026 planning video: https://www.youtube.com/watch?v=38fdOXcsN_g

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters
00:00 The Acceleration of Time
03:10 Creating New Experiences
05:58 Intentional Living and Goal Setting
09:13 The Power of Accountability

 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.

High achievers love setting big goals—but rarely stop to reflect on progress. In this short but powerful episode, Erin and Joe hit pause on the hustle to talk about the value of looking back before you charge ahead. Celebrate the wins. Learn from the misses. And set the tone for a more intentional 2026.

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters
00:00 Reflecting on the Past Year
02:47 Celebrating Wins and Progress
06:02 Preparing for the New Year

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.

Too many doctors wake up at the end of the year and realize they didn’t do the things that mattered most. In this episode, Erin and Megan break down how to reverse engineer your life by setting clear, non-negotiable priorities — and actually putting them on the calendar. From planning adventures to prioritizing health and family, this is your playbook for living intentionally and creating a life you’re proud of.

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters
00:00 Setting Non-Negotiables for Success
06:01 Prioritizing What Matters Most
11:52 Goal Setting and Accountability
17:48 Creating a Vision for the Future

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 come to Terra Firma for tax savings — but they stay for something much deeper. In this episode, Erin and Joe reveal why coaching is at the heart of our membership and how it transforms more than just your finances. From saving marriages to helping clients reconnect with their purpose, we’re here to help you stop living on autopilot and start building a life that truly matters.

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters
00:00 The Importance of Coaching in Wealth Building
03:00 Breaking the Autopilot Mindset
06:08 Holistic Approach to Tax Strategy
08:56 Transformative Stories of Member Success

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.

What do you do when life hits hard? In this episode of Wealth Mavericks, Erin and Megan unpack how your mindset shapes your outcomes—even in the darkest seasons. From practical neuroscience to personal stories, you’ll learn how to take back control, reframe your thoughts, and become your own biggest fan. A must-listen for anyone feeling overwhelmed, stuck, or in need of a breakthrough.

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters

00:00 Mindset Matters: Navigating Hard Times

07:10 The Power of Positive Thinking

13:59 Building Habits for Success

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 doctor, practice owner, or business leader, this episode is for you. Erin and Joe break down one of the biggest barriers to growth: having the wrong people in the wrong seats. Learn how to use a simple but powerful tool to assess your staff, make better hiring decisions, and stop tolerating mediocrity. If you’ve ever struggled with letting someone go—or wondered how to find great people—this episode will give you the clarity and confidence to lead intentionally.

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Core values episode we mentioned in this episode: https://www.youtube.com/watch?v=GHXFCBjKBzA

Chapters
00:00 Building a Strong Company Culture
03:05 Assessing Employee Fit and Performance
05:51 The People Analyzer Tool
08:46 Firing and Performance Improvement Plans
12:02 Hiring for Core Values
14:52 Creating a Compelling Vision
17:54 Trusting Your Gut in Leadership

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.

Are your time and money actually aligned with what you say matters most? In this episode of Wealth Mavericks, Erin and Joe challenge you to pause, reflect, and audit your life as the year ends. Discover simple tools to uncover your true values, eliminate regret, and start making decisions that create lasting fulfillment and freedom. Your calendar and bank account are telling a story—are you ready to rewrite it?

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters
00:00 Living in Alignment with Your Values
03:00 Identifying Core Values
05:58 The Importance of Reflection
08:51 Time Management and Intentional Living
12:08 Measuring What Matters
14:49 Making Intentional Changes
17:50 The Power of Future Self Reflection

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 behind-the-scenes episode, we introduce you to one of Terra Firma’s trusted partners: Steve Blackwell of InVito Energy. Get a preview of how we evaluate strategic partnerships and why oil & gas can offer powerful tax advantages and long-term wealth potential—especially for doctors looking to diversify beyond the stock market. It’s a peek into how we help members play the game the way the wealthy do.

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

Get Your Tax Savings Estimate: https://bit.ly/cfrforms

Chapters
00:00 Episode Intro
02:00 Introduction to Envido Energy and Its Benefits
06:01 Understanding Investment Structures in Oil and Gas
10:08 Risk Management in Energy Investments
13:50 Navigating Fees and Due Diligence in Private Placements

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.