New Year’s resolutions often fizzle out, but your financial goals don’t have to. In this episode, we explore actionable strategies to help you achieve your 2025 financial goals. From creating SMART goals and automating savings to pairing financial habits with existing routines to stay consistent through habit stacking, learn how you can set ambitious goals that truly align with your values. Plus, discover why accountability and adjusting your habits are game-changers for success. We also share our personal financial goals for 2025, including rental property investments, maximizing retirement accounts, and redeeming credit card points. Tune in to learn how to set goals you’ll actually stick to and make 2025 your most financially rewarding year yet!

[00:09:29] Missed investment opportunities and making mindful adjustments
[00:17:46] Setting effective, value-driven financial goals
[00:22:55] Connecting goals to core values lasting motivation
[00:23:24] Using the Five Whys to clarify your financial purpose
[00:25:27] Automating, staying accountable, and building appreciation
[00:27:17] Setting and achieving personal financial goals
[00:35:41] Anniversary trip to Portugal and cruise to the Bahamas

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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].

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Wishing you a fantastic week ahead and happy wealth building!

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

Sign up for BOOST. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

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We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

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Wishing you a fantastic week ahead and happy wealth building!

The holiday season is filled with magic and memories, but it also comes with the challenge of balancing time, money, and energy. In this Christmas episode, we dive into strategies for making the most of the holidays without stretching yourself too thin. From weighing productivity against salary to the importance of valuing different currencies like time and energy, we offer practical insights to help you find balance during this hectic season. Plus, we share our dream Christmas plans, holiday vacation goals, and ideas for making those last-minute business expenses count before the year ends. Tune in to create your most meaningful and financially empowered holiday season yet!

[00:02:12] Brittne and Lisha’s Christmas Traditions and Family Celebrations
[00:08:35] Holiday Gift Giving and Budgeting
[00:14:37] Negotiating Time Off During the Holidays
[00:20:35] The Burnout Dilemma: Balancing Work and Life
[00:21:46] Negotiating Time Off: Optimizing Your Schedule for Family Time
[00:26:14] Balancing Career and Family and the Importance of Financial Independence
[00:37:40] What’s your Dream Christmas?

Sign up for BOOST. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

Don’t miss our free masterclass “Boost Your Pay, Cut Your Taxes!” on January 7th, 8 PM EST. Learn how to start boosting your income and make your side gig dreams a reality. Register now and secure your spot!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

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Wishing you a fantastic week ahead and happy wealth building!

The gender pay gap and financial challenges are a reality for many women, but with the right strategies, you can take control and start building financial security. In this episode, Dr. Shikha Jain, founder of the Women in Medicine Summit, joins us to discuss how women physicians can overcome these barriers and build lasting wealth. From practical negotiation tips to the power of financial literacy, Dr. Jain shares actionable advice to help you advocate for your worth and achieve financial security. We also explore her journey in launching the Women in Medicine Summit, the need for systemic change in healthcare, and how to balance a demanding career with personal fulfillment. Plus, don’t miss details on the Women In Medicine CME Cruise in the South of France. Tune in for inspiring insights and actionable takeaways to help you prioritize your financial wellness and future success.

[00:07:03] Year-End Financial Checklist Reflections
[00:11:09] Wealthy Insights with Dr. Shikha Jain
[00:22:14] The Importance of Transparency and Fighting for Fair Compensation
[00:25:54] Starting and Growing Another Stream of Income as a Physician
[00:34:30] The Power of Networking for Financial and Professional Growth
[00:35:29] Women in Medicine CME cruise in the South of France
[00:38:02] Polar Express Magic and Cabo Getaways on Points

Join the Women in Medicine Exclusive South of France Wine Cruise CME! For more details, visit wimedicine.org or contact Dr. Shikha Jain directly at [email protected].

Sign up for BOOST. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

Don’t miss our free masterclass “Boost Your Pay, Cut Your Taxes!” on January 7th, 8 PM EST. Learn how to start boosting your income and make your side gig dreams a reality. Register now and secure your spot!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

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Wishing you a fantastic week ahead and happy wealth building!

Turning your finances around and building wealth might feel overwhelming, but it’s absolutely possible—and Dr. Disha Spath is proof. In this episode, we explore how she embraced financial literacy, crafted a plan to tackle debt, and discovered her entrepreneurial spirit. Dr. Spath shares practical strategies for saving money without compromising quality, tips for leveraging tools like CamelCamelCamel and Rakuten, and advice on budgeting for the holidays—including creative ways to use dependent care FSA funds. We also discuss the power of having a supportive partner and how aligning your goals with purpose can lead to financial and personal fulfillment. Tune in for an inspiring conversation packed with actionable insights to help you take control of your finances and unlock your potential!

[00:08:02] Wealthy Insights: Dr. Disha Spath on Financial Literacy and The Journey to Financial Independence
[00:21:45] Supportive Partnerships and Multiple Income Streams
[00:26:44] The Challenges of Being a Female Breadwinner
[00:27:19] Balancing Work and Family Responsibilities
[00:31:38] Delegating Tasks in Business and Personal Life
[00:34:21] Finding Your Guiding Purpose in Entrepreneurship
[00:41:06] Holiday Spending and Frugality Tips

Connect with Dr. Disha Spath at [email protected] or visit www.thefrugalphysician.com to explore her blog, podcast, and community!

Sign up for BOOST. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

Don’t miss our free masterclass “Boost Your Pay, Cut Your Taxes!” on January 7th, 8 PM EST. Learn how to start boosting your income and make your side gig dreams a reality. Register now and secure your spot!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!

The holidays shouldn’t be a time to go into debt. Instead, it is time to get strategic with your holiday budget and maximize your money's worth. In this episode, we share tips to help you navigate holiday spending in a financially-savvy way.  From the importance of planning ahead, making a list, setting a budget, to making use of discounts and credit card points, learn how to enjoy the holidays while being mindful of spending. We also explore the joy of focusing on experiences over material gifts and benefits of giving back charitably during the season. Tune in for valuable advice on making smart financial decisions during this time of year.

[00:05:11] Lisha and Brittne’s Holiday Plans
[00:13:56] Smart Financial Tips for Managing Holiday Expenses
[00:21:46] Gift-Giving Perspectives and Family Dynamics
[00:25:57] Planning Ahead for Holiday Spending: Making Discounts Work for You
[00:28:35] Avoiding Overspending While Finding Great Offers
[00:30:50] Mastering Holiday Budgets: Spending Limits, Credit Card Rewards, and Earning Extra Income
[00:36:58] Office Makeovers, Creating Spaces and Celebrating the Season

Sign up for BOOST. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

Don’t miss our free masterclass “Boost Your Pay, Cut Your Taxes!” on January 7th, 8 PM EST. Learn how to start boosting your income and make your side gig dreams a reality. Register now and secure your spot!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!

The holidays aren’t just about giving gifts to others, it’s the perfect time to give yourself the gift of investing in yourself. In this episode, we share valuable tips to help you put more money in your wallet and boost your wellness. From staying consistent with financial and personal goals through automatic investments to eliminating decision-making friction, we dive into practical strategies for creating accountability, managing your energy by outsourcing tasks, and diversifying both your investments and income streams. We also highlight the power of starting early and consistently investing in yourself to maximize returns and personal satisfaction. This holiday season, take a step toward financial freedom and personal wellness. Tune in now and learn how to start investing in yourself today!

[00:04:04] Upcoming Side Gig Masterclass Announcement
[00:13:02] Investing in Yourself During the Holiday Season
[00:26:34] Staying Focused on Your Investment Goals
[00:28:26] Personal Accountability and Staying Consistent
[00:29:24] The Importance of Energy Management
[00:31:54] Outsourcing and Financial Strategy
[00:33:48] DIY vs. Professional Financial Management
[00:40:59] Diversification in Investments and Income
[00:47:11] The Power of Starting Early
[00:51:24] Replacing the Tattered and Investing in Style for Black Friday

Sign up for BOOST. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

Don’t miss our free masterclass “Boost Your Pay, Cut Your Taxes!” on January 7th, 8 PM EST. Learn how to start boosting your income and make your side gig dreams a reality. Register now and secure your spot!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!

When working toward financial success, we often prioritize strategies to grow wealth. However, it’s just as crucial to identify the subtle habits and hidden traps that can gradually drain your finances. In this episode, we delve into common financial missteps that can erode wealth, even for high-income earners like physicians. From overspending, under-investing, overpaying for financial help, taxation pitfalls, and the importance of adequate insurance, hear about essential strategies for avoiding these mistakes. The discussion emphasizes the significance of investments, managing taxes efficiently, and ensuring proper financial planning, especially for high-earning professionals. Learn how to build and protect your wealth from these top wealth killers to stay financially healthy!
 

[00:10:50] Common Wealth Killers
[00:20:14] Understanding Fees and Expenses
[00:22:56] The Importance of Tax Planning
[00:25:19] Risks in Investing
[00:27:25] The Role of Insurance in Financial Security
[00:29:22] Preventing Burnout in Medicine

Sign up for BOOST. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!

Physician burnout doesn’t just impact your well-being, it ripples into patient care and the entire healthcare system. In this episode, we tackle the pervasive issue of burnout in medicine, exacerbated by ongoing challenges with student loan repayments and policy uncertainties, such as the complex student loan situation under the SAVE plan. Join us as we dive into practical strategies for reclaiming balance in your life. From setting healthy boundaries and prioritizing self-care to making time for passions outside of medicine and monetizing them, learn how improving financial health can create more flexibility and prevent burnout from taking over. Gain insights to protect your career and peace of mind!

[00:04:29] Navigating Student Loan Repayment Challenges
[00:10:34] Balancing Career and Parenting
[00:14:26] Understanding Burnout in Medicine and Its Impact on Patient Care
[00:24:35] Setting Boundaries and Prioritizing Self-Care
[00:25:25] The Power of Saying No and Identifying What Gives You Energy
[00:30:11] Wealthy Wonders: Shifting from a Fully Saving to a Spending Mindset
[00:41:15] Cruises, Girls' Trips, and Cozy Home Upgrades

Sign up for BOOST and join our waitlist today. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

Don’t miss our free masterclass “Boost Your Pay, Cut Your Taxes!” on November 14, 8 PM ET. Learn how to start boosting your income make your side gig dreams a reality. Register now and secure your spot!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!

Negotiation is often frowned upon for women, yet it is one of the key factors for closing the gender wage gap. In this episode, we share insights into the reality of negotiation for women. From key reasons why women often feel apprehensive about negotiating to insightful statistics highlighting the disparities between men and women's negotiation habits, learn how to effectively negotiate various aspects of a job offer beyond just salary, understand the significance of overcoming stereotypes, and explore valuable strategies. Tune in to discover how expressing gratitude and advocating for yourself are not mutually exclusive, and gain insights into how to confidently demand your value in the workplace.

[00:04:17] Brittne’s home improvement saga and Lisha’s research study challenges
[00:20:55] Financial Focus: Women and Negotiation
[00:23:23] The Double Bind of Women in the Workplace
[00:25:19] Understanding Why Women Don't Negotiate
[00:27:57] Building Confidence for Negotiation
[00:29:05] Creative Negotiation Strategies
[00:36:59] The Importance of Negotiating Beyond Salary
[00:38:43] Tips for Effective Negotiation
[00:40:50] Traveling on Points: Basketball Games, Luxury Lounges, and Family Adventures in Chicago

Sign up for BOOST and join our waitlist today. In the program, you’ll learn to diversify your income streams, gain the confidence to negotiate effectively, and start living the life you desire!

Don’t miss our free masterclass “Negotiate Like a Boss” on November 12, 8 PM ET. Learn how to negotiate your salary and boost your confidence. Register now and secure your spot!

We want to enhance your podcast experience with us. Please fill out our super quick 6-question survey. Your input helps us to deliver content that resonates with you!

🎉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.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!