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By Drs. Lisha Taylor and Brittne Halford
5
2222 ratings
The podcast currently has 41 episodes available.
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!
Statistics show that women in medicine make less, but we’re here to change that. In this episode, we dive into the financial challenges women face, from gender wage gaps to how women in medicine often carry more student debt and display lower financial literacy and confidence in negotiating salaries than men. We also explore insights on balancing new work roles, the stresses of modern parenting, and the need for policies and support systems that can make a difference. Join us as we tackle these disparities and share practical strategies in financial education, negotiating, investing, and informed decision-making to help close the wealth gap.
[00:04:17] Brittne's new role as Director for Minority Recruitment and Mentorship
[00:09:34] Modern Parenting Pressures and Their Impact on Parents and Children
[00:16:47] Understanding the Gender Pay Gap in Medicine
[00:24:48] Factors Contributing to Higher Student Loan Debt for Women
[00:29:43] The Importance of Financial Literacy
[00:32:56] How to Close the Wealth Gap
[00:39:25] Investing Early and Wisely
[00:42:09] Lisha upgrades her sleepwear game while Brittne indulges in a much-needed massage
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. 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!
Open enrollment is about to start, and with the right information, this process doesn’t have to be a headache. In this episode, we explore strategies for optimizing job benefits and securing essential insurances (health, disability, life). We dive into strategically utilizing FSAs, HSAs, and maximizing retirement contributions, as well as overlooked perks like college tuition assistance and mortgage support. Plus, learn the importance of continuous learning, annual reviews, and leveraging job and non-traditional benefits for financial growth. Tune in now to to get the most out of the benefits at your job!
[00:04:28] Healthcare Hustle: Importance of accurate medical billing and coding for physicians
[00:16:53] Tips to Make the Most of Your Open Enrollment
[00:20:53] Maximizing Retirement Contributions
[00:30:43] Understanding Health Insurance Plans
[00:34:14] Evaluating Health Insurance Options
[00:38:39] Making the Most of Your Benefits
[00:43:37] Disability and Life Insurance Insights
[00:47:27] Open Enrollment Changes and Non-Traditional Benefits
[00:52:18] Splurging on Kids' Bikes and Creating a Cleaner, Happier Environment
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!
As the year draws to a close, it’s the perfect opportunity to assess your progress toward your financial goals. In this episode, we provide a comprehensive year-end financial checklist for physicians, including maximizing retirement account contributions, using pre-tax benefits like Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs), optimizing charitable contributions for tax deductions, adjusting tax withholdings to reflect your current income, and rebalancing investment portfolios to align with your long-term goals. Learn about maximizing business expenses, reviewing your investment portfolio, considering tax-loss harvesting, and conducting a year-end review of your financial plan. Tune in now for actionable strategies that will help you finish the year strong and set purposeful financial goals for the year ahead.
[00:02:42] Managing Sick Days as Physicians
[00:09:49] End of Year Financial Checklist
[00:24:24] Maximizing Charitable Giving with Donor-Advised Funds
[00:25:24] Rebalancing Your Investment Portfolio
[00:26:53] Maximizing Business Expenses for Tax Benefits
[00:28:15] Planning for Holiday Expenses and Bonuses
[00:29:42] Setting Financial Goals for the New Year
[00:30:22] Introducing the BOOST Program: Learn to Negotiate, Earn More, and Live the life you desire
[00:35:07] Brittne Hires an Interior Designer for a Home Makeover
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].
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!
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!
Taking a sabbatical goes far beyond simple financial calculations; it requires thoughtful planning of both your finances and your runway. In this episode, Dr. Latifat, a physician and money coach from MoneyFitMD, shares her journey from facing burnout and debt to becoming a thriving financial coach and entrepreneur. Discover how her bold choice to take a sabbatical and travel the world with her family transformed her financial perspective and empowered her to build a life in line with her deepest values. Learn practical tips for managing your finances during a sabbatical, and explore how financial freedom can unlock new opportunities. Tune in to discover how to align your money with your life’s purpose and make it work for you!
[00:02:45] Brittne and Lisha’s excitement for their talk at the Women in Medicine Summit
[00:06:26] Lisha’s Extra Student Loan Payments and Brittne’s Forgotten Subscription Email
[00:13:07] Meet Dr. Latifat: Her Journey to Financial Freedom
[00:21:27] How Entrepreneurship Redefines Your Financial Future
[00:25:28] Financial Steps to Consider Before Taking a Sabbatical
[00:33:04] Quitting the Job and Facing Fears
[00:38:53] Navigating Financial Surprises Upon Returning to Work
[00:45:08] Fun money: Splurging on press-on nails and business casual dresses
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!
Retirement planning can feel overwhelming, but no matter your age, taking consistent steps toward saving is key to long-term financial security. In this episode, we dive into the essential retirement savings benchmarks for physicians at each decade of life—from the 30s to the 60s. Discover the importance of early investment, maximizing employer retirement benefits, strategies for managing debt, and the need to adjust your financial approach as you near retirement. There's no one-size-fits-all number, but setting clear, personalized goals is crucial. Tune in to learn smart strategies for defining your retirement goals, organizing your savings, and prioritizing what matters most.
[00:07:47] Saving for Retirement in Your 30s: Getting Started
[00:15:45] Retirement Savings Goals for Your 40s: Hitting Your Stride
[00:25:15] Financial Planning in Your 50s: Approaching Retirement
[00:27:47] Contemplating Early Retirement
[00:30:34] Financial Benchmarks for Your 60s: Solidify your retirement plans
[00:33:10] Navigating Healthcare Costs, Pensions, and Retirement Accounts
[00:41:22] Financial Planning for Married Couples
[00:44:07] Lisha's Cookie Cravings and Brittne's Holiday Travels
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!
With car prices and insurance rates climbing higher than ever, navigating these costs can feel daunting. In this episode, we’ll dive into the financial commitment of car ownership and explore options that can help you save money. We discuss the current economic climate and its impact on car prices and insurance premiums. Learn about the pros and cons of leasing versus financing a car, the benefits of buying slightly used cars, why car insurance rates are increasing, and how to shop for better deals. Tune in for actionable insights that will equip you to make savvy financial choices and maximize your car ownership experience!
[00:05:46] Airline Ticket Woes and Confessions of an Amazon Shopaholic
[00:17:50] Understanding the Rising Costs of Cars and Insurance
[00:25:03] Buying vs. Leasing a Car: Pros and Cons Explained
[00:26:28] The Economics of Car Ownership
[00:33:08] Effective Negotiation Tips for Car Buyers
[00:36:11] Exploring the Factors of Rising Car Insurance Costs
[00:39:09] Discussing Dream Cars: What’s on Your Wishlist?
[00:43:24] Brittne’s Self-care at the Nail Salon while Lisha Explores Non-Alcoholic Wine
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 Cerebral Tax Advisors - Simplifying tax planning with strategic, proactive solutions. Reach out to Cerebral Tax Advisors to learn how their expert approach can help you save time and reduce your tax bill by calling +1 865-281-1461 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 Starter Kit.
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 podcast currently has 41 episodes available.
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