Wealth Minded MD

Dr. Lisha Taylor
  • 5.0 (33)
  • Education
  • Updated Weekly

Hi! I'm Dr. Lisha Taylor — your money best friend. As a physician who spent years earning good money and still getting it wrong, I know firsthand that a high income doesn't automatically mean financial freedom. Each week I'm breaking down money topics, owning my mistakes, and picking the brains of physicians and high earners who are actually building wealth — getting real about how they earn, invest, spend, and give. I'll also show you how I travel the world without blowing my budget, because you work too hard not to enjoy your life. Wealth Minded MD is where financial education finally speaks your language. Grab your favorite drink — your financial glow-up starts now.

  1. 6d ago

    Travel More, Spend Less: How Physicians Can Use Points & Miles to Travel in Luxury

    Traveling more does not have to mean putting your savings, investments, or other financial goals on hold. In this episode, Dr. Lisha Taylor sits down with emergency medicine physician and Prescription to Travel MD founder Dr. Courtney Downes to talk about how points and miles can help you travel more while spending less out of pocket. Learn how Courtney went from casually collecting points to strategically using credit cards, transferable points, airline and hotel partners, and travel rewards to create memorable experiences with her family and on her own. They also discuss common mistakes beginners make, how to earn points without overspending, choosing the right credit cards, getting more value through transfer partners, and why responsible credit card use is essential. Tune in now to learn how points and miles can become another tool for enjoying your money while still working toward your bigger financial goals. [00:07:30] How Points And Miles Can Make Travel More Affordable[00:09:30] Common Points And Miles Mistakes And Lessons Learned[00:12:00] Using Points For Luxury Travel And Meaningful Experiences[00:21:00] Using Travel To Rest, Reset, And Prevent Burnout[00:27:00] How To Start Earning Points Strategically[00:31:00] Transferring Points For Greater Redemption Value[00:34:30] What To Know Before Getting Started With Travel Rewards   🎉 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 info@pkainsurance.com.   Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you.   📎 Check out these companies and professionals I’ve vetted and recommend for areas physicians commonly need help navigating:Need help with your student loans? Check out Student Loan Planner for personalized guidance on repayment, refinancing, and forgiveness strategies.Explore Student Loan Planner today. 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!

    Travel More, Spend Less: How Physicians Can Use Points & Miles to Travel in Luxury

  2. Sep 23

    Choosing Autonomy: How Dr. Janeeka Benoit Built Her Own Path in Medicine and Wealth

    Building a career on your own terms can be exciting, but creating a business while protecting your income and building wealth comes with plenty of financial decisions. In this episode, Dr. Lisha Taylor sits down with Dr. Janeeka Benoit, a double board-certified internist and sports medicine physician, to talk about her journey from locum tenens and telemedicine to creating her own cash-pay practice. Learn how she used additional income streams to support her business, navigated the costs of starting a practice, protected herself with insurance and a solo 401(k), and approached investing in stocks and real estate syndications. They also discuss managing competing financial priorities, preparing to merge finances with a future spouse, and why building wealth can be about more than money. Tune in now to hear how creating more autonomy can become part of your financial plan.   [00:06:30] Creating A Career Through Locum Tenens And Entrepreneurship[00:13:30] Building A Practice, Finding Your Niche, And Startup Costs[00:25:00] Protecting Your Income, Business, And Personal Wealth[00:29:30] Solo 401(k), Investing, And Real Estate Syndications[00:39:30] Managing Competing Financial Priorities[00:46:00] Using Wealth To Create More Autonomy And Options   Want to learn more about Dr. Janeeka Benoit and follow her journey? Find her on Instagram at @drjaneekabenoit_do. 🎉 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 info@pkainsurance.com.   Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you.   📎 Check out these companies and professionals I’ve vetted and recommend for areas physicians commonly need help navigating:Need help with your student loans? Check out Student Loan Planner for personalized guidance on repayment, refinancing, and forgiveness strategies.Explore Student Loan Planner today. 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!

    Choosing Autonomy: How Dr. Janeeka Benoit Built Her Own Path in Medicine and Wealth

  3. Sep 16

    The New "Trump Accounts": Smart Wealth-Building Tool or Overhyped Savings Plan?

    The new Trump Account, also known as a 530A account, gives families another way to invest for a child’s future, but understanding where it fits into your overall financial plan is key. In this episode, Dr. Lisha Taylor breaks down how these accounts work, who may qualify for the $1,000 federal contribution, how much can be contributed, and how the money is invested. She also compares the 530A account with 529 plans, UGMA/UTMA custodial accounts, and custodial Roth IRAs, explaining how each account can serve a different financial goal. You’ll also learn how parents can think about funding education, supporting their child’s early adult years, building retirement savings, and creating generational wealth without putting their own financial security at risk. Tune in now to learn how to give each dollar a specific job when planning for your child’s financial future. [00:06:30] What Is A Trump Account Or 530A Account?[00:08:30] Who Qualifies For The $1,000 Contribution?[00:15:00] How The Account Is Invested And What Happens At 18[00:19:30] 529 Vs. 530A: Matching The Account To Your Goal[00:22:30] The Four-Bucket Strategy For Your Child’s Future[00:27:30] Custodial Roth IRAs And Building Long-Term Wealth[00:39:00] The Long-Term Power Of Starting Early 🎉 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 info@pkainsurance.com.   Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you.   📎 Check out these companies and professionals I’ve vetted and recommend for areas physicians commonly need help navigating:Need help with your student loans? Check out Student Loan Planner for personalized guidance on repayment, refinancing, and forgiveness strategies.Explore Student Loan Planner today. 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 New "Trump Accounts": Smart Wealth-Building Tool or Overhyped Savings Plan?

  4. Sep 9

    Building a Life You Actually Enjoy: Lessons on Joy, Relationships & Living Well

    Building a successful career and financial life does not mean sacrificing your happiness, relationships, or personal goals. In the final episode of this three-part life lessons series inspired by Emma Grede’s Start with Yourself, Dr. Lisha shares practical insights on building a life you genuinely enjoy. Learn why waiting for the perfect time can cause you to miss important opportunities, how to make decisions when you do not have all the answers, and why discomfort is often part of growth. Lisha also discusses taking responsibility for your happiness, creating a personal joy list, staying adaptable in a changing world, learning from failure, accepting honest feedback, and nurturing your professional network. Tune in for the final episode of the series and learn how to be more intentional about your career, relationships, happiness, and the life you want to build.   [00:02:30] Why There Is No Perfect Time To Pursue What Matters[00:06:00] Boundaries, Uncertainty, And Making Better Decisions[00:10:00] The Rule Of Thirds And Normalizing Struggle[00:13:00] Taking Responsibility For Your Happiness And Joy[00:17:30] Adaptability, AI, And Staying Relevant[00:21:00] Honest Feedback, Relationships, And Using Your Network[00:24:00] Building The Life, Income, And Relationships You Want     🎉 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 info@pkainsurance.com.   Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you.   📎 Check out these companies and professionals I’ve vetted and recommend for areas physicians commonly need help navigating:Need help with your student loans? Check out Student Loan Planner for personalized guidance on repayment, refinancing, and forgiveness strategies.Explore Student Loan Planner today. 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!

    Building a Life You Actually Enjoy: Lessons on Joy, Relationships & Living Well

  5. Sep 2

    Know Your Worth Lessons on Money, Ownership, and Building Wealth

    Knowing your worth is about more than asking for a higher salary. It’s about recognizing the value you bring, being willing to get paid for it, and using money to create more freedom and choices in your life. In Part 2 of our series inspired by Emma Grede’s Start With Yourself, Dr. Lisha Taylor continues reflecting on the lessons from the book and explores how they apply to money, ownership, and building wealth. She shares why we need to stop selling ourselves short, recognize our unique strengths, and understand when the value we create deserves compensation. She also dive into the work and persistence required to achieve extraordinary success, why outsourcing can help you buy back your time, and why money matters because it creates more options, security, support, and flexibility. Plus, Lisha breaks down why entrepreneurs need to prioritize profit so they can sustain the impact they want to make. Tune in for Part 2 of this series and walk away with practical reminders for knowing your worth, growing your wealth, and creating a life with more choices. [00:02:30] Stop Selling Yourself Short And Get Paid For Your Value[00:07:00] Discover Your Zone Of Genius And Monetize Your Skills[00:11:00] The Work Behind Extraordinary Success[00:15:00] Outsourcing And Buying Back Your Time[00:17:30] Why Money Matters And Creates More Options[00:22:00] Profit First, Impact Second In Business[00:24:00] Putting These Lessons Into Action 🎉 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 info@pkainsurance.com.   Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you. 📎 Check out these companies and professionals I’ve vetted and recommend for areas physicians commonly need help navigating: Need help with your student loans? Explore Student Loan Planner for personalized guidance on repayment, refinancing, and forgiveness strategies.    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!

    Know Your Worth Lessons on Money, Ownership, and Building Wealth

  6. Aug 26

    Stop Playing Small: Lessons on Ambition, Courage, and Going After What You Want

    The biggest thing holding us back from the life, career, or business we want may not be a lack of opportunity, but the limits we place on what we believe is possible. In this episode, Dr. Lisha Taylor shares the lessons that inspired her after reading Start With Yourself by Emma Grede, from thinking bigger and refusing to let excuses define your path to learning from people who are already where you want to be. She explores the power of strategic partnerships, outsourcing, and becoming someone who figures things out instead of waiting for someone else to provide the answers. You’ll also learn why failure and rejection are part of the process, how asking boldly can open doors, and how these mindset shifts can influence your career, business, and financial goals. Tune in for a conversation about ambition, courage, and giving yourself permission to go after more.[00:04:00] Letting Yourself Think Bigger And Reigniting Your Ambition[00:09:00] Stop Making Excuses And Become Someone Who Figures It Out[00:14:30] Getting Close To The People Who Are Where You Want To Be[00:19:30] Strategic Partnerships, Outsourcing, And Accelerating Growth[00:22:30] Embracing Failure, Rejection, And The Numbers Game[00:25:00] Asking Boldly And Going After What You Want[00:26:30] Thinking Bigger About Money, Business, And Your Future   🎉 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 info@pkainsurance.com.   Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you. 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!

    Stop Playing Small: Lessons on Ambition, Courage, and Going After What You Want

  7. Aug 19

    She Didn't Just Recover—She Reinvented Her Life: Dr. Bertina Hooks on Burnout, Entrepreneurship & Starting Over

    Life rarely unfolds the way we expect, and sometimes the biggest changes can lead to a more fulfilling life. In this episode, Dr. Lisha Taylor sits down with Dr. Bertina Hooks to talk about burnout, career reinvention, entrepreneurship, financial literacy, and building a life with more flexibility and purpose. Dr. Hooks shares her journey from changing specialties and navigating divorce to recovering from a life-threatening medical emergency, and how those experiences shaped the career and life she has today. Learn how creating multiple income streams, investing for the future, building financial stability, and taking control of your money can give you more options when life changes unexpectedly. They also discuss finding fulfillment beyond your professional identity, balancing saving with enjoying your money, teaching children financial literacy, and the different paths to self-publishing and building a publishing business. Tune in for an inspiring conversation about resilience, reinvention, and using wealth to create more freedom and choice in your life.   [00:04:30] From Burnout to Career Reinvention[00:08:30] Creating Autonomy Through Locums and Entrepreneurship[00:12:00] Navigating a Life-Changing Medical Emergency[00:15:30] How Financial Stability Creates Options During Hard Seasons[00:22:00] Enjoying Your Wealth While Building a Legacy[00:31:00] Teaching Children Financial Independence and Money Skills 🎉 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 info@pkainsurance.com.   Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you. 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!

    She Didn't Just Recover—She Reinvented Her Life: Dr. Bertina Hooks on Burnout, Entrepreneurship & Starting Over

  8. Aug 12

    How Physicians and High-Income Professionals Build Multiple Income Streams

    Building wealth as a physician or high-income professional doesn’t always mean working more hours. In this episode, Dr. Lisha Taylor is joined by Dr. Naomi Lawrence-Reid to explore how multiple income streams can create greater financial flexibility, career freedom, and opportunities beyond traditional clinical work. They discuss ways to monetize your skills and interests, avoid burnout while earning additional income, understand your employment contract, and explore opportunities like locums, medical writing, expert work, disability exams, and niche services. Tune in to learn how to think creatively about your career and income so you can build a life on your own terms.   [00:06:00] Why Multiple Income Streams Can Create More Financial Freedom[00:08:30] How To Create Space For Side Income Without Burning Out[00:17:00] Side Income Ideas For Residents And Early-Career Physicians[00:22:00] How Lisha Built Income Through Writing, Speaking, And Finance[00:28:30] Turning Your Skills And Hobbies Into Income[00:33:00] Finding Your Niche And Thinking Creatively About Income Opportunities 🎉 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 info@pkainsurance.com. Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you. 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!

    How Physicians and High-Income Professionals Build Multiple Income Streams
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5
out of 5
33 Ratings

About

Hi! I'm Dr. Lisha Taylor — your money best friend. As a physician who spent years earning good money and still getting it wrong, I know firsthand that a high income doesn't automatically mean financial freedom. Each week I'm breaking down money topics, owning my mistakes, and picking the brains of physicians and high earners who are actually building wealth — getting real about how they earn, invest, spend, and give. I'll also show you how I travel the world without blowing my budget, because you work too hard not to enjoy your life. Wealth Minded MD is where financial education finally speaks your language. Grab your favorite drink — your financial glow-up starts now.

Information

  • Creator
    Dr. Lisha Taylor
  • Years Active
    2024 - 2026
  • Episodes
    137
  • Rating
    Clean
  • Show Website
    Wealth Minded MD

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