Wealth Mavericks

Robert Wolf, Joe Arioto, and Erin Nevicosi
  • 5.0 (3)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Helping doctors unlock the secrets to building generational wealth

  1. Marriage & Money: How to Get on the Same Team

    5H AGO

    Marriage & Money: How to Get on the Same Team

    Are you and your spouse on the same page financially—or just winging it? In this episode, Erin and Joe dive into the most common money issues couples face and how to overcome them. From communication breakdowns to hidden spending, they reveal practical steps to turn financial friction into teamwork. If you’ve ever felt alone in handling the finances (or unsure how to get your spouse involved), this conversation is a must. Learn how we can help you: https://www.terrafirmaconsultant.com/ Get Your Tax Savings Estimate: https://bit.ly/cfrforms The Mandy Show episode referenced in the episode: https://youtu.be/ZKzJ4b3V6tA?si=ImpB4o88c8iCvjs_ Chapters 00:00 Marriage and Money: The Importance of Teamwork 02:51 Understanding Perspectives: Spender vs. Saver 06:01 Communication and Financial Roles in Marriage 08:48 Planning for the Unexpected: Financial Preparedness 11:50 Overcoming Shame: Changing Your Money Story 14:58 Secrets and Transparency in Financial Relationships 18:09 Aligning Goals: The Why Behind Wealth Building 20:58 Taking Action: Getting on the Same Financial Page 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.

    23 min
  2. From Scattered to Strategic: The Terra Firma GPS Explained

    FEB 5

    From Scattered to Strategic: The Terra Firma GPS Explained

    You’re making great money, but still not where you want to be financially. Why? In this episode, Erin and Joe reveal the Terra Firma GPS—your Greatest Probability Strategy—for building true wealth. They explain how most high earners are stuck with uncoordinated advice, scattered finances, and no clear roadmap. Learn how to align your goals, simplify your financial life, and accelerate your path to freedom. Learn how we can help you: https://www.terrafirmaconsultant.com/ Get Your Tax Savings Estimate: https://bit.ly/cfrforms Chapters 00:00 Introduction 01:00 The Freedom Roadmap and GPS 03:39 The Importance of Coordination in Financial Advice 05:47 Understanding Your Financial Landscape 08:10 The Power of the GPS Strategy 11:03 Navigating Financial Decisions with Confidence 12:49 The Discovery Process and Membership Benefits 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.

    15 min
  3. Behind the Scenes: What It Really Takes to Build a Mission Driven Business

    JAN 29

    Behind the Scenes: What It Really Takes to Build a Mission Driven Business

    This episode is a raw, honest look at the battles and blessings of building Terra Firma from scratch. Erin sits down with founder Bob Wolf to unpack the real story—sleepless nights, leaps of faith, and the unwavering vision that drove him to create something radically different in the financial industry. From learning to lead with humility to building a culture of service, this is the heart behind the mission. If you’re building something big, or you feel called to make an impact, this one will hit home. Learn how we can help you: https://www.terrafirmaconsultant.com/ Get Your Tax Savings Estimate: https://bit.ly/cfrforms Bob’s Youtube Channel: https://www.youtube.com/@assetcoachtaxstrategist9468 Chapters 00:00 Introduction 05:54 The Journey of Building Terra Firma 12:59 The Importance of Team and Community 18:01 Faith and Business: A Personal Journey 24:00 Qualities of Successful Members 26:57 Vision for the Future of Terra Firma 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.

    29 min
  4. Generosity with a Strategy: How to Make Your Giving Go Further

    JAN 22

    Generosity with a Strategy: How to Make Your Giving Go Further

    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.

    22 min
  5. High Income, Low Clarity: 5 Ways to Take Control of Your Personal Finances

    JAN 15

    High Income, Low Clarity: 5 Ways to Take Control of Your Personal Finances

    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.

    14 min
  6. Why Time Feels Like It’s Flying — And How to Slow It Down

    JAN 8

    Why Time Feels Like It’s Flying — And How to Slow It Down

    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.

    14 min
  7. Pause, Celebrate - Then Dream Bigger

    12/31/2025

    Pause, Celebrate - Then Dream Bigger

    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.

    7 min
  8. Stop the Chaos: Build a Calendar That Reflects Your Priorities

    12/25/2025

    Stop the Chaos: Build a Calendar That Reflects Your Priorities

    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.

    21 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

Helping doctors unlock the secrets to building generational wealth

Information

  • Creator
    Robert Wolf, Joe Arioto, and Erin Nevicosi
  • Years Active
    2024 - 2026
  • Episodes
    110
  • Rating
    Clean
  • Copyright
    © 2026 Wealth Mavericks
  • Show Website
    Wealth Mavericks