Wealth Minded MD

Drs. Lisha Taylor and Brittne Halford
  • 5.0(22개의 평가)
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  • 매주 업데이트
Wealth Minded MD

Hi! We're Drs. Lisha & Brittne, your FAVORITE money best friends. With a unique blend of medical backgrounds, personal finance savvy, and a dash of humor, we're here to share our money mishaps, teach wealth-building strategies, and empower you to make informed financial decisions. From the heart of healthcare to the forefront of fiscal empowerment, 'Wealth Minded MD' is your go-to podcast for a wealth-minded, joyful journey towards financial freedom. Join us and transform your approach to money, one episode at a time.

  1. End of Year Financial Checklist

    6일 전

    End of Year Financial Checklist

    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 info@pkainsurance.com. 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!

    48분
  2. Sabbaticals, Family Travels, & Financial Challenges with MoneyFitMD

    10월 9일

    Sabbaticals, Family Travels, & Financial Challenges with MoneyFitMD

    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 info@pkainsurance.com.   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!

    50분
  3. How much should you have saved up for retirement at each age?

    10월 2일

    How much should you have saved up for retirement at each age?

    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 info@pkainsurance.com.   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!

    51분
  4. Dealing with high cost of cars and car insurance

    9월 25일

    Dealing with high cost of cars and car insurance

    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 info@cerebraltaxadvisors.com.   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!

    49분
  5. Interest Rates are Dropping. Is it time to Refinance your Home?

    9월 18일

    Interest Rates are Dropping. Is it time to Refinance your Home?

    Refinancing your home can be a smart financial strategy—but only if you time it right. In this episode, we explore the pros and cons of refinancing, from lowering interest rates and monthly payments to unlocking your home’s equity. We also break down the hidden costs, like closing fees and reserve requirements, and discuss when refinancing might not be in your best interest. Don’t make a decision without knowing all the details. Tune in for practical advice on making informed refinancing choices and avoid costly mistakes!   [00:03:03] Life updates as a Sports Doc managing research and collegiate athletes [00:07:31] Refinancing Process and Considerations [00:18:02] How to Shop for the Best Mortgage Refinancing Deals [00:28:44] Understanding Lender Processes [00:30:02] Challenges in Home Buying and Refinancing [00:34:22] Deciding When to Buy a Home: Timing Is Key [00:37:34] Cash-Out Refinancing Explained [00:42:11] Who Should Avoid Refinancing? [00:45:53] Fun Money: Turning Date Nights into Tax Deductions   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 info@cerebraltaxadvisors.com.   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!

    55분
  6. Stock Market, Student Loans, & Interest Rate Changes, Oh MY!

    9월 11일

    Stock Market, Student Loans, & Interest Rate Changes, Oh MY!

    Take charge of your finances and navigate today’s economic challenges with confidence. In this episode, we dive into the complexities of the current economic landscape, from stock market shifts and rising interest rates to savvy student loan management. Learn about loan forgiveness programs and strategies to optimize your student loan repayment. Plus, get insights into refinancing mortgages amid fluctuating rates and key considerations before making your next move!   [00:03:12] Brittne balances daughter's kindergarten readiness and maintaining fun in learning [00:12:33] Navigating Student Loans and Forbearance [00:19:40] Healthcare Hustle: Loan Forgiveness Programs [00:24:11] Mortgage Rates, Market Predictions and Home Buying Decisions [00:27:37] Understanding Refinancing Costs and Timing [00:35:53] Investment Strategies Amid Economic Changes [00:38:40] Brittne's Mommy Queen Day and Lisha's Rose Gold Jewelry Splurges   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 info@cerebraltaxadvisors.com.   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!

    44분
  7. Estate planning for high-income professionals

    9월 4일

    Estate planning for high-income professionals

    Secure your legacy and protect your loved ones with a solid estate plan. In this episode, we break down the essentials of estate planning, from wills, trusts, and healthcare directives to organizing important documents and making critical decisions. Discover why having open conversations about end-of-life wishes is crucial and how the right legal support can help you avoid costly mistakes. Don’t leave your future to chance and create a plan that truly protects what matters most!   [00:02:57] Brittne deals with a costly hot water heater repair mistake [00:11:43] Lisha balances speaking engagements and personal life [00:18:01] Why Estate Planning is essential [00:30:57] Navigating healthcare directives and end-of-life decisions [00:33:10] Understanding Estate Planning and managing family dynamics [00:35:18] Key components of Estate Planning: Wills, Trusts, and Power of Attorney [00:36:41] How to organize important documents for effective Estate Planning [00:45:24] Considering Trusts and Financial Planning [00:49:02] Maximizing employer benefits in your Estate Planning strategy [00:50:06] Swedish massage gift card finds and wine splurges   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 info@cerebraltaxadvisors.com.   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!

    57분
  8. Protecting yourself from lawsuits with Malpractice & Umbrella Insurance

    8월 28일

    Protecting yourself from lawsuits with Malpractice & Umbrella Insurance

    Discover how to protect yourself and your career as a physician from potential lawsuits with the right insurance. In this episode, we break down the essential aspects of malpractice insurance, explore the differences between occurrence and claims-made policies, and discuss the significance of securing umbrella insurance for additional protection beyond the workplace. Gain valuable insights into the costs of tail insurance across specialties, understand the nuances of various insurance policies, and ensure you’re comprehensively covered both professionally and personally. [00:02:41] Lisha’s Paris trip highlights [00:07:00] Lisha’s spending spree on designer purse, souvenirs and fine dining [00:19:58] Understanding Malpractice Insurance [00:25:15] What you need to know about Prior Acts Coverage [00:26:13] Cost of Tail Insurance across specialties [00:28:06] The importance of Error Disclosure [00:30:18] Effective documentation strategies for Healthcare Professionals [00:35:31] Navigating Malpractice Insurance Policies [00:37:24] The Role of Umbrella Insurance in protecting your assets [00:39:09] Personal experiences with Umbrella Insurance [00:49:00] Brittne’s upcoming family photo shoot 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 info@pkainsurance.com.   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!

    56분
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5
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Hi! We're Drs. Lisha & Brittne, your FAVORITE money best friends. With a unique blend of medical backgrounds, personal finance savvy, and a dash of humor, we're here to share our money mishaps, teach wealth-building strategies, and empower you to make informed financial decisions. From the heart of healthcare to the forefront of fiscal empowerment, 'Wealth Minded MD' is your go-to podcast for a wealth-minded, joyful journey towards financial freedom. Join us and transform your approach to money, one episode at a time.

정보

  • 제작진
    Drs. Lisha Taylor and Brittne Halford
  • 방송 연도
    2024년
  • 에피소드
    35
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    전체 연령 사용가
  • 웹사이트 보기
    Wealth Minded MD

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