Wealth Minded MD

Drs. Lisha Taylor and Brittne Halford

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. Time Wealth as a Major Key to Happiness

    2天前

    Time Wealth as a Major Key to Happiness

    Many people have a goal to increase their net worth, but there are other forms of wealth that can be even more valuable than money.  In this episode, we discuss the concept of Time Wealth and its critical role in achieving overall happiness, delving into the three pillars of Time Wealth: awareness, attention, and control. We’ll explore how understanding and managing these elements can help you maximize joy and reduce stress. You’ll also learn actionable tips to optimize your time, from creating “anti-goals” to avoid burnout, to leveraging professional coaching to collapse timeframes on your ambitions. Tune in to discover how to blend financial success with a well-rounded, fulfilling life.   [00:05:38] How to Teach Kids the Value of Money[00:09:59] What Is Time Wealth and Why It Matters[00:19:39] Making the Most of Time with Your Children[00:20:12] Designing a Career That Fits Family Life[00:22:21] Strategies for Creating More Time Capacity[00:26:34] Balancing Big Ambitions with Anti-Goals[00:32:46] Smart Ways to Combine Tasks and Boost Efficiency   Sign up for our free Masterclass Negotiate Like a BOSS masterclass! 🎉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!

    41 分钟
  2. What Is Asset Allocation and Why It’s the Key to Building Wealth

    8月20日

    What Is Asset Allocation and Why It’s the Key to Building Wealth

    Asset allocation is a key building block of any successful investment strategy. In this episode, we’ll walk you through how to determine the best allocation for your situation. We’ll cover strategies for diversifying investments, weighing factors like risk, return, time, effort, and tax implications. You’ll also hear practical tips for beginners, from using target-date retirement funds to understanding market fluctuations and inflation risk. Plus, we’ll show you how to revisit and adjust your allocation as your financial goals and circumstances change. Tune in to learn how to build a personalized investment strategy that balances growth with long-term stability. [00:06:23] What Is Asset Allocation?[0016:35] Getting Started with Investing[0025:59] Key Considerations Before Investing in New Asset Classes[0029:44] Why Taking Investment Risks is Necessary for Growth[0033:54] Understanding Diversification in Asset Allocation[0037:28] How to Start Small with Alternative Investments[0039:07] Adjusting Your Financial Plan Over Time for Success   Listen to “What to Do When Your Financial Advisor Makes a Mistake?” to learn how to properly vet your advisor and ensure your investments are in the right hands.   Sign up for our Negotiate Like a BOSS accelerator! In the program, you’ll learn how to increase your salary, decrease burnout, and optimize your schedule to create the life you desire!  🎉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!

    51 分钟
  3. What are the Different Types of Bonds and Should You Buy Them?

    8月13日

    What are the Different Types of Bonds and Should You Buy Them?

    Bonds can be tricky to figure out, especially when you’re not sure how they work or if you even need them in your portfolio.  In this episode, we clear up the confusion by breaking down the main types of bonds, from nominal and inflation-protected to corporate, federal, treasury, municipal, and mortgage bonds. We’ll explain key terms like par value, maturity date, and coupon rates, and dive into bond funds along with inflation-protected options such as TIPS and I Bonds. Learn how to balance risk, navigate tax implications, and simplify your bond strategy so you can build a more stable financial future with confidence. [00:11:09] Understanding Bonds: Basics, Benefits, and How to Invest[00:16:17] How Bonds Work and What Investors Need to Know[00:21:50] Types of Bonds and Their Nuances[00:30:50] Bond Investing Risks and How to Manage Them[00:33:52] Utilizing Bond Funds for Diversification Strategies[00:37:30] Inflation-Protected Bonds: TIPS vs. I Bonds[00:41:11] Money Market Funds and Tax Implications   Sign up for our Negotiate Like a BOSS accelerator! In the program, you’ll learn how to increase your salary, decrease burnout, and optimize your schedule to create the life you desire!  🎉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!

    54 分钟
  4. The Power of an Abundance Mindset for Yourself and Your Kids

    8月6日

    The Power of an Abundance Mindset for Yourself and Your Kids

    Your money mindset shapes your ability to build lasting wealth for yourself and your family. In this episode, we chat with Dr. Darla Bishop on her abundance mindset and how she is transforming the legacy of wealth for her family. Darla shares her personal journey from Detroit to becoming a wealth-builder, emphasizing the role of gratitude and a positive mindset in achieving financial success. She discusses practical strategies for teaching children about money through everyday activities and making finance a part of their lives. Darla also addresses the challenges of balancing debt in personal and business finances and offers advice on embracing opportunities over obstacles. Tune in to learn how to pass down essential wealth-building habits and attitudes to your children.   [00:12:24] Wealth insights and abundance mindset tips with Dr. Darla Bishop[00:15:20] How to build an abundance mindset and overcome financial self-doubt[00:24:59] Raising financially empowered kids through early money education[00:29:00] Teaching kids about money by involving them in everyday financial decisions[00:34:40] Balancing debt payoff with long-term financial growth strategies   Sign up for our Negotiate Like a BOSS accelerator! In the program, you’ll learn how to increase your salary, decrease burnout, and optimize your schedule to create the life you desire!  🎉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!

    51 分钟
  5. Should You Go Solar Before the One Big Beautiful Bill Act Kills the Credit? Here’s What You Need to Know in 2025

    7月30日

    Should You Go Solar Before the One Big Beautiful Bill Act Kills the Credit? Here’s What You Need to Know in 2025

    The Solar Tax Credit is expiring soon, and 2025 may be your last big chance to take advantage of it. In this episode, we unpack what homeowners considering solar need to know before the deadline hits. From upfront costs and financing strategies to long-term savings and hidden risks, we break down the real numbers behind going solar. You’ll also learn how solar can affect your home’s value, what to expect with installation and upkeep, and why timing is everything. If you’ve been thinking about solar, now’s the moment to get the full picture and make a smart, informed move. [00:10:36] Solar Panel Costs and Long-Term Savings[00:19:20] Understanding the Break-Even Point for Solar Panels[00:24:05] Solar Financing Options and Opportunity Costs[00:33:02] Solar Panel Insurance and Maintenance Explained[00:43:18] Weighing Financial and Environmental Benefits of Solar   Sign up for our Negotiate Like a BOSS accelerator! In the program, you’ll learn how to increase your salary, decrease burnout, and optimize your schedule to create the life you desire!  🎉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!

    53 分钟
  6. How to Handle Your Student Loans With All the Current Changes

    7月23日

    How to Handle Your Student Loans With All the Current Changes

    Student loans are entering a brand new era as Trump signs the One Big Beautiful Bill into law. In this episode, we break down what the latest changes could mean for you and how to navigate them with confidence. From new borrowing caps and repayment assistance plans to how your adjusted gross income affects payments, we cover it all. We also dive into what’s changing with public service loan forgiveness and why these updates matter, especially for medical students, residents, and attending physicians. Plus, we’ll walk you through smart strategies for managing student debt in this shifting landscape, including how to file your taxes the right way, whether to consolidate, and how to weigh loan forgiveness against refinancing. Tune in to gain valuable insights on managing your student loans in these uncertain times. [00:10:32] Breaking Down the New 2025 Student Loan Changes[00:14:50] How New Borrowing Caps Could Affect Your Education Plans[00:23:03] What’s Changing in Federal Student Loan Repayment Plans[00:30:39] Key Updates to Income-Driven Repayment (IDR) Plans[00:33:32] Student Loan Strategies for Medical Students, Residents, and Physicians[00:46:38] How the Student Loan Buyback Program Works in 2025   Sign up for our Negotiate Like a BOSS accelerator! In the program, you’ll learn how to increase your salary, decrease burnout, and optimize your schedule to create the life you desire!  🎉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!

    1 小时 2 分钟
  7. Traveling to Japan and using credit card points for vacations

    7月16日

    Traveling to Japan and using credit card points for vacations

    Luxury travel doesn’t have to mean luxury prices. In this episode, we break down exactly how to enjoy high-end experiences while staying on budget, as Lisha shares her recent trip  to Japan. We talk through practical strategies like booking hotels with credit card points, getting the most out of concierge services, and finding affordable international flights. Learn how to plan a trip that feels elevated without overspending. Whether you’re planning your first big trip or just want to travel a little smarter, tune in to learn how to elevate your next adventure without overspending. [00:08:43] Booking Hotels with Points and the Best Hotel Chains for Rewards[00:17:38] How to Transfer Credit Card Points[00:21:26] Choosing the Right Airline for Your Trip[00:24:59] Travel Portals vs Direct Transfers: Which Offers Better Value[00:28:11] How to Book Excursions and Earn Travel Points[00:33:53] Lisha’s Luxury Birthday Trip to Japan and What She Splurged On   Sign up for our Negotiate Like a BOSS accelerator! In the program, you’ll learn how to increase your salary, decrease burnout, and optimize your schedule to create the life you desire!  🎉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!

    42 分钟
  8. The Big 3 Financial Considerations in your 30s

    7月9日

    The Big 3 Financial Considerations in your 30s

    Big life changes in your 30s can come with even bigger price tags. In this episode, we unpack the three financial considerations for young professionals: kids, housing, and large upcoming expenses like weddings and vacations. We share personal experiences about managing childcare costs, deciding whether to buy or rent a home, and budgeting for the big events. You’ll also get practical advice on aligning your spending with your values, setting priorities, and making decisions that align with your long-term goals. Tune in to learn how to navigate these significant financial milestones and secure your financial future.   [00:14:36] Navigating the Big Three Financial Decisions in Your Thirties[00:16:44] The Cost of Raising Kids[00:27:29] Balancing Timing and Financial Readiness for Parenthood[00:29:58] Navigating Housing Decisions: Rent vs. Buy[00:38:12] Managing the Costs of Weddings and Vacations[00:45:46] Financial Planning Tips for Young Professionals in Their 30s   Sign up for our Negotiate Like a BOSS accelerator! In the program, you’ll learn how to increase your salary, decrease burnout, and optimize your schedule to create the life you desire!  🎉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!

    58 分钟

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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.

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