All Episodes
The Grow Your Wealthy Mindset Podcast — 226 episodes
Episode 217: Why Money Won't Cure Your Financial Anxiety
Replay Episode 2: Arrival Fallacy
Episode 216: Beyond the Password: Securing Your Financial Accounts
Replay Episode 88: Shifting from Scarcity to Abundance with Dr. Liz Aguirre
Episode 215: Is the Free $1,000 From a Trump Account Actually a Trap
Replay Episode 46: Accredited Investor and other Investor Classifications
Episode 214: Same Team, Same Dream? How Couples Handle Money
Replay Episode 51: Financial Terms with Investing
Episode 213: Opting Out of the Default Wills, Prenups, and Taking Control
Replay Episode 31: Growth vs Fixed Mindset
Episode 212: Social Security Strategies for Married Couples
Replay Episode 33: Traditional Mutual Funds vs. Exchange Traded Funds
Episode 211: Feeling Like You "Made It" Financially
Replay Episode 49: Mindset with Dr. Karen Leitner
Episode 210: Four Years Later: Navigating Pivots, passions and the Pursuit of an Ideal Life
Replay Episode 1: Grow Your Wealthy Mindset
Episode 209: When to Start Taking Social Security Benefits
Episode 208: Why "Good Enough" Investing Beats a "Perfect" Strategy Every Time
Episode 207: The W-2 Physician’s Tax Reality
Episode 206: Inside Medscape's Physician Compensation Report 2026
Episode 205: The Annual Financial Deep Clean: A 5-Point Financial Audit
Episode 204: Don’t Overthink This: How to Choose Your Brokerage Account
Episode 203: Charitable Giving Tax Changes in 2026 Explained
Episode 202: Will Your Retirement Go As Planned?
Episode 201: Taking Money Out of Retirement Accounts Early Without the 10% Penalty
Episode 200: Being Rich vs. Being Wealthy
Episode 199: Common Backdoor Roth IRA Mistakes and How to Avoid Them
Episode 198: Trump Accounts Explained: What Parents Need to Know
Episode 197: Your Money or Your Life: A Physician’s Life Energy
Episode 196: Planning for Long-Term Care: Insurance vs Self-Insuring
Episode 195: How Much Do Physicians Need for Retirement?
Episode 194: Why High-Income Doctors Still Feel Broke
Episode 193: Vesting: What You Actually Get to Keep in Your Employer Retirement Plan
Episode 192: Solo 401k vs SEP IRA - Which Is the Better Choice?
Episode 191: W-2 vs 1099 for Physicians: Pros, Cons, and the Money Impact
Episode 190: How to Know How Much House You Can Really Afford
Episode 189: The Truth About 50-Year Mortgages and Housing Affordability
Episode 188: Designing Your Wealthy Year Ahead
Episode 187: The Myth of More Time
Episode 186: The How of Happiness Taking Care of Your Body with Meditation and Physical Activity
Episode 185: What’s Your Money Type? Understanding How You Relate to Money
Episode 184: Smart Money Moves After a Financial Windfall
Episode 183: What Thanksgiving Teaches Us About Money and Mindset
Episode 182: Your Year-End Financial Checklist
Episode 181: The How of Happiness Practicing Religion and Spirituality
Episode 180: Sunk Costs, Opportunity Costs, and Thinking in Terms of Expected Value
Episode 179: Spend with Intention and Discerning a Need from a Want
Episode 178: A Practical Guide to Dividing Your Income: Needs, Wants, and Savings
Episode 177: The How of Happiness Committing to Your Goals
Episode 176: Changes Coming to Catch-up Contributions to Retirement Accounts
Episode 175: Redesigning Work to Fit Your Life
Episode 174: Donor-Advised Funds: A Smart Way to Give to Charity?
Episode 173: APR vs APY Explained: How Compounding Affects Interest
Episode 172: Savoring Life's Joys
Episode 171: Our Two Week Irish Adventure: What We Did, What We Spent - Part 2
Episode 170: Our Two Week Irish Adventure: What We Did, What We Spent - Part 1
Episode 169: “I Love You” Insurance: Protecting Your Loved Ones with Term Life
Episode 168: The How of Happiness Increasing Flow Experiences
Episode 167: Options Trading 101: An Introduction to Derivatives
Episode 166: Why Dave Ramsey’s Advice Doesn’t Work for Physicians
Episode 165: How the One Big Beautiful Bill Act Affects Physicians
Episode 164: The How of Happiness Learning to Forgive
Episode 163: Maximize Tax Savings with a Dependent Care FSA
Episode 162: Investing for Cashflow with Debt and Lending Funds
Episode 161: Passive Income or Long-Term Growth? Investing for Cashflow vs. Appreciation
Episode 160: A conversation on Money and Happiness with Dr. Disha Spath, The Frugal Physician
Episode 159: The How of Happiness Developing Strategies for Coping
Episode 158: Real Numbers, Real Life: Tracking Spending with Our Annual Spending Revealed
Episode 157: Do You Really Need Travel Insurance? What to Know Before Your Next Trip
Episode 156: Insurance is a Tool to Protect Wealth
Episode 155: The How of Happiness Nurturing Social Relationships
Episode 154: Roth Conversions, Backdoor Roth IRA, and the Mega Backdoor Roth Strategy
Episode 153: How to Choose a Good Index Fund
Episode 152: Saving (and Investing) Rate for Retirement
Episode 151: The How of Happiness Practicing Acts of Kindness
Episode 150: Staying Invested Even When the Market is Falling
Episode 149: The 401(a): A Lesser Known Employer Sponsored Retirement Account
Episode 148: The Alternative Min Tax
Episode 147: Creating Stories to Raise Money-Smart Kids with Dr. Michele Cho-Dorado
Episode 146: The How of Happiness Avoid Overthinking and Social Comparison
Episode 145: Decoding Tax Forms: W-2, 1099s, K-1, and What They Mean for You
Episode 144: Financial Leverage: A Double Edged Sword
Episode 143: REITS: The Simplest Way to Invest in Real Estate
Episode 142: The How of Happiness: Cultivating Optimism
Episode 141: Pump and Dump Schemes and Short Squeezes: The Hidden Dangers of Individual Stock Investing
Episode 140: The Costs of Buying and Owning a Home (Why You May Want to Keep Renting)
Episode 139: New IRS Updates for 2025
Episode 138: The How of Happiness Expressing Gratitude
Episode 137: Flexible Spending and Heathcare Savings Accounts
Episode 136: New Year Resolutions, Goal Setting, and Reaching Those Goals
Episode 135: When it Feels Hard to Spend Money
Episode 134: Overcoming Money Scarcity With Income Fluctuation with Dr Amy Vertrees
Episode 133: What To Do With Your Retirement Accounts When You Leave a Job
Episode 132: End of the year tax tips that you must complete by Dec 31
Episode 131: Escaping the Hedonic Treadmill
Episode 130: The Power of Saying No and Making a Decision
Episode 129: Investing in Individual Real Estate Syndications vs Real Estate Funds
Episode 128: Keeping Your Investing Simple: The One Fund or Three Fund Portfolio
Episode 127: Mindful Spending: Rethinking Needs, Wants, and Money Choices
Episode 126: A Closer Look at the 403b
Episode 125: The Gender Pay Gap
Episode 124: Your Second Job: Taking Ownership of Your Financial Future
Episode 123: Financial Freedom through Entrepreneurship with Dr. Una
Episode 122: Withdrawal Methods For Retirement Beyond the 4% Rule
Episode 121: Testing Your Retirement Portfolio with Monte Carlo Simulations
Episode 120: Free Online Retirement Calculators
Episode 119: The 4% Rule and How 4% Became the Safe Withdrawal Rate for Retirement
Episode 118: Retirement is Not an Endless Vacation
Episode 117: Investing vs Paying Down Debt
Episode 116: Qualified vs Non-Qualified Dividends and How They Are Taxed
Episode 115: Capital Gain Taxes
Episode 114: How much can you really save by adjusting your thermostat?
Episode 113: Transitioning from Guaranteed Salary to Compensation Based on Productivity
Episode 112: The Journey to Financial Independence
Episode 111: Changes In Realtor Commissions with Samantha Chin
Episode 110: Are Physician Medical Surveys a Potential Additional Income Stream?
Episode 109: A Look into the US Social Security Program
Episode 108: Check Your Contract for Three Items When You Start Thinking of Changing Jobs
Episode 107: High-Cost Medications and the Co-Pay Accumulator Policy with Dr. Celine Lee
Episode 106: Be the Bank: Investing Through Private Lending and Lending Funds
Episode 105: Gift Tax and How to Gift More Than the Annual Exclusion Limit
Episode 104: Where to Put Cash and Short Term Investments
Episode 103: What to know about 457 plans
Episode 102: Stagnation Inflation Stagflation: What it means and what to do about it
Episode 101: Choosing Autonomy Over Money with Dr Shanika Esparaz
Episode 100: Defining Wealth
Episode 99: Employer Sponsored Retirement Accounts: 401(k) and 403(b) Plans
Episode 98: Has the time come for using Robo-Advisors for investing?
Episode 97: Getting More High Fixed Interest Rate I-bonds
Episode 96: Self Directed Retirement Accounts
Episode 95: My Own Personal Money Scarcity
Episode 94: Adding International Index Funds to Diversify Your Investment Portfolio
Episode 93: 2023 Tax Update
Episode 92: More Differences Between Tradtional and Roth Retirement Accounts
Episode 91: Choosing Between Traditional or Roth Retirement Accounts
Episode 90: Optimizing Your Banking
Episode 89: The Rise of Capital Calls in Real Estate Syndication Investments
Episode 88: Shifting from Scarcity to Abundance with Dr. Liz Aguirre
Episode 87: New Filing Requirement for All Corporations and LLCs
Episode 86: Setting Goals and Getting to Antarctica
Episode 85: A Practical Guide to Treasury Investments
Episode 84: The Life Planning Approach to a Wealthy Life with Dr. Weili Gray
Episode 83: Strategies for Building a Strong Credit Score
Episode 82: Getting out of Credit Card or Consumer Debt
Episode 81: Gift Giving and Spending with Elisa and husband Nathan
Episode 80: Growing a $330M Mindset with Dr. Elaine Stageberg
Episode 79: Demystifying Hedge Funds and How They Differ From Mutual Funds
Episode 78 : Automating Your Finances
Episode 77: Is now the right time to invest in real esate?
Episode 76: Diversifying Your Investment Portfolio
Episode 75: Dare to Dream Abundance is Not a Number
Episode 74: Dare to Dream Grow Your Wealthy Mindset
Episode 73: Dare to Dream Change Your Mind Before Changing Your Job
Episode 72: Financial Freedom with One Door with Dr. Kristi Klee
Episode 71: What Can Physicians Learn from The Millionaire Next Door
Episode 70: Feeling Insecure Around Money
Episode 69: The Basics of Estate Planning
Episode 68: Increasing Your Physician Income
Episode 67: Marriage is a Financial Decision, But Divorce Shouldn’t Be
Episode 66: An Examination on the Culture of Tipping
Episode 65: Location Freedom with Dr. Kristine Goins
Episode 64: Tax Lost Harvesting
Episode 63: Being Cheap vs Being Frugal
Episode 62: Childhood Memories Shaping My Money Mindset
Episode 61: The Myth of a Safe Investment
Episode 60: Redefining Success with Dr. Johanna Moore
Episode 59: Deferring Paying Taxes with 1031 Exchanges
Episode 58: Advantages and Disadvantages of Real Estate Investing
Episode 57: What I learned from author Elizabeth Gilbert
Episode 56: Creating Your Spending Plan
Episode 55: Investing in your Private Practice with Dr. Sarah Neitzel
Episode 54: Shifting Between the Employee Mindset to the Entrepreneurial Mindset
Episode 53: Benefits of 529 Plans for Educational Expenses
Episode 52: Land Investing with Dr. Mamta Kumar
Episode 51: Financial Terms with Investing
Episode 50: Building Wealth By Acquiring Assets
Episode 49: Mindset with Dr. Karen Leitner
Episode 48: Money Considerations With Buying Your Home
Episode 47: Done with Broke with Guest Dr. Latifait Akintade
Episode 46: Accredited Investor and Other Investor Classifications
Episode 45: Burnout vs. Moral Injury
Episode 44: Medicine, Marriage and Money with Dr. Kate Mangona
Episode 43: What Happened with Silicon Valley Bank
Episode 42: Make Your Thrive List
Episode 41: What's Really Stopping You From Having What You Want
Episode 40: Lump Sum vs Dollar Cost Averaging Investing Strategies
Episode 39: Life Changing Events
Episode 38: The Backdoor Roth IRA Explained
Episode 37: Choosing the Right Asset Allocation for You
Episode 36: What you need to know about Target Date (Retirement) Funds
Episode 35: Negotiating to Get Paid What You’re Worth with Dr Linda Street
Episode 34: Certificates of Deposit
Episode 33: Traditional Mutual Funds vs. Exchange Traded Funds
Episode 32: Student Loan Forgiveness with Megan McGuire
Episode 31: Growth vs Fixed Mindset
Episode 30: The Impact of Costs on Investing
Episode 29: Setting Financial Boundaries
Episode 28: Finding the Right Work Situation with Dr. Lara Hochman
Episode 27: Multiple Streams of Income and Active vs Passive Income
Episode 26: The Practice of Gratitude
Episode 25: Tools to Help Track Your Net Worth and Spending
Episode 24: Preparing for the Next Recession
Episode 23: Examining Risks and Overcoming Fear
Episode 22: My Short-Term Rental Story
Episode 21: Saving on Taxes with Real Estate Investing
Episode 20: Introduction to Real Estate Investing
Episode 19: Your Largest Lifetime Expense
Episode 18: Money Thoughts Around Financial Independence and FIRE
Episode 17: Choosing Investments in your Employer Sponsored Retirement Plan
Episode 16: Index Fund Investing
Episode 15: Financial Advisors
Episode 14: Getting Long-Term Disability Insurance with Dr. Stephanie Pearson
Episode 13: Protecting Your Greatest Asset with Disability Insurance
Episode 12: Emergency Funds
Episode 11: Can money buy you happiness?
Episode 10: What's with all the hype around I-bonds?
Episode 9: Socially Responsible and Impact Investing with Dr. Recha Bergstrom
Episode 8: Tax Advantaged Accounts for Investing
Episode 7: Introduction into Investing
Episode 6: What does it mean to be rich or wealthy?
Episode 5: Financial Mistakes Physicians Make
Episode 4: Understanding Debt
Episode 3: Your Financial Net Worth
Episode 2: Arrival Fallacy
Episode 1: Growing a Wealthy Mindset
Introducing The Grow Your Wealthy Mindset Podcast