Wealth Minded MD cover art

All Episodes

Wealth Minded MD — 117 episodes

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Title
1

Is Now The Right Time to Buy a Home?

2

The Dangers of Whole Life Insurance

3

Is Your Disability Insurance Policy Right For You?

4

Credit card redemption strategies & travel hacking for a family of 4

5

Buy Back Your Time: How High-Income Women Reclaim Their Schedules & Increase Joy

6

Navigating entrepreneurship, Money, and Life as a Locums Doc

7

Common Investing Mistakes - Part 2

8

Common Investing Mistakes - Part 1

9

Using AI Tools, Leveraging Assets, & Debt Pay Off Strategies

10

From Points to Plane Tickets: Lessons Learned from Credit Card Travel Redemptions

11

From Employed to Empowered: Building Wealth & Freedom Through DPC

12

Everything to know about Roth IRAs, Roth 401Ks, & the Mega Backdoor Roth and when to consider each one

13

From Refunds to Results: Smarter Tax Planning for High Earners

14

Tax Strategies for High-Income Professionals

15

Taxes for High-Income Professionals: What you need to know

16

What type of spender are you?

17

Optimizing Your Life in 2026

18

How to increase efficiency in 2026

19

Money Challenge for the New Year

20

Money Reflections and Lessons Learned in 2025 - Part 2

21

Money Reflections and Lessons Learned in 2025 - Part 1

22

Money advice from a financial advisor

23

401k Changes & Mishaps to Avoid

24

Brittne's 2025 Money Mistakes

25

Money Savvy Ways to Do Charitable Giving

26

Utilizing credit card perks and shopping portals during the holidays

27

End Of The Year Money To-Do List

28

How much should you save at each income level?

29

Maximizing the Open Enrollment Period at your Job this Fall

30

Stocks vs. Real Estate

31

Should you refinance your student loans?

32

Downsides of the Traditional IRA

33

Physician Compensation Trends: How Much Doctors Really Make?

34

Financial Wealth and the Balance Between Having Enough and Wanting More

35

3 Major Keys to Maximizing Physical Health and Wellness

36

Mental Wealth and Why You Need to Build It In Your Life

37

The Importance of Social Wealth and Why It's the Key to Life Satisfaction

38

Time Wealth as a Major Key to Happiness

39

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

40

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

41

The Power of an Abundance Mindset for Yourself and Your Kids

42

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

43

How to Handle Your Student Loans With All the Current Changes

44

Traveling to Japan and using credit card points for vacations

45

The Big 3 Financial Considerations in your 30s

46

Should you Buy a Short-Term Rental Property?

47

Important Things to Know about the New Trump Tax Bill

48

Money-Saving Summer Travel Secrets for High-Earners

49

Things to Know Before you Buy a Home

50

Paying off over $660K in debt in 3 years: Marriage and Money - PART 2

51

Paying off over $660K in debt in 3 years: Marriage and Money - PART 1

52

How to make more money at your job & master negotiation

53

Dos and Don'ts of Hiring your Child

54

What to do when your financial advisor makes a mistake?

55

Renegotiating your Work Contract

56

Tariffs, Stock Market Changes, & Financial Chaos

57

Your money questions answered

58

Should you use your job’s 457(b) account?

59

Nontraditional Tax Saving Strategies

60

Tax Deductions, Extensions, and Maintaining your Sanity

61

Navigating Multiple 401ks & Retirement Accounts

62

Solo 401K accounts and the Mega Backdoor Roth

63

Improve your Financial Life in 2025

64

Are you wasting money on these things?

65

Navigating the Backdoor Roth IRA

66

Answering the questions you were too embarrassed to ask about index funds

67

Upgrade Your Investing in 2025

68

The 3 levels of saving, how to start Investing, & creating an optimal spending plan

69

Create your 2025 Financial Plan

70

Multiple streams of income, charitable giving, & investment diversity

71

New Year, New You?

72

The money goals we reached

73

Enjoying family time and finishing the year strong

74

Pay Equity, Entrepreneurship and Holiday Fun

75

From Frugal Physician to Doctorpreneur

76

Money Savvy Ways to Handle the Holidays

77

Boost your Wallet and Your Wellness

78

Top Wealth Killers

79

Loan Repayment, Money Mindset, and Burnout in Medicine

80

The reality of negotiating for women

81

New Work Roles, the Stress of Parenting, and the Gender Wage Gap

82

Hiring help, Unexpected Retirement accounts, & Navigating Work Benefits During Open Enrollment

83

End of Year Financial Checklist

84

Sabbaticals, Family Travels, & Financial Challenges with MoneyFitMD

85

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

86

Dealing with high cost of cars and car insurance

87

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

88

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

89

Estate planning for high-income professionals

90

Protecting yourself from lawsuits with Malpractice & Umbrella Insurance

91

Prenuptial Agreements: Protecting Your Future Assets

92

What type of life insurance, if any, should you get?

93

The Pros and Cons of Emergency Funds

94

Protect Your Most Valuable Asset with Disability Insurance

95

Creating Financial Intimacy

96

Physicians on FIRE

97

Setting yourself up to be a millionaire

98

Managing Money with Your Partner

99

Managing Big Expenses

100

Credit Card Secrets with the Points & Miles Guru

101

Mastering career transitions

102

Is buying a home the key to building wealth?

103

Is it better to buy or rent?

104

Vacation Hacks and Travel Tips

105

Travel More, Travel Better, Travel Often

106

The blueprint you need to get ahead with your money

107

401K Dilemmas and what to do when you change jobs

108

Secrets from a CPA that can save you five figures (or more) each year

109

The debt miracle you've been looking for

110

Savvy ways to keep more of your hard-earned money

111

One investment account you should consider

112

Why your tax bill is so high

113

Student loans made simple

114

Your financial to-do list

115

Money mistakes we made

116

Your NEW money best friends!

117

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