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MD And Lisha Taylor
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Wealth Minded MD
Important Things to Know about the New Trump Tax Bill
The new Trump tax bill could bring major changes for high-income earners, especially physicians. In this episode, we break down what’s in the bill and how it might affect your finances. We cover key proposals, including the permanent extension of the 2017 Tax Cuts and Jobs Act and increases to the standard deduction. We also explore updates to estate planning limits, deductions for auto loans and overtime, and changes to Medicaid, SNAP, and student loan policies. If you're planning ahead for your financial future, this episode offers helpful insights to guide your next steps. [00:11:24] Changes to...
2025-06-25
1h 07
Wealth Minded MD
Money-Saving Summer Travel Secrets for High-Earners
Nothing kills the joy of a vacation faster than stressing over the cost. In this episode, we uncover savvy, creative strategies to fund your travels, without draining your bank account. From leveraging credit card points and flight miles to attending conferences that cover part of your trip, we explore real ways to make travel more affordable. You'll also learn how to tap into tech tools and online communities to score flight deals, plan smarter, and enjoy luxury perks like airport lounge access and concierge services. Tune in and discover how to travel in luxury without breaking the bank.
2025-06-18
45 min
Wealth Minded MD
Things to Know Before you Buy a Home
Buying your first home is an exciting milestone, but it can also feel overwhelming. With the right preparation and a solid plan, the process becomes much more manageable. In this episode, we break down everything you need to know before taking the leap into homeownership. We cover the importance of getting pre-approved, gathering key documents, and interviewing lenders. We also explore different mortgage options such as FHA, conventional, and physician loans. Plus, we walk you through choosing the right real estate agent, understanding closing costs, navigating today’s interest rate landscape, and avoiding common pitfalls. Whether you’re buying your...
2025-06-11
57 min
Wealth Minded MD
Paying off over $660K in debt in 3 years: Marriage and Money - PART 2
Balancing the demands of medicine and parenthood is a challenge many face, but Drs. Nii and Renée Darko have found a way to make it work with intention and strategy. In Part 2 of our conversation, the couple shares how they transitioned to locum tenens to gain more control over their schedules and family life. They open up about how having children reshaped their financial priorities, how they’re building multiple streams of income through real estate, and the importance of partnership and financial unity in marriage. Hear about their journey from financial missteps to stability, and how they’re ins...
2025-06-04
36 min
Wealth Minded MD
Paying off over $660K in debt in 3 years: Marriage and Money - PART 1
Crushing nearly a million dollars in debt might sound impossible—but not for Drs. Nii and Renée Darko. In this episode, we dive into their journey from overwhelmed to financially empowered as they share exactly how they tackled over $660,000 in debt within 3 years. The hosts of Docs Outside the Box open up about the budgeting strategies that worked, how they prioritized debt repayment, and their path to financial independence. We also unpack the pitfalls of certain insurance products, how they navigated questionable financial advice, and ultimately found a trustworthy financial advisor. Whether you're tackling debt or just looking to ma...
2025-05-28
44 min
Wealth Minded MD
How to make more money at your job & master negotiation
Negotiation is a powerful skill that can help you get more from your career. In this episode, we sit down with Dr. Kayla Marshall to hear how she confidently negotiated a $15,000 salary increase and better work conditions after going through our Negotiate Like a Boss Accelerator program. Dr. Marshall talks about what it really took—getting clear on her value, preparing for the conversation, and showing up with confidence. Her story is a great example of what’s possible when you decide to advocate for yourself. If you’re a physician looking to earn more and create a better work-l...
2025-05-21
35 min
Wealth Minded MD
Dos and Don'ts of Hiring your Child
Hiring your child might sound unconventional, but it can be a smart tax-saving strategy when done right. In this episode, we cover everything you need to know about hiring your child as an employee for your business—from the benefits of shifting income from a higher tax bracket to a lower one, and the tax deductions that come along with it to the detailed guidelines on age-appropriate tasks, industry-standard wages, documentation, and payroll systems. We also highlight the long-term perks of earned income, like opening a Roth IRA for your child. Tune in to learn the essential dos and do...
2025-05-14
46 min
Wealth Minded MD
What to do when your financial advisor makes a mistake?
Vetting financial advisors by evaluating their credentials, fees, and alignment with your goals helps you make an informed choice and find the right professional for your financial needs. In this episode, we discuss how to evaluate your financial advisor effectively, offering tips on asking the right questions to ensure your advisor is meeting expectations. Learn how to verify if your portfolio's performance aligns with market averages, understand the importance of minimizing expenses, and grasp the balance between stocks and bonds. Tune in now to maximize your financial advisor's effectiveness and ensure your investments are in good hands.
2025-05-07
41 min
Wealth Minded MD
Renegotiating your Work Contract
Your contract is likely approaching its automatic renewal date, but that doesn’t mean you have to settle for the same terms. In this episode, we share practical, high-impact tips on how to renegotiate your work contract before it auto-renews. Learn how to determine your value, identify who has the authority to approve changes, compare your compensation to industry standards, and clearly define what you want—whether it's a new pay structure, a different schedule, or a change in location. We also highlight why timing matters, especially around the end of the fiscal year. Tune in for actionable advice to h...
2025-04-30
51 min
Wealth Minded MD
Tariffs, Stock Market Changes, & Financial Chaos
The economic headlines might feel overwhelming; stocks are going up, stocks are going down, and maybe you or people around you are starting to panic—but there are smart ways to protect your finances. In this episode, we address the recent fluctuations in the stock market, the impact of tariffs, and the financial uncertainty many are facing. We discuss the importance of maintaining a long-term investment strategy and offer actionable advice on securing income through long-term disability insurance, revisiting debt payoff strategies, and maintaining multiple income streams. Plus, learn the importance of diversifying investments and being prepared for potential ec...
2025-04-23
35 min
Wealth Minded MD
Your money questions answered
What do you do with an old 401(k)? Should single people buy life insurance? And how do you let yourself actually enjoy your money after years of frugal living? In this episode, we answer listener-submitted questions that touch on common financial challenges physicians face. We break down rollover options for a small 401(k), including pros and cons of using a Roth IRA or your new employer’s plan. We also dive into when life insurance is necessary and when it might be okay to wait. Plus, for those struggling to transition out of the frugal residency mindset, we s...
2025-04-16
32 min
Wealth Minded MD
Should you use your job’s 457(b) account?
If you have access to a 457(b) through your employer and you're trying to figure out whether it's a smart move for your financial future, we've got you covered. In this episode, we dive into the intricacies of the 457(b) retirement account, a powerful yet often overlooked option for high-income earners. We break down the key advantages, such as tax-saving benefits and investment growth, and walk you through the critical considerations, including employer stability, income thresholds, and distribution rules. We also explain the differences between governmental and non-governmental plans and why that distinction matters. Tune in for a detailed...
2025-04-09
40 min
A Life Well Lived: A Physicians Guide to Wealth
Ep6: How Dr. Lisha Taylor Found Meaning, Balance, and Wealth on Her Own Terms
What if the pathway to financial peace wasn’t just about earning more—but learning what truly matters to you?In this heartfelt episode of A Life Well Lived, Dr. Lisha Taylor joins James to share the story behind her unique journey from Wall Street dreams to the heart of sports medicine—and how growing up in a money-savvy but value-rooted household changed everything.Now a practicing physician, speaker, and co-founder of Wealth Minded MD, Dr. Taylor reveals how she balances medicine, mission, and money—while teaching other doctors to do the same. She opens up about...
2025-04-08
58 min
Wealth Minded MD
Nontraditional Tax Saving Strategies
Taxes don’t have to be a headache, especially when you know how to work the system! In this episode, we’re diving into non-traditional tax-saving strategies for high-income earners. Learn how Dr. Brittne saved $25,000 on her taxes by investing in oil and gas. We’re breaking down the benefits, risks, and key steps to vetting these alternative investments, so you can decide if they’re the right fit for your financial strategy. Plus, we’re covering how to maximize immediate deductions and build long-term wealth while keeping more of your hard-earned money. Tune in to learn how to effectivel...
2025-04-02
52 min
Wealth Minded MD
Tax Deductions, Extensions, and Maintaining your Sanity
Tax season is approaching, and while it might feel like a roller coaster, we’ve got your back! In this episode, we’re sharing practical strategies to navigate the chaos, reduce stress, and stay on top of your tax game. Discover how to make the most of tax professionals and strategists, manage the flood of tax documents, and uncover valuable deductions, even if you don’t have a mortgage or kids. We also break down the perks of filing tax extensions, the importance of making quarterly tax payments, and how to maximize credit card points when paying your taxes. Plus...
2025-03-26
50 min
Wealth Minded MD
Navigating Multiple 401ks & Retirement Accounts
Juggling multiple retirement accounts can feel like a financial circus, but with the right strategy, you can make them work for you. In this episode, we dive deep into strategies for managing and maximizing multiple retirement accounts. Learn how to navigate various tax-protected accounts to your benefit, understand the differences between employee and employer contributions, and prioritize accounts to get the most out of employer matches. We also cover IRS rules, tax implications, potential pitfalls like overfunding, and balancing pre-tax and Roth contributions. Tune in now and turn your scattered retirement accounts into a cohesive and profitable strategy, setting...
2025-03-19
45 min
Wealth Minded MD
Solo 401K accounts and the Mega Backdoor Roth
If you have a side gig, there’s a powerful way to grow your wealth while protecting it from taxes. In this episode, we delve into the benefits and nuances of Solo 401ks and the advanced Mega Backdoor Roth IRA strategy. Discover how a Solo 401k lets you contribute as both an employee and employer, and how it can be an excellent option for self-employed professionals and those with side gigs. We also break down the distinctions between basic and 'fancy' Solo 401k plans, highlighting the significant tax advantages and contribution limits. Additionally, the discussion includes potential drawbacks, such as...
2025-03-12
44 min
Wealth Minded MD
Improve your Financial Life in 2025
Too many people leave money on the table simply by not optimizing their finances. In this episode, we discuss actionable ways to elevate your financial well-being in 2025, from being mindful of where to keep your cash for the best returns to canceling unnecessary credit cards and consolidating retirement accounts for simplicity. We also delve into the importance of having a clear student loan repayment plan, optimizing retirement account contributions, adjusting tax withholdings, ensuring you have the right insurance, and the advantages of consolidating accounts from previous employers. Tune in for smart financial moves that will help you upgrade your fin...
2025-03-05
1h 00
Wealth Minded MD
Are you wasting money on these things?
Despite your best intentions, you’re probably wasting money without even realizing it. In this episode, we explore the hidden money leaks draining your budget and how to stop them. From bank and investment fees to whole life insurance and overlooked expenses like unused gym memberships, streaming services, and digital storage costs, we dive deep into the financial pitfalls that are easy to overlook. Plus, we tackle the financial and environmental downsides of fast fashion and bottled water consumption, and share practical tips to increase energy efficiency at home and review subscriptions to avoid wasteful spending. Tune in for pr...
2025-02-26
51 min
White Coat Investor Podcast
WCI #407: Credit Card Hacking for Travel
Today we are talking all about credit card hacking for travel. We have friend of WCI, Dr. Lisha Taylor, back on the podcast as well as credit card hacking guru, Dr. Devon Gimbel. They share why they think high income professionals are the perfect people to make use of credit card points, particularly for travel. They share their insights on how this works, how much time it takes, when it is worth doing and when it is not. Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to ac...
2025-02-20
1h 25
Wealth Minded MD
Navigating the Backdoor Roth IRA
A Backdoor Roth IRA is a powerful tool for building long-term, tax-free wealth, but navigating the process can be tricky. In this episode we break down the basics and advanced strategies of the backdoor Roth IRA—what it is, who should use it, and how to do it right. Learn how to execute the process step-by-step, address common mistakes like over-contributing, and clarify when the backdoor Roth IRA is necessary. Plus, we dive into the pro-rata rule and what it means for those with existing traditional IRAs. Tune in now to master the Backdoor Roth IRA with confidence!
2025-02-19
43 min
THE6IX4MIXSHOW WITH DJ 6IX4
episode 067
Episode 67Smoke - Victoria Monet, Lucky DayeEveryday - SeecoyahROCKMAN - Mk.geeTrilla - A$AP Rocky, A$AP Twelvyy, A$AP NASTA Rose In Harlem - Teyana TaylorShe’s Not Around - Jay Worthy, Larry June, LNDN DRUGSGeneration - Larry June, 2 Chainz, The AlchemistEater - Luh CEOLeather So Soft - Birdman, Lil Wayne...
2025-02-12
1h 16
Wealth Minded MD
Answering the questions you were too embarrassed to ask about index funds
Index fund investing is a simple and effective way to build wealth through diversified, passive investments, but it can feel overwhelming at first. In this episode, we break down everything you need to know. From the benefits of index funds and how to choose them to why they’re an ideal option for you, we’ll also cover minimum investments, different types of index funds, diversification strategies, expense ratios, and how they are used in target-date funds. Learn how to invest in index funds through employer-sponsored retirement accounts, what factors matter when selecting a fund, and the costs involved. Tune...
2025-02-12
51 min
THE6IX4MIXSHOW WITH DJ 6IX4
episode 067
Episode 67Smoke - Victoria Monet, Lucky DayeEveryday - SeecoyahROCKMAN - Mk.geeTrilla - A$AP Rocky, A$AP Twelvyy, A$AP NASTA Rose In Harlem - Teyana TaylorShe’s Not Around - Jay Worthy, Larry June, LNDN DRUGSGeneration - Larry June, 2 Chainz, The AlchemistEater - Luh CEOLeather So Soft - Birdman, Lil Wayne...
2025-02-11
1h 17
Wealth Minded MD
Upgrade Your Investing in 2025
Starting your investment journey can feel overwhelming, but it doesn't have to be complicated. In this episode, we walk you through five key steps to help you navigate the process with confidence, from taking inventory and clarifying your goals to prioritizing accounts, selecting investment types, and choosing the right asset allocation. Whether you are new to investing or looking to refine your approach, you will learn actionable steps to build a strong and lasting investment portfolio. Tune in now to start making your financial future a priority this 2025.[00:02:04] Lisha's Snow Day Fun in Atlanta[00:05:40] Brittne's...
2025-02-05
37 min
Wealth Minded MD
The 3 levels of saving, how to start Investing, & creating an optimal spending plan
Building a strong financial foundation isn’t just about earning; it’s about protecting what you’ve built and spending wisely. In this episode, we break down essential money moves you should prioritize when creating a financial plan. From determining how much you need to cover monthly expenses to understanding the three levels of savings strategy for emergencies and future goals, we guide you step by step. Plus, learn about the importance of investing to keep up with inflation and reviewing your insurance coverage to protect what you've worked so hard to build. Get actionable tips to balance spending, saving...
2025-01-29
1h 02
Wealth Minded MD
Create your 2025 Financial Plan
As we are still starting the year, it's the perfect time to plan, set goals, make adjustments, and set the tone for a successful 2025. In this episode, we’re diving into actionable strategies to create a rock-solid financial plan as we guide you through reflecting on 2024, learning from past experiences, and using those lessons to build a solid foundation for the year ahead. From updating your budget and automating savings to building an emergency fund and tackling debt, we’ll walk you through each step to help you stay on track. Plus, discover ways to stay motivated while paying off...
2025-01-22
48 min
Wealth Minded MD
Multiple streams of income, charitable giving, & investment diversity
Discover how to elevate your financial game by tapping into multiple income streams and diversifying your investments. In this episode, we share our journey of building wealth through various avenues, from our primary careers as physicians to ventures like real estate investing, financial coaching, podcasting, and speaking engagements. We dive into the importance of balancing your primary income with passive opportunities such as real estate and stock market investments. Along the way, we explore the power of continuous learning, taking strategic risks, and leaning on community support to achieve long-term financial security and growth. Whether you want to build...
2025-01-15
45 min
Wealth Minded MD
New Year, New You?
New Year’s resolutions often fizzle out, but your financial goals don’t have to. In this episode, we explore actionable strategies to help you achieve your 2025 financial goals. From creating SMART goals and automating savings to pairing financial habits with existing routines to stay consistent through habit stacking, learn how you can set ambitious goals that truly align with your values. Plus, discover why accountability and adjusting your habits are game-changers for success. We also share our personal financial goals for 2025, including rental property investments, maximizing retirement accounts, and redeeming credit card points. Tune in to learn how to s...
2025-01-08
41 min
Wealth Minded MD
The money goals we reached
A new year means another year for growth and goals. With 2024 now behind us, we’re reflecting on the financial milestones we’ve hit and the ones we’re still working toward. In this episode, we share how we tackled our money goals last year, from maxing out retirement accounts and being more charitable to exploring credit card point hacking and ensuring our emergency funds stayed strong. We also discuss big moments like launching the podcast, buying a new home, and earning extra income through side hustles. Tune in to set your intentions for 2025 and discover strategies for personal growth...
2025-01-01
49 min
Wealth Minded MD
Enjoying family time and finishing the year strong
The holiday season is filled with magic and memories, but it also comes with the challenge of balancing time, money, and energy. In this Christmas episode, we dive into strategies for making the most of the holidays without stretching yourself too thin. From weighing productivity against salary to the importance of valuing different currencies like time and energy, we offer practical insights to help you find balance during this hectic season. Plus, we share our dream Christmas plans, holiday vacation goals, and ideas for making those last-minute business expenses count before the year ends. Tune in to create your...
2024-12-25
43 min
Wealth Minded MD
Pay Equity, Entrepreneurship and Holiday Fun
The gender pay gap and financial challenges are a reality for many women, but with the right strategies, you can take control and start building financial security. In this episode, Dr. Shikha Jain, founder of the Women in Medicine Summit, joins us to discuss how women physicians can overcome these barriers and build lasting wealth. From practical negotiation tips to the power of financial literacy, Dr. Jain shares actionable advice to help you advocate for your worth and achieve financial security. We also explore her journey in launching the Women in Medicine Summit, the need for systemic change in...
2024-12-18
44 min
Wealth Minded MD
From Frugal Physician to Doctorpreneur
Turning your finances around and building wealth might feel overwhelming, but it’s absolutely possible—and Dr. Disha Spath is proof. In this episode, we explore how she embraced financial literacy, crafted a plan to tackle debt, and discovered her entrepreneurial spirit. Dr. Spath shares practical strategies for saving money without compromising quality, tips for leveraging tools like CamelCamelCamel and Rakuten, and advice on budgeting for the holidays—including creative ways to use dependent care FSA funds. We also discuss the power of having a supportive partner and how aligning your goals with purpose can lead to financial and person...
2024-12-11
51 min
Wealth Minded MD
Money Savvy Ways to Handle the Holidays
The holidays shouldn’t be a time to go into debt. Instead, it is time to get strategic with your holiday budget and maximize your money's worth. In this episode, we share tips to help you navigate holiday spending in a financially-savvy way. From the importance of planning ahead, making a list, setting a budget, to making use of discounts and credit card points, learn how to enjoy the holidays while being mindful of spending. We also explore the joy of focusing on experiences over material gifts and benefits of giving back charitably during the season. Tune in for val...
2024-12-04
43 min
White Coat Investor Podcast
WCI #395: Navigating the Nuances of Career, Family, and Money with Dr. Lisha Taylor
Today we covering a range of topics with our friend Dr. Lisha Taylor. We discuss topics like what the arrival fallacy is and what to do about it and how you know when you have "enough". We debate if FIRE is the cure or the cause of burnout, then talk about some alternative ideas to the typical way inheritance is planned for and more! Today’s episode is brought to you by SoFi, helping medical professionals like us bank, borrow, and invest to achieve financial wellness. SoFi offers up to 4.6% APY on their savings accounts, as well as...
2024-11-28
1h 09
Wealth Minded MD
Boost your Wallet and Your Wellness
The holidays aren’t just about giving gifts to others, it’s the perfect time to give yourself the gift of investing in yourself. In this episode, we share valuable tips to help you put more money in your wallet and boost your wellness. From staying consistent with financial and personal goals through automatic investments to eliminating decision-making friction, we dive into practical strategies for creating accountability, managing your energy by outsourcing tasks, and diversifying both your investments and income streams. We also highlight the power of starting early and consistently investing in yourself to maximize returns and personal sati...
2024-11-27
57 min
Wealth Minded MD
Top Wealth Killers
When working toward financial success, we often prioritize strategies to grow wealth. However, it’s just as crucial to identify the subtle habits and hidden traps that can gradually drain your finances. In this episode, we delve into common financial missteps that can erode wealth, even for high-income earners like physicians. From overspending, under-investing, overpaying for financial help, taxation pitfalls, and the importance of adequate insurance, hear about essential strategies for avoiding these mistakes. The discussion emphasizes the significance of investments, managing taxes efficiently, and ensuring proper financial planning, especially for high-earning professionals. Learn how to build and protect yo...
2024-11-20
38 min
Wealth Minded MD
Loan Repayment, Money Mindset, and Burnout in Medicine
Physician burnout doesn’t just impact your well-being, it ripples into patient care and the entire healthcare system. In this episode, we tackle the pervasive issue of burnout in medicine, exacerbated by ongoing challenges with student loan repayments and policy uncertainties, such as the complex student loan situation under the SAVE plan. Join us as we dive into practical strategies for reclaiming balance in your life. From setting healthy boundaries and prioritizing self-care to making time for passions outside of medicine and monetizing them, learn how improving financial health can create more flexibility and prevent burnout from taking over. Ga...
2024-11-13
46 min
Wealth Minded MD
The reality of negotiating for women
Negotiation is often frowned upon for women, yet it is one of the key factors for closing the gender wage gap. In this episode, we share insights into the reality of negotiation for women. From key reasons why women often feel apprehensive about negotiating to insightful statistics highlighting the disparities between men and women's negotiation habits, learn how to effectively negotiate various aspects of a job offer beyond just salary, understand the significance of overcoming stereotypes, and explore valuable strategies. Tune in to discover how expressing gratitude and advocating for yourself are not mutually exclusive, and gain insights into...
2024-11-06
45 min
Wealth Minded MD
New Work Roles, the Stress of Parenting, and the Gender Wage Gap
Statistics show that women in medicine make less, but we’re here to change that. In this episode, we dive into the financial challenges women face, from gender wage gaps to how women in medicine often carry more student debt and display lower financial literacy and confidence in negotiating salaries than men. We also explore insights on balancing new work roles, the stresses of modern parenting, and the need for policies and support systems that can make a difference. Join us as we tackle these disparities and share practical strategies in financial education, negotiating, investing, and informed decision-making to he...
2024-10-30
48 min
Wealth Minded MD
Hiring help, Unexpected Retirement accounts, & Navigating Work Benefits During Open Enrollment
Open enrollment is about to start, and with the right information, this process doesn’t have to be a headache. In this episode, we explore strategies for optimizing job benefits and securing essential insurances (health, disability, life). We dive into strategically utilizing FSAs, HSAs, and maximizing retirement contributions, as well as overlooked perks like college tuition assistance and mortgage support. Plus, learn the importance of continuous learning, annual reviews, and leveraging job and non-traditional benefits for financial growth. Tune in now to to get the most out of the benefits at your job! [00:04:28] Healthcare Hustle: Imp...
2024-10-23
1h 02
Wealth Minded MD
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 ac...
2024-10-16
48 min
Wealth Minded MD
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...
2024-10-09
50 min
Wealth Minded MD
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 mat...
2024-10-02
50 min
Wealth Minded MD
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 an...
2024-09-25
48 min
Wealth Minded MD
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 researc...
2024-09-18
55 min
Wealth Minded MD
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] Mor...
2024-09-11
44 min
Wealth Minded MD
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 lif...
2024-09-04
56 min
Wealth Minded MD
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...
2024-08-28
55 min
Wealth Minded MD
Prenuptial Agreements: Protecting Your Future Assets
Getting a prenuptial agreement might seem daunting, but it could be the smartest move to protect your assets and manage finances in marriage. In this episode, we dive into the ins and outs of prenuptial agreements—from debunking common myths and exploring postnups to discussing why people opt for prenups and the implications of not having one. You’ll also learn how to maintain your financial identity in marriage. Don’t miss this discussion that might have you rethinking your approach to marriage and money, helping you make informed decisions about safeguarding your financial future. [00:04:35] The imp...
2024-08-21
51 min
Wealth Minded MD
What type of life insurance, if any, should you get?
Choosing the right type of life insurance can be confusing, but it's crucial for securing your financial future. In this episode, discover how to safeguard your income with the right coverage, explore the pros and cons of term vs. whole life insurance, and learn the art of laddering policies to optimize your protection. Joining us is Pradeep Audho from PKA Insurance Group, who shares his valuable insights on finding the best options for you. From evaluating your insurance needs to understanding policy costs and illustrations, tune in and transform your approach to life insurance into a powerful...
2024-08-14
47 min
Wealth Minded MD
The Pros and Cons of Emergency Funds
Discover how to create a financial buffer that keeps you prepared for life's uncertainties. In this episode, we explore the pros and cons of building an emergency fund and share how we’ve set up our own. Learn the ins and outs of creating your financial safety net. From determining the right amount you need, understanding the opportunity cost of maintaining an emergency fund, to balancing savings with debt repayment and customizing your approach to fit your needs. Tune in for expert advice and practical tips to safeguard your finances while still enjoying life’s pleasures! [00...
2024-08-07
45 min
Wealth Minded MD
Protect Your Most Valuable Asset with Disability Insurance
Discover how to future-proof your life and your finances with disability insurance! In this episode, we cover the benefits of choosing independent insurance agents, the nuances of guaranteed standard issue (GSI) policies, and the importance of true own-occupation disability insurance. Learn how to manage employer vs. independent policies, navigate state-specific differences, and get practical advice from real-life claims to ensure you have the best coverage. Joining us is Pradeep Audho from PKA Insurance Group, who shares his expert insights on safeguarding your financial future. Don’t miss this opportunity to protect your career and secure your financial st...
2024-07-31
1h 01
Financial Residency
A Physician’s Guide to Wealth - Dr. Lisha Taylor MD, MD Merges Medicine and Finance for Physician Wellness
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. James Nutter hosts Dr. Lisha Taylor, a primary care sports medicine physician with a passion for personal finance. They delve into merging medicine and money, financial wellness for physicians, and their program Upgrade, aimed at teaching financial literacy in medical schools. Dr. Taylor shares personal anecdotes, including an inspiring story of planning a trip to the Paris Olympics. The e...
2024-07-27
1h 02
Wealth Minded MD
Creating Financial Intimacy
Unlock the path to financial intimacy and fortify your relationship with open, honest money conversations. In this episode, learn practical strategies for having effective money talks with your partner, understand the importance of designating a family CFO, and explore ways to build financial transparency and trust. Joining us is Dr. Kate Mangona, a certified life and marriage coach, to share wealthy insights on balancing financial goals, overcoming different financial backgrounds, and the power of love in financial discussions! [00:02:47] Brittne moves into new house, while Lisha discovers the fun of solo travel [00:14:03] U...
2024-07-24
55 min
Wealth Minded MD
Physicians on FIRE
Discover how to achieve the ultimate goal of retiring sooner than you think! In this episode, we uncover the principles behind the Financial Independence, Retire Early (FIRE) movement and delve into savvy strategies for making work optional. From disciplined saving and smart investing to managing lifestyle inflation, accelerate your journey to financial freedom. Tune in to start accumulating enough wealth to live off the returns of your investments and invest your way to FIRE! [00:02:39] Brittne deals with home repairs, while Lisha finds balance between travel and rest [00:10:53] Navigating financial independence and retirement
2024-07-17
46 min
Financial Residency
Grand Rounds - 5 Ways to Set Yourself Up for Success with Lisha Taylor
This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Dr. Lisha Taylor, podcast host of WealthMindedMD, joins us to talk about 5 important things to review either when taking a new job or annually when signing up for new benefits. We talk about protecting yourself, reviewing benefits, maximizing retirement accounts, being strategic about time off and making sure you understand your schedule and expectations. You can learn m...
2024-07-15
48 min
Wealth Minded MD
Setting yourself up to be a millionaire
Unlock the secrets to wealth-building through smart investments and secure your future with a millionaire mindset. In this episode, explore why the stock market, especially via index funds and employer-sponsored retirement accounts, is an ideal starting point. Discover how to maximize contributions, understand tax benefits, and set up investments correctly. Tune in for actionable steps to set yourself up for financial independence! [00:02:39] Brittne navigates life with a kindergarten while Lisha prepares for yet another wedding and trip to LA [00:08:17] Brittne gets charged with interest fee, while Lisha deals with ancillary fees [00:12:32] O...
2024-07-10
39 min
Wealth Minded MD
Managing Money with Your Partner
Discussing money in relationships can seem crass, but it doesn't have to be. In this episode, we explore how to build financial harmony with your partner. Dive into essential strategies on starting financial conversations, defining contributions, seeking fairness and equity in money decisions, and different approaches to dividing money with your partner. Tune in for insightful conversations on building wealth, financial confidence, and the importance of transparent money discussions. Enhance your partnership and make money matters a breeze! [00:02:41] Lisha prepares for her cousin's graduation, while Brittne balances emotions and medical insights amid family health challenges
2024-07-03
58 min
Wealth Minded MD
Managing Big Expenses
Discover expert strategies for mastering your budget and tackling big expenses without the financial stress! Join us in this episode as we delve into savvy tactics for managing major costs such as weddings, family vacations, and travels. Tune in for practical advice on budget estimation, smart saving methods, effective cost-cutting strategies, and the art of setting firm financial boundaries. Gain the confidence to navigate substantial expenses like a pro! [00:02:44] Lisha recovering from May expenses: Gifts, Travel, and Birthdays [00:03:49] Lisha's third party hotel booking at wrong dates and Brittne's IRS refund fiasco [00:12:47] M...
2024-06-26
1h 11
Wealth Minded MD
Credit Card Secrets with the Points & Miles Guru
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! Unlock the secrets to turning your expenses into valuable travel assets using credit card points! In this episode, we delve into expert strategies for stretching your travel budget without breaking the bank. Joining us is Dr. Devon Gimbel, to share wealthy insights on optimizing credit card points. Learn the importance of starting with mid-tier cards, along with best practices for maintaining a healthy credit card portfolio, leveraging referral bonuses...
2024-06-19
1h 24
Love Lab MD with Dr. Kate Mangona
When to travel with kids and when to leave them home with Dr. Brittne Halford
Dr. Brittne Halford MD, MPH is an Internal Medicine Physician. Originally from Flint, Michigan, she attended the University of Michigan (Go Blue!) for college. She completed medical school at Northwestern University’s Feinberg School of Medicine, where she also completed a master’s degree in Public Health. Now located in Boston, and works as an Academic Hospitalist In addition to medicine, Dr. Halford is an entrepreneur and co-founder of Bramilyn and Rose (@bramilynandrose), a satin-lined hair accessories brand for women and children. She also shares her passion for personal finance and building generational wealth with other...
2024-06-18
48 min
Wealth Minded MD
Mastering career transitions
Tune in as we navigate the intricacies of job transitions and make your next career move a success! From securing essential insurance policies to handling student loans, managing the moving logistics, and other necessary costs, this episode is your comprehensive roadmap. Don't miss our discussion on COBRA vs. marketplace health insurance — a common dilemma during transitions. Tune in now and set yourself up for success in your career transition journey! [00:02:46] Brittne weighs career options as Lisha gears up for work retreat [00:12:31] Wealthy Wonders: COBRA vs. Marketplace Insurance [00:23:25] The importance of printing out...
2024-06-12
49 min
Wealth Minded MD
Is buying a home the key to building wealth?
Transform homeownership from a financial burden into a powerful wealth-building tool. Join us as we explore the economic factors that determine whether you're ready to buy a home. From securing an affordable mortgage and analyzing market trends to understanding interest rates and maintaining your home's value, learn how to make your home not just a place to live, but a strategic investment to enhance your family's wealth. Get ready to make confident, wealth-building housing decisions tailored to your life! [00:02:42] Lisha races against time with expiring medical license and vehicle registration [00:05:55] FSA fund oversight a...
2024-06-05
59 min
Wealth Minded MD
Is it better to buy or rent?
Deciding whether to buy or to rent can be complicated, but with a tailored approach, it becomes much smoother. In this episode, explore the personal factors to consider for your next housing move—from assessing life stability, managing debt, to readiness to settle, this episode provides valuable insights to make your decision-making process a breeze. Get ready to uncover where you fit on the spectrum of renting versus buying. After all, it's definitely not a one-size-fits-all decision! [00:03:05] Brittne juggles her expanding to-do list, while Lisha rocks the sports conference scene [00:11:02] How Lisha ended up...
2024-05-29
56 min
Wealth Minded MD
Vacation Hacks and Travel Tips
Discover how to unlock luxury travel experiences on a budget. In this episode, join as we delve into the world of vacation hacks, explore the power of credit card points, and insightful tips to elevate your travel adventures without breaking the bank. Here's to crafting a life of wealth minded decisions and luxury travel, all within reach! [00:02:34] Lisha’s crunch time confessions, breaking up with potato chips [00:09:36] Lisha's Uber credits Oopsies and how third-party credit card use complicates Brittne’s travel plans [00:18:20] Maximizing Credit Card Bonuses for Travel Rewards [00:24:32] Lever...
2024-05-22
47 min
Wealth Minded MD
Travel More, Travel Better, Travel Often
Maximizing travel is within reach with savvy credit card strategies! In this episode, discover how leveraging credit card points can unlock premium flights and luxurious hotel stays. Tune in as we explore the power of transferable points and practical tips for enhancing your travel experiences. Whether you're a beginner or seasoned traveler, this episode will equip you with the tools to travel more, better, and smarter! Joining us is Dr. Devon Gimbel, the credit card points and travel guru in the physician world. Get ready to optimize your points like never before and discover new ways to...
2024-05-15
1h 19
Wealth Minded MD
The blueprint you need to get ahead with your money
Your journey to financial freedom starts now! In this episode, we delve into powerful debt management strategies designed to help you navigate challenges with resilience and regain control over your financial future. Discover how to confront your debt head-on and gain the blueprint for managing your money successfully without the burden of guilt, shame, or sacrifice. [00:02:34] Brittne’s gift-giving dilemma [00:08:54] Money confession: Subscription gone awry [00:15:15] Understanding the Why behind debt accumulation [00:22:26] Unpacking the emotional weight of debt [00:29:15] Strategic Repayment: BHAG vs. SMART Financial Goals [00:38:05] Pay yourself first...
2024-05-08
1h 07
Wealth Minded MD
401K Dilemmas and what to do when you change jobs
Unlock the secrets of managing 401Ks! In this episode, learn how to handle your 401K during job transitions and uncover expert tips to navigate the nuances of personal finance decision-making. If you're wondering what to do with your account, tune in to discover practical strategies to optimize your retirement savings and craft a prosperous financial future! [00:02:38] Brittne's supermom shuffle conquering daycare spring sickies with her kids [00:15:09] Lisha’s mistake of not verifying which physicians were in-network before scheduling a doctor’s appointment [00:21:36] Why doing nothing with your 401k might be an optio...
2024-05-01
1h 00
Wealth Minded MD
Secrets from a CPA that can save you five figures (or more) each year
Managing your taxes doesn't have to be a grim affair. It really can be as exhilarating as finding a twenty-dollar bill in your old scrub pocket. In this episode, Dr. Lisha Taylor and I take listeners on a jovial jaunt through the forest of filing, where deductions grow on trees and tax codes are more tangled than their grandma’s yarn basket. To help, joining us is Alexis Gallati, a tax sage from Cerebral Tax Advisors. She’s fabulous. [00:02:41] Brittne's lack of birthday plans[00:05:30] The importance of tailoring tax strategies to indi...
2024-04-24
51 min
Money Meets Medicine
Transitioning to a New Job with Dr. Lisha Taylor
Are you starting a new job as a physician? Maybe it is your first job ever as an attending? Listen in as we discuss all the must-do financial tasks including negotiations, benefits, changing budgets, and how to make sense of all things personal finance for new attending physicians. Make sure to check out Lisha's new podcast Wealth Minded MD! Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit http...
2024-04-24
46 min
Wealth Minded MD
The debt miracle you've been looking for
Debt pay-off can feel daunting, but with the right strategies, it becomes manageable! In this episode, discover the Income-Driven Repayment (IDR) waiver, a game-changing solution for student loan borrowers. Learn how to leverage this waiver for financial advantage and potentially have your student loans forgiven! [00:02:35] Brittne's Home Buying Journey in Boston's Competitive Real Estate Market [00:10:24] A Game Changer for Loan Forgiveness [00:11:18] How Past Payments on Federal Student Loans Count Towards Loan Forgiveness [00:19:33] Maximizing Loan Forgiveness Opportunities Before the Deadline [00:23:59] Strategies to Pay the Least Amount on Your L...
2024-04-17
40 min
Wealth Minded MD
Savvy ways to keep more of your hard-earned money
Elevate your financial game and retain more of your hard-earned money with savvy financial choices! In this episode, we explore strategies for lowering taxes, overcoming financial hurdles, and maximizing job income, drawing from our own wealth-building journeys. Tune in now and unlock the keys to optimizing your finances! [00:02:56] Brittne's dilemma teaching new doctors, Lisha's fun challenges working in student health [00:10:58] Tax bill changes when you start making over six figures [00:11:34] Pros and Cons of getting a tax refund [00:14:21] Nuances to be aware of when you make more money [00:18:50] Accounts...
2024-04-10
55 min
Financial Residency
Grand Rounds - Top 5 Financial Tasks with Dr. Lisha Taylor
This episode is sponsored by Resolve. A physician contract review and compensation data company bringing change to physician contracts. For 10% off, add FR10 when you sign up! You may know Dr. Lisha Taylor from Money Meets Medicine or her new podcast Wealth Minded MD. She joins us today to share her Top 5 Financial Tasks to help new attendings get out of debt, protect themselves and build wealth. For more information on Dr. Lisha or to sign up for one of her financial wellness workshops, go to www.WealthMindedMD.com.
2024-04-08
38 min
Point Me To First Class
58. From Zero Points to South Africa in Business in Just 12 Months with Dr. Lisha Taylor
Dr. Lisha Taylor is a wealth strategist, "doctorpreneur," professional writer, and podcaster, advocating for physician wellness through financial literacy. As a Board Certified Primary Care Sports Physician, she's also the co-founder of Wealth Minded MD, a company and podcast that empowers women in medicine to build wealth and create the lives they desire. Initially, Dr. Taylor navigated the common uncertainties many have when starting with credit card points. Now, points have become a key component of her wealth strategy. Tune in this week to learn how Dr. Taylor's engagement with Points Made Easy has unlocked n...
2024-04-08
1h 14
Wealth Minded MD
One investment account you should consider
Investing can be easy with the right approach! Each account in your investment portfolio serves a different purpose. In this episode, we discuss the ROTH IRA and how it will serve you and your money today and in the future! [00:02:50] March madness brackets and Lisha’s office bets [00:06:18] Why a Roth IRA is beneficial [00:10:19] Investing for those who make under six figures [00:22:33] Contributing indirectly through the Backdoor Roth IRA [00:28:58] Investing nuances to be mindful of [00:39:03] Fun money: Brittne is booking flights and Lisha is stuffing her face with Girl Sco...
2024-04-03
43 min
Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Brittne Halford's Blueprint for Joyful Finance
The essence of Dr. Brittne Halford’s narrative lies in her inspiring transition from a childhood enveloped in the challenges of Flint, Michigan, to her eminent roles across the medical and entrepreneurial landscapes in Boston. In her dialogue with Dr. Disha, Dr. Halford unveils the profound impact her roots have had on her approach towards life, finances, and opportunities. Her ventures, including the pioneering Wealth Minded MD podcast and an innovative hair accessories brand, embody her commitment to solving complex problems and empowering women financially. Brittne’s journey is a compelling testament to the tr...
2024-03-29
50 min
Wealth Minded MD
Why your tax bill is so high
Ever found yourself wondering why your tax bill resembles a mountain more than a molehill? Well, buckle up, because today's episode is like a friendly intervention, but for your wallet. If you will, picture this: Dr. Brittne, me, battling the snowless snow days of Boston with my kids in tow, teaching us all a thing or two about resilience and pre-planning. Meanwhile, Dr. Lisha, a globetrotter with a penchant for procrastination, shares her travel woes and how delaying flight bookings turned her points-rich to cash-poor overnight. As we explore the deep-end of t...
2024-03-27
55 min
Wealth Minded MD
Student loans made simple
If you've ever felt like student loans are this big, scary monster under your bed, you're not alone. I've been there, and so have tons of others. But here's what’s up: I've learned a thing or two about taming that monster, and I've had some real talk about it with my co-host, Dr. Lisha Taylor, in this week’s episode. Let me break it down for you, bestie to bestie. First off, knowing exactly how much you owe can feel like stepping on a scale after a holiday weekend—scary but necessary. And understanding the types of loa...
2024-03-20
46 min
Wealth Minded MD
Your financial to-do list
🎉This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets. Welcome back to our cozy corner of the internet where learning about money and financial planning feels like hanging out with your best friends. If you're ready to jazz up your journey to financial freedom in 2024, you've stumbled upon the treasure map. Dr. Lisha Taylor and, yours truly, are here to share our secrets! Whether it's my mix-up with my kids' birth stories or Lisha's tax-time confessions, our stories resonate with the highs and lows of navigating money matters as mo...
2024-03-13
55 min
Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Ep42: How Dr. Lisha Taylor Advocates for Physicians' Financial Security
This episode features Dr. Lisha Taylor, who discusses her role as a primary care sports medicine physician and a wealth and wellness coach. She details her background, her education in public policy and economics, and her initial foray into institutional finance before choosing a career in medicine. Dr. Taylor highlights the importance of personal finance for physicians, her experience with student debt, and her strategies for financial independence. She emphasizes the need for physicians to be financially literate and aware of potential pitfalls in personal finance, advocating for a proactive approach to wealth building. More on Dr. L...
2024-03-08
38 min
Wealth Minded MD
Money mistakes we made
🙌 This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets. Wow, did we get into it this time around! We talked all about our money mistakes from last year, and let me tell you, it was quite the ride. From my adventures in South Africa with the fam to Brittne’s ongoing saga with her insurance, we didn't hold back. It's funny how these things happen, right? You think you're doing all right, and then bam, life throws a curveball. Brittne shared this story about her car insurance that's been...
2024-03-06
43 min
Wealth Minded MD
Your NEW money best friends!
👋 This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets. Hey there! Welcome to the very first episode of Wealth Minded MD with your hosts, Dr. Lisha Taylor and yours truly, Dr. Brittne Halford. We're diving headfirst into our lives, filled with diaper changes, hospital shifts, and, yes, our quests for financial savvy. It's a bit like juggling with one hand tied behind our backs, but hey, who said adulting was easy? Today, we're peeling back the curtain on what it's like to run a household while navigating the wild world of...
2024-02-28
32 min
Wealth Minded MD
New podcast starts in 3, 2, 1 ... 🎉
Dive into the world of finance with a twist on 'Wealth Minded MD,' where we, Dr. Lisha Taylor and Dr. Brittne Halford, your newfound money best friends, guide you through the maze of personal finance with wit, wisdom, and a sprinkle of humor. This podcast goes beyond the basics, offering a lively mix of financial insights, real-life money stories, and practical wealth-building tips designed to empower you, the listener. Whether you're a medical professional like us, juggling student loans, or someone simply striving for financial freedom, we hope to make finance relatable and achievable. Thanks for...
2024-02-17
10 min
Succeed in Medicine
The Physician's Guide to Doctoring 5-Year Anniversary Special
This episode is sponsored by Charm Economics. Welcome to a very special episode of The Physician's Guide to Doctoring! We're celebrating five incredible years of conversations that have empowered, educated, and uplifted our medical community. In this anniversary special, we're revisiting five of the most popular shows from the past five years, bringing you a diverse range of topics, insights, and expertise. Join us as we journey through the worlds of medicine, finance, wellness, and more. Show 1: Doctor, Make Your Money Move with Altelisha Taylor, MD, MPH (Originally Aired 6/14/22) Dr. Altelisha “Lisha” Taylor, a fam...
2023-08-10
3h 12
The Physician Philosopher Podcast
#93. The Benefits of a Roth IRA for Doctors
Everyone has heard of a backdoor Roth IRA, but what’s the big deal with Roth IRA’s anyway? Today, Dr. Lisha Taylor and I are going to be talking about Roth IRA money for physicians. This is an important topic because doctors often need to use any tax-advantaged space they can get their hands on since we normally have a high savings rate. So join us today to learn what a Roth IRA is and why you should seriously consider one as a physician. Also check out this Step by Step Guide to a Backdoor Roth IRA a...
2022-08-22
26 min
Succeed in Medicine
Doctor, Make Your Money Move with Altelisha Taylor, MD, MPH
Dr. Altelisha “Lisha” Taylor is a family medicine resident, professional speaker, doctor-preneur, and money coach who promotes physician wellness through financial literacy. She is the founder of CareerMoneyMoves.com and creator of the Facebook Group Financial Grand Rounds, two platforms that help busy young professionals, especially doctors, put systems in place to build wealth. We first discussed something unrelated to personal finance and it was how someone who went to a super competitive undergrad like Duke, chose the not so competitive specialty of family medicine, and ultimately it came down how one defines success, and why its impor...
2022-06-14
36 min
The Physician Philosopher Podcast
#77. Slaying Medical Student Loans With Dr. Lisha Taylor
Up to 80% of physicians have student loans, and it seems like the same percentage of physicians make very large mistakes when it comes to properly managing their student loans. In today’s episode of The Physician Philosopher podcast I am joined by Dr. Lisha Taylor - a family medicine physician, student loan slayer, and Do-It-Yourself personal finance guru, and we are diving into ways you can avoid accumulating five or six -figure student loans. MDFU is opening up soon! So, if you want to make sure that you are one of the founding members of MDF...
2022-05-02
28 min
Rebel Physician
Dr. Altelisha Taylor
Dr. Altelisha “Lisha” Taylor is a family medicine physician who has a passion for promoting physician wellness through financial literacy. She is the founder of CareerMoneyMoves.com and creator of the Facebook Group Financial Grand Rounds, two platforms that help busy young professionals, especially doctors, put systems in place to build wealth and live the life of their dreams. Dr. Lisha Taylor got her bachelors from Duke University, MD from the University of Florida, and did her residency at Emory University. She worked as an exclusive content writer for Doximity (the LinkedIn for Doctors), has spoken to numerous physician grou...
2022-03-21
23 min
Missouri Health Talks
“We both have a chronic illness called fibromyalgia. Basically that just means we're in pain – 25/8.”
Lisha Taylor and Leah Freeman are a mother and daughter duo who spoke with the Missouri on Mic team at the Daniel Boone Regional Library in February.They spoke about a health challenge they both share – fibromyalgia, and about a few of the ways this chronic disease impacts their daily life.
2022-03-18
03 min
Stocks4Docs
Interview with Dr. Taylor
In this episode, I chat with Altelisha "Lisha" Taylor, M.D., M.P.H., the Founder of Career Money Moves on how to get started investing, the benefits of index investing, and some examples of a sample portfolio. We also discuss how to handle the dilemma of "pay down debt vs invest".
2022-03-16
32 min
Arete Coach: The Art & Science of Executive Coaching
Arete Coach Podcast 1046 Severin Sorensen "Revisiting Powerful Questioning"
This is episode 1046 of the Arete Coach Podcast with host Severin Sorensen, and in this episode, we revisit powerful questioning, a topic we first reviewed in episode 1021. Have you ever wondered, what makes a question powerful? The power of the question is the response it awakens. In this episode, we review defining characteristics of essential questions that can be used to seed great questions. We explore dozens of powerful questions that can be used in executive coaching settings. We also review powerful questions used as tools by outstanding executive coaches previously interviewed in the Arete Coach Podcast...
2021-11-01
59 min
No, For Real The Podcast
To Give or Not to Give? (EP. 4)
We’ve all worked hard to achieve what we currently have. However, sometimes it’s hard for us to let go of what was never ours in the first place. You guessed it, we’re talking about money. As Christians, we are reminded and we owe everything to Him. In today’s episode, we discuss tithing, offering and our personal journey with tipping. We know how easy it is to be stingy with money and we wanted to share with you how we’re overcoming this. We hope we’re not alone in this because we felt ashamed recording th...
2020-09-25
19 min
No, For Real The Podcast
Quality Over Quantity (EP. 3)
On today’s more mellowed episode, we give you a glimpse into the life of two introverts. Growing up we both experienced ups and downs within friendships. To those experiencing the same thing we wanted to let you know that it’s okay to not have many friends. In fact, quality relationships are more important than the number of friends you have. We talk about outgrowing friends, friends with substance and being selective with who you give your energy to. If you ever need a listening ear, our DMs are always open. Black Live...
2020-09-11
36 min
No, For Real The Podcast
The Bar is on the Floor (EP. 2)
Are you tired of getting your time wasted? Are tired of going with the flow? Do you want to date with purpose? Have you asked yourself what you’re doing wrong? It appears that in today’s world we accept the bare minimum and date aimlessly. The “talking” stage has become longer, effort is no longer required, and the “what are we” question is constantly avoided. In this episode, we discuss the importance of self love and raising the bar collectively. For those searching for a quality partner, we’re here to help you out! Black Lives Matter: Petitions You Can Sign & Ways...
2020-08-28
30 min
No, For Real The Podcast
You Might As Well Hear It Now... Ft. Nia Lyric Symone (EP. 1)
Although we had some technical difficulties recording this first episode, similarly, our first year at university didn’t go as expected either. Today’s episode features entrepreneur, and our friend, Nia Lyric Symone as we reminisce on our experience leading into and during university. We talk about anxiety, depression, trouble making friends but also overcoming these trials through self-care, time management, and strong support systems. Black Lives Matter: Petitions You Can Sign & Ways You Can Help https://blacklivesmatters.carrd.co/ Breonna Taylor- https://www.thepetitionsite.com/152/670/429/justice-for-breonna-taylor-another-innocent-black-woman-murdered-by-police-in-her-own-home/ BLM Petitions- https://www.care2.com/ No, For Real: IG: @nfrthepodcast Twitter: @nfrthepodcast Cont...
2020-08-10
29 min
DTC Radio
When You KnoW, You KnoW* by Krysta Gonzales
Flor and Stephen are on a drive that will take them through the last two years of their relationship together. The ups, the downs, the in betweens, the loving exchanges, and the hurtful arguments. How do you make a change? You can listen to your head, your heart, or both; but when you know, you know. Written by Krysta Gonzales. Directed by Daren Taylor. Starring Chiara Maya, Josef Maxwell, and Krysta Gonzales. Sound engineering by Curtis Fritsh. Sound design by Lisha Brown. Sound editing by Tyler Grimes. Play development by Jamie Johnson. Artwork by Andrew Singer. Hosted by Pip...
2018-02-15
19 min