Wealth Minded MD Podcast Por Drs. Lisha Taylor and Brittne Halford arte de portada

Wealth Minded MD

Wealth Minded MD

De: Drs. Lisha Taylor and Brittne Halford
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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. Economía Educación Finanzas Personales
Episodios
  • How to make more money at your job & master negotiation
    May 21 2025

    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-life balance, this episode is full of practical tips and real inspiration. Tune in and learn how to negotiate for what you deserve.

    [00:01:45] Key Insights on Physician Contracts and Negotiation
    [00:03:41] How to Create Your Ideal Job
    [00:06:29] Negotiate Like a Boss Accelerator
    [00:09:49] Client Success Story: Dr. Kayla Marshall Negotiates a $15K Salary Increase
    [00:15:42] Why Investing in Yourself Pays Off

    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!

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    35 m
  • Dos and Don'ts of Hiring your Child
    May 14 2025

    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 don’ts of hiring your children effectively and responsibly.

    [00:10:03] How To Hire Your Children For Your Business
    [00:24:21] Understanding IRS Guidelines for Hiring Your Child
    [00:24:47] Payment Strategies And Task Allocation For Child Employees
    [00:25:15] Tax Benefits, Hiring Rules and Compliance for Employing Children
    [00:28:46] Business Structures and Tax Implications of Hiring Your Child
    [00:33:53] Maximizing Financial Benefits Of Employing Your Child
    [00:38:46] Dos and Don'ts of Hiring Your Child

    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!

    Más Menos
    46 m
  • What to do when your financial advisor makes a mistake?
    May 7 2025

    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.

    [00:07:57] Understanding Cash Balance Plans
    [00:20:24] Tips for Working with a Financial Advisor to Reach Your Financial Goals
    [00:23:06] Choosing the Right Financial Advisor: Fee-Only vs. Fee-Based
    [00:24:39] Key Questions to Ask Your Financial Advisor Before You Hire Them
    [00:27:28] How to Understand Investment Performance and Compare It to the Market
    [00:29:07] Why Regular Financial Check-Ins Are Essential for Long-Term Success

    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!

    Más Menos
    42 m
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