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Managing High Income: Avoiding the Most Common Mistakes Doctors Make
Managing High Income: Avoiding the Most Common Mistakes Doctors Make

Season 1 Episode 26

Today Erin and Bob discuss the tax problem that is created when a doctor (or any high W2 earner) gets their first high income job. Today we share mis…

1 year, 11 months ago

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Calm in The Clinic: Peaceful Living For Doctors
Calm in The Clinic: Peaceful Living For Doctors

Season 1 Episode 25

Today, Bob, Erin, and Joe all go through and define how they produce peace and contentment in their life when everything seems chaotic. Having hobbie…

1 year, 11 months ago

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The Truth About "Dumb Doctor Deals" and How to Protect Yourself
The Truth About "Dumb Doctor Deals" and How to Protect Yourself

Season 1 Episode 24

Today we are discussing “dumb doctor deals”. Not just what they are but how to avoid the common pitfalls that most doctors tend to fall into. No, we …

1 year, 11 months ago

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Healing the Healers: Tackling Doctor Burnout and Transforming Medical Practice Culture
Healing the Healers: Tackling Doctor Burnout and Transforming Medical Practice Culture

Season 1 Episode 23

Hey Doc. Start here if you want to improve your company culture, leadership ability, and avoid burnout. 

Today’s episode is about doctor burnout, prac…

1 year, 11 months ago

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Why Doctors Need Collapsed-Time Frame Strategies to Build Wealth
Why Doctors Need Collapsed-Time Frame Strategies to Build Wealth

Season 1 Episode 22

One of the single greatest contributors to frustrations for doctors building wealth is what we call compressed earning years. There is a period in ev…

1 year, 11 months ago

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Specialty Matters: Why You Need a Family Office Approach
Specialty Matters: Why You Need a Family Office Approach

Season 1 Episode 21

In today’s episode, we take a deeper dive on the conversation we had last week regarding your financial team. You don’t bring someone with a heart co…

2 years ago

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Hitting the plateau: Why Most Doctors Have Outgrown Their Financial Team
Hitting the plateau: Why Most Doctors Have Outgrown Their Financial Team

Season 1 Episode 20

Most doctors (and successful business owners) have outgrown their current financial team. You assemble your financial team over the years but it ends…

2 years ago

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Avoid the pain of overreliance in your business
Avoid the pain of overreliance in your business

Season 1 Episode 19

Don’t let one loss sink your ship

 One of the eight factors that impact the value of your company is something we refer to as “The Switzerland Structu…

2 years ago

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The Stages Of An Asset pt 2
The Stages Of An Asset pt 2

Season 1 Episode 18

Last episode we gave a background of Bob’s experience working with clients and discovering the stages of an asset early in his financial career. We a…

2 years ago

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The Stages Of An Asset
The Stages Of An Asset

Season 1 Episode 17

Today is our first episode where Erin Nevicosi joins the Wealth Mavericks. Erin shares her past work experience and why she joined Terra Firma. She i…

2 years, 1 month ago

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