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Living Trusts Made Simple: Do It Now, Thank Yourself Later
Season 1 Episode 86
Doctors, don’t wait until it’s too late. In this episode, estate attorney Ciara Lister joins us to break down why a living trust matters, the costly …
9 months ago
Health Before Wealth: The Fitness Shift High Earners Need
Season 1 Episode 85
Fitness is often the first thing to fall off for busy doctors—but it’s also the one thing that unlocks energy, longevity, and joy in every other part…
9 months, 2 weeks ago
The Hidden Power of Marginal Tax Planning
Season 1 Episode 84
Most doctors don’t understand the difference between marginal and effective tax rates — and it’s costing them thousands. In this episode, we break do…
9 months, 3 weeks ago
HELOCs: The Wealth Strategy You’re Probably Missing
Season 1 Episode 83
Most doctors are sitting on hundreds of thousands in home equity—and doing nothing with it. In this episode of Wealth Mavericks, Erin and Bob break d…
9 months, 4 weeks ago
From Chaos to Clarity: How Doctors Can Reclaim Their Peace
Season 1 Episode 82
Are you running on fumes? In this episode of Wealth Mavericks, we unpack why so many high-performing doctors are living in chaos—and how to reclaim p…
10 months ago
The Truth About 529 Plans: Smart or Risky for High-Income Parents?
Season 1 Episode 81
Are 529 plans really the smartest way to save for your child's education—or are there better tools for high-income families? In this episode, Erin an…
10 months, 1 week ago
Where Should Doctors Really Keep Their Money?
Season 1 Episode 80
This week on Wealth Mavericks, we break down where doctors should actually keep their money. Bob shares the powerful “3Ds” of tax-efficient wealth—de…
10 months, 2 weeks ago
From Freedom Road Map to Vision Realized: A Conversation with Todd Dathe
Season 1 Episode 79
In this special Wealth Mavericks episode, Erin and Joe sit down with Todd Dathe, whose story is proof that getting clear about what you want—and taki…
10 months, 3 weeks ago
From Overwhelmed to Empowered: A Practice Owner's Path
Season 1 Episode 78
In this episode of Wealth Mavericks, Erin and Joe speak directly to practice owners who feel overwhelmed, alone, and buried by the weight of running …
11 months ago
Redefining Success on Your Terms: A Conversation with Dr. Nate Schneider
Dr. Nate Schneider went from chiropractor to anesthesiologist—and now he’s building serious wealth as a Terra Firma member. In this episode, Nate sha…
11 months, 1 week ago