Podcast Episodes

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Culture-Driven Success: Building a Team That Wins
Culture-Driven Success: Building a Team That Wins

Season 1 Episode 66

What’s the best job you’ve ever had—and what made it great? Chances are, it wasn’t about the paycheck, but the culture. In this episode of Wealth Mav…

1 year, 1 month ago

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Net Zero Tax: Real Strategy or Just Hype?
Net Zero Tax: Real Strategy or Just Hype?

Season 1 Episode 65

This week, we're diving into one of our favorite topics: net zero tax liability. Most doctors think it’s impossible—but it’s not. In this episode, we…

1 year, 2 months ago

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The Hidden Costs of Defined Benefit Plans – What Doctors Must Know
The Hidden Costs of Defined Benefit Plans – What Doctors Must Know

Season 1 Episode 64

Are Defined Benefit Plans the right move for doctors? In this episode of Wealth Mavericks, we break down how they work, their tax perks, and the risk…

1 year, 2 months ago

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Are 401(k)s a Trap? Retirement Secrets for High-Income Earners
Are 401(k)s a Trap? Retirement Secrets for High-Income Earners

Season 1 Episode 63

Doctors, are 401(k)s really the best way to save for retirement? In this episode, we break down the real rules behind 401(k)s, IRAs, Roth IRAs, and o…

1 year, 2 months ago

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The Secret to Success? Being Purpose-Built
The Secret to Success? Being Purpose-Built

Season 1 Episode 62

Success isn’t random—it’s purpose-built. In this episode of Wealth Mavericks, we break down why clarity in values leads to better financial and busin…

1 year, 2 months ago

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Get Your Finances in Order: Simple Tips for Doctors
Get Your Finances in Order: Simple Tips for Doctors

Season 1 Episode 61

If financial chaos is holding you back, this episode is for you! We break down simple, practical steps to get organized, reduce stress, and stop leav…

1 year, 2 months ago

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Why the Rich Get Richer (And How You Can Too!)
Why the Rich Get Richer (And How You Can Too!)

Season 1 Episode 60

Why do the rich get richer? 

In this episode of Wealth Mavericks, we break down how the wealthy use the tax code, build productive assets, and make sm…

1 year, 3 months ago

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Risk vs. Reward: How to Assess & Mitigate Investment Risks
Risk vs. Reward: How to Assess & Mitigate Investment Risks

Season 1 Episode 59

Welcome back to Wealth Mavericks, where we help doctors build generational wealth!

How much risk should you take when investing? In this episode, we b…

1 year, 3 months ago

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Navigating Accredited Investments: Mutual Funds vs. Private Placements
Navigating Accredited Investments: Mutual Funds vs. Private Placements

Season 1 Episode 58

In this episode, Bob Wolf and Joe Arioto dive into the world of mutual funds and private placements for accredited investors. They break down the key…

1 year, 3 months ago

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Building Purposeful Wealth: How Terra Firma’s Membership Helps Doctors Achieve Their Goals
Building Purposeful Wealth: How Terra Firma’s Membership Helps Doctors Achieve Their Goals

Season 1 Episode 57

 In this episode of Wealth Mavericks, Erin, Bob, and Joe break down what sets Terra Firma’s membership apart for doctors. We explore how our holistic…

1 year, 3 months ago

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