Podcast Episodes
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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
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
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
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
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
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
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
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
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
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