Podcast Episodes
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From Scarcity to Abundance: Shaping Your Money Mindset as a Doctor
Season 1 Episode 46
As a doctor, you start your career in a unique financial position—often with significant debt and compressed earning years. This can lead to a rush o…
1 year, 6 months ago
Crypto and Your Taxes: What You Need to Know
Season 1 Episode 45
In this episode, we unravel the often-overlooked tax implications of buying, selling, and holding cryptocurrency. While crypto has become a trendy an…
1 year, 6 months ago
Facing Financial Fears: The Truth About Tax Savings and the IRS
Season 1 Episode 44
In this episode, we dive into the powerful role fear plays in our financial decisions - especially around taxes. Many prospective members come to us …
1 year, 6 months ago
Cutting Through the Noise: How to Know Where to Invest Your Money
Season 1 Episode 43
In a world full of investment options - real estate, stocks, business ventures, etc. - it’s easy to get lost in the noise and wonder where to invest …
1 year, 7 months ago
Future Focused: Helping Doctors Create a Roadmap for Success
Season 1 Episode 42
In this episode, we discuss the importance of “beginning with the end in mind” when it comes to your career or practice as a doctor.
Having a clear …
1 year, 7 months ago
Stop Procrastinating: How a Year-Round Tax Strategy Saves You Stress
Season 1 Episode 41
Tax planning isn’t a once-a-year task—it’s a year-round, strategic process that goes far beyond just filing with a CPA. Many business owners and high…
1 year, 7 months ago
Cash Flow Recovery: The First Step Toward Lowering Your Taxes
Season 1 Episode 40
In this episode, we dive into the first step of our process, which we call our Cash Flow Recovery conversation. This powerful tool, developed by Terr…
1 year, 7 months ago
Indecision is a Decision: The Hidden Costs of Waiting
Season 1 Episode 39
🔥 Tune in today for practical tips on how fast decisions can create big wins.
We all settle for things that frustrate us - often without realizing it…
1 year, 8 months ago
Reducing Audit Risk: Tax Planning Tips For Doctors
Season 1 Episode 38
It’s a question we get often: If I start paying less in taxes, won’t I get audited?
It’s a natural fear, but it’s one that’s often unfounded, especial…
1 year, 8 months ago
Defined Benefit Plans for Doctors: How to Know If One Is Right For You
Season 1 Episode 37
In this episode we look at the pros and cons of a Defined Benefit Plan for doctors.
This strategy comes up a lot as a way to save on taxes, but wheth…
1 year, 8 months ago