STEP INTO THE FINANCE WORLD WITH A TWIST ON

WEALTH Minded MD

—where Dr. Brittne Halford and Dr. Lisha Taylor, your newfound money friends, guide you through the personal finance maze with wit, wisdom, and a sprinkle of humor.

LISTEN NOW
STEP INTO THE FINANCE WORLD WITH A TWIST ON

WEALTH Minded MD

—where Dr. Britte Halford and Dr. Lisha Taylor, your newfound money BFFs, guide you through the personal finance maze with wit, wisdom, and a sprinkle of humor.

LISTEN NOW
LISTEN TO THE LATEST EPISODE

Setting yourself up to be a millionaire

 

Unlock the secrets to wealth-building through smart investments and secure your future with a millionaire mindset. In this episode, explore why the stock market, especially via index funds and employer-sponsored retirement accounts, is an ideal starting point. Discover how to maximize contributions, understand tax benefits, and set up investments correctly. Tune in for actionable steps to set yourself up for financial independence!

RECENT  EPISODES

EP. 20 | July 10, 2024

Setting yourself up to be a millionaire

Unlock the secrets to wealth-building through smart investments and secure your future with a millionaire mindset. In this episode, explore why the stock market, especially via index funds and employer-sponsored retirement accounts, is an ideal starting point. Discover how to maximize contributions, understand tax benefits, and set up investments correctly. Tune in for actionable steps to set yourself up for financial independence!

LISTEN TO EPISODE
EP. 19 | July 3, 2024

Managing Money with Your Partner

Discussing money in relationships can seem crass, but it doesn't have to be. In this episode, dive into essential strategies on starting financial conversations, defining contributions, seeking fairness and equity in money decisions, and different approaches to dividing money with your partner. Tune in for insightful conversations on building wealth, financial confidence, and the importance of transparent money discussions!

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EP. 18 | June 26, 2024

Managing Big Expenses

Discover expert strategies for mastering your budget and tackling big expenses without the financial stress! In this episode, we delve into savvy tactics for managing major costs such as weddings, family vacations, and travels. Tune in for practical advice on budget estimation, smart saving methods, effective cost-cutting strategies, and the art of setting firm financial boundaries. Gain the confidence to navigate substantial expenses like a pro!

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EP. 17 | June 19, 2024

Credit Card Secrets with the Points & Miles Guru

Unlock the secrets to turning your expenses into valuable travel assets using credit card points! Joining us is Dr. Devon Gimbel, to share wealthy insights on optimizing credit card points. Learn the importance of starting with mid-tier cards, along with best practices for maintaining a healthy credit card portfolio, leveraging referral bonuses, and redeeming points. Tune in for expert advice and practical tips to make the most of your spending!

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EP. 16 | June 12, 2024

Mastering career transitions

Tune in as we navigate the intricacies of job transitions and make your next career move a success! From securing essential insurance policies to handling student loans, managing the moving logistics, and other necessary costs, this episode is your comprehensive roadmap. Don't miss our discussion on COBRA vs. marketplace health insurance — a common dilemma during transitions. Set yourself up for success in your career transition journey!

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EP. 15 | June 5, 2024

Is buying a home the key to building wealth?

Transform homeownership from a financial burden into a powerful wealth-building tool. Join us as we explore the economic factors that determine whether you're ready to buy a home. From securing an affordable mortgage and analyzing market trends to understanding interest rates and maintaining your home's value, learn how to make your home not just a place to live, but a strategic investment to enhance your family's wealth. Get ready to make confident, wealth-building housing decisions tailored to your life!

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EP. 14 | May 29, 2024

Is it better to buy or rent?

Deciding whether to buy or to rent can be complicated, but with a tailored approach, it becomes much smoother. Explore the personal factors to consider for your next housing move—from assessing life stability, managing debt, to readiness to settle, this episode provides valuable insights to make your decision-making process a breeze. Get ready to uncover where you fit on the spectrum of renting versus buying. After all, it's definitely not a one-size-fits-all decision!

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EP. 13 | May 22, 2024

Vacation Hacks and Travel Tips

Discover how to unlock luxury travel experiences on a budget. In this episode, join as we delve into the world of vacation hacks, explore the power of credit card points, and insightful tips to elevate your travel adventures without breaking the bank. Here's to crafting a life of wealth minded decisions and luxury travel, all within reach!

LISTEN TO EPISODE
EP. 12 | May 15, 2024

Travel More, Travel Better, Travel Often

Maximizing travel is within reach with savvy credit card strategies! In this episode, discover how leveraging credit card points can unlock premium flights and luxurious hotel stays. Tune in as we explore the power of transferable points and practical tips for enhancing your travel experiences!

Joining us is Dr. Devon Gimbel, the credit card points and travel guru in the physician world.

LISTEN TO EPISODE
EP. 11 | May 8, 2024

The blueprint you need to get ahead with your money

Your journey to financial freedom starts now! In this episode, we delve into powerful debt management strategies designed to help you navigate challenges with resilience and regain control over your financial future. Discover how to confront your debt head-on and gain the blueprint for managing your money successfully without the burden of guilt, shame, or sacrifice.

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EP. 10 | May 1, 2024

401K Dilemmas and what to do when you change jobs

Unlock the secrets of managing 401Ks! In this episode, learn how to handle your 401K during job transitions and uncover expert tips to navigate the nuances of personal finance decision-making. If you're wondering what to do with your account, tune in to discover practical strategies to optimize your retirement savings and craft a prosperous financial future!

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EP. 9 | Apr. 24, 2024

Secrets from a CPA that can save you five figures (or more) each year

Managing your taxes doesn't have to be a grim affair. It really can be as exhilarating as finding a twenty-dollar bill in your old scrub pocket. In this episode, Dr. Lisha Taylor and I take listeners on a jovial jaunt through the forest of filing, where deductions grow on trees and tax codes are more tangled than their grandma’s yarn basket.

To help, joining us is Alexis Gallati, a tax sage from Cerebral Tax Advisors. She’s fabulous!

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EP. 8 | Apr. 17, 2024

The debt miracle you've been looking for

Debt pay-off can feel daunting, but with the right strategies, it becomes manageable! In this episode, discover the Income-Driven Repayment (IDR) waiver, a game-changing solution for student loan borrowers. Learn how to leverage this waiver for financial advantage and potentially have your student loans forgiven!

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EP. 7 | Apr. 10, 2024

Savvy ways to keep more of your hard-earned money

Elevate your financial game and retain more of your hard-earned money with savvy financial choices! In this episode, we explore strategies for lowering taxes, overcoming financial hurdles, and maximizing job income, drawing from our own wealth-building journeys. Tune in now and unlock the keys to optimizing your finances!

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EP. 6 | Apr. 3, 2024

One investment account you should consider

Investing can be easy with the right approach!  Each account in your investment portfolio serves a different purpose. In this episode, we discuss the ROTH IRA and how it will serve you and your money today and in the future!

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EP. 5 | Mar. 27, 2024

Why your tax bill is so high

Ever found yourself wondering why your tax bill resembles a mountain more than a molehill? Don't fret; Dr. Lisha Taylor and Dr. Brittne Halford are here to arm you with strategies to legally lower that tax bill without resorting to drastic life changes (like suddenly acquiring a spouse or a brood of children just for the tax breaks).

 

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EP. 4 | Mar. 20, 2024

Student loans made simple

If you've ever felt like student loans are this big, scary monster under your bed, you're not alone. I've been there, and so have tons of others. But here's what’s up: I've learned a thing or two about taming that monster, and I've had some real talk about it with my co-host, Dr. Lisha Taylor, in this week’s episode. Let me break it down for you, bestie to bestie.

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EP. 3 | Mar. 13, 2024

Your Financial To-Do List 

If you're ready to jazz up your journey to financial freedom in 2024, you've stumbled upon the treasure map. Dr. Lisha Taylor and Dr. Brittne Halford are here to share our secrets!

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EP. 2 | Mar. 6, 2024

Money mistakes we made

Wow, did we get into it this time around! We talked all about our money mistakes from last year, and let me tell you, it was quite the ride. From my adventures in South Africa with the fam to Brittne’s ongoing saga with her insurance, we didn't hold back. It's funny how these things happen, right?

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EP. 1 | Feb. 28, 2024

Your NEW money best friends!

Hey there! Welcome to the very first episode of Wealth Minded MD with your hosts, Dr. Lisha Taylor and yours truly, Dr. Brittne Halford. We're diving headfirst into our lives, filled with diaper changes, hospital shifts, and, yes, our quests for financial savvy.

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PILOT EPISODE | FEB. 17, 2024

New podcast starts in 3, 2, 1 ... 🎉

Dive into the world of finance with a twist on 'Wealth Minded MD,' where we, Dr. Lisha Taylor and Dr. Brittne Halford, your newfound money best friends, guide you through the maze of personal finance with wit, wisdom, and a sprinkle of humor.

LISTEN TO EPISODE
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... for personal details about us. Subscribe now for your weekly dose of financial fun and friendship. Find us at WealthMindedMD.com.

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Got Money Questions

It's time to kick uncertainty to the curb and get thoughtful advice about your situation. Tune in for:

 
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Beyond the basics, this podcast serves up a lively mix of financial insights, real-life money stories, and practical wealth-building tips, making finance relatable and achievable. Whether you're a medical pro juggling student loans or someone craving financial freedom, we've got your back.

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MEET YOUR HOSTS

Doctors Lisha Taylor & Brittne Halford

We are two board-certified physicians who spend our days saving lives and healing patients, but we also LOVE helping people with money. And that includes you! We realize that investing can be daunting, debt can feel overwhelming, and personal finance can be...personal. So, we are here to help!

 

We know what it's like to have six figures (or multiple six figures) of student loan debt. We know what it's like to start investing from scratch and wonder how to open the account, let alone invest the money inside. We also know what it's like to make more than average and still feel trapped, like there is never enough. Or to make a huge money mistake that sets you back a few thousand dollars (or much more).

 

Trust us.

 

If anyone gets it, WE DO. But we also know what it feels like to pay off that debt, invest money, and start to build wealth. We know what it feels like to make it on the other side and start to create the lives we desire. And we want to help you do that as well.

 

Think of us as your money best friends--here to spill the tea on our lives and finances so that you can learn from our lived and learned experiences. We're here to share the hacks and help you dance your way to financial freedom. Because let's face it, life is way more exciting when your bank account is doing the tango with prosperity.

MORE ABOUT US

MEET YOUR HOSTS

Doctors Lisha Taylor & Brittne Halford

We are two board-certified physicians who spend our days saving lives and healing patients, but we also LOVE helping people with money. And that includes you! We realize that investing can be daunting, debt can feel overwhelming, and personal finance can be...personal. So, we are here to help!

 

We know what it's like to have six figures (or multiple six figures) of student loan debt. We know what it's like to start investing from scratch and wonder how to open the account, let alone invest the money inside. We also know what it's like to make more than average and still feel trapped, like there is never enough. Or to make a huge money mistake that sets you back a few thousand dollars (or much more).

 

Trust us.

 

If anyone gets it, WE DO. But we also know what it feels like to pay off that debt, invest money, and start to build wealth. We know what it feels like to make it on the other side and start to create the lives we desire. And we want to help you do that as well.

 

Think of us as your money best friends--here to spill the tea on our lives and finances so that you can learn from our lived and learned experiences. We're here to share the hacks and help you dance your way to financial freedom. Because let's face it, life is way more exciting when your bank account is doing the tango with prosperity.

 

MORE ABOUT US
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