All Episodes
Episodes
Mental Wealth and Why You Need to Build It In Your Life
Even if you earn a decent income, you may still feel unfulfilled at times. In this episode, we explore the concept of mental wealth and how building it can lead to a more satisfying life through three key pillars:...
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The Importance of Social Wealth and Why It's the Key to Life Satisfaction
They say money doesn't buy happiness, but there is a type of wealth that can. In this episode, we dive deep into the concept of "social wealth": what it is, why it matters, and how it can be the true key to life...
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Time Wealth as a Major Key to Happiness
 Many people have a goal to increase their net worth, but there are other forms of wealth that can be even more valuable than money. In this episode, we discuss the concept of Time Wealth and its critical role in...
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What Is Asset Allocation and Why It’s the Key to Building Wealth
Asset allocation is a key building block of any successful investment strategy. In this episode, we’ll walk you through how to determine the best allocation for your situation. We’ll cover strategies for diversifying...
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What are the Different Types of Bonds and Should You Buy Them?
Bonds can be tricky to figure out, especially when you’re not sure how they work or if you even need them in your portfolio. In this episode, we clear up the confusion by breaking down the main types of bonds, from...
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The Power of an Abundance Mindset for Yourself and Your Kids
Your money mindset shapes your ability to build lasting wealth for yourself and your family. In this episode, we chat with Dr. Darla Bishop on her abundance mindset and how she is transforming the legacy of wealth for...
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Should You Go Solar Before the One Big Beautiful Bill Act Kills the Credit? Here’s What You Need to Know in 2025
The Solar Tax Credit is expiring soon, and 2025 may be your last big chance to take advantage of it. In this episode, we unpack what homeowners considering solar need to know before the deadline hits. From upfront...
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How to Handle Your Student Loans With All the Current Changes
Student loans are entering a brand new era as Trump signs the One Big Beautiful Bill into law. In this episode, we break down what the latest changes could mean for you and how to navigate them with confidence. From...
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Traveling to Japan and using credit card points for vacations
Luxury travel doesn’t have to mean luxury prices. In this episode, we break down exactly how to enjoy high-end experiences while staying on budget, as Lisha shares her recent trip to Japan. We talk through practical...
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The Big 3 Financial Considerations in your 30s
Big life changes in your 30s can come with even bigger price tags. In this episode, we unpack the three financial considerations for young professionals: kids, housing, and large upcoming expenses like weddings and...
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Should you Buy a Short-Term Rental Property?
Short-term rentals can be a great way to build wealth, especially for high-income earners like physicians. But before you jump in, there are a few things you need to know. In this episode, we talk through what it...
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Important Things to Know about the New Trump Tax Bill
The new Trump tax bill could bring major changes for high-income earners, especially physicians. In this episode, we break down what’s in the bill and how it might affect your finances. We cover key proposals,...
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