All Episodes
Episodes
Is Your Disability Insurance Policy Right For You?
Having the right disability insurance coverage is essential to protecting your income and financial security if you are ever unable to work. In this episode, we break down what disability insurance is, why buying...
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Credit card redemption strategies & travel hacking for a family of 4
Luxury family travel doesn’t have to come with a luxury price tag. In this episode, we sit down with Dr. Nneoma Oparaji, a board-certified internist and lifestyle medicine physician who shares how she’s been able to...
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Buy Back Your Time: How High-Income Women Reclaim Their Schedules & Increase Joy
Feeling overworked and short on time is more common than ever. In this episode, we explore “buying back your time” by being intentional with your schedule and using money, systems, and support to create more freedom....
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Navigating entrepreneurship, Money, and Life as a Locums Doc
Thinking about leaving your current job to start your own business, do consulting, or explore locums work can feel overwhelming, but it might be the move that changes everything. As we speak to a doc who shares her...
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Common Investing Mistakes - Part 2
Last week, we covered some of the most common investing mistakes professionals make. In this episode, we continue with Part 2 and go deeper into the habits and decisions that can quietly hold your portfolio back,...
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Common Investing Mistakes - Part 1
Investing wisely is one of the fastest ways to build wealth over time, but many people stumble along the way. In this episode, we explore common investing mistakes and how to avoid them, showing why the biggest...
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Using AI Tools, Leveraging Assets, & Debt Pay Off Strategies
Debt plays a major role in shaping your financial freedom, career choices, and long-term wealth. In this episode, we break down the different types of debt and share debt payoff strategies to help you pay off debt...
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From Points to Plane Tickets: Lessons Learned from Credit Card Travel Redemptions
Traveling more while spending less is possible when you know how to use credit card points and flight miles strategically. In this episode, we share lessons from our 2025 travels and practical tips for making the most...
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From Employed to Empowered: Building Wealth & Freedom Through DPC
Feeling burned out from trading your time and energy for a paycheck can push you to rethink what success really looks like. In this episode, we’re joined by our favorite savvy physician, Dr. Disha Spath, to talk about...
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Everything to know about Roth IRAs, Roth 401Ks, & the Mega Backdoor Roth and when to consider each one
Between the Roth IRA, Roth 401(k), and Mega Backdoor Roth, things can get a little confusing. In this episode, we break down the different types of Roth accounts and who should consider each one. From residents...
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From Refunds to Results: Smarter Tax Planning for High Earners
Taxes can feel overwhelming, especially when you’re not sure if you’re optimizing your strategy. In this episode, we discuss how to reframe your mindset around taxes, the importance of tax efficiency over trying to...
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Tax Strategies for High-Income Professionals
Many high-income professionals aren’t aware of the tax strategies available to them to reduce their tax bills. In Part 2 of our episode with Ben Martinek of Bona Fide Finance, we discuss tax strategies and financial...
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