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23 minutes | Feb 9, 2015
WA 026: Till Money Do Us Part
We've all heard that money is the number one cause of divorce. Whether it's true or not, we know that money can drive a wedge between us and our spouse.But it doesn't have to be that way. Here are three strategies that you can use to keep your money and marriage in harmony.
27 minutes | Feb 2, 2015
WA 025: New Year’s Resolutions: Necessary Evil or Genius Wealth Building Strategy
If you've ever set financial new year's resolutions and failed, this is the episode for you. I explain 5 strategies that you can use to accomplish your goals for 2015. We'll walk through planning meetings, consistency strategies, accountability partners, and so much more on the Wealth Anatomy Podcast, episode 25.
44 minutes | Jan 26, 2015
WA 024: Becoming a Conscious Millionaire with JV Crum III
In episode 24, I talk with JV Crum III, founder of Conscious Millionaire on a much higher level than most of the episodes to date. Rather than delve into the minute details of the wealth-building process, JV and I explore if you’re on the right path and how you can build more wealth by becoming more conscious and deliberate about what your life should look like. You won’t want to miss a minute!
29 minutes | Jan 20, 2015
WA023: 5 Stock Market Predictions for 2015
I get a lot of questions each and every day about what the stock market is going to do. So, in Episode 23, we'll talk about my 5 stock market predictions for this year (and believe me, they're not what you think, but I am probably going to be one of the few who get it right) and we'll answer the question, "Should I contribute to a Traditional or Roth IRA?" in the Question of the Week Segment. I'll give you two questions that you can ask yourself to determine the answer to that and more in Wealth Anatomy Episode 23.
44 minutes | Dec 8, 2014
WA022: Estate Planning Tools and Strategies with Brian Shelley
Every doctor needs to do their estate planning to some degree. In this episode, I talk with Attorney Brian Shelley about the estate planning tools and strategies that you can use to avoid probate, reduce estate tax liabilities, and maintain control of your wealth from beyond the grave. Brian Shelley is an attorney with QuassShelley specializing in estate law and personal injury. You'll learn what you can do to avoid probate and what tools you can use for your estate planning.
40 minutes | Nov 18, 2014
WA 021: How Much Money Does a Doctor Need to Retire with Todd Tresidder
Have you ever wondered how much money you’ll need to retire? In episode 21, we talk with Todd Tresidder about how you can calculate that number. We’ll also discuss why you should reframe the traditional retirement discussion to the financial independence discussion. You'll learn: The simple formula any doctor can use to calculate their retirement income Why you should never plan for a set percentage of your income in retirement (60%, 70%, etc.) Why you should change your mindset from "retirement planning" to "financial independence planning" Creative life planning solutions to enhance your wealth and life Why your retirement number is simply a benchmark to financial independence How the rule of 300 is integral to your financial success The key statistics and measurements to determine financial success
21 minutes | Nov 10, 2014
WA 020: History and Heroics of the Combat Medic
In honor of Veteran's Day, I honor the Combat Medics that have served in the U.S. Armed Services. I share the history of the combat medic and tell the stories of three heroic service members who risked their lives to serve and save their brothers in arms.
23 minutes | Nov 5, 2014
WA 019: Investing for Doctors, Risky Business
If you're going to invest in the stock market (IRA, Roth IRA, SIMPLE IRA, 401(k)), you have to be aware of what risks you are taking on and how to reduce all types of investment risk in your portfolio. Ultimately, your retirement success depends upon it. In Episode 19, we'll talk about three types of risk, how you or your advisor should be minimizing risk, and how much you can comfortably take on in your investment portfolio.
48 minutes | Oct 1, 2014
WA 018: Roundup of the Very Best Financial Tips with J.D. Roth and Linda P. Jones
Podcasting live from FinCon, J.D. Roth, Linda Jones, and I discuss the number 1 financial tips from 10 of the best personal financial bloggers/podcasters on the planet! This episode is packed with investment, debt, and money tips you won't want to miss.
32 minutes | Sep 25, 2014
WA0 17: The Role of Authentic Leadership in Wealth Building with Kip Kint
Developing strong leadership skills will help create influence and rally those around you to help you build more wealth. Nothing in life can reach it's full potential without enlisting the support of a team. Here's why and how you can do it.
40 minutes | Aug 21, 2014
WA 016: Managing Your Finances in School/Residency with Dr. Ryan Gray
Flexibility, planning, and habits. All things that make a financial plan successful. Whether you’re in school or residency or years into practice, getting a hold of your finances is imperative if you are to have any type of success in your life. This week, Dr. Ryan Gray talks with us about how to manage your money while in school, creating a flexible plan, and how to transition financially into practice.
16 minutes | Jul 31, 2014
WA 015: Invest, Debt, or Split the Rest?
As a doctor, have you ever asked yourself if you should invest or pay off debt first? In this episode, I'll cover three most common options and all the considerations when it comes to answering this important question. The answer could literally save you thousands of dollars. Invest first, pay off debt, or a combination of both?
23 minutes | Jul 16, 2014
WA 014: Owning Your Finances with Dr. Jim Dahle
As a doctor, it's important to bring on the right team of financial advisors. But just as important is taking a strong interest in the success of your own financial future. In Wealth Anatomy Episode 14, we talk with Dr. Jim Dahle from Whitecoat Investor about how to do just that. From the books you read to what to look for in a financial advisor, you'll learn what it takes to be a success.
16 minutes | Jun 27, 2014
WA 013: 5 Questions Every Doctor Should Ask About Life Insurance
If you’ve ever purchased life insurance, you know what a headache it can be. And with so many questions to answer how do you know you’ve done it right. In The Wealth Anatomy Episode 13, we’ll answer 5 of the most commonly asked life insurance questions by doctors. When should I purchase life insurance? How much life insurance should I have? What type of life insurance should I own (term, permanent, whole life)? Who should be the beneficiary of my policy? Do I need life insurance on my spouse?
43 minutes | Jun 18, 2014
WA 012: 5 Unique Financial Planning Challenges with Joe Saul-Sehy
As a doctor, you face many unique financial challenges in building wealth. In Wealth Anatomy episode 12, I interview Joe Saul-Sehy from Stacking Benjamins. We'll address 5 of those unique issues from tax planning to insurance to having the right team of advisors on your side.
16 minutes | Jun 11, 2014
WA 011: Pursuing Passion From a 6 Year Old’s Perspective
It is so easy to get caught up in the day-to-day operations of life and business! This week, I bring on two of my favorite people on this planet to mix things up a bit. We’ll talk about pursuing passion from the perspective of a child.
28 minutes | Jun 5, 2014
WA 010: Where Should I Invest? Eeny, Meeny, Miny, Moe
This week, we’ll be discussing one of the most frequently asked questions that I get from the doctors that I work with. Regardless of what stage of life or practice you are, this question and answer will impact you. In The Wealth Anatomy Podcast, Episode 10, we answer the question, Where should I invest?
34 minutes | May 23, 2014
WA 009: Estate Planning: Must Haves, Maybe Ought to Haves, and Maybe Want to Haves
When is estate planning necessary for doctors and what items should you consider in this key element of a strong financial plan? In Episode 9, we talk with Attorney Michael Dunn about the must-haves, the maybe-ought-to-haves, and the maybe-want-to-haves of a solid estate plan.
18 minutes | May 15, 2014
WA 008: 5 Financial Lessons I Learned About Money While Playing Golf
You know that there are many lessons of life that can be learned while playing the game of golf. Did you also know that there are financial lessons that you can learn too? In episode 8 of The Wealth Anatomy Podcast, I talk about five financial lessons I learned while playing golf this morning. Can you think of any others?
30 minutes | May 8, 2014
WA 007: The Wealth Mindset with Austin Netzley
Why do some doctors build wealth with such ease while others struggle to make it financially? This week, we talk with Austin Netzley with YoPro Weatlh about how to create the right mindset for wealth in your life. You get this part right and everything else will fall into place.
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