A Physician’s Guide to Wealth - Dr. Lisha Taylor MD, MD Merges Medicine and Finance for Physician Wellness
Media Type |
audio
Categories Via RSS |
Business
Careers
Investing
Publication Date |
Jul 27, 2024
Episode Duration |
01:02:45

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

James Nutter hosts Dr. Lisha Taylor, a primary care sports medicine physician with a passion for personal finance. They delve into merging medicine and money, financial wellness for physicians, and their program Upgrade, aimed at teaching financial literacy in medical schools. 

Dr. Taylor shares personal anecdotes, including an inspiring story of planning a trip to the Paris Olympics. The episode also covers valuable insights on managing finances as a new attending, negotiating income, and leveraging credit card points for luxury travel.

   

Timestamp

Summary

0:02

Merging Medicine and Finance: Dr. Lisha Taylor's Unique Journey

7:29

Lessons on Money, Family, and Priorities from a Father's Influence

12:51

Finding Balance Between Spending and Saving for Financial Goals

15:35

Balancing Financial Planning and Living in the Present

17:09

Finding Fulfillment Without Excessive Wealth

22:12

Boosting Physician Income and Living Luxuriously on a Budget

27:43

Creative Programs for Physicians and Financial Wellness

31:14

Maximizing Credit Card Rewards for Luxury Travel

37:30

Navigating Financial Transitions for New Medical Attendees

40:10

Financial Planning and Protection for New Medical Attendees

44:34

Balancing Financial Planning and Personal Fulfillment for New Attendees

47:14

Optimal Timing for Life Experiences and Inheritance

50:56

Aligning Wealth with Personal Fulfillment and Meaningful Experiences

53:41

Financial Wellness Curriculum for Physicians by Dr. Lisha Taylor

55:58

Manifesting a Dream: From Heartbreak to the Paris Olympics

1:00:05

Finding Balance and Gratitude in Life's Journey

Resources

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www.imwealth.com

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Meaningful Journeys Scholarship

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

 

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