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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
Follow James Nutter
Book a free financial wellness diagnostic with James here
Follow IM Wealth
Meaningful Journeys Scholarship
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
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