Wealth Minded MD

The economic headlines might feel overwhelming; stocks are going up, stocks are going down, and maybe you or people around you are starting to panic—but there are smart ways to protect your finances.…

What do you do with an old 401(k)? Should  single people buy life insurance? And how do you let yourself actually enjoy your money after years of frugal living?

In this episode, we answer listener-su…

If you have access to a 457(b) through your employer and you're trying to figure out whether it's a smart move for your financial future, we've got you covered. In this episode, we dive into the intr…

Taxes don’t have to be a headache, especially when you know how to work the system! In this episode, we’re diving into non-traditional tax-saving strategies for high-income earners. Learn how Dr. Bri…

Tax season is approaching, and while it might feel like a roller coaster, we’ve got your back! In this episode, we’re sharing practical strategies to navigate the chaos, reduce stress, and stay on to…

Juggling multiple retirement accounts can feel like a financial circus, but with the right strategy, you can make them work for you. In this episode, we dive deep into strategies for managing and max…

If you have a side gig, there’s a powerful way to grow your wealth while protecting it from taxes. In this episode, we delve into the benefits and nuances of Solo 401ks and the advanced Mega Backdoor…

Too many people leave money on the table simply by not optimizing their finances. In this episode, we discuss actionable ways to elevate your financial well-being in 2025,  from being mindful of wher…

Despite your best intentions, you’re probably wasting money without even realizing it. In this episode, we explore the hidden money leaks draining your budget and how to stop them. From bank and inve…

A Backdoor Roth IRA is a powerful tool for building long-term, tax-free wealth, but navigating the process can be tricky. In this episode we  break down the basics and advanced strategies of the back…

Index fund investing is a simple and effective way to build wealth through diversified, passive investments, but it can feel overwhelming at first. In this episode, we break down everything you need …

Starting your investment journey can feel overwhelming, but it doesn't have to be complicated. In this episode, we walk you through five key steps to help you navigate the process with confidence, fr…

Building a strong financial foundation isn’t just about earning; it’s about protecting what you’ve built and spending wisely. In this episode, we break down essential money moves you should prioritiz…

As we are still starting the year, it's the perfect time to plan, set goals, make adjustments, and set the tone for a successful 2025. In this episode, we’re diving into actionable strategies to crea…

Discover how to elevate your financial game by tapping into multiple income streams and diversifying your investments. In this episode, we share our journey of building wealth through various avenues…

New Year’s resolutions often fizzle out, but your financial goals don’t have to. In this episode, we explore actionable strategies to help you achieve your 2025 financial goals. From creating SMART g…

A new year means another year for growth and goals. With 2024 now behind us, we’re reflecting on the financial milestones we’ve hit and the ones we’re still working toward. In this episode, we share …

The holiday season is filled with magic and memories, but it also comes with the challenge of balancing time, money, and energy. In this Christmas episode, we dive into strategies for making the most…

The gender pay gap and financial challenges are a reality for many women, but with the right strategies, you can take control and start building financial security. In this episode, Dr. Shikha Jain, …

Turning your finances around and building wealth might feel overwhelming, but it’s absolutely possible—and Dr. Disha Spath is proof. In this episode, we explore how she embraced financial literacy, c…