The Grow Your Wealthy Mindset Podcast

Our society is increasingly become cashless and most of use rarely use actual money. We have money electronically transferred in and out of our bank accounts. So what does this mean for banking and how can you optimize your banking? Tune in to learn more.  If you have ever thought of being an entrepreneur, then you definitely want to attend the Leverage and Growth Summit from February 26 to March...

If you invest in real estate syndications, you may have gotten notice about a capital call. Capital calls for real estate syndications have been on the rise in the last year. This week’s episode discusses possible causes for the increase in capital calls.   Registration is now open for the Leverage and Growth Summit, which will be February 26 to March 1, 2024.  VIP All-Access pass is $97 thru Febr...

Dr. Liz Aguirre is a remarkable women. She grew up in poverty without reliable access to food or shelter and is now a mom, wife, and a physician with passion for person-centered health. We talk about how she grew her wealthy mindset and how coaching has assisted that journey. I am so lucky to have great clients like Dr. Liz.   You can find Liz Aguire at: https://www.lizaguirremd.com/ https://www.f...

The Corporate Transparency Act, which was passed as part of the National Defense Authorization Act for Fiscal Year 2021, introduced new reporting requirements for businesses in the United States, specifically focusing on beneficial ownership. This episode details who needs to file a Beneficial Owner Information Report, what information is collected, as well as how to file. I go into detail who is...

Many people set goals or New Year resolutions around this time for the year ahead, and then never look at those goals again. In this episode, I talk about my thoughts and approach to goal setting as well as some goals I set over a decade ago that I recently accomplished.    Please subscribe and leave a review on your favorite Podcasting platform.    If you want to start your path to financial free...

Treasuries are considered one of the safest investments out there as they are backed by the full faith and credit of the US government. They can be directly purchased at TreasuryDirect.gov as well as bought and sold on the secondary market. Yet Treasuries are often overlooked by the individual investor compared to CDs (certificate of deposits). This episode discusses the three main types of Treasu...

A lot of physicians, including Elisa, love to travel. Dr. Weili (pronunced "Way Lee") Gray, host of the Dare to Dream Physician Travel Podcast talks about her journey from burnout to life planning to traveling around the world while still enjoying working as a physician. A pivoting point in Weili’s life was when she  volunteered at a conference for financial advisors for a life planning...

 Depending on background and circumstances, building a strong credit score may have come naturally or more be more difficult. It can certainly be more difficult to those who come to the United States, especially from countries that don’t use a lot of credit. In this episode, I discuss what goes into determining credit scores and how anyone can build up their credit score.  Please subscribe and lea...

During this time of year, there are some people who do a lot of spending. While physicians tend to be considered good credit risks, there are some physicians who find themselves with credit card or consumer debt. While student loan debt doesn’t generally carry a feeling of shame, credit card debt can which means it may not be talked about. This episode is for anyone who has found themselves with c...

I tend to space out episodes with guests but this week, I’m breaking that trend. This episode was created spontaneously after Nathan and I started having a conversation that seemed like it would be relevant for the podcast. We’ve been married for 23 years, and together for 26 years so it’s a lot of time to reflect on.   I’m really curious to get your feedback on this episode. Did you enjoy it? Wou...

Elaine Stageberg, MD is a trained psychiatrist, who alongside her husband Nick, built a real estate empire valued at over $330M. Elaine and Nick founded Black Swan Real Estate where they started with single family homes and have since expanded to much larger projects. None of this was handed down to them by their families. Tune in to learn more about how Elaine grew her wealthy mindset, from being...

You’ve probably heard about hedge funds but you probably don’t know much about them. Honestly, I don’t know a whole lot about them either, I’ve never invested in a hedge fund personally. In the recent episode on diversification, I talked about a study by JP Morgan that came out this year showing that adding alternative investments to a traditional stock and bond portfolio increased returns while d...

Most people don’t look forward to spending time paying bills, tracking spending, or reviewing their personal finances. While some people enjoy the investing part, I would say even those people have something else they would prefer doing, meeting up with friends for dinner, watching a good movie, reading a good book, etc. Setting up systems and automating your finances can decrease the time you spe...

This question gets asked a lot. People generally lament that it’s too late to invest in real estate, that they missed the good opportunity X number of years ago. The funny thing is that people continue to say that, and yet most people wish they actually got started when they first started thinking of it, except maybe if they started thinking of it in 2006 or 2007.  The truth is, the real estate ma...

When it comes to investing, diversification is the key to increasing returns while reducing risks. Tune in to learn more about diversification, including diversifying beyond the traditional assets of stocks and bonds.   You can find the report discussed in this podcast episode at https://am.jpmorgan.com/content/dam/jpm-am-aem/americas/us/en/insights/portfolio-insights/know-your-alternatives.pdf   ...

Two years ago, I was a guest on the Dare to Dream Podcast hosted by Dr. Weili Gray. Dr. Weili is a gifted interviewer and I love the conversation which become three podcast episodes. This is the second of a three-part series bringing you the episodes from the Dare to Dream Podcast. In this episode, we continue our conversation about money and how to have an abundant mindset towards money.   Dare t...

Two years ago, I was a guest on the Dare to Dream Podcast hosted by Dr. Weili Gray. Dr. Weili is a gifted interviewer and I love the conversation which become three podcast episodes. This is the second of a three-part series bringing you the episodes from the Dare to Dream Podcast. In this episode, we talk about the subject of money including how even talking about money is thought of as taboo.   ...

Two years ago, I was a guest on the Dare to Dream Podcast hosted by Dr. Weili Gray. Dr. Weili is a gifted interviewer and I love the conversation which become three podcast episodes. This is the first of a three-part series bringing you the episodes from the Dare to Dream Podcast. In this episode, we talk about how I first came into coaching and how coaching allowed me to change my mindset about t...

Dr. Kristi Klee is a physician and a mom of four who set a goal to get to financial freedom in as few door as possible so that she could practice medicine, raise her kids, and live life on her own terms. She was able to reach the goal of financial freedom with one short term rental. Her second short term rental replaced her clinical income. Tune in to listen to how she made reached her goal and ho...

 "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko is a book that examines the habits and characteristics of wealthy individuals in the United States. The authors conducted extensive research and surveys to identify common traits among millionaires and prodigious accumulators of wealth (PAWs). The book challenges common stereotypes about millionaires and suggests that...

Do you tend to worry about money? Do you feel insecure when it comes to money? Tune in to learn how to address those worries and insecurity.  Please subscribe and leave a review on your favorite Podcasting platform.   If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www. GrowYourWealthyMindset.com/fiworkbook  Y...

This episode gives an overview to Estate Planning.  Tune in to hear about: Wills Trusts Health Care Proxy Durable Power of Attorney Estate tax Inheritance tax Please subscribe and leave a review on your favorite Podcasting platform.   If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www. GrowYourWealthyMindset....

If you could increase your physician income without working more hours or seeing more patients, or otherwise adding more day-to-day hassle, that’s something you’d probably say yes too. More money and more income is a “preferred neutral” meaning all else being equal, its better to have more money or more income.  What  can you do to increase your physician income? You’ll want to check out this epis...

In Western Culture, we typically think that marriage is for love. The truth is, whom you choose to marry is one of the biggest financial decisions you will make. Before tying the knot, consider really discussing your thoughts about money with your future spouse. If you’re already married, it’s not too late to open up that conversation.  When it comes to divorce and the splitting of assets, divorce...

Have you ever wondered about the origins of tipping and how the culture of tipping evolved? If so, this episode is for you. I’ve personally never been a fan of tipping. From trying to figure out what is a good tip, to making sure to have small bills (and sometimes large ones) and then having to keep cash on hand, there’s a lot to think about around tipping. The only time I have enjoyed tipping is...