Jul 27, 2024
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.
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Timestamp |
Summary |
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0:02 |
Merging Medicine and Finance: Dr. Lisha Taylor's Unique Journey |
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7:29 |
Lessons on Money, Family, and Priorities from a Father's Influence |
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12:51 |
Finding Balance Between Spending and Saving for Financial Goals |
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15:35 |
Balancing Financial Planning and Living in the Present |
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17:09 |
Finding Fulfillment Without Excessive Wealth |
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22:12 |
Boosting Physician Income and Living Luxuriously on a Budget |
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27:43 |
Creative Programs for Physicians and Financial Wellness |
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31:14 |
Maximizing Credit Card Rewards for Luxury Travel |
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37:30 |
Navigating Financial Transitions for New Medical Attendees |
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40:10 |
Financial Planning and Protection for New Medical Attendees |
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44:34 |
Balancing Financial Planning and Personal Fulfillment for New Attendees |
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47:14 |
Optimal Timing for Life Experiences and Inheritance |
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50:56 |
Aligning Wealth with Personal Fulfillment and Meaningful Experiences |
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53:41 |
Financial Wellness Curriculum for Physicians by Dr. Lisha Taylor |
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55:58 |
Manifesting a Dream: From Heartbreak to the Paris Olympics |
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1:00:05 |
Finding Balance and Gratitude in Life's Journey |
Resources
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