The end of the academic year is more than just a career milestone, it's also the perfect time for a financial check-in. In this episode, Lisha shares a practical checklist for physicians and other high-income professionals who are changing jobs, completing training, or simply taking a mid-year financial reset. Learn how to organize important documents before losing access to work accounts, avoid missing out on valuable benefits, protect your income with the right insurance coverage, prepare for gaps between paychecks, navigate health insurance options during a transition, and set up your new employer benefits the right way from day one. Tune in now to make your next career move with greater confidence and fewer financial surprises.

[00:05:05] Why Career Transitions Need A Financial Check-In
[00:09:03] Save Important Documents, Contacts, And Credentials Before You Leave
[00:16:35] Don't Leave Money On The Table: PSLF, Bonuses, And Relocation Benefits
[00:22:23] Protect Your Income With Disability, Life, And Health Insurance
[00:30:56] Preparing For Cash Flow Gaps Between Jobs
[00:33:22] Setting Up Your New Benefits, Retirement Accounts, And Payroll
[00:38:36] Understanding Your First Paycheck And Tax Withholding

🎧 Want to learn whether a 457(b) fits into your financial strategy? Dive deeper in our episode, Should You Use Your Job's 457(b) Account?

🎉 This episode is sponsored by:

PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing info@pkainsurance.com.

Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you.

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!

Big changes are happening at Wealth Minded M as we step into a new season of growth, business expansion, and intentional change. In this episode, we share an honest conversation about Brittne’s decision to step back from the podcast for a season as she navigates motherhood, medicine, and multiple business ventures, including a newly acquired laundromat. Together, we reflect on what it means to build wealth beyond clinical work, from buying “boring businesses” and creating cash flow systems to understanding bonus depreciation and how active participation can shape tax strategy.We also get real about automation, delegation, and using tools like AI to create more capacity in our lives while also exploring purpose, community impact, and the balance between profit and meaning. Tune in now for a transparent look at change, mindset shifts, and what it takes to grow without losing alignment.

[00:00:00] A New Season at Wealth Minded MD: Transitions, Growth, and Change
[00:02:30] Big Announcement: Stepping Back and Reprioritizing Life
[00:12:30] Profit vs Passion: How We Decide What’s Worth Pursuing
[00:15:30] Generational Wealth, Family Businesses, and Designing Long-Term Assets
[00:17:00] Automation, Delegation, and Why Letting Go Creates Growth
[00:24:30] What’s Next for the Podcast?

🎉 This episode is sponsored by:

PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing info@pkainsurance.com.

Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you.

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!

Luxury travel doesn't always require months of planning, complicated points strategies, or international destinations. In this episode, Lisha shares how she planned a spontaneous Memorial Day trip to Las Vegas using credit card perks and travel benefits she already had. Learn how domestic getaways can still feel luxurious, how to maximize hotel and airline credits, and why sometimes the best vacations are the ones you book on a whim. She also shares her experience staying at the Waldorf Astoria Las Vegas, using an airline companion pass, and exploring the city without an overly packed itinerary. Tune in now to discover how you can create memorable travel experiences without spending a fortune or overcomplicating the planning process.

[00:03:47] Why Last-Minute Domestic Trips Can Be Worth It
[00:09:31] Using Hotel Credits For A Luxury Vegas Stay
[00:17:23] Booking Domestic Flights With A Delta Companion Pass
[00:21:20] Free Flight Upgrades And Other Airline Benefits
[00:23:29] Creating The Perfect Las Vegas Getaway
[00:27:24] Why Travel Doesn't Have To Be Complicated Or Expensive

🎉 This episode is sponsored by:

PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing info@pkainsurance.com.

Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email hello@bonafidefinance.com and tell them we sent you.

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Blueprint.

Claim your debt freedom with our boot camp!

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

Wishing you a fantastic week ahead and happy wealth building!