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Britta Koepf is a certified financial planner and special needs consultant who has dedicated her career to helping families navigate these complex waters. In our discussion, Britta shares her expertise on the intricacies of financial and special needs planning, from setting up various types of trusts to exploring ABLE accounts. We dive into why it's so important to plan for multiple futures, given the unpredictable nature of special needs.
Whether you're a parent, guardian, or know someone in this position, this episode is packed with practical advice and resources. We cover everything from understanding government benefits and insurance options to the role of financial advisors in planning for your child's long-term needs.
Get full show notes and more information here: https://wealthymommd.com/212
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I had the pleasure of sitting down with Nick True, the founder of Mapped Out Money, to dive into the often overlooked world of cash flow management. Unlike the often glamorized world of investing, Nick argues that mastering your cash flow is fundamental - it's the backbone that supports everything from budgeting to long-term financial security.
Tune in this week to learn how to navigate your financial journey with clarity and purpose. Discover why mastering cash flow isn't just about budgeting - it's about gaining the freedom to live the life you envision, without financial stress holding you back. Join us as we uncover practical steps to align your spending with your values, and to build a sustainable path towards your financial goals.
Get full show notes and more information here: https://wealthymommd.com/211
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Wallis Tsai, the founder and CEO of AboveBoard Financial, is driven by a passion for ethical insurance practices. She transitioned from a high-powered role at Goldman Sachs to start her own independent insurance brokerage. Her mission is to provide transparent, informed guidance on long-term care insurance, a topic that can often feel overwhelming and confusing.
Learn about the critical role long-term care insurance can play in your financial security and peace of mind. Wallis explains how AboveBoard Financial is setting a new standard with their transparent and client-focused approach. We also discuss practical tools, like cost analysis, to help you understand the expenses associated with long-term care in different regions.
Get full show notes and more information here: https://wealthymommd.com/210
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In today's fast-paced digital world, safeguarding your personal and family's online security has become paramount. It’s like ensuring the doors are locked before we step outside. Security breaches, particularly within larger corporations, consistently remind us of the vulnerabilities we all encounter. As a result, it prompted me to reevaluate my own online protection measures.
Discover practical strategies and tools to bolster your online security posture. From securing home Wi-Fi networks to implementing two-factor authentication and safeguarding children's online identities, we'll cover actionable measures to mitigate risks in today's digital environment. But do remember, while these steps help a lot, you should still remain vigilant.
Get full show notes and more information here: https://wealthymommd.com/208
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Dr. Tiffany Moon is a board-certified anesthesiologist, a social media personality, ex Real Housewife, and a mom of twins. She’s built an amazing career outside of her clinical work, and she’s here to discuss the many opportunities that exist for physicians outside of practicing medicine.
Discover how Tiffany Moon is creating opportunities for herself outside of her work as a physician. Learn what it takes to create real, sustainable wealth while also enjoying the present moment, and Tiffany is sharing an incredible opportunity to find a community of powerful women who make things happen.
Get full show notes and more information here: https://wealthymommd.com/207
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This week, you’re getting a preview of my talk on entrepreneurship at the 2024 Money and Wellness Conference for Women Physicians!
Learn why everyone needs to know how to think like an entrepreneur, even if you have no desire to start your own company. I'm showing you the differences between the mindset of an entrepreneur versus an employee, what gets in the way of physicians thinking like entrepreneurs, and the importance of finding community in entrepreneurship.
Get full show notes and more information here: https://wealthymommd.com/206
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My guest this week is Dr. Peter Kim, a practicing anesthesiologist with a wealth of knowledge when it comes to real estate investing. He started sharing about his journey to financial freedom on his blog, Passive Income MD, with the hopes of helping other physicians do the same through his online course and physician-only community.
Discover the different options for physicians who want to invest in real estate. Peter shares why he chooses to focus mostly on passive real estate investing, why real estate is the key to financial freedom for physicians like us, and most importantly, how you can get started on your real estate investment journey.
Get full show notes and more information here: https://wealthymommd.com/205
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The first-ever Money and Wellness Conference for Women Physicians in 2024 just concluded at the Miraval Arizona! This is the first and only money conference specifically for women physicians that I know of, and it’s something I feel very strongly about. There is so much power and magic in meeting in person to discuss all things money and wellness, and I’m sharing some of my top takeaways with you in this episode.
Listen in to hear my top takeaways from this conference, and nuggets of wisdom from the experts who shared their insights on topics like real estate, negotiation, charting, and emotional regulation.
Get full show notes and more information here: https://wealthymommd.com/204
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Sim Terwilliger is a Certified Financial Planner and Certified Student Loan Professional with SLP Wealth. She is a passionate advocate for her clients in all stages of their financial life plans. Whether you want to take a sabbatical, figure out when you can retire, or you want to know how much house you can afford, Sim believes these choices are personal, and your financial plan should be too.
Discover why, especially as a physician, you need a financial planner on your side. She is discussing how SLP Wealth does things a little differently. We’re simplifying the common jargon you encounter in the financial planning space, and you’ll learn how to make sure your financial planner is working in your best interest and toward your specific goals.
Get full show notes and more information here: https://wealthymommd.com/203
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In 1998, orthopedic surgeon Dr. Taryn Rose brought comfort to the world of luxury shoes. Using her intimate knowledge of the human body, she partnered with design experts and tech innovators to create a collection of shoes that looked beautiful and felt incredibly comfortable. She has since sold her original brand and created a new one called Enrico Cuini, which is sponsoring my Wellness Conference for Female Physicians.
See behind the scenes on the journey of a doctor who became a successful entrepreneur. Dr. Taryn Rose is discussing how to assess risk when starting a business, the fundamentals of becoming profitable, and you’ll get some inspiration about what’s possible for you as a physician beyond your clinical income.
Get full show notes and more information here: https://wealthymommd.com/202
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This week, I’m joined by Parker Pursell, the CEO of eQRP. If you’re looking to invest outside of the stock market but you don’t have the capital to get started, this is where eQRP can help you leverage your 401(k), 403(b), or even an IRA so you can invest the way you really want to and set yourself up for retirement.
eQRP gives you the opportunity to avoid taxes and diversify your portfolio outside of Wall Street, and Parker is explaining how an investment vehicle like this is perfect for physicians who want to prepare for retirement as soon as possible.
Get full show notes and more information here: https://wealthymommd.com/201
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Karen Leitner is a primary care doctor and certified life coach who helps women physicians feel better and happier in their lives. We’ve both had our fair share of experiences that didn’t go as we’d expected, so we’re getting into some real talk about a couple of recent incidents and discussing why it’s never too late to change things up.
Discover how we deal with situations where nothing is going how we’d planned. We’re sharing the pressure we’re under as physicians to never acknowledge when we need a break, why it’s never too late to change, how we handle negative feedback, and you’ll learn some super useful coaching tools for living your life when others are criticizing you.
Get full show notes and more information here: https://wealthymommd.com/200
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Pamela Maass Garrett is an award-winning Estate Planning & Asset Protection Attorney, and CEO of Law Mother LLC, a law firm she founded to help parents protect their futures and the futures of their loved ones.
Discover the foundation of everything you need to know about estate planning as a physician. We’re discussing all of the misconceptions around estate planning, where people typically go wrong, and Pamela is sharing her six-step framework for protecting your family and your wishes in the event that you pass unexpectedly.
Get full show notes and more information here: https://wealthymommd.com/199
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Stephanie Pearson, MD, FACOG, is a board-certified OB/GYN and a licensed broker specializing in disability and life insurance for physicians. Injured in the prime of her career as an OB/GYN, Stephanie was forced to pivot. Through her own firsthand experience, she found a new calling in advocating for and educating her peers on their insurance needs. Stephanie’s goal is to empower others to protect their most valuable asset: their ability to earn income.
Discover the importance of disability insurance for female physicians. We’re discussing the factors that increase the cost of disability insurance, how your claims against your disability insurance are measured, and basically, everything you need to know about this kind of insurance as a physician.
Get full show notes and more information here: https://wealthymommd.com/198
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Making money and building wealth is one thing, but are you protecting your money? Protecting your wealth is super important, but too many people are neglecting even the simplest ways to ensure the future wealth of their family. Especially if you’re a parent, or you have anyone dependent on your income like elderly parents, you need to get your insurances in order.
Discover how to protect the assets you’ve worked hard to accumulate. I’m discussing the most important types of insurance you need to protect yourself and your family, and you’ll learn where to start when creating an asset protection strategy.
Get full show notes and more information here: https://wealthymommd.com/197
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The secret to making anything you want a reality is taking action. However, if you identify as a Type-A, perfectionistic woman who is a master at consuming information and learning but finds yourself avoiding failure, you may be at risk of staying stuck in passive action, and it’s more detrimental than you think.
Join me this week to learn what massive action versus passive action means, and why you must combine both to reach your goals. Hear why we get stuck in passive action, how staying in passive action is equivalent to failing ahead of time, and my top tips for radically transforming your relationship to failure so it feels less scary.
Get full show notes and more information here: https://wealthymommd.com/196
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Over the years, I’ve noticed that people focus on a goal for the year. Say you have a weight loss goal, you know how much you want to lose, and you achieve it in a few months, what comes next? People don’t tend to have an overall vision for what they want to create and how they want their life to look from a bird’s eye view. But this is the first step in goal planning.
When you have a vision plan for your life, you can map out your goals to support your vision. Tune in this week to discover how to set your goals in a new way for 2024. Learn how to decide what you really want to create in your life and how to set goals that actually move you toward your ultimate vision.
Get full show notes and more information here: https://wealthymommd.com/195
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When you’re committed to your growth, taking the time to listen to podcasts like this one has a compounding effect on your life, and it has a huge impact on the people around you too, probably more than you realize. When you change how you think and behave, your energy transforms too, and the people in your life notice.
Tune in this week for my end-of-year message, and to learn about the compounding financial impact of investing in your brain.
Get full show notes and more information here: https://wealthymommd.com/194
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For many of us physicians, we think retirement is the ultimate goal when it comes to our financial journey. However, what even is retirement? I truly believe retirement, as we imagined it in med school, is a myth, and it perfectly illustrates something called the arrival fallacy.
Tune in this week to discover the truth about retirement and the arrival fallacy. I’m showing you why things don’t magically get better when we reach financial freedom, become debt-free, or hit retirement. Learn how to create a better experience of life right now, instead of waiting until later to enjoy yourself.
Get full show notes and more information here: https://wealthymommd.com/193
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We are currently in an expensive time of the year. We tend to spend money on presents, Black Friday shopping, and Holiday experiences. For many women, this brings up thoughts about how you spend your money and the morality of using your money in this way, especially with all of the horrible things going on in the world.
If you’re appreciative of the life you live but also feel a little bad that you have the means to do so, then today’s episode is going to be super useful and give you some valuable insights into your thoughts about money and morality. Tune in this week to discover why money has no morals.
Get full show notes and more information here: https://wealthymommd.com/192
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