The Wealthy Mom MD Podcast is for high-achieving women who want to create wealth in all areas of their life. Join Master Certified Coach Bonnie Koo, MD, to gain the tools and confidence to create your wealthy life. Learn more at https://wealthymommd.com/ Instagram: @wealthymommd Facebook: wealthymommd
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214: The Power of Slowing Down: Lessons from a Month in Greece
18:25
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Today, I want to talk to you about my experience in Greece and how it completely shifted my perspective on productivity and life. We spent a month living at a slower pace that made me rethink what it means to truly live and work. This wasn’t about packing in activities or sightseeing - it was about embracing a slower pace and seeing what life looks…
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213: Moving Smarter: Managing Costs and Adjusting to a New Life
17:57
17:57
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When my family and I moved, it was more than just a change of scenery—it was a whirlwind of new challenges. We barely had time to settle in before I jetted off to Greece for five weeks. The new house felt overwhelming with its extra space and unexpected tasks like dealing with the humidity. The move wasn’t just about a new address; it was a complet…
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BONUS | Testimony Tactics: Dr. Gretchen Green’s Guide for Medical Experts
38:36
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Earning extra income from home while staying clinically active is possible through expert witness work. Join Radiologist, Expert Witness, and coach Dr. Gretchen Green as she shares her journey and insights. Many physicians hesitate to explore other options due to the fear of a pay cut. Dr. Green is here to demonstrate the opportunities available fo…
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212: Financial Planning for Special Needs Children with Britta Koepf
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33:46
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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'…
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211: What You Need to Know About Cash Flows with Nick True, Owner of Mapped Out Money
51:22
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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. Tun…
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210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of AboveBoard Financial
51:35
51:35
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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 …
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208: How to Protect Yourself in Today’s Digital Landscape
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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 ow…
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207: Building Your Dream Outside of Medicine with Tiffany Moon, MD
52:14
52:14
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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 hers…
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206: How to Start Thinking like an Entrepreneur
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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 g…
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205: How Physicians Can Start Their Real Estate Journey with Peter Kim M.D.
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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 di…
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204: Lessons from the Money and Wellness Conference for Women Physicians
26:34
26:34
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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, …
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203: Do You Even Need a Financial Planner? With Sim Terwilliger of SLP Wealth
33:32
33:32
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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 p…
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202: Secrets to Successful Entrepreneurship for Physicians with Dr. Taryn Rose
55:08
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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 Enric…
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201: Take Control of Your Retirement Fund with Parker Pursell of eQRP
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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 …
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200: Dealing with the Unexpected with Karen Leitner
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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 …
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199: 6 Steps for Protecting Your Family’s Future with Pamela Maass Garrett
28:59
28:59
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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 aro…
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198: Disability Insurance: What You Need to Know as a Female Physician with Stephanie Pearson
44:24
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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…
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197: Simple Tips for Protecting Your Money
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24:51
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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 insu…
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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 mas…
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195: Vision and Goal Planning for the New Year
22:43
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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 s…
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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…
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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 arri…
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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 th…
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191: How to Reflect on the past Year & Why It’s Important
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What did you love in 2023? What disappointed you? How would you have done things differently? Rather than shoving everything under the carpet and having a clean slate for the start of next year, it’s time to get analytical and do a year-end reflection. Tune in this week to take stock of what you’ve accomplished in 2023 and let that information guid…
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Living wealthy means having both the life you want plus money in the bank. Of course, this looks different for all of us. Whatever financial goals you’re working towards and whatever lifestyle you envision yourself having, what I’m sharing in this episode will give you a new perspective on getting everything you can out of your money while still en…
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