What happens when a physician becomes a financial planner? You get someone who truly understands that your health and wealth are inseparable. In this live episode from the Morningstar Investment Conference in Chicago, Jean Chatzky sits down with Dr. Carolyn McClanahan, MD, CFP®, and founder of Life Planning Partners, to explore how women can better prepare for their financial futures by making smart health and money choices today.
If you're in your 30s, 40s, or 50s and wondering, “Is it too late to start planning?” — the answer is no. But it’s time to get serious.
What You’ll Hear In This Episode:
- The caregiving trap and its impact on women’s careers and finances
- How to financially and emotionally prep for marriage and kids
- Long-term care planning: what to expect, how to pay, and why facilities may be more affordable than you think
- Creating a “Big 4” aging plan: housing, healthcare, finances, and transportation
- The role mental health plays in your financial wellbeing—and why advisors should care
- Why joint accounts and financial transparency might just be the glue that holds marriages together
- The best way to find an advisor who actually plans for your whole life, not just your portfolio
If you’d like to learn more about the conference or sign up for updates on MIC 2026, head to the MIC website—you can join the mailing list right from the homepage.
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