Wealthy Mom MD Podcast

In this enlightening discussion, Dr. Mark Applegate, an emergency medicine physician and co-founder of Doc Wealth, shares vital tax strategies specifically for physicians. He highlights the stark differences between CPAs and tax strategists, advocating for tailored financial planning. Mark delves into the unique financial challenges faced by W-2 employees versus business owners and reveals investment opportunities like real estate and the Augusta Rule. His insights promise to help physicians maximize income and minimize tax burdens effectively.

In this episode, I share some exciting changes happening in my business and how they reflect the importance of evolving and living life intentionally. I'm retiring my main money program and launching a new six-month mastermind called the Happy and Rich Club for Women Physicians, as well as a business program for female physicians starting their own ventures. I discuss the six key areas of life that money fuels and how to align your financial goals with your life goals. It's time to give yourself permission to pivot, make changes, and design the wealthy life you truly desire. Get full show notes, transcript, and more information here: https://wealthymommd.com/228

In this episode, I'm diving deep into the difference between passive and massive action. I explain why we get stuck in passive mode and how it's actually a form of failure in itself. Plus, I share strategies for overcoming your fear of failure and taking the massive action required to achieve your goals. If you're ready to stop letting perfectionism hold you back and start making real progress toward your hopes and dreams, this episode is a must-listen. I give you the mindset shifts and practical tools you need to get out of your own way and into action. Let's make 2025 the year you finally go after what you really want! Get full show notes, transcript, and more information here: https://wealthymommd.com/227

I still can't believe it's 2025. Time seems to fly, especially when raising kids. My child is about to turn eight, and I can't help but wonder how it happened so fast. It got me thinking about the stories I hear from clients - how childhood feels short. Many parents say they want to spend more time with their kids but feel money is the obstacle. The truth is, money isn't the goal; it's a tool to build a life you won't regret. I walk you through a mindset shift - thinking of life in seasons and aligning your finances with what matters now. I share practical steps to create a vision of what you want, whether that's traveling, prioritizing family, or feeling in control of your choices. By the end of this episode, you'll feel ready to plan for a life that's rich in every sense. Get full show notes, transcript, and more information here: https://wealthymommd.com/226

What if the way you see the world isn't about the circumstances around you, but the lens you're looking through? Two people can go through the same experience yet describe it completely differently - one sees endless challenges, the other sees possibilities. The secret lies in something we all have but rarely think about: mindset. It's not just who you are; it's how you view and live your life. This episode is about getting that power back - learning to notice the thoughts that aren't serving you and choosing ones that do. You'll walk away with a better understanding of how your mindset shapes your world and simple steps to start shifting it today. Get full show notes, transcript, and more information here: https://wealthymommd.com/225

Dr. Alison Curfman's story is about recognizing problems in the system and deciding to solve them. From co-founding Imagine Pediatrics, a company built to improve care for children with chronic conditions, to working with developers on tech-driven solutions, she's learned what it takes to bring ideas to life in ways most physicians haven't imagined. But it hasn't been a straight path. Alison shares the risks, mindset shifts, and moments of growth that come with stepping into unfamiliar territory, like uprooting her family for a once-in-a-lifetime opportunity and scaling a team from a handful to hundreds. Learn how Alison leveraged her skills to break into consulting, advising, and healthcare innovation. Whether you're a physician exploring new opportunities, curious about how AI and tech are reshaping the industry, or eager to hear how one doctor turned a gap in the system into a thriving business, this episode is packed with insights. Alison also gives a sneak peek into her latest venture, Start Up Physicians, where she's helping doctors define their value, break into the startup space, and reimagine what's possible for their careers. Get full show notes, transcript, and more information here: https://wealthymommd.com/224

Reflection doesn't have to be overwhelming. It can be as simple as setting aside time to write about your favorite memories or jot down lessons from the challenges you've faced. I share some practical ways to reflect on the positives, the meaningful moments, and what you'd like to carry forward into the new year. Whether it's creating a photo album or journaling, the key is to find tools that work for you and let them guide your thoughts as you close out 2024. Join me today as we create space to reflect and plan with purpose. Together, we'll celebrate what made this year special and start thinking about the next chapter. Whether you want to reconnect with your achievements or imagine what 2025 could bring, this episode will inspire you to look back with gratitude and ahead with intention. Get full show notes, transcript, and more information here: https://wealthymommd.com/223

I'm joined by Dr. Shieva Ghofrany, a board-certified OB/GYN with over 14 years of experience, to explore the often-overlooked aspects of women's health. Dr. Shieva shares her personal experience of navigating postpartum life after having her third baby at 41, while also entering perimenopause. She sheds light on how unpredictable and transformative these phases can be, from hormone fluctuations to muscle loss. Gain expert insights on perimenopause, menopause, and postmenopause, as well as practical tips for navigating these life stages with confidence. From the surprising benefits of vaginal estrogen to breaking down the myths around hormone therapy and women's libido, this episode is packed with empowering knowledge. No matter your age, this is an essential listen to help you take the reins on your health journey. Get full show notes, transcript, and more information here: https://wealthymommd.com/222

I'm thankful for you. I hope you're enjoying this week. Thanksgiving is a powerful reminder of the power of gratitude. Listen to this short message to get my best tip for beating money scarcity. Also, this Sat-Sun, 11/30 & 12/1 - we have our 48 hr FLASH SALE for the 2025 Live Wealthy Conference. It's our biggest sale of the year. Mark your calendars for this Saturday.

Do you struggle with knowing how to talk to your kids about money? Are you worried they'll grow up feeling entitled? In this episode, I'm joined by Dr. Hope Seidel, a pediatrician and parenting coach, to discuss strategies for raising financially savvy kids. We dive into topics like allowance, separating chores from money, modeling restraint, and using everyday moments to teach skills like budgeting and delayed gratification. Hope emphasizes the importance of being intentional with the lessons we impart and using money conversations as opportunities to discuss our values. Tune in for actionable tips to set your kids up for financial success! Get full show notes, transcript, and more information here: https://wealthymommd.com/220