Wealthy Mom MD Podcast

Bonnie Koo, MD
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Nov 14, 2024 • 12min

219: Smart Shopping Strategies for Black Friday

When it comes to Black Friday, it's easy to get caught up in the buzz and spend beyond what you planned. I know the feeling all too well. So let's start by setting up a game plan to avoid those common pitfalls. Whether it's gifts for loved ones or items you've been eyeing all year, taking stock of what you need - and sticking to it - can make all the difference. Tune in to learn how to tackle Black Friday like a pro. From setting up a Rakuten account to take advantage of cashback deals, to optimizing shopping portals for points, I've got you covered. Whether you're an avid planner or just want a bit more strategy in your shopping, this episode will give you the tools to save smartly and make the most out of this Black Friday season. Get full show notes, transcript, and more information here: https://wealthymommd.com/219
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Nov 7, 2024 • 21min

218: Identify & Change Your Overspending Habit

How many of us believe that earning more will automatically solve our money issues? I certainly did. I often hear from six-figure earners who think the same way. We assume we just need to cut back, but the reality is, it's not just about spending less or staying within our means. It's about aligning our spending with what we want to create in life. Join me this week as I uncover the real reasons behind overspending. I've discussed spending habits before, but I've recently had deeper insights into this topic. I'll introduce a fresh approach to evaluating whether you're overspending and what steps to take if you've been avoiding your finances out of fear of what you might find. Get full show notes, transcript, and more information here: https://wealthymommd.com/218
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Oct 24, 2024 • 22min

217: Manage Time Like a Pro: How to Stay Focused in a Busy World

In today's world, with our phones constantly demanding our attention, we've become a distracted generation. It's tough to be fully present. That's why I'm encouraging you to rethink your relationship with your phone and offering practical strategies to sharpen your focus. In this episode, I share a powerful system to help you manage your time effectively and minimize distractions. You'll learn how I organize my schedule, prioritize the most important tasks, and how you can do the same to make meaningful progress in your own life. Get full show notes, transcript, and more information here: https://wealthymommd.com/217
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Sep 26, 2024 • 25min

216: Leveraging ChatGPT: Step-by-Step Solutions for Your Mental Load

Discover how ChatGPT can revolutionize your daily life! Learn to streamline meal planning and simplify scheduling with tailored AI prompts. Hear personal anecdotes that bring the power of AI to life, showcasing its potential to alleviate your mental load. Whether it’s drafting emails or managing tasks, find out how these tools can reclaim your time and energy!
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Sep 12, 2024 • 30min

215: Taking Control of Your Money: A Simple Starting Point

I didn't always have a solid understanding of money. In fact, there was a time when I was living paycheck to paycheck, racking up debt, and not fully grasping why my money seemed to disappear so quickly. As a female physician, managing finances can feel overwhelming or even embarrassing when you haven't taken control yet, but the truth is, it's never too late to start. Learn how to take those essential first steps toward financial empowerment. I'll walk you through practical tips like creating a spending plan, auditing your expenses, and understanding your investment accounts. We'll also explore the mindset shifts that are key to reaching your financial goals, whether it's building a side hustle or tackling estate planning. If you're ready to start taking control of your money, this episode is for you. Get full show notes and more information here: https://wealthymommd.com/215
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Aug 29, 2024 • 18min

214: The Power of Slowing Down: Lessons from a Month in Greece

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 like when you allow yourself to just be. This experience was a powerful reminder to step outside of my usual environment and reassess what really matters. We're already planning to do it again next summer because sometimes it takes a break from the norm to gain clarity. If you've ever felt the pressure to constantly be productive, tune in this week as I share how slowing down and reevaluating can actually be the most rewarding thing you do for yourself. Get full show notes and more information here: https://wealthymommd.com/214
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Aug 15, 2024 • 18min

213: Moving Smarter: Managing Costs and Adjusting to a New Life

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 complete shift in our lifestyle. In this episode, I share our moving experience, the financial decisions we made, and tips for navigating such a big transition. Hear about the importance of having a spending plan that aligns with your life goals. Learn about the real costs of moving, unexpected challenges, and how to keep your finances on track during major life changes. Get full show notes and more information here: https://wealthymommd.com/213
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Aug 12, 2024 • 39min

BONUS | Testimony Tactics: Dr. Gretchen Green's Guide for Medical Experts

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 for physicians, showing how you can enhance your career without sacrificing your current role. Get more information here: https://wealthymommd.com/expert-class
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Jul 11, 2024 • 34min

212: Financial Planning for Special Needs Children with Britta Koepf

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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Jun 27, 2024 • 51min

211: What You Need to Know About Cash Flows with Nick True, Owner of Mapped Out Money

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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