Wealthy Mom MD Podcast

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

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

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

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

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

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

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

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

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

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