New rules, new repayment plans, and new risks—especially if you're on the SAVE plan. Lauryn Williams from Student Loan Planner joins me to break down what’s changing with student loans and how to protect your financial future. To book your student loan consult, go to https://wealthymommd.com/slp Full show notes and more at: https://wealthymommd.com/236
Dr. Tiffany Moon is back—and we’re spilling the tea on conferences, connection, glam, and giving zero apologies for doing life big. If you think joy, wealth, and success can’t coexist, this episode will blow your mind.
How five physician entrepreneurs turned casual connections into a powerhouse mastermind — and the ripple effect it’s had on thousands of doctors. This origin story is packed with truth bombs, mindset shifts, and serious entrepreneurial fire.
Your dream life isn’t on layaway—and no, you can’t outsource it. Bonnie shares why crafting a life you love starts with vision, bold money moves, and reclaiming your time. Plus, how she booked a $20K trip for free .
Have you ever dreamed of starting your own direct primary care (DPC) practice? In this episode, I'm joined by Dr. Jessica Mendelsohn, a family medicine physician who owns New South Family Medicine, The MedSpa at New South, and Echelon Contrast Suites in Fort Mill, SC. With over 13 years of experience in family medicine and hospice, Jessica opened her own practice in 2019, becoming a successful solopreneur in the healthcare space. Jessica shares her journey from feeling burnt out in a traditional...
Do you ever feel like life is passing you by while you're stuck on autopilot? It's so easy to get caught up in the day-to-day grind and put off the things that truly matter. In this episode, I share a personal story about how I almost missed out on two incredibly special moments because they felt "inconvenient" at the time. Join me as I explore the importance of living life with urgency and intention. Discover how to break free from the excuses holding you back so you can start creating the time...
I sit down with Sim Terwilliger, a Certified Financial Planner and student loan expert from Student Loan Planner. She breaks down the latest changes to student loan forgiveness programs, including the recent administration change and the ongoing legal battles surrounding the SAVE plan. Whether you're pursuing Public Service Loan Forgiveness (PSLF) or exploring other forgiveness options, this episode is packed with valuable insights and actionable advice. Sim shares her expertise on how to lower ...
In this episode, I talk with Dr. Mark Applegate and Laxman Pichappan, the founders of Doc Wealth, a tax strategy and CPA firm tailored specifically for physicians. As a physician, you have unique challenges and opportunities when it comes to taxes, whether you're a W-2 employee or a business owner. Mark and Laxman share their expertise on how physicians can reduce their tax burden using a variety of strategies. They discuss the difference between a CPA and a tax strategist, and why it's so impor...
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...
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 practica...
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 a...
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 yo...
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...
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...
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 practi...
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 w...
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 optim...
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 int...
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 me...
When I first encountered ChatGPT, I was intrigued but didn’t see its full potential. That changed when I realized how effective it could be, not just in business but in managing everyday tasks. From meal planning to task management, I found the key was in how I prompted the AI. Learn how to use AI like ChatGPT to lighten your mental load, from meal prep to scheduling, and make the most of its free and paid versions. If you feel overwhelmed, this episode will show you how to reclaim your time and...
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...
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 mat...
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 transiti...
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/exper...
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 th...
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 -...
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 Above...
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 im...
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 ...
