214 episodes

The Wealthy Mom MD Podcast is for high-achieving women who want to create wealth in all areas of their life. Join Master Certified Coach Bonnie Koo, MD, to gain the tools and confidence to create your wealthy life.

Learn more at https://wealthymommd.com/
Instagram: @wealthymommd
Facebook: wealthymommd

Wealthy Mom MD Podcast Bonnie Koo, MD

    • Business
    • 4.8 • 134 Ratings

The Wealthy Mom MD Podcast is for high-achieving women who want to create wealth in all areas of their life. Join Master Certified Coach Bonnie Koo, MD, to gain the tools and confidence to create your wealthy life.

Learn more at https://wealthymommd.com/
Instagram: @wealthymommd
Facebook: wealthymommd

    212: Financial Planning for Special Needs Children with Britta Koepf

    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
     
     

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

    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

    • 51 min
    210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of Above Board Financial

    210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of Above Board Financial

    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

    • 51 min
    208: How to Protect Yourself in Today’s Digital Landscape

    208: How to Protect Yourself in Today’s Digital Landscape

    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

    • 21 min
    207: Building Your Dream Outside of Medicine with Tiffany Moon, MD

    207: Building Your Dream Outside of Medicine with Tiffany Moon, MD

    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

    • 52 min
    206: How to Start Thinking like an Entrepreneur

    206: How to Start Thinking like an Entrepreneur

    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

    • 26 min

Customer Reviews

4.8 out of 5
134 Ratings

134 Ratings

Foodie83 ,

Love this podcast

I love this podcast. I’m a female physician (not really an entrepreneur) but I find so many episodes valuable and engaging. Especially loved the recent episode with Dr. Tiffany Moon!

Coach Chels MD ,

Love the insights and depth!

Thank you for sharing your insights from your solo retreat in this episode! I couldn't agree more that we can go through life unconsciously and really struggle to hit the pause button. I am definitely going to try to answer those five questions! Once again, thank you for being so authentic and sharing your wisdom!

<3<3<3zzzzz ,

Great lessons for high powered women

I appreciate the perspective of a high earning, highly educated woman and her expert guests. These are the voices I want surrounding me in my life journey as a similarly educated woman constantly challenging imposter syndrome.

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