HerMoney with Jean Chatzky

Ep 485: Where Health Meets Wealth: Financial Planning with Dr. Carolyn McClanahan


Listen Later

What happens when a physician becomes a financial planner? You get someone who truly understands that your health and wealth are inseparable. In this live episode from the Morningstar Investment Conference in Chicago, Jean Chatzky sits down with Dr. Carolyn McClanahan, MD, CFP®, and founder of Life Planning Partners, to explore how women can better prepare for their financial futures by making smart health and money choices today.

If you're in your 30s, 40s, or 50s and wondering, “Is it too late to start planning?” — the answer is no. But it’s time to get serious. 

What You’ll Hear In This Episode:

  • The caregiving trap and its impact on women’s careers and finances
  • How to financially and emotionally prep for marriage and kids
  • Long-term care planning: what to expect, how to pay, and why facilities may be more affordable than you think
  • Creating a “Big 4” aging plan: housing, healthcare, finances, and transportation
  • The role mental health plays in your financial wellbeing—and why advisors should care
  • Why joint accounts and financial transparency might just be the glue that holds marriages together
  • The best way to find an advisor who actually plans for your whole life, not just your portfolio
  • If you’d like to learn more about the conference or sign up for updates on MIC 2026, head to the MIC website—you can join the mailing list right from the homepage.

    If more financial confidence sounds good to you, then you might want to try…

    4-Week Coaching Program: Identify and understand your spending, build a strategic plan, and take control of your money.

    6-Week Pre-Retirement Program: We’ll help you prepare financially and emotionally for this exciting milestone.

    📈InvestingFixx: Learn, connect, and start investing—your first month is completely free.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ...more
    View all episodesView all episodes
    Download on the App Store

    HerMoney with Jean ChatzkyBy Jean Chatzky Her Money

    • 4.7
    • 4.7
    • 4.7
    • 4.7
    • 4.7

    4.7

    1,382 ratings


    More shows like HerMoney with Jean Chatzky

    View all
    Money Girl by QuickAndDirtyTips.com

    Money Girl

    1,843 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    777 Listeners

    Jill on Money with Jill Schlesinger by Audacy

    Jill on Money with Jill Schlesinger

    1,923 Listeners

    The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

    The Stacking Benjamins Show

    1,982 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,289 Listeners

    So Money with Farnoosh Torabi by Farnoosh Torabi

    So Money with Farnoosh Torabi

    1,938 Listeners

    Afford Anything by Paula Pant | Cumulus Podcast Network

    Afford Anything

    3,537 Listeners

    ChooseFI by ChooseFI

    ChooseFI

    5,110 Listeners

    Frugal Friends Podcast by Jen Smith & Jill Sirianni | Backyard Ventures

    Frugal Friends Podcast

    1,188 Listeners

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

    355 Listeners

    Earn & Invest by Jordan Grumet (Doc G)

    Earn & Invest

    431 Listeners

    Money Rehab with Nicole Lapin by Money News Network

    Money Rehab with Nicole Lapin

    1,628 Listeners

    MoneyWatch with Jill Schlesinger by CBS News

    MoneyWatch with Jill Schlesinger

    417 Listeners

    Money For Couples with Ramit Sethi by Ramit Sethi

    Money For Couples with Ramit Sethi

    3,362 Listeners

    The Money with Katie Show by Morning Brew

    The Money with Katie Show

    1,481 Listeners