The Tax Translator™ Show Notes
Ignorance Can Be Expensive with Dr. Sylvia Morris - Episode 4
In this episode of The Tax Translator, Cecily Welch sits down with physician, author, and wellness advocate Dr. Sylvia Morris to explore the intersection of financial health and physical health. Through candid stories about inheritance, investing, caregiving, entrepreneurship, retirement planning, long-term care insurance, and financial decision-making, they discuss why understanding money is just as important as understanding your health. The conversation highlights how trusted advisors can help translate complex topics into practical decisions that improve both quality of life and long-term security.
💡 What You’ll Learn
- Why financial health and physical health are deeply connected
- The importance of finding trusted professionals who can translate complex topics into understandable advice
- Lessons learned from receiving an inheritance at a young age
- Why women should proactively plan for retirement, caregiving, and long-term care
- Common misconceptions about Medicare and long-term care expenses
💬 Quote of the Episode
“You can't really have physical health without financial health, and you can't have financial health without physical health.”
— Dr. Sylvia Morris
🎧 Earn CPE by Listening to The Tax Translator™
Thanks to growing interest from members like you, we've streamlined the process with a brand-new podcast self-study exam.
Each episode of The Tax Translator ™ offers the option to purchase a self-study test for CPE credit. Episodes will feature a 3-question exam and will be worth 1 hour of CPE credit.
A passing grade of 70% or better is required to earn credit. Exams may be submitted for CPE up to one year after thepurchase date.
Here’s the link to purchase the exam for this episode:
https://www.gscpa.org/Public/Products/ProductDetails.aspx?ProductID=POD.TAXTRN.4
RESOURCES:
Cecily Welch, CPA, The Accountant You Can Understand®
https://www.linkedin.com/in/cecilywelch/
https://cecilywelch.cpa/
This Week’s Guest: Dr. Sylvia Morris
https://www.drsylviamorris.com/
https://www.linkedin.com/in/drsylviamorris/
The Game Plan: A Woman’s Guide to Becoming a Doctor and Living a Life in Medicine
https://www.amazon.com/GAME-PLAN-Womans-Becoming-Medicine/dp/B0C5YM8SFJ
Boss Leap Podcast
https://bossleappodcast.com/
Subscribe to The Tax Translator ™ LinkedIn Newsletter
https://www.linkedin.com/newsletters/the-tax-translator%E2%84%A2-7130174142623977473/
The Georgia Society of Certified Public Accountants
Not a Member of The Georgia Society of CPAs? Check out the benefits of becoming part of the community.
https://www.gscpa.org/content/Membership.aspx
Check out all of The Tax Translator™ episodes here:
https://www.gscpa.org/content/olc/VirtualSeries/Tax-Translator.aspx
Need more CPE? GSCPA’s CPE Catalog
https://www.gscpa.org/public/catalog/search.aspx