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

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

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

Early Bird Registration is now open for the 2025 Live Wealthy: Money & Wellness Conference!

The 2025 Money & Wellness Conference for Women Physicians is the *only* conference of its kind.

It’s a women’s only space to learn and chat about all things money and life so that you can live your wealthy life.

I’m bringing in the best money experts and coaches to teach you over 3 days at the luxurious Four Seasons Oahu in Hawaii.

And if you want an extra luxe experience register for the VIP option - limited spots left!

Go to: https://wealthymommd.com/conference

I recently took a two-week trip to the Caribbean to attend several conferences, but this time, I was there solely as an attendee, which was a refreshing change from my usual role as a speaker. In fact, this new perspective allowed me to fully immerse myself in the sessions and absorb the wealth of knowledge being shared, some of which I'd like to share with you in this episode.

Learn about my key takeaways from these conferences, including the importance of staying updated with technological advancements, the benefits of attending mastermind groups, and the necessity of diversifying investments. Whether you're looking to enhance your business acumen or stay ahead in the ever-evolving tech landscape, this episode is packed with insights that will inspire and inform.

Get full show notes and more information here: https://wealthymommd.com/209

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