Podcast

235: From Scrubs to Stilettos: Dr. Tiffany Moon on Luxury & Leadership

235: From Scrubs to Stilettos: Dr. Tiffany Moon on Luxury & Leadership

You’re in for a real treat today with the return of Dr. Tiffany Moon—an anesthesiologist, entrepreneur, author, and unapologetic glam queen.

We go deep into what it really takes to create your own lane (and brand), the behind-the-scenes of running luxe in-person events, and why coaching + community + conferences are the triple threat for an expansive life. Tiffany also shares the vision behind her LeadHer Summit, and we dish on all things points hacking, burnout, and building style from the inside out.

What You'll Learn:

  • The mindset shifts behind launching a luxury conference from scratch
  • Why community and real-life connection matter more than ever post-COVID
  • How to turn a “just an idea” into a powerful brand and business
  • Real talk on burnout, boundaries, and finding joy as a physician-mom
  • How points hacking turned a conference into a Maldives getaway
  • Why personal style is more than clothes—it’s identity

Wanna join us IRL? Come to LeadHer Summit in Dallas, Nov 7–9. Use code BONNIE for $300 off through July! leadhersummit.com

Listen to the Full Episode:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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234: The Power Group: How One DM Turned Into Millions in Impact

234: The Power Group: How One DM Turned Into Millions in Impact

What happens when you put five ambitious physicians in one room—and one of them is Bonnie Koo?

You get a friendship-fueled mastermind that’s helped each of them grow massively successful businesses while challenging the traditional path of medicine. In this raw, behind-the-scenes conversation, Bonnie joins forces with Dr. Peter Kim, Dr. Sunny Smith, and Leti & Kenji of Semi-Retired MD to share how their crew—the “Power Group”—formed and evolved.

Spoiler: It all started with a few emails and a willingness to say yes.

You’ll hear the hilarious, heartwarming, and holy-crap-that’s-powerful origin story of how each member found their way to the group, the mindset shifts they’ve sparked in each other, and why investing in relationships and masterminds is non-negotiable if you want to build wealth and impact as a physician.

What You’ll Learn in this Episode:

  • Why saying yes to random invitations can change your life
  • How coaching and masterminds have shaped each of their careers
  • The mindset shift that made Bonnie say “go big or go home”
  • The truth about collaboration vs. competition in the physician space
  • How to create your own circle of power (and why you NEED one)

Listen to the Full Episode:

Resources & Mentions:

 

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Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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233. You Can’t Delegate Your Dream Life (And Why That’s a Good Thing)

233. You Can’t Delegate Your Dream Life (And Why That’s a Good Thing)

What happens when you step back from the spreadsheets and ask: What do I actually want my life to look like?

In this episode, I’m diving into:

  • Why I’ve gone all-in on a holistic approach to money

  • What “experiential wealth” really means—and how I used points to book a $20K trip to Korea ✈️

  • The mindset shift that made me finally pull the trigger

  • How rethinking school (hello, homeschooling!) is reshaping my business

  • Why you might already be able to live your dream... you're just not giving yourself permission

💡 Plus: Get the scoop on the Happy & Rich Mastermind, the newly updated Money for Women Physicians course, and my brand new Personal CFO Dashboard.

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Wealthy Mom MD with Bonnie Koo | DPC vs. Concierge Medicine: A Deep Dive with Dr. Jessica Mendelsohn

232: DPC vs. Concierge Medicine: A Deep Dive with Dr. Jessica Mendelsohn

232: DPC vs. Concierge Medicine: A Deep Dive with Dr. Jessica Mendelsohn

Wealthy Mom MD with Bonnie Koo | DPC vs. Concierge Medicine: A Deep Dive with Dr. Jessica Mendelsohn

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 hospital-based practice to discovering the DPC model and deciding to take the leap into entrepreneurship. She breaks down the key differences between DPC and concierge medicine, and explains how the direct care model can benefit both physicians and patients.

Starting a business is never easy, but Jessica's story proves that with the right mindset and a willingness to learn, any physician can create the practice of their dreams. She offers practical advice for those considering the DPC model, from writing a business plan to setting realistic goals and navigating the challenges of growth and scaling.

We have just a few rooms left at our amazing group rate at the Four Seasons Oahu for the 2025 Live Wealthy Money and Wellness Conference For Women Physicians. Don't miss this chance to join us in luxurious Hawaii with incredible speakers to focus on money and living your best life. Virtual tickets are also available!

Ready to transform your life and finances? Join the Happy and Rich Club for Women Physicians — a 6-month, intimate program designed to help you thrive in both life and money. Click here to learn more, enroll, or schedule a quick call to see if it's the right fit for you!

What You'll Learn from this Episode:

  • How the direct primary care model differs from traditional insurance-based practices and concierge medicine.
  • The benefits of DPC for both physicians and patients, including increased autonomy, lower overhead costs, and more personalized care.
  • Practical tips for starting a DPC practice, from writing a business plan to setting realistic goals and navigating growth.
  • Why owning your own office building can provide significant tax savings and financial benefits for practice owners.
  • How to create an irresistible offer and stand out in a crowded healthcare market.

Listen to the Full Episode:

Featured on the Show:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Wealthy Mom MD with Bonnie Koo | How to Break Free from Autopilot and Pursue the Life You Really Want

231: How to Break Free from Autopilot and Pursue the Life You Really Want

231: How to Break Free from Autopilot and Pursue the Life You Really Want

Wealthy Mom MD with Bonnie Koo | How to Break Free from Autopilot and Pursue the Life You Really WantDo 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.

As busy professionals and moms, we often prioritize our never-ending to-do lists over the experiences and relationships that bring us genuine joy and fulfillment. But what is the cost of constantly saying "no" to the things we really want to do? Of waiting for the perfect time that never seems to come?

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 and financial freedom you deserve. Because if you don't make a change, nothing changes. And you are worth so much more than a life of "what ifs" and "maybe laters."

We have just a few rooms left at our amazing group rate at the Four Seasons Oahu for the 2025 Live Wealthy Money and Wellness Conference For Women Physicians. Don't miss this chance to join us in luxurious Hawaii with incredible speakers to focus on money and living your best life. Virtual tickets are also available!

Ready to transform your life and finances? Join the Happy and Rich Club for Women Physicians — a 6-month, intimate program designed to help you thrive in both life and money. Click here to learn more, enroll, or schedule a quick call to see if it's the right fit for you!

What You'll Learn from this Episode:

  • Why it's crucial to start saying "yes" to the things that truly matter, even when they feel inconvenient.
  • How to recognize the excuses and limiting beliefs that keep you stuck in autopilot mode.
  • The real cost of constantly putting off your dreams and desires for a later date.
  • Why pursuing time and money freedom requires courage and intentionality.
  • How to take actionable steps towards creating a life you genuinely love.
  • Why investing in relationships and meaningful experiences is key to a fulfilling life.
  • The power of deciding that you are worth the effort it takes to make positive changes.

Listen to the Full Episode:

Featured on the Show:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Wealthy Mom MD with Bonnie Koo | Navigating the Complex World of Student Loan Forgiveness with Sim Terwilliger

230: PSLF, SAVE, and More: Your Guide to Student Loan Relief with Sim Terwilliger

230: PSLF, SAVE, and More: Your Guide to Student Loan Relief with Sim Terwilliger

Wealthy Mom MD with Bonnie Koo | PSLF, SAVE, and More: Your Guide to Student Loan Relief with Sim TerwilligerAre you drowning in student loan debt and unsure of your options? With the ever-changing landscape of student loan forgiveness programs, it's easy to feel overwhelmed and confused. In this episode, we dive deep into the complex world of student loans to help you navigate the system and keep more money in your pocket.

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 your monthly payments, maximize forgiveness, and prepare for potential tax consequences. Don't miss this opportunity to get clarity on your student loan situation and take control of your financial future.

We have just a few rooms left at our amazing group rate at the Four Seasons Oahu for the 2025 Live Wealthy Money and Wellness Conference For Women Physicians. Don't miss this chance to join us in luxurious Hawaii with incredible speakers to focus on money and living your best life. Virtual tickets are also available!

Ready to transform your life and finances? Join the Happy and Rich Club for Women Physicians — a 6-month, intimate program designed to help you thrive in both life and money. Click here to learn more, enroll, or schedule a quick call to see if it's the right fit for you!

What You'll Learn from this Episode:

  • How recent changes to student loan forgiveness programs impact borrowers.
  • The current status of the SAVE plan and what it means for your loans.
  • Strategies for maximizing PSLF and other forgiveness options.
  • How to lower your monthly payments by filing taxes strategically.
  • The importance of regularly certifying your employment for PSLF.
  • What happens to your student loans if you die.
  • How to prepare for potential tax consequences of loan forgiveness.

Listen to the Full Episode:

Featured on the Show:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Wealthy Mom MD with Bonnie Koo | Maximize Your Income: Tax Strategies Every Physician Must Know with Doc Wealth

229: Maximize Your Income: Tax Strategies Every Physician Must Know with Doc Wealth

229: Maximize Your Income: Tax Strategies Every Physician Must Know with Doc Wealth

Wealthy Mom MD with Bonnie Koo | Maximize Your Income: Tax Strategies Every Physician Must Know with Doc WealthAre you a physician looking to keep more of your hard-earned money? Do you feel like you're paying too much in taxes and not sure what to do about it? If so, this episode is for you.

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 important to work with professionals who understand the specific needs of physicians. If you're ready to take control of your taxes and keep more money in your pocket, you won't want to miss this valuable episode.

We have just a few rooms left at our amazing group rate at the Four Seasons Oahu for the 2025 Live Wealthy Money and Wellness Conference For Women Physicians. Don't miss this chance to join us in luxurious Hawaii with incredible speakers to focus on money and living your best life. Virtual tickets are also available!

Ready to transform your life and finances? Join the Happy and Rich Club for Women Physicians — a 6-month, intimate program designed to help you thrive in both life and money. Click here to learn more, enroll, or schedule a quick call to see if it's the right fit for you!

What You'll Learn from this Episode:

  • Why most CPAs are not equipped to provide proactive tax strategy for physicians.
  • The key differences between being taxed as a W-2 employee versus a business owner.
  • How real estate investments, especially short-term rentals, can provide significant tax benefits.
  • The power of setting up the proper business entity, such as an S Corp, to reduce self-employment taxes.
  • Why defined benefit plans and cash balance plans can be a game changer for high-earning physicians.
  • How to take advantage of the Augusta rule to write off personal home expenses.
  • The importance of proper documentation when expensing business costs like vehicles and home offices.

Listen to the Full Episode:

Featured on the Show:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Wealthy Mom MD with Bonnie Koo | Pivoting with Purpose: Aligning Your Money and Life Goals

228: Pivoting with Purpose: Aligning Your Money and Life Goals

228: Pivoting with Purpose: Aligning Your Money and Life Goals

Wealthy Mom MD with Bonnie Koo | Pivoting with Purpose: Aligning Your Money and Life GoalsHave you already given up on your New Year's resolutions? Don't let another year go by without making meaningful changes in your life. As a physician, it's easy to get stuck in the same career path, neglecting other important areas of your life like family, relationships, and personal growth.

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.

Join me as 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 permission to pivot, make changes, and design the wealthy life you truly desire.

We have just a few rooms left at our amazing group rate at the Four Seasons Oahu for the 2025 Live Wealthy Money and Wellness Conference For Women Physicians. Don't miss this chance to join us in luxurious Hawaii with incredible speakers to focus on money and living your best life. Virtual tickets are also available!

Ready to transform your life and finances? Join the Happy and Rich Club for Women Physicians — a 6-month, intimate program designed to help you thrive in both life and money. Click here to learn more, enroll, or schedule a quick call to see if it's the right fit for you!

What You'll Learn from this Episode:

  • Why it's normal and necessary to evolve in your career and life.
  • The importance of living life intentionally and not neglecting key areas.
  • How money is a tool to fuel six key areas of life: career, family, relationships, fun, vitality, and self.
  • Details about my new six-month mastermind, the Happy and Rich Club for Women Physicians.
  • Plans for a new business program for female physicians launching in the spring.

Don't forget to grab your Design 2025 & Beyond workbook I created just for you. You'll also get the deets to attend my upcoming live workshop Design Your Wealthy Life on Jan 15th or 18th, 2025.

Listen to the Full Episode:

Featured on the Show:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Wealthy Mom MD with Bonnie Koo | Massive Action: The Key to Achieving Your Hopes and Dreams in 2025

227: Massive Action: The Key to Achieving Your Hopes and Dreams in 2025

227: Massive Action: The Key to Achieving Your Hopes and Dreams in 2025

Wealthy Mom MD with Bonnie Koo | Massive Action: The Key to Achieving Your Hopes and Dreams in 2025Do you find yourself stuck in passive action mode, endlessly consuming information but never actually doing anything with it? You're not alone. As high-achieving, perfectionist women, we often fall into the trap of thinking we need to know everything before taking action. But here's the truth: all that passive action is really just a way to avoid failure.

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 practical tools you need to get out of your own way and into action. Let's make 2025 the year you finally go after what you really want!

We have just a few rooms left at our amazing group rate at the Four Seasons Oahu for the 2025 Live Wealthy Money and Wellness Conference For Women Physicians. Don't miss this chance to join us in luxurious Hawaii with incredible speakers to focus on money and living your best life. Virtual tickets are also available!

What You'll Learn from this Episode:

  • Why passive action feels safe but is actually a form of failure.
  • How to radically change your relationship with failure.
  • The importance of having compassion for yourself when you fail.
  • How to shorten the time between failure and your next action.
  • Why courses and communities make it easier to take massive action.
  • How to track your progress and ensure you're taking enough massive action.
  • The key mindset shifts required to overcome perfectionism and fear of failure.

Don't forget to grab your Design 2025 & Beyond workbook I created just for you. You'll also get the deets to attend my upcoming live workshop Design Your Wealthy Life on Jan 15th or 18th, 2025.

Listen to the Full Episode:

Featured on the Show:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Wealthy Mom MD with Bonnie Koo | Rethinking Retirement: Are You Chasing the Wrong Goal?

226: Rethinking Retirement: Are You Chasing the Wrong Goal?

226: Rethinking Retirement: Are You Chasing the Wrong Goal?

Wealthy Mom MD with Bonnie Koo | Rethinking Retirement: Are You Chasing the Wrong Goal?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.

This brings me to a question I hear often: Am I on track for retirement? Should I hire a financial advisor? But that’s not where I’d start. Too many people focus on hitting a “magic number” or following financial rules. The reality is, if you focus only on building net worth, you might reach financial success only to wonder why you didn’t enjoy it sooner. Life isn’t linear, and neither is money. So what are we really working toward, and are we living the life we want?

Tune in this week as I walk you through a mindset shift - thinking of life in seasons and aligning your finances with what matters now. I’ll share practical steps to create a vision of what you want, whether that’s traveling, prioritizing family, or feeling in control of your choices. By the end of this episode, you’ll feel ready to plan for a life that’s rich in every sense.

We have just a few rooms left at our amazing group rate at the Four Seasons Oahu for the 2025 Live Wealthy Money and Wellness Conference For Women Physicians. Don't miss this chance to join us in luxurious Hawaii with incredible speakers to focus on money and living your best life. Virtual tickets are also available!

What You'll Learn from this Episode:

  • Why focusing on a “magic number” for retirement might be holding you back.
  • How to shift your mindset and think of life - and money - in seasons.
  • Ways to identify what truly matters to you and prioritize experiences now, not later.
  • How to create a vision for your life and align your finances to support it.
  • Why money is a tool, not the goal, and how to use it to build a life you love.

Don't forget to grab your Design 2025 & Beyond workbook I created just for you. You'll also get the deets to attend my upcoming live workshop Design Your Wealthy Life on Jan 15th or 18th, 2025.

Listen to the Full Episode:

Featured on the Show:

Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.

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Get started on your journey to wealth by getting my FREE book- Defining Wealth for Women.