I've handpicked trusted companies to help you on your wealthy journey.
Finance Tools
PERSONAL FINANCE TOOLS
YNAB: You Need a Budget
YNAB is the best budgeting program to create a spending plan. It's innovative approach to cash flow will have you taking back charge of your money. Click here to get started with a 34 day free trial.
1:1 YNAB Coaching
YNAB is the best budgeting program AND it can be a bit challenging to set up. It's SO worth it. The easiest way is to hire YNAB coach Nick True. He is a master at YNAB. He teaches inside my program, Money for Women Physicians, to help get them set up. You can book a 1:1 call with him for assistance. You won't regret it! Just let him know I sent you.
LIVELY HSA
Lively is a fee-free Health Savings Account (HSA) platform for individuals and families. It has a simple and intuitive user experience to help you get the most out of your HSA. Lively HSAs works alongside high deductible health plans to make healthcare easier for everyone. They custody with Charles Schwab for your HSA investments. Click here to get started.
In Case of Emergency Binder
Chelsea of Smart Money Mama’s developed this In Case of Emergency Binder (ICE) for her own family to get organized in the event of, well, an emergency. Emergencies include not only death, but a natural disaster or severe illness. Click here to grab yours.
Real Estate
REAL ESTATE RESOURCES
Zero to Freedom Spring 2024
Zero to Freedom is a 7-week course that empowers doctors and high-income earners to build additional income through cashflowing rentals. This course offers practical guides on purchasing rental properties. Join the waitlist now for a discounted price on May 18-19, 2024, with general sales opening May 20-28, 2024.
Click here to learn more.
DLP Capital
If you're looking to invest and have a positive impact then you'll want to check out DLP Capital. Their funds contribute to creating affordable housing for the workforce. Their income producing real estate funds have historically offered high-yield returns and cashflow to investors. Click here to learn more. Click here to watch a recent class we had with Rich Delgado on Impact Investing with DLP Funds.
eQRP
eQRP is a company that provides savvy investors with a self-directed 401(k). You can invest in passive real estate such as syndications, debt funds and mineral rights. It's a great way to access capital that you already own. Click here to learn more.
Ascent Equity Group
Ascent Equity is created by Doctors, for Doctors from a unique investment position with an innovative, yet proven approach to passive real estate investments. Peter Kim, MD is also the founder of Passive Income MD, the premier source for all things passive real estate and entrepreneurship for doctors.
Accelerating Wealth
Accelerating Wealth offers a comprehensive course on investing in short-term rentals. It focuses on generating significant cashflow and tax benefits, providing a step-by-step blueprint for financial success through real estate.
Click here to learn more.
Student Loan Advice
Student Loan Resources
Student Loan Planner
Travis and his team at Student Loan Planner can show you how to eliminate student loans as a source of stress in life and how to save every dollar possible while paying them back.
Whether you’re trying to optimize Public Service Loan Forgiveness, decide if you should refinance, choose the right repayment plan, or figure out your tax filing status, they will listen to your concerns and solve them. Even better, you’ll save dozens of hours studying the student loan system that you can spend doing something more enjoyable.
Get $100 off their published rate with our special link.
If you’d like to learn more, check out how you can get student loan help here.
Financial Services
Financial Advisors & Services
SLP Wealth
SLP Wealth was created by Travis at Student Loan Planner.
SLP Wealth is a flat fee financial planning and coaching firm dedicated to helping health professionals take control of their financial future.
DocWealth
DocWealth is a financial planning and investment management platform tailored for physicians. With specialized services designed to address the unique financial challenges faced by healthcare professionals, DocWealth helps you achieve financial independence and build long-term wealth. Click here to learn more.
Insurance Agents
INSURANCE AGENTS
Pearson Ravitz
Pearson Ravitz empowers healthcare professionals to protect life’s most valuable financial assets—their income—and life’s most important people—their families. The company is led by its founders, Stephanie Pearson, MD, FACOG and Scott Ravitz.
Injured in the prime of her career, Stephanie took an unexpected journey to becoming an advocate and advisor for physician insurance. Scott, a longtime broker and insurance expert to the medical community, was a natural advisor and behind-the-scenes colleague for Stephanie. The partnership of Pearson Ravitz wields the duo’s powerful combined skillset—and has made them sought-after experts on the basics and nuances of disability and life insurance for doctors.
Physician Financial Services
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF has been in the insurance and financial services industry since 1990. Unlike medicine, which has a standardized path that physicians must take to gain the education, training and experience requirements necessary to obtain board certification, the insurance and financial services industry does not. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely. While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.
Personal Loans
Personal Lending
Doc2Doc Lending
Doc2Doc Lending offers a range of financial products tailored for physicians and dentists. From personal loans to commercial solutions, Doc2Doc supports doctors throughout their careers.
Click here to learn more.
Self-Directed 401(k)
SELF-DIRECTED 401(k)
eQRP
eQRP is a company that provides savvy investors with a self-directed 401(k). You can invest in passive real estate such as syndications, debt funds and mineral rights. It's a great way to access capital that you already own. Click here to learn more.
Estate Planning
ESTATE PLANNING TOOLS
1Password
1Password is a secure password manager that I use for my family and in my business. You can easily share and revoke passwords with employees and contractors. You can also store notes, credit cards and files securely. A password manager is a critical estate planning tool.
1Password can also store important files securely.
In Case of Emergency Binder
Chelsea of Smart Money Mama’s developed this In Case of Emergency Binder (ICE) for her own family to get organized in the event of, well, an emergency. Emergencies include not only death, but a natural disaster or severe illness.
ONLINE SECURITY
Online Security Tools
Aura
Aura combines identity theft protection, credit monitoring and online security using VPN and more. Click here to get started.
1Password
1Password is a secure password manager that I use for my family and in my business. You can easily share and revoke passwords with employees and contractors. You can also store notes, credit cards and files securely. A password manager is a critical estate planning tool.
Click to get started.
Delete Me
Delete Me helps individuals maintain privacy by removing their personal information from the internet. It's an essential service for those concerned about online privacy and security. Click here to get started. about their services.
Credit Parent
Credit Parent offers protective measures to safeguard children's credit from identity theft. An invaluable resource for parents wanting to secure their children's financial future. Click here to get started..
EVENTS
Events
Live events are a great way to network, get inspired and spend time with liked minded people.
To learn more about our events, click here.
Live Wealthy 2024: Money & Wellness Conference Course
"Live Wealthy 2024: Money & Wellness Conference Course" is a comprehensive program covering a diverse range of topics essential for holistic wealth and wellness. From real estate and entrepreneurship to charting and mental health, participants can expect insights and strategies to enhance various facets of their lives. Moreover, attendees have the opportunity to earn up to 13 AMA PRA Category 1 Credits, making it valuable not only for personal growth but also for professional development. Additionally, the course is eligible for CME credits for nurse practitioners, PAs, dentists, and other healthcare professionals, making it a multifaceted resource for individuals seeking both financial prosperity and overall well-being.
UNLEASH THE POWER WITHIN 2024
Tony Robbins' Unleash the Power Within (UPW) will be held from November 14-17, 2024, in Newark, NJ. My good friends Leti & Kenji of SemiRetiredMD have secured discounted Diamond and VIP level tickets for Tony's signature program. I will be there! Click here to grab your tickets - UPW is close to selling out.
LIVE WEALTHY CONFERENCE
The LIVE WEALTHY CONFERENCE is a money conference by women physicians for women physicians. It will be held at the luxurious Four Seasons Oahu. Over 3 days, you'll connect with like-minded women, master your money mindset, learn strategies to grow your wealth and learn powerful tools to enjoy the life you worked so hard for. While having plenty of time to integrate what you are learning and relax on the beach. You’ll leave relaxed and refreshed and with the tools to start living your wealthy life.
Click here for more details.
Behind The Scenes
BEHIND THE SCENES
These are the tools I use to run my business.
Gusto
Discover the ease and efficiency of managing payroll with Gusto. Whether you're a small business owner or an HR professional, Gusto simplifies payroll processing, tax filing, and benefits administration. With intuitive software designed to save you time and ensure compliance, Gusto offers seamless payroll solutions tailored to your business needs. Join thousands of businesses already benefiting from Gusto’s trusted payroll services and start streamlining your payroll processes today.
Kajabi
Kajabi is an all-in-one online platform for your online business. You can literally run your whole business on Kajabi - website + hosting, email list, online course and community. We use Kajabi for our email list, landing pages, and to deliver our courses (wink wink). If I was starting my business from scratch I would also run my website on Kajabi as well.
Try Kajabi FREE for 28 days.
Notion
Notion functions as a single space where you can think, write, and plan. You can also build nifty databases and pair with other apps. We use it as our business dashboard in conjunction with Asana.
Asana
Asana is a project and task manager that many businesses use (including us!). Click here to learn more.
Namecheap
Namecheap is what I use to buy my domains.
BigScoots
My main website is on WordPress and is hosted on BigScoots. BigScoots is known for their great customer service and speed. Click here to learn more.
iMark Interactive
iMark Interactive maintains my website, providing online security and backups. They also do quick jobs when we need extra help. They are prompt and do great work!
Membership.io (formerly Searchie)
Membership.io is a powerful platform that can house your online course or membership, create transcripts (and captions) and house podcasts.
ManyChat
ManyChat's Instagram feature empowers businesses to leverage Instagram Direct Messaging for effective marketing and customer engagement. With ManyChat's intuitive interface, users can easily create automated chatbot sequences to interact with their Instagram followers, driving lead generation, sales, and customer support.
Alternative Balance
Explore Alternative Balance, your trusted resource for comprehensive insurance solutions tailored specifically for wellness and fitness professionals. Whether you're a yoga instructor, massage therapist, or personal trainer, Alternative Balance offers specialized insurance coverage designed to protect your practice. Click here to learn more.
Bonjoro
Bonjoro is a video messaging company designed to help you connect with your audience in a personal and impactful way. Perfect for nurturing relationships and improving customer engagement, Bonjoro allows you to send personalized video messages, making interactions more memorable and effective. Click here to learn more.
Traveling Mailbox
Traveling Mailbox offers a virtual mailbox service that allows you to access your postal mail online from anywhere. Perfect for travelers, remote business owners, or anyone who wants flexibility with their mail handling, Traveling Mailbox scans your mail and provides a secure, easy-to-use platform. Click here to learn more.
Scribe Media
Scribe Media is a premier publishing company that helps individuals turn their ideas into professionally published books. Whether you’re looking to share your expertise, tell your story, or build credibility, Scribe Media offers tailored services to guide you through the process. Click here to learn more.
The AWB Firm
The AWB Firm specializes in legal services tailored for small businesses and entrepreneurs. Their expertise helps you safeguard your business with customizable contract templates, trademark registration, and other essential legal protections. Gain confidence and peace of mind knowing your business is legally secure. Click here to learn more.
NuCalm
NuCalm is an innovative stress management system designed to help you relax, focus, and recharge. Using neuroscience-backed technology, NuCalm provides a natural way to achieve a deep state of calm and improve overall well-being. Experience the benefits of reduced stress, better sleep, and enhanced performance. Click here to learn more.
Northwest Registered Agent
Northwest Registered Agent provides comprehensive services to help businesses maintain compliance and streamline operations. From registered agent services to LLC formation and business support, Northwest offers expert guidance to make managing your business easier. Click here to learn more.
Credit Cards & Points
CREDIT CARDS & POINTS
My favorite ways to earn and redeem cc points for travel!
Rakuten
Rakuten is a shopping portal where you can get cash back at most of the places you already shop at. BUT, if you link an eligible Amex card, you can get points instead. So 5% cash back becomes 5x points. You don't need to use the Amex card for the purchase - in fact, you can STACK. Let's say the store you are buying from is offering 10% cash back. You can use your Chase Freedom Unlimited to make the purchase to get 1.5x then get 5x Amex points. It's a win/win. Click here to sign up and get a few thousand points just for joining!
Chase Sapphire Cards
I usually recommend one of the Sapphire cards as a starter card (along with with the Amex Gold below). I personally have the Reserve and P2 has the Preferred. Paired with one of the Freedom cards below is a powerful combination to earn points.
Chase Freedom Cards
The freedom cards are cash back cards. BUT, if you pair them with a Sapphire card, they become points. I have the Freedom Unlimited and P2 has the Freedom Flex.
Amex Gold Business
The Amex Gold Business is one of my go-to business cards as it gets 4x on ads (like Facebook) and dining.
Amex Gold Personal
The Amex Gold Personal is one of my favorite starter cards. It gets 4x on dining & groceries. You can also pair it with Rakuten.
Chase Ink Business Cards
I love (and have) the Ink Preferred and Ink Unlimited for my business.
Hyatt Business Card
I'm a Hyatt girl. This card is crucial for earning Globalist status every year.
Fathom AI
Fathom AI is an AI-powered meeting assistant that automatically records, transcribes, highlights key points, and summarizes your online meetings (like Zoom, Google Meet, or Microsoft Teams calls) so you can focus on the conversation instead of taking notes. It is essentially acting as a virtual notetaker that generates summaries and action items after each call.
Get 1 month free of Premium when you use my link. Click here to get started!
Disclosure: Please note that I am affiliates with many of the companies I recommend. This means that I may receive a commission if you purchase through one of my links. You are absolutely under no obligation to use their products or services but if you do choose to use them, we may earn a small commission at no extra cost to you.
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