Best Sim Terwilliger Podcasts (2025)

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239: What They Never Taught You About Money in Med School: My Updated Philosophy 23:03

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1M ago23:03

23:03

Med school taught you how to be a doctor—not how to build a life you love. In this episode, I share the mindset shifts that transformed my money philosophy and how you can start designing a life you don't want to retire from. www.wealthymommd.com/239By Bonnie Koo

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238: Black Friday Hacks for High Earners: How to Shop Smart and Stack Points Like a Pro 25:21

2M ago25:21

25:21

Black Friday isn't just about sales—it's a goldmine for credit card points. Here's how to shop smart, stack rewards, and use tools like Rakuten and Savewise to your full advantage. Shownotes at https://wealthymommd.com/238 Right after I recorded this episode, Bilt just announced their partnership with Rakuten! Meaning you can now earn Bilt points. …

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237: Rethinking Wealth: Why Financial Flexibility Beats Retirement Planning 57:18

4M ago57:18

57:18

What if your money could work for you before you're 65? In this episode with Austin Dean, we unpack how to build financial flexibility—without waiting decades. Get ready to challenge everything you thought you knew about "responsible" planning. To learn more about the PIMDCON conference, Sept 25-27, 2025: https://wealthymommd.com/pimdcon Get $300 o…

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236: Student Loan Shake-Up: What Every Physician Needs to Know Now 42:48

4M ago42:48

42:48

New rules, new repayment plans, and new risks—especially if you're on the SAVE plan. Lauryn Williams from Student Loan Planner joins me to break down what's changing with student loans and how to protect your financial future. To book your student loan consult, go to https://wealthymommd.com/slp Full show notes and more at: https://wealthymommd.com…

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235: From Scrubs to Stilettos: Dr. Tiffany Moon on Luxury, Leadership & Doing Life Her Way 1:01:15

6M ago1:01:15

1:01:15

Dr. Tiffany Moon is back—and we're spilling the tea on conferences, connection, glam, and giving zero apologies for doing life big. If you think joy, wealth, and success can't coexist, this episode will blow your mind.By Bonnie Koo

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234: The Power Group: How One DM Turned Into Millions in Impact 52:38

6M ago52:38

52:38

How five physician entrepreneurs turned casual connections into a powerhouse mastermind — and the ripple effect it's had on thousands of doctors. This origin story is packed with truth bombs, mindset shifts, and serious entrepreneurial fire.By Bonnie Koo

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Thank You — See You on Financially Free Era 1:37

7M ago1:37

1:37

Tune in to the new show, Financially Free Era by SLP Wealth, discover the biggest misconceptions people have about being "financially free," the various forms of FIRE ("Financial Independence, Retire Early"), and more. We're excited to launch this new podcast and hope you subscribe on your favorite podcast app! Follow on Apple Podcasts, Spotify, Am…

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Whole Life or Whole Paycheck? When the Math Doesn't Add Up 24:50

7M ago24:50

24:50

Most people don't expect their insurance advisor to also have an IMDb page. But Dennis Hornsby isn't your typical advisor. As Director of Insurance at Student Loan Planner, he helps high-income professionals navigate disability and life insurance to get the right policy. And when he's off the clock, he's been known to appear in films with folks lik…

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DIS Is It - The DISability Insurance Guide You Need 34:57

7M ago34:57

34:57

You've spent years building your career. What happens if you couldn't work tomorrow? This uncomfortable question highlights why disability insurance carries serious weight despite not being a flashy topic. Financial planner Jared Costigan, CFP®, CSLP®, joins us to talk about what it really means to protect your most valuable asset: your ability to …

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Married to Medicine 40:05

7M ago40:05

40:05

Ever wonder what happens behind the scenes in a medical household? We're pulling back the curtain on physician family life and dishing the unfiltered truth about riding the med school rollercoaster together and juggling careers while supporting a doctor spouse. Listen in to hear about the late nights, the moved holidays, and the six-figure student …

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233: You Can't Delegate Your Dream Life (And Why That's a Good Thing) 24:43

8M ago24:43

24:43

Your dream life isn't on layaway—and no, you can't outsource it. Bonnie shares why crafting a life you love starts with vision, bold money moves, and reclaiming your time. Plus, how she booked a $20K trip for free.By Bonnie Koo

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From Rounds to Receipts: The Complete Resident's Cashflow Guide 51:14

8M ago51:14

51:14

Residency is a financial tightrope — you've got the education of a doctor but the paycheck of... well, not a doctor. You'll learn how to create a realistic cash flow plan without micromanaging every decision, how single residents navigate differently than couples, and when buying a house during residency makes sense (or doesn't). Listen in for prac…

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Just Say No! Boundaries Without Burnout 27:37

8M ago27:37

27:37

Work boundaries might not sound exciting, but they're the secret sauce to a happier, healthier career in medicine. Travis Hornsby of SLP Wealth joins us to share a unique perspective as both a multipreneur and the husband of a physician. You'll get practical tips for managing screen time, saying no without guilt, and protecting your energy in high-…

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Negotiate Your Physician Contract With Confidence: Your Guide to Contract Negotiation Strategies 34:44

9M ago34:44

34:44

Contracts might not be the most exciting part of starting a new job, but they're one of the most important. It's not just about salary — it's the full picture: benefits, time off, call schedules, and all the details that affect your day-to-day life. We're joined by financial planner Jared Costigan, CFP®, CSLP®, who's had a front-row seat to the phy…

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Childcare Costs Are Wild: Here's How to Manage Them 25:00

9M ago25:00

25:00

Raising kids comes with love, joy — and a hefty price tag. We're peeling back the layers to reveal the often-overwhelming costs of childcare, breaking down what families need to know to stay ahead. Learn practical strategies to make expenses more manageable, from tax credits and dependent care FSAs to navigating nanny payroll and long-term planning…

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From Ramen to Ribeye: Smart Money Moves for New Attendings 39:00

10M ago39:00

39:00

Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts Follow us on YouTube at Financially Free Physicians The …

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Can Pediatricians Build Wealth? A Resident Spouse's Inside View 23:05

10M ago23:05

23:05

Pediatricians often earn less than other specialists. Is it financially viable? Get an insider's perspective from financial planner Jared Costigan, CFP®, CSLP®, whose wife is a pediatrician in training. This candid conversation pulls back the curtain on the economic realities of choosing children's medicine, from managing six-figure student loans t…

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232: DPC vs. Concierge Medicine: A Deep Dive with Dr. Jessica Mendelsohn 34:40

11M ago34:40

34:40

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 h…

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Financially Naked and Unashamed: Getting Real About Money and Love 35:35

11M ago35:35

35:35

With Valentine's Day right around the corner, we're exploring the evolving balance of love and money in relationships. We're joined by Maggie Reyes, a double-certified master coach specialist in sex, love, and relationships, and self-proclaimed "relationship nerd," to encourage you to redefine your relationship with money and challenge traditional …

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231: How to Break Free from Autopilot and Pursue the Life You Really Want 12:15

11M ago12:15

12:15

Do 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. Join me as I explore the…

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230: PSLF, SAVE, and More: Your Guide to Student Loan Relief with Sim Terwilliger 36:43

11M ago36:43

36:43

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) …

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Think You Have to Pay for College? Think Again 30:09

11M ago30:09

30:09

With college costs on the rise, saving for your child's education can feel overwhelming — but it doesn't have to be. We sat down with SLP Wealth partner and financial planner Dan Rooker, CFP®, CSLP®, to share strategies that make college planning simpler and more effective. From choosing the right savings accounts to understanding financial aid, we…

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229: Maximize Your Income: Tax Strategies Every Physician Must Know with Doc Wealth 34:27

11M ago34:27

34:27

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 physi…

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228: Pivoting with Purpose: Aligning Your Money and Life Goals 17:46

11M ago17:46

17:46

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…

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Are Non-Competes Done For? 21:15

12M ago21:15

21:15

Non-compete agreements are a hot topic for physicians, with the FTC's recent ruling sparking debates and potential changes on the horizon. We're joined by financial planner Meredith Jones, DVM, CSLP®, AFC®, to explore what makes up a typical non-compete, why the FTC's decision could reshape the rules, and how the American Medical Association is res…

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227: Massive Action: The Key to Achieving Your Hopes and Dreams in 2025 13:29

12M ago13:29

13:29

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 perfectionis…

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226: Rethinking Retirement: Are You Chasing the Wrong Goal? 10:09

12M ago10:09

10:09

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. Th…

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10 Resolutions for 2025 (That Might Surprise You) 31:34

12M ago31:34

31:34

New year, new goals — but these 10 resolutions for 2025 are anything but ordinary. In this episode, we're joined by Meagan McGuire, CFP®, ChFC®, CSLP®, to talk through unexpected ways to improve your financial health, career satisfaction and overall well-being in the coming year. We'll discuss how to define your "enough," build boundaries to combat…

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225: Change Your Mindset, Change Your Life 10:19

12M ago10:19

10:19

What if the way you see the world isn't about the circumstances around you, but the lens you're looking through? Two people can go through the same experience yet describe it completely differently - one sees endless challenges, the other sees possibilities. The secret lies in something we all have but rarely think about: mindset. It's not just who…

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224: From Medicine to Startups: Dr. Alison Curfman's Leap Into Innovation 53:12

1y ago53:12

53:12

Dr. Alison Curfman's story is about recognizing problems in the system and deciding to solve them. From co-founding Imagine Pediatrics, a company built to improve care for children with chronic conditions, to working with developers on tech-driven solutions, she's learned what it takes to bring ideas to life in ways most physicians haven't imagined…

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Family Planning, Fertility and Finding Balance 24:34

1y ago24:34

24:34

Family planning and fertility touch on some of the most personal and challenging decisions in life — especially for women in medicine, who face unique pressures and demands. Angie Pack, CSLP®, joins me, and we're addressing these sensitive topics head-on. We share our own experiences with infertility, the difficult choices surrounding when to start…

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223: Reflect, Reset, and Step into 2025 21:09

1y ago21:09

21:09

Reflection doesn't have to be overwhelming. It can be as simple as setting aside time to write about your favorite memories or jot down lessons from the challenges you've faced. I share some practical ways to reflect on the positives, the meaningful moments, and what you'd like to carry forward into the new year. Whether it's creating a photo album…

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222: Navigating Perimenopause and Beyond: A Guide to Women's Health with Dr. Shieva Ghofrany 1:01:39

1y ago1:01:39

1:01:39

I'm joined by Dr. Shieva Ghofrany, a board-certified OB/GYN with over 14 years of experience, to explore the often-overlooked aspects of women's health. Dr. Shieva shares her personal experience of navigating postpartum life after having her third baby at 41, while also entering perimenopause. She sheds light on how unpredictable and transformative…

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A Love Letter to Physicians 24:09

1y ago24:09

24:09

We're hitting pause on the noise to reflect on gratitude — specifically, our gratitude for you, the physicians who dedicate your lives to serving others. We'll also explore a year-end checklist of financial tips, like maxing out pre-tax retirement accounts and why working with a tax professional can make a big difference. But by and large, this epi…

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221: My Thanksgiving Message To You 3:57

1y ago3:57

3:57

I'm thankful for you. I hope you're enjoying this week. Thanksgiving is a powerful reminder of the power of gratitude. Listen to this short message to get my best tip for beating money scarcity. Also, this Sat-Sun, 11/30 & 12/1 - we have our 48 hr FLASH SALE for the 2025 Live Wealthy Conference. It's our biggest sale of the year. Mark your calendar…

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220: Raising Financially Savvy Kids with Hope Seidel, MD 54:42

1y ago54:42

54:42

Do you struggle with knowing how to talk to your kids about money? Are you worried they'll grow up feeling entitled? In this episode, I'm joined by Dr. Hope Seidel, a pediatrician and parenting coach, to discuss strategies for raising financially savvy kids. We dive into topics like allowance, separating chores from money, modeling restraint, and u…

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5 Tax-Smart Alternatives That Beat High-Yield Savings Accounts 30:14

1y ago30:14

30:14

Tired of watching your hard-earned money lose value to taxes and inflation? We're exploring five powerful investment alternatives beyond a simple high-yield savings account (HYSA). You'll learn clear strategies to maximize your post-tax cash while keeping your money accessible. We break down the benefits of municipal bonds, Treasury bills, and othe…

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219: Smart Shopping Strategies for Black Friday 12:14

1y ago12:14

12:14

When it comes to Black Friday, it's easy to get caught up in the buzz and spend beyond what you planned. I know the feeling all too well. So let's start by setting up a game plan to avoid those common pitfalls. Whether it's gifts for loved ones or items you've been eyeing all year, taking stock of what you need - and sticking to it - can make all t…

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A New Financial Rx for Physicians 29:08

1y ago29:08

29:08

Holding onto outdated money advice as a physician? It's time for a new perspective. In this first episode, financial planner Sim Terwilliger, CFP®, CSLP®, and special guest Travis Hornsby, CFA®, CFP®, set the stage for the conversations they'll be having: from debt strategies and wealth building to navigating burnout and lifestyle decisions, even w…

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218: Identify & Change Your Overspending Habit 21:28

1y ago21:28

21:28

How many of us believe that earning more will automatically solve our money issues? I certainly did. I often hear from six-figure earners who think the same way. We assume we just need to cut back, but the reality is, it's not just about spending less or staying within our means. It's about aligning our spending with what we want to create in life.…

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Welcome to Financially Free Physicians 0:59

1y ago0:59

0:59

Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (whic…

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217: Manage Time Like a Pro: How to Stay Focused in a Busy World 21:49

1y ago21:49

21:49

In today's world, with our phones constantly demanding our attention, we've become a distracted generation. It's tough to be fully present. That's why I'm encouraging you to rethink your relationship with your phone and offering practical strategies to sharpen your focus. In this episode, I share a powerful system to help you manage your time effec…

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216: Leveraging ChatGPT: Step-by-Step Solutions for Your Mental Load 25:01

1y ago25:01

25:01

When I first encountered ChatGPT, I was intrigued but didn't see its full potential. That changed when I realized how effective it could be, not just in business but in managing everyday tasks. From meal planning to task management, I found the key was in how I prompted the AI. Learn how to use AI like ChatGPT to lighten your mental load, from meal…

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215: Taking Control of Your Money: A Simple Starting Point 29:33

1+ y ago29:33

29:33

I didn't always have a solid understanding of money. In fact, there was a time when I was living paycheck to paycheck, racking up debt, and not fully grasping why my money seemed to disappear so quickly. As a female physician, managing finances can feel overwhelming or even embarrassing when you haven't taken control yet, but the truth is, it's nev…

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214: The Power of Slowing Down: Lessons from a Month in Greece 18:25

1+ y ago18:25

18:25

Today, I want to talk to you about my experience in Greece and how it completely shifted my perspective on productivity and life. We spent a month living at a slower pace that made me rethink what it means to truly live and work. This wasn't about packing in activities or sightseeing - it was about embracing a slower pace and seeing what life looks…

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213: Moving Smarter: Managing Costs and Adjusting to a New Life 17:57

1+ y ago17:57

17:57

When my family and I moved, it was more than just a change of scenery—it was a whirlwind of new challenges. We barely had time to settle in before I jetted off to Greece for five weeks. The new house felt overwhelming with its extra space and unexpected tasks like dealing with the humidity. The move wasn't just about a new address; it was a complet…

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BONUS | Testimony Tactics: Dr. Gretchen Green's Guide for Medical Experts 38:36

1+ y ago38:36

38:36

Earning extra income from home while staying clinically active is possible through expert witness work. Join Radiologist, Expert Witness, and coach Dr. Gretchen Green as she shares her journey and insights. Many physicians hesitate to explore other options due to the fear of a pay cut. Dr. Green is here to demonstrate the opportunities available fo…

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212: Financial Planning for Special Needs Children with Britta Koepf 33:46

1+ y ago33:46

33:46

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'…

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211: What You Need to Know About Cash Flows with Nick True, Owner of Mapped Out Money 51:22

1+ y ago51:22

51:22

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. Tun…

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210: Navigating Long-Term Care Insurance with Wallis Tsai, CEO of AboveBoard Financial 51:35

1+ y ago51:35

51:35

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 …