339: [MONEY] Back to Basics: How to Protect Your Wealth

339: [MONEY] Back to Basics: How to Protect Your Wealth

Update: 2025-08-28
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Back to Basics is back! My recurring guest, Sarah Miller, is on the show today to discuss all things insurance. Throughout this series, we’ve talked about all the ways to grow your money through investing and saving. But how do you protect this money while you’re accumulating your wealth? The answer - insurance. 

In today’s episode, we talk about all types of insurance. From home & auto to health to life to umbrella and more. Have you wondered the difference between term life insurance and whole life insurance? Which one is right for you? We cover it all!

Sarah & I also discuss disability insurance and malpractice insurance, which are very important for healthcare providers to consider when looking at insurance coverage. 

Press play to learn everything you need to know about insurances so that you can protect your wealth and assets. 

Sarah is a personal finance nerd who learned about finances and investing from an early age from her father and grandfather, who both spent their careers in the corporate finance world. As an adult, Sarah immersed herself in the personal finance and FIRE spheres, learning from top experts. Sarah is my personal go-to for all financial questions, and she’s here to share her knowledge with all of you!



SPONSORS 🏆

TELEHEALTH RECRUITING WITH BRI REITZNER : 

EMAIL: BRIREITZNER@GMAIL.COM

TEXT: 417-616-1972



CONNECT WITH SARAH 👫

Email: sjmvirtualsolutions@gmail.com

LinkedIn: linkedin.com/in/sarah-miller-pa-va/



RESOURCES 📚

Previous episodes in Back to Basics Money Series: 

283: Back to Basics: Meet Sarah

287: Back to Basics: What Actually IS Investing?

290: Back to Basics: Traditional versus Roth - What’s the Difference?

293: Back to Basics: The Best Investments for Long-Term Success

296: Back to Basics: How Much Money Do I Need to Retire?

311: Back to Basics: Short-, Medium-, and Long-Term Savings Goals

335: Back to Basics: Investing for Your Kids


Disability Insurance:

Understanding Disability Insurance

How to Buy Disability Insurance

Guide to Insurance Companies


Malpractice Insurance:

Malpractice Insurance Basics

CM&F Group



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339: [MONEY] Back to Basics: How to Protect Your Wealth

339: [MONEY] Back to Basics: How to Protect Your Wealth

Tracy Bingaman, PA-C | The Money PA | Physician Assistant | Physician Associate