hol+ with Dr. Taz MD | The Future of Medicine is Holistic

This is episode (7) of our special nine-part series entitled Plan Ahead. Our hosts Julie Flakstad & Dr. Taz Bhatia, welcome Jean Chatzky - CEO and Founder of HerMoney, journalist, author, and former financial editor of NBC’s Today Show. The conversation addresses both the practical and emotional aspects of financial planning, especially for women in their 40s and 50s. Chatzky shares insights into why financial planning is inherently challenging, particularly due to human behavioral tendencies, and emphasizes the importance of understanding personal "money types" to overcome financial roadblocks.

Here are some of the themes we discuss …

  • What ‘planning ahead’ means in our 40s + 50s: Jean offers perspective on why we’re not necessarily wired to plan ahead ahead, how planning ahead has evolved, and what we should be thinking about today.
  • Emotional and Behavioral Aspects of Money Management The episode underscores that money management isn’t just numbers—it’s tied deeply to emotions and behaviors, and understanding this connection can help individuals make better, less reactive financial decisions.
  • Understanding Personal “Money Types” She explains that one of the first steps to planning ahead is to better understand your relationship with money and finances. Jean recommends taking a money personality quiz (see link below) to provide insight on why you are the way you are, and, if you’re in a relationship, how your partner is wired too.
  • Building an Emergency Fund Jean highlights the importance of a dedicated emergency fund (aka the “oh shit” fund) for life’s unexpected expenses, including tips on how much we should have saved for unforeseen circumstances.
  • Empowering Women in Financial Decision Making The conversation explores how many women in midlife feel unprepared to handle or even talk about personal finances, the need to insert oneself in financial conversations, and advice on how to take a more active role in managing day-to-day finances.
  • Setting Realistic Financial Goals Jean offers valuable benchmarks for savings and retirement, insight on how to talk more openly with your partner/spouse about your future goals, and broader perspective on how to avoid FOMO relative to what one can and can’t afford.


About Our Guest, Jean Chatzky

Jean Chatzky, CEO and co-founder of HerMoney is the former financial editor of NBC’s Today Show, a coach on the PBS show Opportunity Knocks, a New York Times and Wall Street Journal best-selling author, the financial ambassador for AARP and the host of the HerMoney podcast. Through decades of reporting on personal finance, she learned that a) the jargon-filled speak of the financial industry was created (largely by men) to sell you stuff you don’t need, and b) if you eliminate the jargon there is absolutely no rocket science to money. She knows that a full, successful financial life is within every woman’s grasp — and with the HerMoney team, she’s on a mission to help you get it.

Connect with Our Hosts and Conversation Partner!

Jean Chatzky

Resources noted


Julie Flakstad


Dr. Taz Bhatia


Tune in next Wednesday, 11/6, when we drop our next episode in this special (9) part series, called “It’s Not Too Late” with former professional volleyball player, entrepreneur and podcast host, Gabby Reece. In this episode, our hosts, Julie Flakstad and Dr. Taz Bhatia, reframe the notion that it’s too late and get practical advice for how to approach this new + exciting chapter in our lives. Available on Audio and on YouTube!


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This series is presented by Womaness


Created by women for women, Womaness (https://womaness.com/) offers clinically and doctor tested supplements, sexual wellness, and skincare products that help you navigate hot flashes, changing skin, vaginal dryness, sleepless nights, and more—empowering you to live your life fully and age well.


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Production:


This show is produced by Rainbow Creative with Evy Bjorn and Matthew Jones as Executive Producers, and Nathan Wheatley as Lead Video and Audio Editor. Learn more about them at https://www.rainbowcreative.co. 


Creators and Guests

Host
Dr. Taz Bhatia MD
Dr. Taz Bhatia is a triple-board-certified integrative medicine physician and founder of hol+, where she brings together science, spirit and the human experience to deliver holistic, whole-person care.
Producer
Pat Gostek
Founder of ClipGrowth.com - End-to-End YouTube, Podcast & Clips Management (you just record).

What is hol+ with Dr. Taz MD | The Future of Medicine is Holistic?

hol+ with Dr. Taz MD is redefining modern medicine through a comprehensive, evidence-based holistic approach; integrating functional medicine, integrative medicine, and time-tested healing systems to treat the whole human, not just symptoms.

Hosted by Dr. Tasneem Bhatia (Dr. Taz), triple board-certified physician in integrative, functional, and holistic medicine, bestselling Penguin Random House author, and founder of hol+; a comprehensive evidence-based holistic medicine platform with clinics in Atlanta, New York City, and Los Angeles, and virtual care available nationwide.

At the heart of hol+ is a revolutionary framework: the Five Body Map- physical, mental, emotional, energetic, and social/community bodies that create whole health. This whole-human approach connects hormone imbalances, gut dysfunction, microinflammation, cortisol dysregulation, metabolic disease, autoimmune conditions, perimenopause, and stress-driven illness to the full spectrum of who we are; body, mind, and spirit.

Each episode explores Dr. Taz’s original clinical frameworks ;The Cortisol Loop, Microinflammation, and The Invisible Load alongside conversations with leading experts, celebrities, and thought leaders including Sophie Grégoire Trudeau, Katherine Schwarzenegger, Cameron Mathison, Carol Alt, Jane Seymour, Tamsen Fadal, and Kris Carr.

Topics include hormone health, gut health, GLP-1 and metabolic therapy, thyroid dysfunction, weight loss, inflammation, autoimmune disease, mental and emotional wellness, energetic health, and the future of holistic medicine.

This is the show where science and spirit converge- driving health, happiness, relationships, and family ecosystems.

Want to go deeper? Join Dr. Taz’s private community, the hol+ Circle ; medicine beyond the exam room. (holplus.co/circle)

A 2025 Webby Award honoree, recognized alongside the Mel Robbins Podcast in the 29th Annual Webby Awards, hol+ is built on the foundation of Super Woman Wellness, which surpassed 1 million downloads over 8 years.

This is medicine beyond the exam room. Welcome to hol+