Check out our finance for physicians library. It’s filled with physician specific educational content covering a wide range of personal and behavioral finance topics.
How much house is the right amount? In this episode, Jen Quire, Partner and CFO, explores the financial and emotional complexities of buying a home. From changing American expectations of home size to
Are you unknowingly paying more taxes than you should? Double taxation is a common but avoidable issue that costs people thousands of dollars each year. So, in this episode, financial planner Hugh Baker
We’re back! After a brief hiatus, we’re excited to relaunch Finance for Physicians with fresh insights and a commitment to bringing you new episodes twice a month. Today, I’m sitting down with student loan expert
We’re going into the vault again to bring back the stories of Drs. Diana Girnita, Anastasia Boyer, and Daniel Paull, to give you side-by-side examples of physicians deciding to take the leap into direct care.
You’re going to die after listening to this. That’s a hard truth, but most of us don’t act that way. In this podcast, we talk to a couple of doctors that did. And in doing
In speaking to hundreds of doctors a month, it’s obvious that many feel trapped by their hospital salary, and that can lead to burnout, but it doesn’t need to be this way! That’s why we
It’s completely normal to want to increase your spending as soon as you become an attending physician (you definitely earned it), but if your monthly expenses are forcing you to stay in a situation you
Join Daniel Wrenne in this episode of Finance for Physicians as he sits down with mortgage expert Richard Ricci. Together, they unravel key insights to guide physicians through the journey of buying their dream homes.
Embark on a transformative journey with Daniel Wrenne, the trusted financial advisor dedicated to physicians’ financial well-being. In this compelling episode of Finance for Physicians, Daniel unravels the art of intentional living through values-centric decision-making.
Join Daniel Wrenne in this episode of Finance for Physicians as he tackles the common question among physicians – can real estate income replace your salary? Daniel provides a high-level overview of real estate investment
Welcome back to Finance for Physicians. Today, Daniel Wrenne continues the discussion on crucial questions from physician families. In this episode, he delves into the realm of product-based advisors and the complex world of “jack
Join Daniel Wrenne on Finance for Physicians as he tackles a burning question: Is the AUM Advisor approach the right fit for physicians? In this episode, Daniel breaks down the 1% fee structure, sheds light
Today, we delve into a crucial topic that concerns many of us with aging parents and their financial well-being. Daniel Wrenne here, and in this episode, we’re sharing a real-life case study that uncovers potential
In this episode of Finance for Physicians, Daniel Wrenne dives into a common question many new clients face as they transition into practice or a new stage of life. Whether it’s a higher income, starting
Join Daniel Wrenne in this episode as he tackles the provocative question: “Are Roth IRAs Really This Bad?” Inspired by a listener’s email and an article claiming significant losses, Daniel dissects the arguments, dispels myths,
