Financial Vitals Check Part 2: Save, Spend, Give Ratio

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Once you clarify your values, financial vitals are used similarly to health vitals to quickly check if you are making progress toward your goals and what’s most important to live a better life.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how to measure specific financial vitals based on your values.

Topics Discussed:

  • Save, Spend, Give Ratio: Percentage-wise, where is your money going?
  • True Spending: Budget is always underestimated; total spending is more realistic
  • Strategy: DIY vs. work with financial planners, others to calculate numbers
  • Key to Success: Quick financial vitals checks measured against your values


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