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.
Every year, we hear the same question from physicians: What should I read or listen to if I want to get better with money without drowning in jargon? In this episode, we step back from tactics
As 2025 comes to a close, let’s sit down for an end-of-year round table to reflect on the themes that shaped the year and what physicians can take forward into 2026. In this conversation, Daniel
What questions are actually on the minds of residents when it comes to their finances—and what guidance makes the biggest difference during training? In this episode, Daniel Wrenne and Hugh Baker reveal the most common
Why is the physician divorce rate lower among the families we work with, even though money is one of the top causes of marital conflict? In this episode, Daniel Wrenne and Jen Quire dig into
The end of the year is when generosity and tax planning collide, and for physicians, charitable giving can be one of the most powerful ways to support causes you care about while optimizing your financial
Everywhere you look, someone’s promising passive income. Real estate syndications, crypto, private deals — they all sound like the fast track to financial freedom. But what if the real wealth builders are the “boring” investments
Credit card companies are masters at dangling shiny objects — “100,000 bonus points,” “free flights,” “VIP lounge access.” It’s tempting to believe these offers will save you thousands, but are they really worth it? For
When the headlines are full of uncertainty, it’s natural to wonder if you should change your investment strategy. Tariffs, market swings, the allure of real estate… many physicians are asking the same big questions: “How
Physicians spend a decade or more training for a career they believe will bring fulfillment and stability. But what happens when the reality doesn’t match the dream? Dr. Brad Bennett followed the traditional path—prestigious training,
The student loan landscape just got a major overhaul, and we’re breaking down everything physicians need to know about the massive changes coming from the One Big Beautiful Bill Act. Listen in as Daniel and
We’re back for Part 2 of our deep dive into the One Big Beautiful Bill Act (OBBBA), this time covering the updates that could open new opportunities for your finances. Listen in as we break
Big tax law changes are here, and they could have a major impact on your finances. In this episode, we’re breaking down the One Big Beautiful Bill Act (OBBBA) and what it means for physicians,
Should you get a prenuptial or postnuptial agreement? Talking about these is not exactly romantic, but it might be one of the smartest financial conversations you’ll ever have. In this episode, we’re joined by Heather
Why do so many physicians stumble financially right after residency? In this special 200th episode, we’re joined by Hugh Baker to break down the most common financial mistakes doctors make as they step into full-time
Is the mega backdoor Roth the ultimate tax shelter—or just a complicated headache? Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes sense,
