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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,

Join Daniel Wrenne as he sits down with Dr. Marcelo Hochman, the founder of South Carolina’s esteemed Facial Surgery Center, double Board-certified facial plastic and reconstructive surgeon, and President of Independent Doctors of South Carolina

  Join Daniel Wrenne, your go-to financial advisor for physicians, as he navigates the nuances of tax season in this episode of Finance for Physicians. Daniel breaks down the essential steps for physicians to review

  Are you making the best investment in your life? In this insightful episode of Finance for Physicians, your host Daniel Wrenne takes a unique approach to the age-old question of the best investment. Join

  Join Daniel Wrenne and financial advisor Hugh Baker in this episode of Finance for Physicians as they delve into the intricacies of managing a significant inheritance, specifically tailored for early-career physicians. Daniel and Hugh

If you’re a parent or caregiver, planning for your child’s education is a crucial financial decision. In this episode of the Finance for Physicians podcast, host Daniel Wrenne delves into the options available for saving

Welcome to the “Finance for Physicians” podcast, join Daniel Wrenne and Jeff Wenger, as they dive into a multitude of financial topics designed to empower physicians on their financial journey. In this episode, Daniel and

  In this episode, we explore a critical financial question that often surfaces in the world of family finance: Is it a smart move to maximize contributions to a Roth IRA for your children? Host

In this episode of “Finance For Physicians,” Daniel Wrenne and student loan expert Jeff Wenger unravel the complications surrounding student loan servicers. As student loan payments resume after a pandemic-induced hiatus, the duo highlights the

Welcome to another insightful episode of “Finance for Physicians.” In this episode, we dive deep into the world of financial planning, particularly focusing on those crucial financial decisions when transitioning into a higher income bracket.

Join Daniel Daniel Wrenne and Jeffrey Wenger as they navigate the complex landscape of student loan repayment strategies in this episode! With a focus on helping physicians, particularly those working with Public Service Loan Forgiveness

In this episode, Daniel and Jeff dive into the intricacies of the new Student Loan Affordability and Value for Education (SAVE) Plan, shedding light on emerging strategies for student loan borrowers. The SAVE Plan is