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.
What does your money say about your values and priorities? In this episode, we dive into the power of budgeting—not as a punishment, but as a tool to feel empowered and in control of
With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios. In this episode, we’ll cut through the noise and provide
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
