Library

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. 

Content Type
Topic
Podcasts

Maxed Out My 401k, Now What

Have you maxed out your 401(k) or 403(b)? What should you do now? There are a lot of different options—what do those look like, what might be a good out, and what to pass on. 

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Podcasts

How Market Downturns Look and Feel

What do market downturns look like? Understanding what they look like or what they have looked like historically is helpful. We can’t predict the future, but we do know what happened in the past in

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Podcasts

How Solid Is Your Financial Plan

There’s a lot of crazy stuff in the news. If you’re old enough, you’ve experienced these crazy times before. The investment markets’ economies go up and down. These kinds of things happen. With all the

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Podcasts

Physician Mortgage Loan Pros and Cons

What are pros and cons of physician mortgage loans? What do you need to know before taking one out, especially during a crazy market and changing rates causing sticker shock? In this episode of the

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Podcasts

What Should You Do About Inflation

Are you stressed out about inflation? There’s no reason to worry. It’s better to focus on what you have control over and apply it to your situation. If changes need to be made, start making

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Podcasts

Is Money A Tool Or The End Goal

What’s your perspective on money? Do you view it as a tool? Do you know how to use that tool? Is it like a hammer that you use to build a house, murder somebody, or

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Podcasts

How Can You Become More Financially Competent

What does financial competency look like? What are its fundamentals? Everybody wants to be competent, especially when it comes to competency with money. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks

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Podcasts

What’s Your Relationship With Money

What is the behavioral component and psychology of money? How do you deal with it tactically and practically? Your relationship with money is a big deal and makes a significant impact on your day-to-day decisions.   

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Podcasts

The Power Of Diversification

Do you get nervous when the stock market goes bad? Where are good places to invest? Discover the power of diversification to conquer volatility and uncertainty.  In this episode of the Finance for Physicians Podcast,

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Podcasts

Digging Into Tax-Loss Harvesting

Tax-loss harvesting is a tax strategy, but how does it actually affect your tax return and are there any limitations?  In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about tax-loss harvesting—what

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