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# Finance for Physicians

Finance content crafted specifically for physicians

## Sitemaps

- [XML Sitemap](https://financeforphysicians.co/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Library](https://financeforphysicians.co/library/)
- [Final Episode: Life Insurance Planning for Mid-Career Physicians](https://financeforphysicians.co/2026/06/02/final-episode-life-insurance-planning-for-mid-career-physicians/) - Discover how life insurance for physicians should evolve mid-career. Learn to reassess coverage, drop costly policies & protect your family's future.
- [Saving for College Late? What Physicians Should Know About 529 Plans](https://financeforphysicians.co/2026/05/19/529-plans/) - Learn how physicians can use 529 plans to save for college, balance retirement goals, and catch up even if they started late.
- [How to Wreck Your Finances: 6 Mistakes That Can Keep Physicians Stuck](https://financeforphysicians.co/2026/03/31/how-to-wreck-your-finances/) - Learn the most common financial mistakes physicians make and how to avoid them, from investing errors to cash flow issues and major money decisions.
- [529 Accounts: What Physicians Get Wrong About College Savings](https://financeforphysicians.co/2026/03/17/529-accounts/) - Learn how 529 accounts work, common mistakes physicians make with college savings, and how to use tax-advantaged plans to fund your child’s education.
- [What Every Physician Should Know About Taxes](https://financeforphysicians.co/2026/02/17/what-every-physician-should-know-about-taxes/) - Learn physician tax planning strategies, S-corp insights, and how doctors can avoid surprise tax bills with proactive planning.
- [Thinking About Buying a Home? What Physicians Need to Know Right Now](https://financeforphysicians.co/2026/02/03/thinking-about-buying-a-home-what-physicians-need-to-know-right-now/) - Learn how physician mortgage loans work, current housing market trends, and how doctors can buy a home without PMI or costly credit mistakes.
- [DIY, Collaborator, or Outsourcer — A Roadmap for Physicians](https://financeforphysicians.co/2026/01/20/diy-collaborator-or-outsourcer/) - Should physicians DIY, collaborate, or outsource financial planning? Learn how to choose the right approach based on time, values, and career stage.
- [Our Personal Finance Book and Pod Recommendations](https://financeforphysicians.co/2026/01/06/our-personal-finance-book-and-pod-recommendations/) - Explore timeless personal finance books and podcasts that focus on habits, behavior, and long-term thinking to help you make better money decisions.
- [End of Year Round Table](https://financeforphysicians.co/2025/12/23/end-of-year-round-table/) - Year-end financial planning for physicians, covering uncertainty, student loans, investing behavior, and practical ways to wrap up the year.
- [What Residents Really Want to Know About Their Finances](https://financeforphysicians.co/2025/12/09/what-residents-really-want-to-know-about-their-finances/) - A clear guide to the most common resident financial questions, covering loans, benefits, and early money choices.
- [Why Our Physician Client Divorce Rate Is So Low: What We’ve Learned About Money and Marriage](https://financeforphysicians.co/2025/11/25/why-our-physician-client-divorce-rate-is-so-low/) - Discover why the physician divorce rate is lower among our clients and how communication, shared values, and financial transparency strengthen marriages.
- [Smart Year-End Giving Strategies for Physicians](https://financeforphysicians.co/2025/11/11/smart-year-end-giving-strategies-for-physicians/) - Learn smart, tax-efficient year-end charitable giving strategies physicians can use to maximize deductions and make a bigger impact.
- [Chasing Trends vs. Building Real Wealth: What Physicians Need to Know](https://financeforphysicians.co/2025/10/28/chasing-trends-vs-building-real-wealth-what-physicians-need-to-know/) - Discover the truth about physician passive investing—real estate, crypto, and target funds explained. Learn smart, low-stress strategies for lasting wealth.
- [Swipe Smarter: Credit Card Points Strategies for Physicians](https://financeforphysicians.co/2025/10/14/credit-cards/) - Learn how to build a smart credit card rewards strategy without falling for the shiny object trap of flashy offers and misleading perks.
- [Hot Questions on Markets, Tariffs & Real Estate: What You Should (and Shouldn’t) Do](https://financeforphysicians.co/2025/09/30/hot-questions-on-markets-tariffs-real-estate-what-you-should-and-shouldnt-do/) - Learn how tariffs, market swings, and real estate affect investments, and how to protect your portfolio with smart, long-term strategies.
- [Work-Life Balance for Doctors: Designing a Fulfilling Physician’s Career](https://financeforphysicians.co/2025/09/16/work-life-balance-for-doctors-designing-a-fulfilling-physicians-career/) - Discover how physicians can design a fulfilling career with balance, freedom, and purpose without leaving medicine.
- [One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 3)](https://financeforphysicians.co/2025/09/02/one-big-beautiful-bill-act-breakdown-which-changes-actually-matter-to-you-part-3/) - Student loan overhaul: What physicians need to know about PSLF, IBR vs RAP plans, and whether to refinance after SAVE plan elimination.
- [One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 2)](https://financeforphysicians.co/2025/08/19/one-big-beautiful-bill-act-breakdown-which-changes-actually-matter-to-you-part-2/) - Part 2 of our One Big Beautiful Bill Act: QBI updates, tip and overtime rules, Trump accounts, 529 changes, and HSA perks for physicians.
- [One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)](https://financeforphysicians.co/2025/08/05/one-big-beautiful-bill-act-breakdown-part-1/) - Get the full breakdown on One Big Beautiful Bill Act tax changes—new deductions, credits, brackets, and what these updates mean for physicians.
- [Should You Get a Prenup or Postnup? What You Need to Know](https://financeforphysicians.co/2025/07/22/should-you-get-a-prenup-or-postnup/) - Learn how prenups and postnups work, when to consider one, and why they might actually improve your communication and financial clarity.
- [Common Financial Mistakes New Physicians Make](https://financeforphysicians.co/2025/07/08/common-financial-mistakes-new-physicians-make/) - Learn the top financial mistakes new physicians make after residency and how to avoid them for a stronger, stress-free start to your career.
- [The Mega Backdoor Roth Explained: Who It’s For and When It Works](https://financeforphysicians.co/2025/06/24/mega-backdoor-roth-ira-explained/) - Learn how the Mega Backdoor Roth IRA works and how physicians can use it to grow retirement savings with powerful tax advantages.
- [Buying vs. Renting: What We Wish More Physicians Knew](https://financeforphysicians.co/2025/06/10/buying-vs-renting-what-we-wish-more-physicians-knew/) - Is buying always better? Discover the real pros and cons of buying vs renting and how to make the best choice for your lifestyle.
- [Diversification Decoded: Building a Portfolio for Uncertain Times](https://financeforphysicians.co/2025/05/27/diversification-decoded-building-a-portfolio-for-uncertain-times/) - Why is diversification vital for physicians? Learn how spreading investments across varied assets protects your wealth when markets swing, securing your future.
- [Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians](https://financeforphysicians.co/2025/05/13/repayment-plans-under-review-what-proposed-changes-could-mean-for-physicians/) - Proposed student loan changes could impact repayment, PSLF, and borrowing limits for physicians. Here’s what you need to know.
- [Late Start, Big Lessons: Bill Yount’s Advice to Physicians](https://financeforphysicians.co/2025/04/29/build-wealth/) - Feeling behind financially? Learn how Dr. Bill Yount turned his finances around after 50 and how you can still catch up to financial freedom.
- [Teaching Kids About Money: How to Raise Financially Savvy Adults](https://financeforphysicians.co/2025/04/15/teaching-kids-money/) - How do you teach your kids about money? Learn simple, effective ways to raise financially smart and independent children.
- [Fool’s Gold: The Shiny Objects That Distract Us from Real Wealth](https://financeforphysicians.co/2025/04/01/fools-gold-the-shiny-objects-that-distract-us-from-real-wealth/) - Are you chasing financial freedom or just another shiny object? Your buddy tells you about the next big investment—crypto, rental properties, AI stocks—and it all sounds too good to miss, right? So you dive in, and then... April Fools! You've lost it all. In today’s episode, I’m joined again by Jackie Griggs to shed light
- [Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians](https://financeforphysicians.co/2025/03/18/beyond-the-paycheck-financial-planning-wealth-strategies-for-physicians/) - Are you ready to take the leap from residency to your first attending job, but wondering how to ensure your finances—and your family's future—are set up for success? In today's episode, I’m sitting down with Jordan, a second-year internal medicine resident who's preparing for his first attending role. He’s got his finances in solid shape,
- [Disability Insurance Demystified: What Every Physician Needs to Know](https://financeforphysicians.co/2025/03/04/physician-disability-insurance-risks-interview-with-lawrence-keller/) - Disability insurance is a crucial safety net for physicians, but many don’t realize the hidden risks that could leave them financially vulnerable. In this episode, we welcome back Lawrence Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF, a 34-year veteran in the insurance industry, to break down the complexities of disability coverage. With the landscape of disability
- [Burnout to Breakthrough - Interview with Dr. Ben Stone](https://financeforphysicians.co/2025/02/18/interview-with-dr-ben-stone-burnout-to-breakthrough/) - Feeling stuck in your career? If you're unhappy, making a change might be the key to a better life—especially as a physician. In this episode, Dr. Ben Stone joins us to share his journey of navigating burnout, balancing work and life, and making smart financial decisions. Listen in as he opens up about his transition
- [FIRE Movement Redefined - Balanced Wealth-Building Strategies](https://financeforphysicians.co/2025/02/04/fire-movement-redefined-balanced-wealth-building-strategies/) - Is the push to retire early actually making your life harder? In this episode, we break down the FIRE (Financial Independence, Retire Early) movement and why so many physicians feel pressured to work excessive hours just to exit their careers sooner. We discuss the hidden costs of this mindset—burnout, stress, and missed life
- [Real Estate Diversification - Smart Investment Strategies](https://financeforphysicians.co/2025/01/21/real-estate-diversification-smart-investment-strategies/) - Is real estate the key to diversification, or is it a step toward concentration? Today we dive into the complexities of diversification in real estate investing with Certified Financial Planner™ Jeff Wenger. Listen in as we explore common misconceptions and discuss what true diversification looks like, particularly when it comes to balancing real
- [Why Budgeting Matters - Align Your Finances](https://financeforphysicians.co/2025/01/07/why-budgeting-matters-align-your-finances/) - 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 your finances. Listen in to learn how to take a snapshot of where your money is going, organize your
- [What a Trump Win Means for Your Personal Finances](https://financeforphysicians.co/2024/12/24/what-a-trump-win-means-for-your-personal-finances/) - 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 practical advice to help you navigate these uncertain times. You'll learn how to maintain a long-term perspective, avoid impulsive decisions,
- [How Much House Can You Really Afford? - Budgeting for a Home](https://financeforphysicians.co/2024/12/10/how-much-house-can-you-really-afford/) - 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 navigating lender recommendations, Jen emphasizes the importance of aligning home purchases with your financial goals and lifestyle priorities. She
- [Avoid Getting Taxed Twice - Common Errors and Easy Fixes](https://financeforphysicians.co/2024/11/26/avoid-getting-taxed-twice-common-errors-and-easy-fixes/) - 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 joins us to break down three critical tax strategies that are often misused. Listen in to learn how to
- [The SAVE Plan Blows Up – What’s Next for Physicians and Student Loans?](https://financeforphysicians.co/2024/11/12/the-save-plan-blows-up-whats-next-for-physicians-and-student-loans/) - 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 Jeff Wenger, and together we’re tackling the latest in student loan chaos—specifically, the SAVE Plan, which has recently been hit
- [Aligning Values With Your Work And Deciding To Practice Medicine Differently](https://financeforphysicians.co/2024/02/27/aligning-values-with-your-work-and-deciding-to-practice-medicine-differently/) - 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. Each of them had slightly different reasons to do it. They all agreed their patients needed better care. They all
- [Making Medicine Work For YOU (Not The Other Way Around) - 2 Examples To Follow](https://financeforphysicians.co/2024/02/20/making-medicine-work-for-you-not-the-other-way-around-2-examples-to-follow/) - 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 so, found a way to align their passions with their paychecks. They found a way to love what they do.
- [Feeling Trapped? 3 Steps To Break The Golden Handcuffs Or Your Hospital Salary](https://financeforphysicians.co/2024/02/13/feeling-trapped-3-steps-to-break-the-golden-handcuffs-or-your-hospital-salary/) - 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 went back into our past episodes to give you 3 examples of physicians like you who have broken free of the
- [Feeling Trapped By Your Salary Because Of Monthly Expenses? Listen To This](https://financeforphysicians.co/2024/02/06/feeling-trapped-by-your-salary-because-of-monthly-expenses-listen-to-this/) - 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 don't like, it's a real problem. The best way to free yourself from that burden is to live a little
- [Physician Home Loan Updates for 2024 with Richard Ricci](https://financeforphysicians.co/2024/01/30/physician-home-loan-updates-for-2024-with-richard-ricci/) - 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. Discover the importance of a solid financial plan, the magic credit score number for optimal mortgage terms, and how timing
- [Should You Switch Hospitals? Start Private Practice? Leave Medicine? - A DIY Exercise](https://financeforphysicians.co/2024/01/23/should-you-switch-hospitals-start-private-practice-leave-medicine-a-diy-exercise/) - 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. Clarifying Your Values: Daniel guides you through thought-provoking questions, helping you uncover and prioritize your core values. Understand why this
- [Can Real Estate Income Replace Your Physician Salary with Daniel Wrenne](https://financeforphysicians.co/2024/01/16/can-real-estate-income-replace-your-physician-salary-with-daniel-wrenne/) - 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 options, from ultra-passive REITs to more hands-on approaches like owning single-family homes. Discover the pros and cons of each method,
- [Second Opinion On Insurance Producer with Daniel Wrenne](https://financeforphysicians.co/2024/01/09/second-opinion-on-insurance-producer-with-daniel-wrenne/) - 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 of all trades" advisors. Daniel breaks down the product-based advisor model, emphasizing their focus on selling financial products like disability
- [Second Opinion On AUM Financial Advisor with Daniel Wrenne](https://financeforphysicians.co/2024/01/02/second-opinion-on-aum-financial-advisor-with-daniel-wrenne/) - 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 on service levels tied to account size, and unveils potential conflicts of interest. Discover the ins and outs of AUM
- [Don't Let Your Parents Get Hosed By Their Advisor with Daniel Wrenne](https://financeforphysicians.co/2023/12/26/dont-let-your-parents-get-hosed-by-their-advisor-with-daniel-wrenne/) - 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 pitfalls in managing a family's wealth, especially when cognitive decline becomes a factor. In this eye-opening episode, we discuss the
- [How To Navigate New Practice, New House, New Job, New Location with Daniel Wrenne](https://financeforphysicians.co/2023/12/19/how-to-navigate-new-practice-new-house-new-job-new-location-with-daniel-wrenne/) - 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 a family, or moving to a new location, the overwhelming nature of change can leave you wondering, "Where do I
- [Are Roth IRAs Really This Bad?](https://financeforphysicians.co/2023/12/12/are-roth-iras-really-this-bad/) - 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, and emphasizes the importance of personalized financial planning for physicians.Discover insights into scenarios from training to early retirement and learn
- [Regain Autonomy And Improve Care With Private Practice Medicine with Dr. Marcelo Hochman](https://financeforphysicians.co/2023/12/05/regain-autonomy-and-improve-care-with-private-practice-medicine-with-dr-marcelo-hochman/) - 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 (IndeDocs). In this engaging episode, they delve into the intricate landscape of medical careers, exploring the choices between private practice
- [Review Your Tax Return Like A Pro with Daniel Wrenne](https://financeforphysicians.co/2023/11/28/review-your-tax-return-like-a-pro-with-daniel-wrenne/) - 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 their tax returns effectively. In this insightful discussion, Daniel covers crucial topics, including spotting common errors like missing dependents and
- [The Best Investment You're Likely Missing Out On with Daniel Wrenne](https://financeforphysicians.co/2023/11/21/the-best-investment-youre-likely-missing-out-on-with-daniel-wrenne/) - 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 Daniel as he shares a compelling story of a physician, Diana Londoño, who made a life-changing $33,000 investment in herself.
- [What To Do With An Inheritance Or Other Windfall with Daniel Wrenne and Hugh Baker](https://financeforphysicians.co/2023/11/14/what-to-do-with-an-inheritance-or-other-windfall-with-daniel-wrenne-and-hugh-baker/) - 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 share their insights on navigating the financial landscape after receiving a substantial windfall. Whether it's a million-dollar inheritance or a
- [Where Should You Save For Education, UTMA or I Bonds with Daniel Wrenne and Jeff Wenger](https://financeforphysicians.co/2023/11/07/where-should-you-save-for-education-utma-or-i-bonds-with-daniel-wrenne-and-jeff-wenger/) - 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 for your child's education. Whether you're considering the traditional 529 plan, exploring the benefits of I Bonds, thinking about UTMA
- [How Do You Know Which Type Of Financial Planner To Look For with Daniel Wrenne and Jeff Wenger](https://financeforphysicians.co/2023/10/31/how-do-you-know-which-type-of-financial-planner-to-look-for-with-daniel-wrenne-and-jeff-wenger/) - 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 Jeff tackle pressing questions and explore a wide range of financial themes that resonate with physicians. They discuss everything from optimizing
- [Should You Max Out Your Children's Roth IRA with Daniel Wrenne](https://financeforphysicians.co/2023/10/24/should-you-max-out-your-childrens-roth-ira-with-daniel-wrenne/) - 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 Daniel Wrenne, a seasoned financial advisor specializing in working with physicians, delves deep into this intriguing topic in a thought-provoking
- [Student Loan Servicer Problems To Beware Of with Daniel Wrenne and Jeff Wenger](https://financeforphysicians.co/2023/10/17/student-loan-servicer-problems-to-beware-of-with-daniel-wrenne-and-jeff-wenger/) - 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 emerging problems that borrowers, especially physicians, should be wary of. From unexpected payment changes to incorrect income certifications and IDR
- [How Much To Save For Retirement When Going Into Practice with Daniel Wrenne](https://financeforphysicians.co/2023/10/10/how-much-to-save-for-retirement-when-going-into-practice-with-daniel-wrenne/) - 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. Whether you're a recent graduate starting a high-paying job or an experienced professional anticipating a significant income boost, this episode
- [Is Your Old Student Loan Plan Still Going To Cut It Now That Payments Are Resuming with Daniel Wrenne and Jeff Wenger](https://financeforphysicians.co/2023/10/03/is-your-old-student-loan-plan-still-going-to-cut-it-now-that-payments-are-resuming-with-daniel-wrenne-and-jeffrey-wenger/) - 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 (PSLF) in mind, Daniel and Jeff take you on a journey through the recent changes in student loan policies. They
- [New Strategies Emerging As The New SAVE Plan Rolls Out with Daniel Wrenne and Jeff Wenger](https://financeforphysicians.co/2023/09/26/new-strategies-emerging-as-the-new-save-plan-rolls-out-with-daniel-wrenne-and-jeff-wenger/) - 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 making waves in the world of student loan repayment, offering exciting opportunities for those seeking to manage their debt effectively.
- [Another Student Loan Change That Could Affect Physicians’ Lives Again with Daniel Wrenne and Jeff Wenger](https://financeforphysicians.co/2023/09/19/another-student-loan-change-that-could-affect-physicians-lives-again-with-daniel-wrenne-and-jeff-wenger/) - Join Daniel Wrenne and Jeff Wenger on an enlightening episode of "Finance for Physicians," where they explore the dynamic world of student loans, financial planning, and more. In this engaging conversation, Daniel and Jeff discuss recent updates and developments in the field, offering valuable insights and strategies to empower physicians in managing their financial futures.
- [How To Not Be House Poor with Daniel Wrenne](https://financeforphysicians.co/2023/09/12/how-to-not-be-house-poor-with-daniel-wrenne/) - Welcome to "Finance For Physicians" with your host, Daniel Wrenne! In this episode, Daniel discusses a crucial financial topic: making wise housing decisions. We highlight the following essential factors when making housing decisions: Work-Life Balance: Consider work hours, income stability, and avoid overworking. Family Values and Priorities: Understand what truly matters to you and your
- [What You Must Understand About The 457b Plan with Daniel Wrenne](https://financeforphysicians.co/2023/09/05/what-you-must-understand-about-the-457b-plan-with-daniel-wrenne/) - Welcome to another episode of Finance For Physicians, where we dive deep into the financial matters that matter most to physicians. In this episode, your host, Daniel Wrenne, takes the stage solo to unravel the complexities surrounding the 457B plan – a topic that's crucial for physicians managing their finances independently. In this concise yet
- [Building Your Own Practice: Navigating Challenges, Mentorship, and Sustainable Growth with Dr. Ryan Neinstein](https://financeforphysicians.co/2023/08/29/building-your-own-practice-navigating-challenges-mentorship-and-sustainable-growth-with-dr-ryan-neinstein/) - Join us for a riveting discussion with Dr. Ryan Neinstein, a medical entrepreneur who has successfully navigated the intersection of medicine and business. Dr. Neinstein shares his journey of building a thriving medical practice, highlighting the challenges, triumphs, and lessons learned.Discover the key elements of scaling a practice, the power of mentorship, and the art
- [Using The 4% Rule To Calculate Your Retirement Number with Daniel Wrenne](https://financeforphysicians.co/2023/08/22/using-the-4-rule-to-calculate-your-retirement-number-with-daniel-wrenne/) - In this episode of Finance For Physicians, hosted by financial advisor Daniel Wrenne, we demystify the often daunting question: "How do you know when you have enough to retire?" Tailored to physicians, this insightful discussion delves into the widely used 4% rule—a simple yet powerful tool for gauging retirement readiness. Daniel expertly breaks down the
- [Mastering the Latest Student Loan Changes: Insights on Repayment, Forgiveness, and Programs with Jeffrey Wenger](https://financeforphysicians.co/2023/08/15/mastering-the-latest-student-loan-changes-insights-on-repayment-forgiveness-and-programs-with-jeffrey-wenger/) - Welcome to "Finance For Physicians," the podcast dedicated to equipping medical professionals with the knowledge they need to navigate the world of personal finance. In this episode, Daniel Wrenne is joined by Jeff Wenger to tackle the ever-changing landscape of student loans, providing valuable insights into the latest updates that impact physicians. Dive into the
- [From Medicine to Real Estate: A Doctor’s Prescription for Financial Growth with Dr. Ronnie Shalev](https://financeforphysicians.co/2023/08/08/from-medicine-to-real-estate-a-doctors-prescription-for-financial-growth-with-dr-ronnie-shalev/) - Discover the remarkable journey of Dr. Ronnie Shalev, a powerhouse entrepreneur, physician, bestselling author, and real estate investor, as she shares her transformative experience with host Daniel Wrenne. With a background as a board-certified ER doctor and a passion for healthcare reform, Dr. Shalev's journey took a turn as she transitioned into the dynamic world
- [Real Estate Investment Strategies for Physicians to Build Generational Wealth with Dr. Param Baladandapani](https://financeforphysicians.co/2023/08/01/real-estate-investment-strategies-for-physicians-to-build-generational-wealth-with-dr-param-baladandapani/) - Join Daniel Wrenne as he engages in a captivating conversation with Dr. Param Baladandapani, a seasoned real estate investor, and expert in helping physicians build generational wealth through strategic financial decisions. In this illuminating episode, Dr. Baladandapani shares invaluable insights into the world of real estate investing, tailored specifically for medical professionals. Delve into the
- [Lowering Your Taxes And Diversifying To Real Estate For Physicians with Brandon Hall](https://financeforphysicians.co/2023/07/25/lowering-your-taxes-and-diversifying-to-real-estate-for-physicians-with-brandon-hall/) - Discover the secrets to building lasting wealth, safeguarding your financial future, and protecting your medical career from potential threats! In this insightful interview, Daniel Wrenne, sits down with Brandon Hall, co-host of the Tax Smart Real Estate Investors Podcast and a seasoned expert in taxes and real estate investment. Brandon shares valuable insights on becoming
- [Life in the White Coat: Navigating Parenthood and Professional Success with Dr. Maggie Abraham](https://financeforphysicians.co/2023/07/18/life-in-the-white-coat-navigating-parenthood-and-professional-success-with-dr-maggie-abraham/) - Join Daniel Wrenne as he interviews Dr. Maggie Abraham, a renowned pediatric gynecologist, mother of four, and loving wife. Explore the world of physicians juggling medical careers and motherhood, gaining practical insights from accomplished guests. Discover strategies for work-life balance, financial planning, and prioritizing self-care, empowering you to create harmony between your career, family, and
- [How Physician Entrepreneurship Can Help You Start Living Your Best Life with Dr. Ernesto Gutierrez](https://financeforphysicians.co/2023/01/10/how-physician-entrepreneurship-can-help-you-start-living-your-best-life-w-dr-ernesto-gutierrez/) - Entrepreneurship is a liberating concept. Outside of the promises of wealth and prestige, being an entrepreneur or cultivating the QUALITIES of an entrepreneur is a blueprint on how to solve problems better and solve better problems. Our guest today is the perfect example of that. Ernesto Gutierrez, MD is a practicing physician/entrepreneur with an extensive
- [Physician Contracts Explained: Navigating Risk, Reward, and Disability with Jon Appino](https://financeforphysicians.co/2023/07/11/physician-contracts-explained-navigating-risk-reward-and-disability-with-jon-appino/) - Join Daniel Wrenne and his guest Jon Appino as they delve into the complex world of physician contracts, with a specific focus on disability considerations. In this informative and engaging show, they discuss the intricacies of negotiating physician contracts while addressing the importance of disability provisions. You'll walk away with these takeaways: Customize contracts to
- [Navigating Career Challenges and Embracing Entrepreneurship with Dr. Jimmy Turner](https://financeforphysicians.co/2023/07/04/navigating-career-challenges-and-embracing-entrepreneurship-with-dr-jimmy-turner/) - In this captivating episode, our host Daniel welcomes Dr. Jimmy Turner as his guest to delve into the intricacies of finding freedom and fulfillment in one's career. Join them on a thought-provoking journey as they explore the pain points associated with traditional paths, discover the power of entrepreneurship, and uncover the keys to success in
- [Using Land Investing To Go From Burnout to Alignment As A Physician with Dr. Mamta Kumar](https://financeforphysicians.co/2023/06/27/using-land-investing-to-go-from-burnout-to-alignment-as-a-physician-w-dr-mamta-kumar/) - Join us as we delve into the inspiring journey of Dr. Mamta Kumar, a renowned physician who found her true calling beyond the world of medicine. Driven by her own experience with burnout, Dr. Kumar took a courageous leap that led her to a new path. In this conversation, Dr. Kumar shares her story, offering
- [Using Finances To Fight Physician Burnout with Jeffrey Wenger](https://financeforphysicians.co/2022/10/11/using-finances-to-fight-physician-burnout/) - Physicians are often associated with burnout. And there's a reason why. There are arguably few professions that rival the stress a physician has to endure throughout their career. But the stress isn't always at the hospital or the private practice. Financial matters can cause distress for physicians, but they can also be the solution. Topics
- [Learning How To Fight Burnout Through Life Experiences with Dr. Sapna Shah-Haque](https://financeforphysicians.co/2022/10/18/learning-how-to-fight-burnout-through-life-experiences/) - Burnout is tough, especially for physicians. But you don't have to be a victim of it. There are ways to combat burnout. It's not this unfixable or unmanageable thing. There are steps you can take. This is why, for this episode, we're interviewing Dr. Sapna Shah-Haque! Dr. Sapna Shah-Haque is a primary care physician who's
- [Managing Finances As A Married Couple with Alison Wrenne](https://financeforphysicians.co/2022/11/01/managing-finances-as-a-married-couple/) - When people talk about marriage and finances, they tend to only focus on the positive and optimistic side of the conversation.However, we have found that studying the potential pitfalls can be just as valuable as narrowing down and focusing on the positive side effects of sharing finances with your significant other. On today's episode of
- [Moving Away From Toxic Work Environments And Into Physician Friendly Practices with Dr. Lara Hochman](https://financeforphysicians.co/2022/11/08/moving-away-from-toxic-work-environments-and-into-physician-friendly-practices/) - If you're in medicine, chances are you have experienced toxic work environments. Toxic work environments are a big problem in any industry, but it's even worse in medicine. Very often, it's the work culture, not the work itself that burns you out. Or at least that was the case with Dr. Lara Hochman. Lara is
- [How Physicians Can Use Frugality To Improve Their Lives with Dr. Disha Spath](https://financeforphysicians.co/2022/11/15/how-physicians-can-use-frugality-to-improve-their-lives/) - If you're a medical professional that is struggling financially or trying to pay off student debt, this episode of "Finance for Physicians" is for you!Our guest is Dr. Disha Spath: A first-generation immigrant success story, Disha found herself alongside her husband in a precarious financial situation with a huge debt to pay out after medical
- [Using Money As A Tool To Live Regret-Free Lives with Dr. Jordan Grumet](https://financeforphysicians.co/2022/11/22/using-money-as-a-tool-to-live-regret-free-lives/) - Money: The root of all evil, or at least most misfortune. It can be easy to fall into this victimhood mindset and assume wealth is bad. But our guest begs to differ. Jordan Grumet, MD is an ex-internal medicine physician turned podcaster and speaker who made it his mission to create as many purposeful, financially
- [Using Money As A Tool To Be A Great Physician Dad with Dr. Adam Broussard and Dr. David Weisenhorn](https://financeforphysicians.co/2022/11/29/using-money-as-a-tool-to-be-a-great-physician-dad/) - Today's episode is a tough one. We will tackle two of the most important topics in a person's life: Money and parenting. In this episode of "Finance for Physicians", Daniel Wrenne interviews Dr. Adam Broussard and Dr. David Weisenhorn, to dive deeper into the family and money matters that physicians often deal with. Dr. Adam
- [Getting Your Kids To Find Finances Interesting with David Delisle](https://financeforphysicians.co/2022/12/06/getting-your-kids-to-find-finances-interesting/) - Using finances as a tool to live a more fulfilling and balanced life as a physician IS possible. Today's episode of Finance for Physicians tackles the next level of owning your finances: Passing down good financial education to the next generation - your kids. The guest that'll help us guide you through this important and
- [Using Fables To Teach Children (and Parents) Life-Changing Money Lessons with Will Rainey](https://financeforphysicians.co/2022/12/13/using-fables-to-teach-children-and-parents-life-changing-money-lessons/) - In previous episodes, we established the importance of providing your kids good financial education as early as possible. In this episode, we'll talk about how to make it as enjoyable as possible for your children! Our guest today is Will Rainey. Will's story is remarkable because it ties back right into the topic of today's
- [Improving Financial Literacy Begins With Talking Money With Our Children with Dr. Caroline Clerisme](https://financeforphysicians.co/2022/12/20/improving-financial-literacy-begins-with-talking-money-with-our-children/) - Competent handling of finances is not easy, especially for doctors working 24/7 on the clock. But the truth is that we all have to get good at it. Whether because we have a debt to pay, a family to feed, or to survive the incoming recessions. Our guest today, Dr. Caroline Clerisme specializes in just
- [How To Set New Year's Resolutions That Stick with Dr. Hala Sabry](https://financeforphysicians.co/2023/01/03/how-to-set-new-years-resolutions-that-stick/) - It's that time of the year when we all get excited to make 2023 (in that case) a year worth remembering.But very few of us stick to our new year's resolutions, which is a well-known fact.It's time to crack the consistency code and stick to our commitments.To help you do that, we've invited Dr. Hala
- [How Physician Communities Can Change The Healthcare System with Dr. Tim Hindmarsh](https://financeforphysicians.co/2023/01/24/how-physician-communities-can-change-the-healthcare-system-w-dr-tim-hindmarsh/) - The healthcare system is by no means perfect. But it's up to us to change that. A hugely underrated topic in the medical world is the concept of community. Figuring out ways to band professionals together might just be the thing that solves some of our most urgent healthcare problems for good. That is exactly
- [Using Money As A Tool To Build Stronger Families with Andy Hill](https://financeforphysicians.co/2023/01/31/using-money-as-a-tool-to-build-stronger-families-w-andy-hill/) - In life, many people think they have to choose what they can have. They should choose happiness over wealth, family over career aspirations, etc. Today's guest proves that it's possible to have it all! Andy Hill is the founder and CEO of Marriage, Kids and Money - an online brand dedicated to helping people achieve
- [Entrepreneurship As A Solution To The Healthcare Crisis with Pablo Gonzalez](https://financeforphysicians.co/2023/02/07/entrepreneurship-as-a-solution-to-the-healthcare-crisis-w-pablo-gonzalez/) - The foundations of our country were built through the work of ingenuity and innovation. The essence of the American spirit is the desire to solve problems. In other words, the American spirit is entrepreneurship. Unfortunately, the scale of American entrepreneurialism is still not at the size it can be in our industry: healthcare. Whether it's
- [The Interesting Stories Behind Physicians' Lives with Kevin Pho, MD](https://financeforphysicians.co/2023/02/14/the-interesting-stories-behind-physicians-lives-w-kevin-pho-md/) - The world of medicine has been highly popularized thanks to popular culture tv shows, books, movies etc. - But what's even more incredible are the actual stories. If you spend a few minutes browsing the web, you'll find that more often than not reality is stranger than fiction. Those are the types of stories we're
- [How Life Coaching For Physicians Can Help You Live Your Best Life with Dr. Elisa Chiang](https://financeforphysicians.co/2023/02/21/how-life-coaching-for-physicians-can-help-you-live-your-best-life-w-dr-elisa-chiang/) - It's rare to encounter a physician as good in finances as they are in the work world. And for a good reason. Medical jobs have the highest rates of burnout of all professions. Physicians just don't have time to care about investing, retiring early, wealth, etc. But today's guest - Dr. Elisa Chiang - did.
- [The Most Common Financial Planning Mistakes Physicians Make with Daniel Wrenne](https://financeforphysicians.co/2023/03/07/the-most-common-financial-planning-mistakes-physicians-make-w-daniel-wrenne/) - Physicians are doing important work - they are saving lives every day. But physicians are also taking a pushback - the industry is harsh. Burnout runs rampant and the lack of good financial education leaves many professionals struggling with money all their professional lives. We're not all-knowing on this show, but we've identified a few
- [Start A Direct Care Side Hustle Today Without All The Risks with Dr. Paula Muto](https://financeforphysicians.co/2023/03/14/start-a-direct-care-side-hustle-today-without-all-the-risks-w-dr-paula-muto/) - The busy lives that physicians lead rarely allow for side hustles and projects. But this guest made it work. Dr. Paula Muto is a 25+ year vascular surgeon veteran with an extensive array of methods of work that put her and her team amongst the best treaters of vein disease in the world. It'd have
- [Contracts and Disability: Understanding Your Rights and Protections as a Physician with Jon Appino](https://financeforphysicians.co/2023/04/18/insurance-policy-for-disabled-physicians-with-jon-appino/) - Jon Appino is the founder of Contract Diagnostics - a consulting firm that specializes in getting physicians paid their worth. At Wrenne, we are big fans of Contract Diagnostics, because one of the biggest issues in the healthcare industry is the fact that physicians just don't know how valuable they are and that leads them
- [Rising Interest Rates and the Housing Market: What Physicians Like You Need to Know Before Buying a Home with Richard Ricci](https://financeforphysicians.co/2023/04/25/rising-interest-rates-and-the-housing-market-what-physicians-like-you-need-to-know-before-buying-a-home-w-richard-ricci/) - Join us for an in-depth discussion on the current state of the market and how it's affecting the housing industry. Our focus will be on the impact of rising interest rates and how it's affecting the feasibility of buying a home. We'll share some real-life examples and delve into the numbers to provide you with
- [It's Time For Physicians To Learn Healthcare Economics To Save The Profession with Thomas Campanella](https://financeforphysicians.co/2023/05/09/its-time-for-physicians-to-learn-healthcare-economics-to-save-the-profession-w-thomas-campanella/) - Thomas Campanella is a healthcare executive focused on educating the wider healthcare community on how the industry really works. Thomas is also a voracious writer, podcaster, and regular webinar host regarding the topic of healthcare economics. If you're a physician just now starting in the industry and want to learn how the healthcare machine works
- [Starting A Direct Specialty Care Practice From Scratch Because It's Best For Patients with Dr. Diana Girnita](https://financeforphysicians.co/2023/06/06/starting-a-direct-specialty-care-practice-from-scratch-because-its-best-for-patients-w-dr-diana-girnita/) - Are you a medical professional seeking financial advice to design your ideal life? In this episode, we dive into the world of direct specialty care and its immense potential for transforming healthcare. Our special guest, Dr. Diana Girnita, a trailblazing rheumatologist, shares her inspiring journey from the traditional healthcare system to launching her successful direct
- [Getting Leverage Over The Medical System To Call Your Own Shot with Dr. Daniel Paull](https://financeforphysicians.co/2023/06/20/getting-leverage-over-the-medical-system-to-call-your-own-shot-w-dr-daniel-paull/) - Welcome to "Finance For Physicians," the podcast that helps doctors live their lives on their own terms. In this episode, we dive into the world of orthopedics with Dr. Daniel Paull, the founder of Easy Orthopedics in Colorado Springs. Dr. Paull's unique practice challenges the status quo and positively disrupts the traditional healthcare system. Join
- [Prescribing Freedom: Journey to Direct Primary Care with Dr. Anastasia Boyer](https://financeforphysicians.co/2023/06/13/prescribing-freedom-journey-to-direct-primary-care-with-dr-anastasia-boyer/) - In this inspiring episode, we delve into the unique journey of Dr. Anastasia Boyer, she is an osteopathic family medicine physician at FreedomDoc Zionsville. She transitioned from working in a traditional healthcare system where she had a long commute and demanding hours to opening her own private practice using the Direct Primary Care (DPC) model. Dr.
- [Balancing Passion and Profit As A Physician Entrepreneur with Dr. Shikha Jain](https://financeforphysicians.co/2023/05/30/balancing-passion-and-profit-as-a-physician-entrepreneur-with-dr-shikha-jain/) - It's difficult to work in oncology and teach at the same time about it. It's also hard to run a non-profit in a conservative industry that usually puts profit above all else. However, some people manage to do it. And it's those professionals we want on our show. Such is the case with Dr. Shikha
- [Preparing For The Inevitable Malpractice Lawsuit with Attorney Christine Zharova](https://financeforphysicians.co/2023/05/23/preparing-for-the-inevitable-malpractice-lawsuit-with-attorney-christine-zharova/) - Christine Zharova is an attorney that has defended physicians' work rights and practices for the last 15 years. Her work specializes in malpractice lawsuits, and unfortunately, she's been pretty busy lately - big malpractice lawsuits are far more common in the healthcare world than people think. Even more alarming is the percentage of chance a
- [Financial Freedom: How To Live The Life You Want As A Physician with Dr. Latifat of MoneyFITMD](https://financeforphysicians.co/2023/05/16/how-to-live-out-your-values-as-a-physician-with-dr-latifat-of-moneyfitmd/) - Dr. Latifat is a physician, a mother, a financial educator, and a recovering burnt-out professional who's helping other physicians reach their financial freedom dreams through her website, moneyfitmd.com In this episode of Finance for Physicians, we'll talk about Dr. Latifat's story of financial success and how she did it by following her values and ignoring
- [How To Start A Direct Care Medical Practice with Christopher Habig](https://financeforphysicians.co/2023/05/02/how-to-start-a-direct-care-medical-practice-with-christopher-habig/) - In today's episode of, the Finance For Physicians Podcast we’ll continue our deep dive into physician entrepreneurship. Our guest is Christopher Habig, a professional that specializes in helping other physicians kickstart their direct-care practice through an innovative model he developed at his company Freedom Healthworks. Christopher is also the host of Healthcare Americana, a podcast
- [From Passion to Profit: Daniel's Transition to Financial Freedom with Pablo Gonzalez](https://financeforphysicians.co/2023/04/11/from-passion-to-profit-daniels-transition-to-financial-freedom-with-pablo-gonzalez/) - For this episode on Finance For Physicians, Pablo Gonzalez returns to dive deeper into Daniel's journey to financial freedom as a successful professional. In case you're new to the show, here's a background on our (now) recurring guest, Pablo: Pablo Gonzalez is the founder and CEO of BeTheStage. His company's thesis is that community is
- [Becoming Chronic Disease Patients' Best Friend with Dr. Renee Dua](https://financeforphysicians.co/2023/04/04/becoming-chronic-disease-patients-best-friend-with-dr-renee-dua/) - In this episode, we sit down with Dr. Renee Dua, the Chief Medical Officer of Heal and the visionary behind Renee, a virtual assistant designed to help chronic disease patients achieve better health. Driven by her belief that great healthcare is a human right, Dr. Dua has dedicated her career to making healthcare more accessible
- [Real Estate Investing That Won't Burn You Out with Gregg Cohen of JWB](https://financeforphysicians.co/2023/03/27/real-estate-investing-that-wont-burn-you-out-with-gregg-cohen-of-jwb/) - Real estate is a key part of wealth building in America, and we get asked about it all the time so we know you've been looking into it. But real estate can become a major headache for busy physicians if you aren't buying it right. That's why today's show will be about how to make
- [How To Recover From A Life-Threatening Crisis with Dr. Andrew Berkowski](https://financeforphysicians.co/2023/03/21/how-to-recover-from-a-life-threatening-crisis-with-dr-andrew-berkowski/) - After facing a near-death experience in the form of cancer in 2018, probably because of the stress he endured at work, Dr. Andrew "Andy" Berkowski knew he wanted a change. In order to prevent such a condition from ever entering his life again, he had to gain more independence in his line of work (neurology
- [Defending Your Career From A Broken System - LinkedIn For Physicians with JD Gershbein](https://financeforphysicians.co/2023/02/28/defending-your-career-from-a-broken-system-linkedin-for-physicians-with-jd-gershbein/) - The healthcare system keeps making it harder for doctors to make money, or worse, do what is right for their patients. This leaves doctors wondering how long they need to accept the constraints of a broken system But it doesn't have to be this way. A well-crafted personal brand can create opportunities for physicians, like
- [Thriving In An Imperfect System As A Physician with Dr. Jimmy Turner](https://financeforphysicians.co/2023/01/17/thriving-in-an-imperfect-system-as-a-physician-with-dr-jimmy-turner/) - For today's edition of the Finance For Physicians podcast, we're bringing Dr. Jimmy Turner. Jimmy is the host of the Physician Philosopher podcast and Money Meets Medicine podcast. He's also the author of Determined: How Burned Out Doctors Can Thrive in a Broken Medical System. Jimmy made it early into his career. He built a
- [End Of Year Money Moves For Doctors (Last Minute)](https://financeforphysicians.co/2022/12/27/end-of-year-money-moves-for-doctors-last-minute/) - Taxes! Nobody likes doing them, but it's a necessary evil. The good news? There are ways to minimize them. In fact, there are quite a few! We wanted to end this year's season of the Finance For Physicians podcast with a bang. That's why Daniel Wrenne, Founder of Wrenne Financial, covered tax minimization strategies for
- [Using Mindset To Fight Physician Burnout with Dr. Diana Londoño](https://financeforphysicians.co/2022/10/25/using-mindset-to-fight-physician-burnout-with-dr-diana-londono/) - As physicians, it's easy to feel like there are too many people to help with not enough time. On top of that, most physicians have other responsibilities at home, plus passions they pursue to fill their own buckets. But just because you're extremely busy, doesn't mean you need to sacrifice your joy or risk burning
- [Creating A Community For Physicians: World Premier LIVE SHOW](https://financeforphysicians.co/2022/10/03/creating-a-community-for-physicians-world-premier-live-show/) - We went LIVE with our show, Finance for Physicians! We're over 100 episodes into our podcast, Finance for Physicians, and we've got the chance to learn great lessons together with our audience. But it's time to turn this audience into a community. That's why Daniel Wrenne did our first LIVE show! This is an interactive
- [COVID Forbearance Extended Again + Other Student Loan Changes](https://financeforphysicians.co/2022/09/22/covid-forbearance-extended-again-other-student-loan-changes/) - The pandemic in America is starting to look like a memory of hard days gone by, but the effects can still be felt throughout our country. That reason is, probably, why the Biden Administration has decided to extend their Covid 19 Forberances to the end of this year. In this episode of the Finance For
- [How Can Busy Physicians Monitor Spending Without Wasting Hours](https://financeforphysicians.co/2022/09/15/how-can-busy-physicians-monitor-spending-without-wasting-hours/) - Does it take you hours and hours to count and track every single expense, every single month? How can you monitor your spending without spending too much time that you do not have and cannot afford to waste? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how busy physicians can
- [Maxed Out My 401k, Now What](https://financeforphysicians.co/2022/09/08/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. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about 401(k)s and what to do after you
- [Investing Behaviors That Will Wreck Your Financial Plan](https://financeforphysicians.co/2022/09/01/investing-behaviors-that-will-wreck-your-financial-plan/) - What are some of the behavioral tendencies we all can run into that affect our decision-making, and ultimately cause some big mistakes? What do big areas or behavioral tendencies look like? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about investing behaviors that will wreck your financial plan. Knowledge and awareness
- [How Market Downturns Look and Feel](https://financeforphysicians.co/2022/08/25/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 order to navigate better if and when history is repeated. In this episode of the Finance for Physicians Podcast, Daniel
- [What To Do When Your Investments Start Tanking](https://financeforphysicians.co/2022/08/18/what-to-do-when-your-investments-start-tanking/) - If you have been watching the markets lately, like I have, it's gotten a little dicey. It's been a while since we've had volatile downmarkets. What should you do when your investments get shaky? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about what to do when your investments start tanking.
- [How Solid Is Your Financial Plan](https://financeforphysicians.co/2022/08/11/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 craziness going on in the markets and the world, what news—financial or otherwise—are you concerned about? In this episode of
- [Physician Mortgage Loan Pros and Cons](https://financeforphysicians.co/2022/08/04/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 Finance for Physicians Podcast, Daniel Wrenne talks to Doug Crouse, mortgage lender that specializes in physician loans and author of
- [What Should You Do About Inflation](https://financeforphysicians.co/2022/07/28/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 some good changes. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about what you should do
- [Is Money A Tool Or The End Goal](https://financeforphysicians.co/2022/07/21/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 that sits on the shelf and collects dust? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks
- [How To Get Started As A Physician Entrepreneurship](https://financeforphysicians.co/2022/07/14/how-to-get-started-as-a-physician-entrepreneurship/) - What is one of the best opportunities you have to take back control of your professional life and avoid burnout from happening? Physician entrepreneurship. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Dr. Myrdalis Diaz-Ramirez about how to get started as a physician entrepreneur. Dr. Díaz-Ramírez is a fellowship-trained, board-certified
- [How Can You Become More Financially Competent](https://financeforphysicians.co/2022/07/07/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 about the components of and how to gain financial competency. Topics Discussed: What is competency? Ability to do something successfully
- [What Is A Physician Mortgage with Richard Ricci](https://financeforphysicians.co/2020/10/01/what-is-a-physician-mortgage-with-richard-ricci/) - What is a physician mortgage? How does it compare to a conventional mortgage? Why is it important to work with a mortgage lender that you trust and that also knows his or her stuff? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Richard Ricci, a loan officer from Truist (formerly
- [What's Your Relationship With Money](https://financeforphysicians.co/2022/06/30/whats-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. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Danielle Seurkamp, Certified Financial Planner (CFP®) and
- [The Power Of Diversification](https://financeforphysicians.co/2022/06/23/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, Daniel Wrenne talks about diversification of your portfolio in order to keep more dollars in your pockets. Topics Discussed: What’s
- [3 Exercises To Help You Clarify Your Values](https://financeforphysicians.co/2022/06/09/3-exercises-to-help-you-clarify-your-values/) - Are you on auto-pilot and susceptible to routines and the rest of the world’s values? What’s most important to you in your life? There are solid steps or ways that you can take to clarify (or re-clarify) your true values. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about three specific
- [How Perfectionism In Medicine Spills Over Into Your Personal Finances With Michael Myers](https://financeforphysicians.co/2020/10/08/how-perfectionism-in-medicine-spills-over-into-your-personal-finances-with-michael-myers/) - Nobody’s perfect. Everyone needs to take care of their mental health, including physicians. Perfectionism in medicine can spill over into physicians’ personal finances. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Dr. Michael Myers about physician perfectionism. Michael is professor of clinical psychiatry at SUNY-Downstate Medical Center and author of
- [Digging Into Tax-Loss Harvesting](https://financeforphysicians.co/2022/06/16/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 it is, why it's beneficial, and how it works on your tax return. Topics Discussed: Tax-loss Harvesting: Only beneficial for
- [Monthly Cash Flow Tracker](https://financeforphysicians.co/2021/02/01/monthly-cash-flow-tracker/) - Are you ready to get a better handle on where your money is going? Tracking your cash flow is a great starting point. Fortunately we've already created an excel template to get you started. Click here to download our monthly cash flow tracker template and get started today!
- [How to Use Real Estate to Build Wealth](https://financeforphysicians.co/2021/04/15/how-to-use-real-estate-to-build-wealth/) - Even with your own home, have you noticed that real estate prices have been a bit hectic? How do you build wealth with real estate? Not with your primary residence. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about real estate as an investment outside of your primary residence. You are
- [Are You In For A Major Financial Surprise When Your Children Start College](https://financeforphysicians.co/2022/06/02/are-you-in-for-a-major-financial-surprise-when-your-children-start-college/) - Go with eyes wide open or be in for a major financial surprise when your children start college. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about you or your children funding their education. Topics Discussed: Who should pay for college? You, your children, student loans, or scholarshipsWhat has changed? Tuition
- [Should I Take Another Job](https://financeforphysicians.co/2022/05/26/should-i-take-another-job/) - Are you looking for another job, or are recruiters seeking you out for opportunities? If you were offered a different job, would you think about taking it? Why, or why not? There’s a lot to consider. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about whether to accept another job. It
- [Everything You Need To Know About Backdoor Roth IRA with Jennifer Quire](https://financeforphysicians.co/2020/12/03/everything-you-need-to-know-about-backdoor-roth-ira-with-jennifer-quire/) - Why should physicians in practice consider a Backdoor Roth IRA? Make sure to do it correctly and efficiently to get the greatest benefits. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jennifer Quire about the Backdoor Roth IRA. Jennifer is Daniel’s colleague at Wrenne Financial Planning and a fellow Certified
- [Money Decisions That Create More Happiness](https://financeforphysicians.co/2022/05/19/money-decisions-that-create-more-happiness/) - Can more money and stuff really buy happiness? What does the world, science, and Bible teach us about money? Discover what Christianity says about properly managing money. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about underlying and non-negotiable values and beliefs regarding money to create more happiness. Topics Discussed: Wrong
- [5 Signs You're Working With An Insurance Agent Posing As An Advisor](https://financeforphysicians.co/2022/05/12/5-signs-youre-working-with-an-insurance-agent-posing-as-an-advisor/) - Insurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness. Don’t get fooled again! In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about five ways to identify whether you are working with an insurance person who is
- [How To Finance Big Home Projects](https://financeforphysicians.co/2022/01/27/how-to-finance-big-home-projects/) - You deserve what you want right now, especially when it comes to building or buying your dream home. Immediate gratification - that’s the American way. How do you decide if that makes sense and how do you make it happen financially? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how
- [The #1 Reason Physicians Make Bad Financial Decisions](https://financeforphysicians.co/2021/11/04/the-1-reason-physicians-make-bad-financial-decisions/) - Physicians are super smart, work hard, and have tons of earning potential. Even more importantly, they are in a trusted profession that provides value and makes a difference. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about the main reason why physicians make bad financial decisions and how to avoid them
- [The Key Process Behind Using Money To Live Better Lives with Jennifer Quire](https://financeforphysicians.co/2020/11/26/the-key-process-behind-using-money-to-live-better-lives-with-jennifer-quire/) - Money isn’t always the key to happiness. What are the key financial planning processes for using your money to live a better life? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks with his colleague, Jennifer Quire, a fellow Certified Financial Planner CFP®. As financial planners, Daniel and Jennifer’s goal is to
- [Hire or Fire Your Financial Advisor with Dr. Jim Dahle and Alan Moore](https://financeforphysicians.co/2020/12/31/hire-or-fire-your-financial-advisor-with-dr-jim-dahle-and-alan-moore/) - Are you a physician tired of getting ripped off and wanting a fair shake on Wall Street? Rather than getting mad, understand how the financial services industry works. Do the right thing by knowing when and why to hire or fire your financial advisor. In this episode of the Finance For Physicians Podcast, Daniel Wrenne
- [The Young Physicians Complete Guide To Creating A Financial Plan](https://financeforphysicians.co/2020/08/27/physicians-diy-financial-planning-guide/) - Everybody gets that financial planning is smart. But actually creating your financial plan is a completely different story. Are you struggling with knowing where to start and how to knock it out? Not to worry! We've got you covered. With the help of our financial planning partner, Wrenne Financial Planning, we've created a complete guild
- [Avoiding COVID Forbearance Lifestyle Creep](https://financeforphysicians.co/2022/05/05/avoiding-covid-forbearance-lifestyle-creep/) - Are you struggling with the temptation related to student loan perks? What are the intended consequences of student loans and associated COVID forbearance programs? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about saving money to avoid the COVID-19 forbearance lifestyle creep. Topics Discussed: COVID Forbearance: No payments, no interest on
- [More Big Changes For Federal Student Loan Borrowers](https://financeforphysicians.co/2022/04/28/more-big-changes-for-federal-student-loan-borrowers/) - New developments continue to be added to the federal student loan generosity trend. Changes will help address administrative complications and failures to provide relief and reduce harm to borrowers. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about recently announced federal student loan changes and how Public Service Loan Forgiveness (PSLF)
- [5 Of The Most Overlooked Tax Breaks For Doctors](https://financeforphysicians.co/2022/04/21/5-of-the-most-overlooked-tax-breaks-for-doctors/) - Do you love to save on your taxes? One of the most overlooked or common mistakes is the failure to maximize tax breaks that are available to physicians. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about five of the most overlooked tax breaks for doctors. Personal finance is about avoiding
- [Renting Your Home Is The Key To Building Wealth](https://financeforphysicians.co/2022/04/14/renting-your-home-is-the-key-to-building-wealth/) - More people should be renting rather than buying a home. Why? For some people, renting their home is the key to building wealth. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the financial benefits of renting over buying a house. Topics Discussed: 5 Big Reasons for Renting vs. Buying:Shorter time
- [Can You Max Out Both Your 403(b) and 457(b) Plans?](https://financeforphysicians.co/2022/04/07/can-you-max-out-both-your-403b-and-457b-plans/) - If you are employed and work for a hospital system or plan to work for one in the future, do you have access to a 401(k), 403(b), and/or 457(b) retirement plans? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how different retirement plans interact collectively. Can you max out both
- [Using Your HSA To Build Wealth](https://financeforphysicians.co/2022/03/31/using-your-hsa-to-build-wealth/) - If you already have or plan to set up or start a health savings account (HSA), how do you make sure it is efficient to build wealth and possibly invest? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how to best manage HSAs. Topics Discussed: HSA: Best tax shelter that
- [Using Financial Planning To Fight Physician Burnout](https://financeforphysicians.co/2022/03/24/using-financial-planning-to-fight-physician-burnout/) - Burnout is something that occurs in all professions and to all kinds of people, but especially physicians. The burnout statistics are concerning. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about using financial planning to prevent physician burnout. Your finances and having a financial plan at your disposal is one of
- [How Will The Russian and Ukraine War Affect Your Planning](https://financeforphysicians.co/2022/03/17/how-will-the-russian-and-ukraine-war-affect-your-planning/) - How was the U.S. economy before the war between Russia and Ukraine started? How have things changed and what will they look like in the future? Expect a ripple effect! In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how the Russian and Ukraine War will affect financial planning and economic
- [What Does The Bible Teach Us About Money](https://financeforphysicians.co/2022/03/10/what-does-the-bible-teach-us-about-money/) - What are the big financial decisions presented in the Bible? Christian or not, it’s important to understand these fundamentals and let them be your guide when it comes to wealth and happiness. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about key lessons and takeaways he has observed from the Bible,
- [Before You Buy Into Passive Income](https://financeforphysicians.co/2022/03/03/before-you-buy-into-passive-income/) - Would you rather work for your income or get paid while you sleep? Before you buy into passive income, be aware of what you are getting into and understand the trade-offs. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the pros and cons of passive income for potential clients in
- [What is Passive Investing?](https://financeforphysicians.co/2022/02/24/what-is-passive-investing/) - Passive Investing: What is it and how can you use what you learn about it to your advantage? Conduct research to gain knowledge, but consider conflicts of interest. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about passive versus active investing in the market to own assets. How do they compare
- [Planning For A New Baby](https://financeforphysicians.co/2022/02/17/planning-for-a-new-baby/) - There are quite a few financial things to think about, especially when expecting your first child. Prepare, plan, and make it a priority! In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Heather Lovallo about preparing for having a baby. Topics Discussed: Disclaimer: Having children should not be and is not
- [Are You Thinking About Investing In Real Estate Syndications](https://financeforphysicians.co/2022/02/10/are-you-thinking-about-investing-in-real-estate-syndications/) - Do you want to invest in real estate? How do you do it? There are many different ways to invest in the real estate landscape. Have you considered real estate syndications? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Hugh Baker, a Certified Financial Planner or CFP®, about how to
- [Are You Saving Enough For Retirement](https://financeforphysicians.co/2022/02/03/are-you-saving-enough-for-retirement/) - Are you on track for retirement? Where are you at, what’s most important, and where do you want to go? Are you saving enough income at this point in time to become financially independent? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how to know if you are saving enough
- [Are You Saving Enough For Education](https://financeforphysicians.co/2022/01/20/are-you-saving-enough-for-education/) - Are you saving enough for retirement, college, or student loans? What is the best way to accomplish your goal of college/education savings? What are your options? IRA, Roth IRA, or 529 plan. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how to save for your children’s or anyone’s education. The
- [Financial Vitals Check Part 6: Taking Action](https://financeforphysicians.co/2022/01/13/financial-vitals-check-part-6-taking-action/) - If you don’t do anything or take action by following up on your financial vitals plan, it’s not of any value to you. The purpose is to make progress and improve sooner by staying on track and measuring success. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about steps to move
- [Real Life Story Of Public Service Loan Forgiveness Success](https://financeforphysicians.co/2022/01/06/real-life-story-of-public-service-loan-forgiveness-success/) - Concerns over Public Service Loan Forgiveness (PSLF) continue. Will it pan out or not? Have you thrown in the towel already and refinanced to private student loans? It may be a big mistake to pull the plug on it completely. Do what you need to do to be approved and fully forgiven. In this episode
- [Financial Vitals Check Part 5: Investment Plan](https://financeforphysicians.co/2021/12/30/financial-vitals-check-part-5-investment-plan/) - Do you have an investment plan in place? You may have more than one fund, such as for retirement or charitable giving. Maybe you want to save or invest money for college or a vacation home. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about having an investment plan (also known
- [Financial Vitals Check Part 4: Safety Net Check](https://financeforphysicians.co/2021/12/23/financial-vitals-check-part-4-safety-net-check/) - Life doesn’t always go as planned. It’s full of twists, turns, and curveballs. Cover all your bases in the event of a worst-case scenario because it can come out of left field. You never see it coming or know when something could happen. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks
- [Financial Vitals Check Part 3: Net Worth](https://financeforphysicians.co/2021/12/16/financial-vitals-check-part-3-net-worth/) - If you have clarified your values and determined your saving, spending, giving ratio, the final financial vital to measure is your net worth. What is your net worth? What do you track with your net worth? How do you track your net worth? What can you use it for and why is it beneficial? In
- [Financial Vitals Check Part 2: Save, Spend, Give Ratio](https://financeforphysicians.co/2021/12/09/financial-vitals-check-part-2-save-spend-give-ratio/) - 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
- [Financial Vitals Check Part 1: Clarify Values](https://financeforphysicians.co/2021/12/02/financial-vitals-check-part-1-clarify-values/) - Physicians and their patients know that vitals are measurements of the body’s most important basic functions. Checking and tracking vitals indicate how your health is now and maybe in the future. Vitals are a progress check to prevent potential problems. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about checking your
- [How To Make The Right Decision](https://financeforphysicians.co/2021/11/25/how-to-make-the-right-decision/) - How do you live out your values in day-to-day decision making, especially when you operate on autopilot? What standards and steps can you take to be more intentional? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how to make the right decisions regarding finances and other aspects of your life.
- [The Power Of Building In Margin With Your Finances](https://financeforphysicians.co/2021/11/18/the-power-of-building-in-margin-with-your-finances/) - Being a perfectionist or analytical type of person works out well in some areas of life. However, when it comes to financial aspects, especially budgeting, life can become problematic, not predictable. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the power of building in margin with your personal finances. Don’t
- [Should You Combine Finances With Your Spouse](https://financeforphysicians.co/2021/11/11/should-you-combine-finances-with-your-spouse/) - When you’re married, should you combine your finances with your spouse? How you navigate money will either pull you together or push you apart. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about managing finances for married couples. Consider the pros and cons of couples combining (or not) their finances. Topics
- [Potential Major Tax Changes & the PSLF Waiver](https://financeforphysicians.co/2021/10/28/potential-major-tax-changes-the-pslf-waiver/) - The wild economy is causing some unique changes to taxes and student loans. How can you take advantage of and benefit from loan forgiveness and proposed changes to the tax laws? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about existing and pending potential major tax changes, including the Public Service
- [Finding Light In Life's Darkest Times](https://financeforphysicians.co/2021/10/21/finding-light-in-lifes-darkest-times/) - Suicide is a serious topic that most people don’t talk about, but we all know people who struggle with depression and have attempted or committed suicide. Take time to talk and tackle it head-on with scripture to save lives. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Dr. Matthew Sleeth,
- [PSLF Limited Waiver Opportunity Huge Benefit For Physicians](https://financeforphysicians.co/2021/10/14/pslf-limited-waiver-opportunity-huge-benefit-for-physicians/) - If you have a federal student loan, are you aware of recent changes and the Public Service Loan Forgiveness (PSLF) Limited Waiver Opportunity? For a limited period of time, borrowers may receive credit for past payments on loans not qualified for PSLF. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about
- [How Physicians Can Avoid Becoming House Poor](https://financeforphysicians.co/2021/10/07/how-physicians-can-avoid-becoming-house-poor/) - Buying a home is a big decision. It’s one of the biggest purchases that you are ever going to make in your life, and it’s the #1 error or issue that causes financial challenges for people. Everyone is susceptible, including physicians. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to his
- [What is it like being the spouse of a physician?](https://financeforphysicians.co/2021/09/30/what-is-it-like-being-the-spouse-of-a-physician/) - What is it like being the spouse of a physician? You get to witness their journey from being an undergrad through residency and then being in-practice. Plus, it gives you a front-row seat to financial and non-financial issues that physicians experience. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Hugh
- [Breaking Away From Traditional Primary Care to Start a Concierge Medical Practice](https://financeforphysicians.co/2021/09/09/early-career-concierge-medicine-startup/) - In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks with Drs. Cady and Ryan Brown about their journey breaking away from traditional primary care to start their own concierge medical practice, Downtown Drs. Brown, located in Lexington, Kentucky. Topics Discussed: Cady and Ryan’s concierge medical practice and career progressionPrimary Care Patient Load:
- [The Dangerous Pursuit of Financial Independence](https://financeforphysicians.co/2021/09/23/the-dangerous-pursuit-of-financial-independence/) - For some physicians, achieving financial independence is the end-all-be-all to living the good life. Pursuing it can be fantastic when well-balanced and a key factor to reducing burnout. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Skyview Financial Planning, about
- [Improving Medicine With Vulnerability](https://financeforphysicians.co/2021/09/16/improving-medicine-with-vulnerability/) - Physicians feel the pressure to be perfect, and sometimes hide or fail to address their own mental wellness. Medicine’s intense focus on the quality of patient care is generally a good thing, but in some cases has unintended negative consequences. It takes courage for a physician to be vulnerable. In this episode of the Finance
- [All-In Home Costs Calculator](https://financeforphysicians.co/2021/09/11/all-in-home-costs-calculator/) - Click here to download our all-in home cost calculator. We hope it's helpful!
- [What Every Physician Should Know about Long Term Disability Insurance With Lawrence Keller](https://financeforphysicians.co/2020/09/22/what-every-physician-should-know-about-long-term-disability-insurance-with-lawrence-keller/) - Physicians are super busy people, but the key is educating them to make the right decisions. What should every physician know about incorporating long-term disability insurance into their financial picture to help them live better lives? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Larry Keller, founder of Physician Financial
- [When To Refinance Student Loans](https://financeforphysicians.co/2021/09/02/when-to-refinance-student-loans/) - If you are going for Public Service Loan Forgiveness (PSLF), it is not the optimal time to refinance your student loans. If you’re not sure, don’t refinance because you may qualify for PSLF. Never say never! In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner
- [When to Hire a Financial Planner](https://financeforphysicians.co/2021/08/26/when-to-hire-a-financial-planner/) - Have you ever worked with a financial planner? Do you have enough money saved for a financial planner to help? When are you ready to hire a financial planner? Depends on the situation or preference. If you want help, the sooner the better. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks
- [Getting Your PSLF Ducks In A Row](https://financeforphysicians.co/2021/08/20/getting-your-pslf-ducks-in-a-row/) - Are you still curious about student loans? Wondering what you need to prepare and apply for Public Service Loan Forgiveness (PSLF)? It’s not as straightforward as you might think, so get all your ducks in a row. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial
- [What You Need To Know About Estate Planning](https://financeforphysicians.co/2021/08/12/what-you-need-to-know-about-estate-planning/) - It’s important for everybody to get their estate planning done and done right, especially if they have others who depend on them. Anything you can do ahead of time reduces the pain and pressure of disputes and arguments among loved ones. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the
- [Navigating High Inflation Periods](https://financeforphysicians.co/2021/08/05/navigating-high-inflation-periods/) - Inflation is happening, and there are a lot of different perspectives on it. Most people view it negatively, but it doesn’t have to be that way. It’s not as scary as they make it out to be. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about inflation—what it is, the backstory
- [How To Help Your Children Maximize Their College Education](https://financeforphysicians.co/2021/07/29/how-to-help-your-children-maximize-their-college-education/) - College costs money, and it continues to increase. The actual price that you pay is difficult to understand because it has become progressively more expensive for those that have more financial resources—especially physicians who have or plan to have children in the future. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks
- [Giving Generously As Early Career Physicians](https://financeforphysicians.co/2021/07/22/giving-generously-as-early-career-physicians/) - Practice what you preach despite all the temptations and pressures of being a physician by shaping your finances around your priorities and values. You can only do three things with your money: Spend it, save it, or give it away—not always in that order. In this episode of the Finance for Physicians Podcast, Daniel Wrenne
- [How Physicians Can Negotiate Better Employment Terms](https://financeforphysicians.co/2021/07/15/how-physicians-can-negotiate-better-employment-terms/) - Knowing the right way to negotiate is important in many people’s lives. It’s helpful in employment arrangements/contracts and has many implications, especially financial ramifications. Negotiating is a skill that can make or break your job. Happy physicians deliver better care and better outcomes. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks
- [It’s Ok Not To Be Ok](https://financeforphysicians.co/2021/07/08/its-ok-not-to-be-ok/) - Does the medical profession make you feel like you got to have everything together because everyone around you is perfect? Everything and everyone has flaws, including physicians who are far from perfect but pretend everything is all good all the time. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Christine
- [Why Atomic Habits Are A Gamechanger](https://financeforphysicians.co/2021/07/01/why-atomic-habits-are-a-gamechanger/) - Do shiny objects grab your attention? Do you want to get rich quickly? Lose weight overnight? There are no shortcuts in life. Make tiny changes to achieve remarkable results and outcomes. Have you read the book, “Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones” by James Clear? In
- [The Slippery Slope of Financing Your Lifestyle](https://financeforphysicians.co/2021/06/24/the-slippery-slope-of-financing-your-lifestyle/) - Is there good debt and bad debt? What’s the difference? Is it good or bad to have debt? It can be a slippery slope, so understand the psychology of debt before making big decisions to finance your lifestyle. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about debt. Buying things you
- [Special Needs Planning Basics](https://financeforphysicians.co/2021/06/17/special-needs-planning-basics/) - How can special needs planning positively change your family’s life when you have a child or children with a disability? It really depends on their needs, so map out the plan for them. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the basics of special needs planning and available tools.
- [Tomorrow’s Never Guaranteed](https://financeforphysicians.co/2021/03/25/tomorrows-never-guaranteed/) - Sometimes, it takes an unexpected wake-up call to remind you to take care of yourself, family, and finances. You never know when it could be your last day, and tomorrow is not guaranteed. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about a recent personal medical experience and what went through
- [Stories from the Trenches of Financial Planning for Physicians](https://financeforphysicians.co/2021/03/18/stories-from-the-trenches-of-financial-planning-for-physicians/) - When you run across something weird or strange, how do you avoid major mistakes and minimize errors? Get a second opinion, especially when it comes to the good, the bad, and the ugly of financial planning for physicians. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Justin Harvey, a Certified
- [How Much Cash Should You Have For A Rainy Day](https://financeforphysicians.co/2021/03/11/how-much-cash-should-you-have-for-a-rainy-day/) - Do you have enough money in the bank for your rainy day fund? What amount is too low or too much just in case you need it? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about setting the cash target. Ideally, you’re not over or under. By knowing what you need
- [How to Avoid Lifestyle Creep](https://financeforphysicians.co/2021/03/04/how-to-avoid-lifestyle-creep/) - Everyone has suffered from lifestyle creep to some extent. Somewhere along the way, you go from eating ramen noodles to the finer things in life. You become used to spending your entire salary. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner (CFP®), about how
- [How Laura Yost is Living a Richer Life](https://financeforphysicians.co/2021/06/10/how-laura-yost-is-living-a-richer-life/) - How do you plan for a child who has a disability? Overcome the initial fear and concern for the unknown and focus on the positive blessing they are to your family. Learn to live a fuller and richer life by turning lemons into lemonade. In this episode of the Finance for Physicians Podcast, Daniel Wrenne
- [Investing in Digital Gold](https://financeforphysicians.co/2021/06/03/investing-in-digital-gold/) - Have you heard of digital gold? What is it? How does it work? What should you consider when investing in bitcoin and other cryptocurrencies? Proceed with caution because the excitement over it can be potentially dangerous. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Chase Branham from Kraken, a big
- [How to Become a Millionaire](https://financeforphysicians.co/2021/05/27/how-to-become-a-millionaire/) - Who doesn’t want to make lots of money and keep up with the Joneses? Build wealth by reading the book, The Millionaire Next Door: The Surprising Secrets of America’s Wealthy. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about what his planning firm clients do to successfully yield results. Then, make
- [Time to Refinance Your Mortgage… Again](https://financeforphysicians.co/2021/05/20/time-to-refinance-your-mortgage-again/) - Is it time to refinance your mortgage...again? Why should you think about refinancing, why it’s beneficial, and what recent changes save you money and interest on your mortgage loan? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about refinancing your mortgage. The ultimate goal is to pay your mortgage off and
- [Mo Money, Mo Problems](https://financeforphysicians.co/2021/05/13/mo-money-mo-problems/) - Do you remember the late Notorious B.I.G.’s song, Mo Money Mo Problems? Physicians can probably relate to it. On the flip side, some people believe that having more money makes you benefit from fewer problems. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner (CFP®),
- [Throw Out the Rent Versus Buy Rules of Thumb](https://financeforphysicians.co/2021/05/06/throw-out-the-rent-versus-buy-rules-of-thumb/) - Are you buying or renting? What are the perks of being a homeowner? Think through and focus on both financial and non-financial reasons. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about the rules of thumb when deciding whether to buy or rent a home. Topics Discussed: Why buy? Live in
- [Why is Permanent Life Insurance Such a Terrible Short Term Investment](https://financeforphysicians.co/2021/04/29/why-is-permanent-life-insurance-such-a-terrible-short-term-investment/) - Does permanent life insurance make sense or not? Is it the right or wrong short-term investment? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about what you should look for and avoid to navigate the purchase of permanent life insurance. Topics Discussed: Permanent Life Insurance Components: Cash value and death benefitHow
- [What Type of Life Insurance Should You Own?](https://financeforphysicians.co/2021/04/22/what-type-of-life-insurance-should-you-own/) - Life Insurance: How does it work and do you really need it? Are you worth more or less alive or dead? What you need to know to protect yourself and your loved ones. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about what type of life insurance you should own. When
- [Why the HSA is a Hidden Gem](https://financeforphysicians.co/2021/04/08/why-the-hsa-is-a-hidden-gem/) - What is a health savings account (HSA), and why are so few people utilizing it? The HSA is one of the best tax shelters that exists to build wealth. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about how the HSA works, how to decide if it is a good fit
- [Why I Drive an 18-Year-Old Car](https://financeforphysicians.co/2021/04/01/why-i-drive-an-18-year-old-car/) - What make, model, and year is the car you drive? Thinking about buying a new one? Why? Consider all factors to make the right, not wrong buying decision. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about why he drives an 18-year-old Toyota Avalon. The 2003 vehicle has heated leather seats
- [Investing During Wild Markets with David Blanchett](https://financeforphysicians.co/2021/02/25/investing-during-wild-markets-with-david-blanchett/) - Have you been paying attention to the financial news? Most of it is covering all the craziness around stocks. GameStop, AMC, and others went way up only to go way back down. These days, everyone has a Robinhood account and is trading stocks on margin. Plus, the COVID pandemic has added all sorts of volatility
- [How To Capitalize On Record Low Mortgage Rates](https://financeforphysicians.co/2021/02/18/how-to-capitalize-on-record-low-mortgage-rates/) - Now that interest rates are as low as they’ve ever been, mortgage refinancing is extremely popular. But it’s also a confusing process. Do you know how to figure out when refinancing makes sense? What are the right rules to follow when refinancing your mortgage? In this episode of the Finance For Physicians Podcast, Daniel Wrenne
- [How to Capitalize On Record Low Student Loan Rates](https://financeforphysicians.co/2021/02/12/how-to-capitalize-on-record-low-student-loan-rates/) - Interest rates are super low right now, so learn how to navigate student loans to take full advantage of unique benefits from the federal government. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about what you can do—given the low interest rates—in relation to your student loan debt. Topics Discussed: Federal
- [Avoid Leaving Money On The Table With Federal Student Loans](https://financeforphysicians.co/2021/02/04/avoid-leaving-money-on-the-table-with-federal-student-loans/) - Should you aggressively pay off your federal student loans, or consider Public Service Loan Forgiveness (PSLF)? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about different financial scenarios, opportunities, and strategies to avoid leaving money on the table when it comes to federal student loans. Topics Discussed: Aggressive Payoff: Low payment
- [What DIY Investment Management Looks Like In Year One with Dr. Kris Roach](https://financeforphysicians.co/2021/01/07/what-diy-investment-management-looks-like-in-year-one-with-kris-roach/) - What does do-it-yourself (DIY) investment management look like? Taking this route isn’t for everyone. It depends on your situation and personal interest. Just because you can do it, doesn’t mean you should do it. If you want to do investment management yourself, learn how to do it right. In this episode of the Finance For
- [Should You Payoff Debt Or Invest with Jeff Wenger](https://financeforphysicians.co/2021/01/14/should-you-payoff-debt-or-invest-with-jeff-wenger/) - Should you pay off debt or invest? It’s a straightforward question. Yet, the answer is often not so straightforward and really depends on your situation. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Jeff Wenger about the proper way to think through this question so that you can begin making
- [How To Save Money On Home And Auto Insurance with Andrew Wethall](https://financeforphysicians.co/2021/01/21/how-to-save-money-on-home-and-auto-insurance-with-andrew-wethall/) - If you drive a car and/or rent or own a home, do you know how to purchase and save money on home and auto insurance while maintaining adequate coverage? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Andrew Wethall, an independent home and auto insurance agent for Energy Insurance Company.
- [How Physicians Can Have It All Without Giving It All with Dr. Bonnie Koo](https://financeforphysicians.co/2021/01/28/how-physicians-can-have-it-all-without-giving-it-all-with-dr-bonnie-koo/) - Why are so many female physicians dropping out of the profession? It’s extremely challenging to achieve balance as a physician mom. Not only are you a mom who is raising your own children, but a physician taking care of patients—besides having to deal with gender discrimination issues and the global pandemic. In this episode of
- [What Can We Learn From Jesus About Money with Dr. Ben Witherington III](https://financeforphysicians.co/2020/12/24/what-can-we-learn-from-jesus-about-money-with-dr-ben-witherington-iii/) - During the holiday season, most people think about generosity, taking care of others, and their faith. Money is mentioned quite a bit in the Bible. What can people learn from Jesus about money? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Dr. Ben Witherington III about valuable financial lessons taught
- [Charitable Giving Strategies To Reduce Taxes with Justin Harvey](https://financeforphysicians.co/2020/12/17/charitable-giving-strategies-to-reduce-taxes-with-justin-harvey/) - It’s that time of year again where many of you are considering giving generously to help others. What are some of the best tax strategies for giving? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Justin Harvey, a fellow Certified Financial Planner (CFP®) and founder of Anesthesia Success—a planning firm
- [The First Step To Reduce Your Taxes with David Glenn](https://financeforphysicians.co/2020/12/10/the-first-step-to-reduce-your-taxes-with-david-glenn/) - Who wants to reduce their taxes? The first step requires educating yourself on the basics. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to David Glenn, a Certified Public Accountant (CPA) and founder of Glenn Advisory and the basics of how income taxes work. They also chat about some of the
- [Physician Employment Contracts and Compensation with Jon Appino](https://financeforphysicians.co/2020/11/19/physician-employment-contracts-and-compensation-with-jon-appino/) - Are you a physician transitioning into practice or facing an employment contract change or renewal? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Jon Appino, founder of Contract Diagnostics. Jon’s company is dedicated to taking a fun and educational approach to helping physicians negotiate employment agreements and compensation structures. Topics Discussed:
- [Can Money Buy Happiness with Jeff Wenger](https://financeforphysicians.co/2020/11/12/can-money-buy-happiness-with-jeff-wenger/) - Can money buy happiness? You can have all the money in the world and be completely unhappy. How can they use money and time to live happier lives. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner (CFP®), about the science behind using money and
- [Aligning Your Time and Money Management With Your Values with Jeff Wenger](https://financeforphysicians.co/2020/11/05/aligning-your-time-and-money-management-with-your-values-with-jeff-wenger/) - You can have all the money in the world and be completely unhappy. Everybody wants to move closer toward living out their version of an ideal life. Yet, the daily grind we all face tends to push us away from this. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks with his
- [How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan Sanchez](https://financeforphysicians.co/2020/10/29/how-conflicts-of-interest-muddy-the-financial-advice-waters-with-donovan-sanchez/) - Physicians seeking independent financial planning advice at a fair price should find financial advisors who mitigate conflicts of interest that cause more harm than good. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Skyview Financial Planning. Donovan covers different conflicts
- [Why Physicians in Training Fail to Focus on Personal Finances with Dr. Jordan Frey](https://financeforphysicians.co/2020/10/22/why-physicians-in-training-fail-to-focus-on-personal-finances-with-dr-jordan-frey/) - Why do physicians in training fail to focus on their personal finances? Why aren’t they willing to own their mistakes, learn from them, and teach others how to avoid them? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Dr. Jordan Frey about his financial journey and how he went from
- [Why Federal Student Loans Are A Great Bet For Many Physicians With Travis Hornsby](https://financeforphysicians.co/2020/10/15/why-federal-student-loans-are-a-great-bet-for-many-physicians-with-travis-hornsby/) - What should physicians do with their federal student loans? How does PSLF work? When should you consider private refinance? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Travis Hornsby, founder of Student Loan Planner—a website, blog, podcast and planning service focused on everything related to student loans. Topics Discussed: Basics
- [Teaching Your Children About Money With Dr. David Weisenhorn](https://financeforphysicians.co/2020/09/24/teaching-your-children-about-money-with-dr-david-weisenhorn/) - If you avoid talking about money with your children, then who pays for it later in life? Whether you know it or not, you’re teaching your children about money every day. Teach them what works and what doesn’t when it comes to finances. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks
- [What Is Financial Therapy With Ed Coambs](https://financeforphysicians.co/2020/09/23/what-is-financial-therapy-with-ed-coambs/) - What is your relationship like with money? Are you always trying to keep up with the Joneses? Would you and your partner benefit from financial therapy? Don’t judge, because everybody can benefit from therapy. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Ed Coambs, a licensed marriage and family therapist,
- [9 Biggest Student Loan Misconceptions](https://financeforphysicians.co/2020/09/15/9-biggest-student-loan-misconceptions/) - This post originally appeared on the Wrenne Financial Planning blog. You can check out the original here and find out more about WFP by visiting their website. I hope you enjoy the quick read! They say knowledge is power — and that seems to be especially true with student loans. As complex as they have become, it’s no
- [15 Tips for Surviving on a Medical Resident’s Salary](https://financeforphysicians.co/2020/09/15/15-tips-for-surviving-on-a-medical-residents-salary/) - This post originally appeared on the Wrenne Financial Planning blog. You can check out the original here and find out more about WFP by visiting their website. I hope you enjoy the quick read! Are you serious about living within your means and maximizing your resident salary? Here are 15 tips to get you moving in the right
- [Monthly Net Worth Tracker](https://financeforphysicians.co/2020/09/21/monthly-net-worth-tracker/) - Are you ready to begin keeping a better pulse on your finances? Tracking your net worth is a great starting point. Fortunately we've already created an excel template to get you started. Click here to download our monthly net worth tracker template and get started today!
- [Should I Drop Out of PSLF?](https://financeforphysicians.co/2020/09/23/should-i-drop-out-of-pslf-2/) - This post originally appeared on the Wrenne Financial Planning blog. You can check out the original here and find out more about WFP by visiting their website. I hope you enjoy the quick read! Are you thinking about bailing out on PSLF? Before you sign on the dotted line, do yourself a favor and read this. So I’m

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- [Finance for Physicians](https://financeforphysicians.co/) - Finance for Physicians The Finance for Physicians podcast is designed to help you use money as a tool to live a great life, on your own terms. Podcast host, Daniel Wrenne, has spent the last decade advising physicians on their personal finances. He and his team will share the good, the bad, and the ugly
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