Library

Check out our finance for physicians library.  It’s filled with physician specific educational content covering a wide range of personal and behavioral finance topics. 

Content Type
Topic
Podcasts

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

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Podcasts

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

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Podcasts

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

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Podcasts

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

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Podcasts

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

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Podcasts

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

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Podcasts

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

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Podcasts

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

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Podcasts

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

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