
What Every Physician Should Know About Taxes
Are you treating taxes like an annual chore instead of a long-term strategy? Taxes are one of the biggest ongoing expenses physicians face, yet most doctors receive little to no formal education on how to
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.

Are you treating taxes like an annual chore instead of a long-term strategy? Taxes are one of the biggest ongoing expenses physicians face, yet most doctors receive little to no formal education on how to

Buying a home as a physician looks very different than it does for most buyers, especially in today’s uncertain housing and lending market. In this episode, Daniel Wrenne sits down with Doug Crouse, a mortgage

Physicians often feel pressure to either manage their finances entirely on their own or hand everything off to an expert. In reality, it’s usually best to land somewhere in between. Today, Daniel Wrenne is joined

Every year, we hear the same question from physicians: What should I read or listen to if I want to get better with money without drowning in jargon? In this episode, we step back from tactics

As 2025 comes to a close, let’s sit down for an end-of-year round table to reflect on the themes that shaped the year and what physicians can take forward into 2026. In this conversation, Daniel

What questions are actually on the minds of residents when it comes to their finances—and what guidance makes the biggest difference during training? In this episode, Daniel Wrenne and Hugh Baker reveal the most common

Why is the physician divorce rate lower among the families we work with, even though money is one of the top causes of marital conflict? In this episode, Daniel Wrenne and Jen Quire dig into

The end of the year is when generosity and tax planning collide, and for physicians, charitable giving can be one of the most powerful ways to support causes you care about while optimizing your financial

Why do so many physicians stumble financially right after residency? In this special 200th episode, we’re joined by Hugh Baker to break down the most common financial mistakes doctors make as they step into full-time

Is the mega backdoor Roth the ultimate tax shelter—or just a complicated headache? Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes sense,

Are student loan repayment plans about to get completely overhauled? And what does that mean for physicians? In this episode, I’m joined once again by student loan expert Jeff Wenger to break down the proposed

Have you ever felt like you’re way behind on your finances? In this episode, I’m joined by Dr. Bill Yount, practicing ER physician and host of the Catching Up to FI podcast, who’s here to

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,

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

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