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Finance for Physicians

Daniel Wrenne

Finance for Physicians

A weekly Business, Investing and Education podcast
Good podcast? Give it some love!
Finance for Physicians

Daniel Wrenne

Finance for Physicians

Episodes
Finance for Physicians

Daniel Wrenne

Finance for Physicians

A weekly Business, Investing and Education podcast
Good podcast? Give it some love!
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Episodes of Finance for Physicians

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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
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
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
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
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
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 valu
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-pa
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
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 siz
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
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, t
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
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 Carolin
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.
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 o
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 the
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 educat
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 qu
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 special
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
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. W
Join 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 min
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 o
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 update
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:
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