Finance for Physicians

Daniel Wrenne
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The goal at Finance for Physicians is to help you use money as a tool to live a great life, on your own terms. Daniel Wrenne, podcast host and CEO of Wrenne Financial Planning, has spent the last decade advising physicians on their personal finances. On this podcast, he and his team will share the good, the bad and the ugly of navigating personal finances while practicing medicine. They’ll help you hone in on the financial decisions that matter most and make sense of the ever-changing personal finance landscape.

  1. One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)

    8月5日

    One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)

    Big tax law changes are here, and they could have a major impact on your finances. In this episode, we’re breaking down the One Big Beautiful Bill Act (OBBBA) and what it means for physicians, starting with the non-student loan changes. We’re joined by Jeff Wenger and Heather Lovallo to explain the updates and what you should pay attention to this tax season. You’ll learn how the new rules affect your tax brackets, standard vs. itemized deductions, child tax credit, estate planning, and even whether buying a new car might make a little more sense now (spoiler: not really). This is Part 1 of our two-part series on the new bill. Don’t miss what’s coming next!    Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links Vitals Check: Your Money Game Plan for Post-Residency Life course link: https://courses.financeforphysicians.co ​​Use code PODCAST for 50% off (valid through August 31st) Connect with Heather Lovallo Connect with Jeff Wenger Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians To schedule a call with one of our awesome planners, book HERE.

    41 分钟
  2. Should You Get a Prenup or Postnup? What You Need to Know

    7月22日

    Should You Get a Prenup or Postnup? What You Need to Know

    Should you get a prenuptial or postnuptial agreement? Talking about these is not exactly romantic, but it might be one of the smartest financial conversations you’ll ever have. In this episode, we’re joined by Heather Lovallo to break down what prenups and postnups are, when they make sense, and how they can actually strengthen your marriage. You’ll learn why these agreements aren’t just for the ultra-wealthy, how they can help avoid messy legal battles, and the surprising ways they support better financial communication as a couple.    Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links Vitals Check: Your Money Game Plan for Post-Residency Life course link: https://courses.financeforphysicians.co ​​Use code PODCAST for 50% off (valid through August 31st) Connect with Heather Lovalla Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians To schedule a call with one of our awesome planners, book HERE.

    27 分钟
  3. Common Financial Mistakes New Physicians Make

    7月8日

    Common Financial Mistakes New Physicians Make

    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 practice. Listen in as they talk through rushed home purchases, misunderstood contracts, and the pressure to “catch up” on life after years of training. You’ll learn what to avoid when buying your first home, why investing early matters more than timing the market, and how to keep your financial future flexible, even with a six-figure paycheck.    Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links Vitals Check: Your Money Game Plan for Post-Residency Life course link: https://courses.financeforphysicians.co Connect with Hugh Baker on LinkedIn Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians To schedule a call with one of our awesome planners, book HERE.

    36 分钟
  4. The Mega Backdoor Roth Explained: Who It’s For and When It Works

    6月24日

    The Mega Backdoor Roth Explained: Who It’s For and When It Works

    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, especially for high-earning physicians. Listen in as we walk through the four key contribution “buckets” in a 401(k), the pros and cons of using after-tax dollars, and what makes the mega backdoor strategy so unique (and often underutilized). You’ll learn who this applies to, the gotchas to watch for, and why more isn’t always better when it comes to tax strategies.    Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians To schedule a call with one of our awesome planners, book HERE.

    37 分钟
  5. Buying vs. Renting: What We Wish More Physicians Knew

    6月10日

    Buying vs. Renting: What We Wish More Physicians Knew

    Is buying a home always the smarter move—or just what we’ve been told to do? In this episode, Jennifer Quire joins me to reveal the real pros and cons of renting vs. buying, especially for physicians facing big financial decisions during major life transitions. Listen in as we dig into how values, lifestyle, flexibility, and unpredictability play just as big a role as the math. You’ll hear about the side of homeownership that people rarely talk about, what most people don’t factor into the buying vs. renting decision, and why renting isn’t the financial failure it’s often made out to be.    Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links   Sailing with Phoenix Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians To schedule a call with one of our awesome planners, book HERE.

    23 分钟
  6. Diversification Decoded: Building a Portfolio for Uncertain Times

    5月27日

    Diversification Decoded: Building a Portfolio for Uncertain Times

    Is diversification overrated or more important than ever in today’s market? In this episode, I’m joined by Jackie Griggs to explain what diversification really means and why it matters now more than ever for physicians managing their own portfolios. Listen in as we break down how mean reversion impacts market cycles and why concentrating on the S&P 500 or individual stocks (like Apple) could leave you exposed to more risk than you think. You'll hear practical tips for building a resilient investment strategy that aligns with your long-term financial goals.    Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links   Vanguard Real Estate Index Fund SPDR S&P 600 SmallCap Value ETF (SLYV) Callan Periodic Table of Investment Returns Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians To schedule a call with one of our awesome planners, book HERE.

    29 分钟
  7. Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians

    5月13日

    Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians

    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 federal student loan changes that could reshape how physicians manage repayment, forgiveness, and financial planning. Listen in as we explore the potential elimination of popular IDR plans like SAVE and PAYE, the shift back to the original IBR, and the introduction of a new Repayment Assistance Plan (RAP). We also cover proposed PSLF restrictions that could exclude residency and fellowship years, and a new $150,000 lifetime cap on federal graduate borrowing.   Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians To schedule a call with one of our awesome planners, book HERE.

    38 分钟
  8. Late Start, Big Lessons: Bill Yount’s Advice to Physicians

    4月29日

    Late Start, Big Lessons: Bill Yount’s Advice to Physicians

    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 share how he turned his financial life around, starting at age 50. Listen in as we talk about real mistakes, real lessons, and the mindset shifts that helped him go from overwhelmed and burnt out to confident and financially free. You'll learn simple steps you can take if you’re feeling behind and why it’s never too late to start catching up to financial independence.   Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.   P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.     Links  Connect with Bill Yount on X. Catching Up to FI Podcast The White Coat Investor Physician on FIRE Open Social Security Calculator Send Bill an email at bill@catchinguptofi.com Connect with me on my LinkedIn Contact Finance for Physicians Finance for Physicians

    54 分钟
查看全部 150 集

预告

4.7
共 5 分
39 个评分

关于

The goal at Finance for Physicians is to help you use money as a tool to live a great life, on your own terms. Daniel Wrenne, podcast host and CEO of Wrenne Financial Planning, has spent the last decade advising physicians on their personal finances. On this podcast, he and his team will share the good, the bad and the ugly of navigating personal finances while practicing medicine. They’ll help you hone in on the financial decisions that matter most and make sense of the ever-changing personal finance landscape.

信息

  • 创作者
    Daniel Wrenne
  • 活跃年份
    2020年 - 2025年
  • 单集
    150
  • 分级
    儿童适宜
  • 版权
    © 2020 Finance for Physicians
  • 节目网站
    Finance for Physicians

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