411 episodes

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other “investment” pitches that are not in their best interest. You didn’t receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it’s ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great - let's do this! Let your financial residency begin.

Financial Residency Financial Residency Network

    • Business
    • 4.6 • 287 Ratings

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other “investment” pitches that are not in their best interest. You didn’t receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it’s ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great - let's do this! Let your financial residency begin.

    Financial Vitals: What To Do With An Inheritance Or Other Windfall

    Financial Vitals: What To Do With An Inheritance Or Other Windfall

    Today we are doing a Q&A by answering questions from our Facebook group. I have on Hugh Baker to help answer some questions.
    Links:
    www.WrenneFinancial.com

    • 10 min
    Coffee & Contracts: Who do you negotiate with?

    Coffee & Contracts: Who do you negotiate with?

    Today we're gonna talk about negotiations and who you're negotiating with.
    LINKS:
    www.ContractDiagnostics.com

    • 4 min
    Mortgage Minute: Understanding closing disclosures

    Mortgage Minute: Understanding closing disclosures

    Today I want to go over loan estimates again and just briefly touch on closing disclosures.
    Link to website: 
    https://dougcrousephysicianloans.com/

    • 19 min
    Grand Rounds: When things go wrong and you need an attorney

    Grand Rounds: When things go wrong and you need an attorney

    Please join us with Brendan Chao who is an employment litigation attorney to talk about what to do if you are the victim of harassment, bullying or discrimination. 
    Link:
    www.BChaoLaw.com

    • 26 min
    Financial Vitals: Where Should You Save For Education, UMTA or I Bonds

    Financial Vitals: Where Should You Save For Education, UMTA or I Bonds

    Today we will be another answering questions that have been big in the Facebook group to talk about.
    Links:
    www.WrenneFinancial.com

    • 19 min
    Financial Vitals: What Is Financial Therapy With Ed Coambs

    Financial Vitals: 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, certified financial planner (CFP), and founder of Charlotte Couples Counseling. Ed shares practical tips to improve your financial behaviors and relationship with money.
    Topics Discussed: 
    • Couples Around Money: Mix of emotion, experiences, and desire to connect    
    • Why financial therapy? Financial stress due to thoughts, emotions, behaviors 
    • Pain Points: Spending versus saving is challenging and problematic for couples 
    • Power Control: What does money mean and represent? What is valued most? 
    • Equal Partnership? Understand social meaning of professional identity 
    • Converted Skeptic: Everybody can benefit from therapy with ability to heal
    • Male Psyche: Character defect or discomfort doesn’t make a narcissist    
    • Financial Flashpoints: Partner’s experiences and expectations around money
    • Money Management: Yours, mine, or our money in separate or joint accounts
    • Money Egg Exercise: Is your relationship with money positive or negative?
    Links:
    www.WrenneFinancial.com

    • 49 min

Customer Reviews

4.6 out of 5
287 Ratings

287 Ratings

PaigeBPodcasting ,

Great Show!

Every episode they’ve got another interesting topic. I’ve learned so much from this podcast. It really is like going through a financial residency!

Mariann!! ,

GREAT SHOW!

I really enjoy your show, after listening to a few episodes I was totally hooked, it has great direction, it deals with very instructive and interesting topics. I really love this program!

Ccookdo ,

Wish I knew this long ago

Nothing like this was available 30 years ago. Concise and practical information in a easy to understand language.

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