Listen Score
LS 34
Global Rank
TOP 5%

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Animateurs :
Fréquence de mise à jour:
biweekly
Durée audio moyenne:
36 minutes
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Anglais
États-Unis
221 épisodes
depuis 1 octobre 2020
episodic

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Are your life insurance decisions still aligned with your current lifestyle and financial goals? Life insurance is one of those financial planning topics physicians often set up early in their careers and rarely revisit, even though their income, family needs, assets, and long-term goals may have …

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ÉPISODES PRÉCÉDENTS

Are you worried that you started saving for your child’s college too late? Many physicians don't begin serious college savings until later in their careers, but by then, retirement savings, debt payoff, and buying a home can compete for attention. That's why understanding 529 plans is so importan…
Are small financial mistakes quietly making it harder for you to practice medicine on your own terms? Physicians often assume that a strong income will naturally lead to financial security, but that’s rarely how it works. In reality, the biggest financial setbacks usually come from avoidable habi…
Are you missing out on one of the most powerful tax-advantaged ways to save for your kids’ education? Saving for your children’s education can feel overwhelming, especially when you’re balancing student loans, retirement planning, and a busy medical career. Yet one of the most effective tools avai…
Are your student loans quietly changing while you’re focused on tax season? Most physicians know tax season is stressful, but fewer realize that the decisions they make right now (like how they file and when) can directly impact their student loan payments for the next 12 months. In this episode,…
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 manage them strategically. In this episode, Daniel Wrenne sits down with Logan Foltz, founde…
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 specialist at BMO, to discuss the current state of physician mortgages, how the housing …
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 by Heather Lovallo to discuss how to think intentionally about whether to do it your…
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 and spreadsheets to talk about the personal finance books and podcasts our planning team consistently rec…
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 Wrenne is joined by Hugh Baker and Jackie Griggs to reflect on the recurring themes they saw throughout…
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