Do you get nervous when the stock market goes bad? Where are good places to invest? Discover the power of diversification to conquer volatility and uncertainty. In this episode of the Finance for Physicians Podcast,…
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Digging Into Tax-Loss Harvesting
Tax-loss harvesting is a tax strategy, but how does it actually affect your tax return and are there any limitations? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about tax-loss harvesting—what…
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3 Exercises To Help You Clarify Your Values
Are you on auto-pilot and susceptible to routines and the rest of the world’s values? What’s most important to you in your life? There are solid steps or ways that you can take to clarify…
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Are You In For A Major Financial Surprise When Your Children Start College
Go with eyes wide open or be in for a major financial surprise when your children start college. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about you or your children…
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Should I Take Another Job
Are you looking for another job, or are recruiters seeking you out for opportunities? If you were offered a different job, would you think about taking it? Why, or why not? There’s a lot to…
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Money Decisions That Create More Happiness
Can more money and stuff really buy happiness? What does the world, science, and Bible teach us about money? Discover what Christianity says about properly managing money. In this episode of the Finance for Physicians…
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5 Signs You’re Working With An Insurance Agent Posing As An Advisor
Insurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness. Don’t get fooled again! In this episode of the Finance for…
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Avoiding COVID Forbearance Lifestyle Creep
Are you struggling with the temptation related to student loan perks? What are the intended consequences of student loans and associated COVID forbearance programs? In this episode of the Finance for Physicians Podcast, Daniel Wrenne…
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More Big Changes For Federal Student Loan Borrowers
New developments continue to be added to the federal student loan generosity trend. Changes will help address administrative complications and failures to provide relief and reduce harm to borrowers. In this episode of the Finance…
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5 Of The Most Overlooked Tax Breaks For Doctors
Do you love to save on your taxes? One of the most overlooked or common mistakes is the failure to maximize tax breaks that are available to physicians. In this episode of the Finance for…
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Renting Your Home Is The Key To Building Wealth
More people should be renting rather than buying a home. Why? For some people, renting their home is the key to building wealth. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks…
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Can You Max Out Both Your 403(b) and 457(b) Plans?
If you are employed and work for a hospital system or plan to work for one in the future, do you have access to a 401(k), 403(b), and/or 457(b) retirement plans? In this episode of…
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