Taxes! Nobody likes doing them, but it’s a necessary evil. The good news? There are ways to minimize them. In fact, there are quite a few! We wanted to end this year’s season of the…
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Maxed Out My 401k, Now What
Have you maxed out your 401(k) or 403(b)? What should you do now? There are a lot of different options—what do those look like, what might be a good out, and what to pass on. …
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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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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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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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Using Your HSA To Build Wealth
If you already have or plan to set up or start a health savings account (HSA), how do you make sure it is efficient to build wealth and possibly invest? In this episode of the…
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Can you maximize a 401k, 403b and a 457?
How much do you know about your retirement plan, or retirement plans in general? Questions about these plans come up all the time, and you might be surprised by what you don’t know! Q: Can…
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Potential Major Tax Changes & the PSLF Waiver
The wild economy is causing some unique changes to taxes and student loans. How can you take advantage of and benefit from loan forgiveness and proposed changes to the tax laws? In this episode of…
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Why the HSA is a Hidden Gem
What is a health savings account (HSA), and why are so few people utilizing it? The HSA is one of the best tax shelters that exists to build wealth. In this episode of the Finance…
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The First Step To Reduce Your Taxes with David Glenn
Who wants to reduce their taxes? The first step requires educating yourself on the basics. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to David Glenn, a Certified Public Accountant (CPA)…
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Everything You Need To Know About Backdoor Roth IRA with Jennifer Quire
Why should physicians in practice consider a Backdoor Roth IRA? Make sure to do it correctly and efficiently to get the greatest benefits. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks…
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Roth Conversion Opportunities for Young Physicians
Ultimately depending on a lot of variables, roth conversions can hurt or help your financial position. Is the strategy right for you? Maybe. Here’s what you need to know in order to identify whether or…
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