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…
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Saving for College Late? What Physicians Should Know About 529 Plans
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…
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How to Wreck Your Finances: 6 Mistakes That Can Keep Physicians Stuck
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…
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How to Wreck Your Finances
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…
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529 Accounts: What Physicians Get Wrong About College Savings
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…
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What Every Physician Should Know About Taxes
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…
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Thinking About Buying a Home? What Physicians Need to Know Right Now
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…
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DIY, Collaborator, or Outsourcer — A Roadmap for Physicians
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…
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Our Personal Finance Book and Pod Recommendations
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…
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End of Year Round Table
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…
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What Residents Really Want to Know About Their Finances
What questions are actually on the minds of residents when it comes to their finances—and what guidance makes the biggest difference during training? In this episode, Daniel Wrenne and Hugh Baker reveal the most common…
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Why Our Physician Client Divorce Rate Is So Low: What We’ve Learned About Money and Marriage
Why is the physician divorce rate lower among the families we work with, even though money is one of the top causes of marital conflict? In this episode, Daniel Wrenne and Jen Quire dig into…
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