Embark on a transformative journey with Daniel Wrenne, the trusted financial advisor dedicated to physicians’ financial well-being. In this compelling episode of Finance for Physicians, Daniel unravels the art of intentional living through values-centric decision-making….
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Can Real Estate Income Replace Your Physician Salary with Daniel Wrenne
Join Daniel Wrenne in this episode of Finance for Physicians as he tackles the common question among physicians – can real estate income replace your salary? Daniel provides a high-level overview of real estate investment…
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Second Opinion On Insurance Producer with Daniel Wrenne
Welcome back to Finance for Physicians. Today, Daniel Wrenne continues the discussion on crucial questions from physician families. In this episode, he delves into the realm of product-based advisors and the complex world of “jack…
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Second Opinion On AUM Financial Advisor with Daniel Wrenne
Join Daniel Wrenne on Finance for Physicians as he tackles a burning question: Is the AUM Advisor approach the right fit for physicians? In this episode, Daniel breaks down the 1% fee structure, sheds light…
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Don’t Let Your Parents Get Hosed By Their Advisor with Daniel Wrenne
Today, we delve into a crucial topic that concerns many of us with aging parents and their financial well-being. Daniel Wrenne here, and in this episode, we’re sharing a real-life case study that uncovers potential…
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How To Navigate New Practice, New House, New Job, New Location with Daniel Wrenne
In this episode of Finance for Physicians, Daniel Wrenne dives into a common question many new clients face as they transition into practice or a new stage of life. Whether it’s a higher income, starting…
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Are Roth IRAs Really This Bad?
Join Daniel Wrenne in this episode as he tackles the provocative question: “Are Roth IRAs Really This Bad?” Inspired by a listener’s email and an article claiming significant losses, Daniel dissects the arguments, dispels myths,…
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Regain Autonomy And Improve Care With Private Practice Medicine with Dr. Marcelo Hochman
Join Daniel Wrenne as he sits down with Dr. Marcelo Hochman, the founder of South Carolina’s esteemed Facial Surgery Center, double Board-certified facial plastic and reconstructive surgeon, and President of Independent Doctors of South Carolina…
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Review Your Tax Return Like A Pro with Daniel Wrenne
Join Daniel Wrenne, your go-to financial advisor for physicians, as he navigates the nuances of tax season in this episode of Finance for Physicians. Daniel breaks down the essential steps for physicians to review their…
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The Best Investment You’re Likely Missing Out On with Daniel Wrenne
Are you making the best investment in your life? In this insightful episode of Finance for Physicians, your host Daniel Wrenne takes a unique approach to the age-old question of the best investment. Join Daniel…
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What To Do With An Inheritance Or Other Windfall with Daniel Wrenne and Hugh Baker
Join Daniel Wrenne and financial advisor Hugh Baker in this episode of Finance for Physicians as they delve into the intricacies of managing a significant inheritance, specifically tailored for early-career physicians. Daniel and Hugh share…
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Where Should You Save For Education, UTMA or I Bonds with Daniel Wrenne and Jeff Wenger
If you’re a parent or caregiver, planning for your child’s education is a crucial financial decision. In this episode of the Finance for Physicians podcast, host Daniel Wrenne delves into the options available for saving…
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