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Wrenne Financial Planning is a registered investment adviser. The content of these articles/videos is intended for informational purposes only and is not intended to be investment advice. The views expressed in these articles/videos are subject to change based on market and other conditions. Some information has been obtained/provided from third party sources and is believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information, and it should not be relied on as such.

The Power Of Diversification

The Power Of Diversification

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Digging Into Tax-Loss Harvesting

Digging Into Tax-Loss Harvesting

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3 Exercises To Help You Clarify Your Values

3 Exercises To Help You Clarify Your Values

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Are You In For A Major Financial Surprise When Your Children Start College

Are You In For A Major Financial Surprise When Your Children Start College

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Should I Take Another Job

Should I Take Another Job

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Money Decisions That Create More Happiness

Money Decisions That Create More Happiness

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5 Signs You’re Working With An Insurance Agent Posing As An Advisor

5 Signs You’re Working With An Insurance Agent Posing As An Advisor

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Avoiding COVID Forbearance Lifestyle Creep

Avoiding COVID Forbearance Lifestyle Creep

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More Big Changes For Federal Student Loan Borrowers

More Big Changes For Federal Student Loan Borrowers

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5 Of The Most Overlooked Tax Breaks For Doctors

5 Of The Most Overlooked Tax Breaks For Doctors

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Renting Your Home Is The Key To Building Wealth

Renting Your Home Is The Key To Building Wealth

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Can You Max Out Both Your 403(b) and 457(b) Plans?

Can You Max Out Both Your 403(b) and 457(b) Plans?

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June 23, 2022 by Finance for Physicians

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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June 16, 2022 by Finance for Physicians

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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June 9, 2022 by Finance for Physicians

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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June 2, 2022 by Finance for Physicians

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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May 26, 2022 by Finance for Physicians

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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May 19, 2022 by Finance for Physicians

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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May 12, 2022 by Finance for Physicians

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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May 5, 2022 by Finance for Physicians

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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April 28, 2022 by Finance for Physicians

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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April 21, 2022 by Finance for Physicians

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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April 14, 2022 by Finance for Physicians

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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April 7, 2022 by Finance for Physicians

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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Wrenne Financial Planning LLC (“WFP”) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.