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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.

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It’s that time of year again where many of you are considering giving generously to help others.  What are some of the best tax strategies for giving?  In this episode of the Finance For Physicians…
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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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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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Money isn’t always the key to happiness. What are the key financial planning processes for using your money to live a better life?  In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks…
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Are you a physician transitioning into practice or facing an employment contract change or renewal? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Jon Appino, founder of Contract Diagnostics. Jon’s company…
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Can money buy happiness?  You can have all the money in the world and be completely unhappy.  How can they use money and time to live happier lives. In this episode of the Finance for…
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You can have all the money in the world and be completely unhappy. Everybody wants to move closer toward living out their version of an ideal life.  Yet, the daily grind we all face tends…
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Physicians seeking independent financial planning advice at a fair price should find financial advisors who mitigate conflicts of interest that cause more harm than good. In this episode of the Finance for Physicians Podcast, Daniel…
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Why do physicians in training fail to focus on their personal finances? Why aren’t they willing to own their mistakes, learn from them, and teach others how to avoid them? In this episode of the…
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What should physicians do with their federal student loans? How does PSLF work? When should you consider private refinance? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Travis Hornsby, founder…
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Nobody’s perfect. Everyone needs to take care of their mental health, including physicians. Perfectionism in medicine can spill over into physicians’ personal finances. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks…
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What is a physician mortgage? How does it compare to a conventional mortgage? Why is it important to work with a mortgage lender that you trust and that also knows his or her stuff? In…
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