• Skip to primary navigation
  • Skip to main content
  • Skip to footer

Wrenne Financial

Schedule an introductory call For clients

  • YOUR EXPERIENCE
    • Our Services
    • Our Process
  • Fees
  • Case studies
    • Meet the Vamadevans – In Practice
    • Meet the Maxwells
      – In Training
    • Meet the Schmitts
      – In Transition
  • Our Team
  • FAQs
  • Blog

Education Library

The information and insights you need to feel confident about your finances

Home
Ownership

category link box

Career
Transition

category link box

Financial

Financial
Independence

category link box

Student Loan

Student Loan
Strategies

category link box

Tax Strategies

Tax
Strategies

category link box

Physician
Burnout

category link box

Finance for
Families

category link box

Building A
Financial Plan

category link box

Working With
Advisors

category link box

Investing

category link box

Planning For
Unexpected

category link box

Cash Flow &
Budgeting

category link box

Funding
Education

category link box

Real Estate
Investing

category link box

Seeking
Happiness

category link box

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.

Can Real Estate Income Replace Your Physician Salary with Daniel Wrenne

Read More

Second Opinion On Insurance Producer with Daniel Wrenne

Read More

Second Opinion On AUM Financial Advisor with Daniel Wrenne

Read More

Don’t Let Your Parents Get Hosed By Their Advisor with Daniel Wrenne

Read More

How To Navigate New Practice, New House, New Job, New Location with Daniel Wrenne

Read More

Are Roth IRAs Really This Bad?

Read More

Regain Autonomy And Improve Care With Private Practice Medicine with Dr. Marcelo Hochman

Read More

Review Your Tax Return Like A Pro with Daniel Wrenne

Read More

The Best Investment You’re Likely Missing Out On with Daniel Wrenne

Read More

What To Do With An Inheritance Or Other Windfall with Daniel Wrenne and Hugh Baker

Read More

Where Should You Save For Education, UTMA or I Bonds with Daniel Wrenne and Jeff Wenger

Read More

How Do You Know Which Type Of Financial Planner To Look For with Daniel Wrenne and Jeff Wenger

Read More
  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Interim pages omitted …
  • Page 27
  • Go to Next Page »

Categories

  • Building A Financial Plan
  • Career Transition
  • Cash Flow & Budgeting
  • Finance for Families
  • Funding Education
  • Home Ownership
  • Investing
  • Physician Burnout
  • Planning For Unexpected
  • Podcasts
  • Real Estate Investing
  • Seeking Happiness
  • Student Loan Strategies
  • Tax Strategies
  • Uncategorized
  • Working With Advisors

January 16, 2024 by Finance for Physicians

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…
Read More

January 9, 2024 by Finance for Physicians

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…
Read More

January 2, 2024 by Finance for Physicians

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…
Read More

December 26, 2023 by Finance for Physicians

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…
Read More

December 19, 2023 by Finance for Physicians

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…
Read More

December 12, 2023 by Finance for Physicians

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,…
Read More

December 5, 2023 by Finance for Physicians

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…
Read More

November 28, 2023 by Finance for Physicians

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…
Read More

November 21, 2023 by Finance for Physicians

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…
Read More

November 14, 2023 by Finance for Physicians

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…
Read More

November 7, 2023 by Finance for Physicians

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…
Read More

October 31, 2023 by Finance for Physicians

Welcome to the “Finance for Physicians” podcast, join Daniel Wrenne and Jeff Wenger, as they dive into a multitude of financial topics designed to empower physicians on their financial journey. In this episode, Daniel and…
Read More

  • « Go to Previous Page
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Interim pages omitted …
  • Page 27
  • Go to Next Page »

Reach out to us

admin@wrennefinancial.com

859-538-6044

Follow us dashicons-facebook-alt dashicons-linkedin

996 E New Circle Rd, Unit #270
Lexington, KY 40505

Doctors, do you know your financial vitals?

Enroll in our vitals check series to begin uncovering what yours are today.

Privacy Policy  |  Web Accessibility  |  Site Map  |  Form CRS  |  Disclosures

Copyright © 2025 Wrenne Financial. All rights reserved. Designed by Tinyfrog Technologies.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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.