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Category: Building A Financial Plan

The Most Common Financial Planning Mistakes Physicians Make w/ Daniel Wrenne

How To Set New Year’s Resolutions That Stick w/ Dr. Hala Sabry

How Solid Is Your Financial Plan

Is Money A Tool Or The End Goal

What’s Your Relationship With Money

3 Exercises To Help You Clarify Your Values

What Does The Bible Teach Us About Money

Planning For A New Baby

Are You Saving Enough For Retirement

Financial Vitals Check Part 6: Taking Action

Financial Vitals Check Part 5: Investment Plan

Financial Vitals Check Part 4: Safety Net Check

Financial Vitals Check Part 3: Net Worth

Financial Vitals Check Part 2: Save, Spend, Give Ratio

Financial Vitals Check Part 1: Clarify Values

How To Make The Right Decision

The #1 Reason Physicians Make Bad Financial Decisions

Finding Light In Life’s Darkest Times

The Dangerous Pursuit of Financial Independence

How to Become a Millionaire

How Physicians Can Have It All Without Giving It All with Dr. Bonnie Koo

Should You Payoff Debt Or Invest with Jeff Wenger

Why Physicians in Training Fail to Focus on Personal Finances with Dr. Jordan Frey

15 Tips for Surviving on a Medical Resident’s Salary

The Importance of Financial Planning

Category: Career Transition

Prescribing Freedom: Journey to Direct Primary Care with Dr. Anastasia Boyer

The Ultimate Financial Guide For Physicians Transitioning Into Practice

Starting A Direct Specialty Care Practice From Scratch Because It’s Best For Patients w/ Dr. Diana Girnita

Balancing Passion and Profit As A Physician Entrepreneur with Dr. Shikha Jain

Financial Freedom: How To Live The Life You Want As A Physician with Dr. Latifat of MoneyFITMD

It’s Time For Physicians To Learn Healthcare Economics To Save The Profession w/ Thomas Campanella

How To Start A Direct Care Medical Practice with Christopher Habig

Contracts and Disability: Understanding Your Rights and Protections as a Physician w/ Jon Appino

From Passion to Profit: Daniel’s Transition to Financial Freedom with Pablo Gonzalez

Becoming Chronic Disease Patients’ Best Friend with Dr. Renee Dua

How To Recover From A Life-Threatening Crisis with Dr. Andrew Berkowski

Start A Direct Care Side Hustle Today Without All The Risks w/ Dr. Paula Muto

Defending Your Career From A Broken System – LinkedIn For Physicians with JD Gershbein

How Life Coaching For Physicians Can Help You Live Your Best Life w/ Dr. Elisa Chiang

The Interesting Stories Behind Physicians’ Lives w/ Kevin Pho, MD

Entrepreneurship As A Solution To The Healthcare Crisis w/ Pablo Gonzalez

How Physician Communities Can Change The Healthcare System w/ Dr. Tim Hindmarsh

Thriving In An Imperfect System As A Physician with Dr. Jimmy Turner

How Physician Entrepreneurship Can Help You Start Living Your Best Life w/ Dr. Ernesto Gutierrez

Moving Away From Toxic Work Environments And Into Physician Friendly Practices w/ Dr. Lara Hochman

How To Get Started As A Physician Entrepreneurship

Should I Take Another Job

Before You Buy Into Passive Income

Breaking Away From Traditional Primary Care to Start a Concierge Medical Practice

How Physicians Can Negotiate Better Employment Terms

Physician Employment Contracts and Compensation with Jon Appino

My Experience Transitioning Into Practice – an Interview with Dr. Morgan Tucker

So You’re Moving to a New State…

Category: Cash Flow & Budgeting

How Physicians Can Use Frugality To Improve Their Lives w/ Dr. Disha Spath

How Can Busy Physicians Monitor Spending Without Wasting Hours

Avoiding COVID Forbearance Lifestyle Creep

The Power Of Building In Margin With Your Finances

The Slippery Slope of Financing Your Lifestyle

Why I Drive an 18-Year-Old Car

How to Avoid Lifestyle Creep

Monitor Spending in 10 Minutes Per Month

Why Drive Old Cars?

3 Ways Doctors Can Increase Their Savings Rate Without Cutting Expenses

The Right Way To Navigate Car Buying Decisions

Take Control Of Your Finances In 15 Minutes Per Month

109 Tips for Taking Control Over Your Money

How Much Should I Have in My Emergency Savings Account?

Simple Steps to Budgeting Your Money

Category: Finance for Families

Using Money As A Tool To Build Stronger Families w/ Andy Hill

Improving Financial Literacy Begins With Talking Money With Our Children w/ Dr. Caroline Clerisme

Using Fables To Teach Children (and Parents) Life-Changing Money Lessons w/ Will Rainey

Getting Your Kids To Find Finances Interesting w/ David Delisle

Using Money As A Tool To Be A Great Physician Dad w/ Dr. Adam Broussard and Dr. David Weisenhorn

Using Money As A Tool To Live Regret-Free Lives w/ Dr. Jordan Grumet

Managing Finances As A Married Couple w/ Alison Wrenne

Should You Combine Finances With Your Spouse

What is it like being the spouse of a physician?

Teaching Your Children About Money With Dr. David Weisenhorn

The Most Important Money Habits To Teach Your Children

How To Minimize Family Drama With an Inheritance

How To Keep Your Spouse In The Loop On Your Personal Finances

What I’m Teaching My Son about Money

How to Start Talking About Money with Your Spouse

Category: Funding Education

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

Are You Saving Enough For Education

How To Help Your Children Maximize Their College Education

3 Things No One Will Tell You About 529’s

Category: Home Ownership

The Complete Guide To Physician Mortgage Loans

Rising Interest Rates and the Housing Market: What Physicians Like You Need to Know Before Buying a Home w/ Richard Ricci

Physician Mortgage Loan Pros and Cons

How Much Should Physicians Spend on Their Home To Avoid Becoming House Poor?

5 Doctor Mortgage Loan Downsides You’ve Not Considered

Renting Your Home Is The Key To Building Wealth

How To Finance Big Home Projects

How Physicians Can Avoid Becoming House Poor

Time to Refinance Your Mortgage… Again

Throw Out the Rent Versus Buy Rules of Thumb

How To Capitalize On Record Low Mortgage Rates

What Is A Physician Mortgage with Richard Ricci

The Pros And Cons Of The 15 Year Mortgage For Physicians

Simple Steps To Determine if You Should Refinance Your Mortgage

Mortgage Breakdown: Fixed Rate vs ARM

Physician Loans: Qualifying for a Mortgage with Significant Medical School Debt

Should I Rent or Buy My Home in Residency?

Category: Investing

Investing Behaviors That Will Wreck Your Financial Plan

How Market Downturns Look and Feel

What To Do When Your Investments Start Tanking

What Should You Do About Inflation

The Power Of Diversification

Digging Into Tax-Loss Harvesting

How Will The Russian and Ukraine War Affect Your Planning

What is Passive Investing?

Navigating High Inflation Periods

Investing in Digital Gold

Why is Permanent Life Insurance Such a Terrible Short Term Investment

Investing During Wild Markets with David Blanchett

What DIY Investment Management Looks Like In Year One with Dr. Kris Roach

Dealing With Market Downturns

Reducing the Noise: Making Better Investment Decisions

How We’re Investing for the Presidential Election

Active vs. Passive Investing

The Emotional Roller Coaster In Crazy Markets That Will Make Or Break You

Pulling Back The Curtain On Target Date Retirement Funds

6 Simple Rules: Investing For The Beginner

Category: Physician Burnout

Using Mindset To Fight Physician Burnout with Dr. Diana Londoño

Learning How To Fight Burnout Through Life Experiences w/ Dr. Sapna Shah-Haque

Using Finances To Fight Physician Burnout w/ Jeffrey Wenger

Using Financial Planning To Fight Physician Burnout

Category: Planning For Unexpected

The Physician and Dentist’s Complete Guide to Long Term Disability Insurance

Preparing For The Inevitable Malpractice Lawsuit with Attorney Christine Zharova

What You Need To Know About Estate Planning

Special Needs Planning Basics

What Type of Life Insurance Should You Own?

Tomorrow’s Never Guaranteed

How Much Cash Should You Have For A Rainy Day

How To Save Money On Home And Auto Insurance with Andrew Wethall

What Every Physician Should Know about Long Term Disability Insurance With Lawrence Keller

Comparing Term Life Insurance Strategies For Physicians

How Young Physicians Should Determine the Appropriate Amount of Life Insurance Coverage

The Grown-up’s Guide To Basic Estate Planning: An Interview With Timothy Dunn

How To Determine If You Are Overpaying For Home & Auto Insurance

Disability Insurance Basics for Residents

Category: Podcasts

Using Land Investing To Go From Burnout to Alignment As A Physician with Dr. Mamta Kumar

Getting Leverage Over The Medical System To Call Your Own Shot w/ Dr. Daniel Paull

Category: Real Estate Investing

Real Estate Investing That Won’t Burn You Out with Gregg Cohen of JWB

Are You Thinking About Investing In Real Estate Syndications

How to Use Real Estate to Build Wealth

7 Considerations Before Investing in Real Estate

Category: Seeking Happiness

Money Decisions That Create More Happiness

Improving Medicine With Vulnerability

It’s Ok Not To Be Ok

Why Atomic Habits Are A Gamechanger

How Laura Yost is Living a Richer Life

Mo Money, Mo Problems

What Can We Learn From Jesus About Money with Dr. Ben Witherington III

Charitable Giving Strategies To Reduce Taxes with Justin Harvey

The Key Process Behind Using Money To Live Better Lives with Jennifer Quire

Can Money Buy Happiness with Jeff Wenger

Aligning Your Time and Money Management With Your Values with Jeff Wenger

How Perfectionism In Medicine Spills Over Into Your Personal Finances With Michael Myers

What Is Financial Therapy With Ed Coambs

Using a Values-Based Lens to Identify Financial Blindspots

Category: Student Loan Strategies

COVID Forbearance Extended Again + Other Student Loan Changes

More Big Changes For Federal Student Loan Borrowers

Real Life Story Of Public Service Loan Forgiveness Success

Potential Major Tax Changes & the PSLF Waiver

PSLF Limited Waiver Opportunity Huge Benefit For Physicians

When To Refinance Student Loans

Getting Your PSLF Ducks In A Row

A Guide to Public Service Loan Forgiveness (PSLF)

How to Capitalize On Record Low Student Loan Rates

Avoid Leaving Money On The Table With Federal Student Loans

Why Federal Student Loans Are A Great Bet For Many Physicians With Travis Hornsby

9 Biggest Student Loan Misconceptions

Should I Drop Out of PSLF?

How to Change From IBR to RePAYE

How Do My Pre-Tax Retirement Plan Contributions Affect PSLF?

Selecting The Best Repayment Plan During Residency

How To Qualify For Public Service Loan Forgiveness

Public Service Loan Forgiveness Application Denial Rate Over 99%

4 Times You Should Not Refinance Student Loans

The Physician’s Complete Guide to Medical School Loans

13 Mistakes Young Physicians Make With Student Loans

PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice

Student Loan Perks Designed to Recruit Physicians Can Actually Hurt Them

The Resident Physician’s Guide To Selecting a Student Loan Repayment Plan (with REPAYE update)

The Public Service Loan Forgiveness Ticking Time Bomb For Physicians

5 Reasons Forbearance Is A Terrible Idea During Medical Residency And Fellowship

Student Loan Payoff vs. Investing vs. Saving

Student Loan Resources (Part 10 of Series)

Student Loan Tax Considerations (Part 9 of Series)

Student Loan Refinance Reviews (Part 8 of Series)

Student Loan Refinance (Part 7 of Series)

Qualifying For Public Service Loan Forgiveness (Part 6 of Series)

Student Loan Forgiveness (Part 5 of Series)

Student Loan Repayment Plans (Part 4 of Series)

Student Loan Consolidation (Part 3 of Series)

Student Loan Interest (Part 2 of Series)

Student Loans And Your Situation (Part 1 of Series)

Tackle Student Loans Sooner Rather Than Later

3 Methods of Eliminating Student Loan Debt

Category: Tax Strategies

End Of Year Money Moves For Doctors (Last Minute)

Maxed Out My 401k, Now What

5 Of The Most Overlooked Tax Breaks For Doctors

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

Using Your HSA To Build Wealth

Can you maximize a 401k, 403b and a 457?

Why the HSA is a Hidden Gem

The First Step To Reduce Your Taxes with David Glenn

Everything You Need To Know About Backdoor Roth IRA with Jennifer Quire

Roth Conversion Opportunities for Young Physicians

When Back-Door Roth IRAs Cause More Harm Than Good

Should I Turn Down a Raise Because of My Tax Bracket?

How Will the 2018 Tax Changes Affect You?

Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions

Why Using Your HSA Balance Now Is Not Always Smart

5 Hidden Taxes Physicians Unknowingly Pay

Choosing Between HSA’s, Traditional & Roth 401k’s and IRA’s

How Employers Penalize Ambitious 401k & 403b Savers

How Physicians Should Prioritize Different Retirement Plans

10 Reasons the HSA is your Best Tax Shelter

Category: Uncategorized

Work-Life Balance for Doctors: Designing a Fulfilling Physician’s Career

One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 3)

One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 2)

One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)

Should You Get a Prenup or Postnup? What You Need to Know

Common Financial Mistakes New Physicians Make

The Mega Backdoor Roth Explained: Who It’s For and When It Works

Buying vs. Renting: What We Wish More Physicians Knew

Diversification Decoded: Building a Portfolio for Uncertain Times

Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians

Late Start, Big Lessons: Bill Yount’s Advice to Physicians

Teaching Kids About Money: How to Raise Financially Savvy Adults

Fool’s Gold: The Shiny Objects That Distract Us from Real Wealth

Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians

Disability Insurance Demystified: What Every Physician Needs to Know

Burnout to Breakthrough – Interview with Dr. Ben Stone

FIRE Movement Redefined – Balanced Wealth-Building Strategies

Real Estate Diversification – Smart Investment Strategies

Why Budgeting Matters – Align Your Finances

What a Trump Win Means for Your Personal Finances

How Much House Can You Really Afford? – Budgeting for a Home

Avoid Getting Taxed Twice – Common Errors and Easy Fixes

The SAVE Plan Blows Up – What’s Next for Physicians and Student Loans?

Aligning Values With Your Work And Deciding To Practice Medicine Differently

Making Medicine Work For YOU (Not The Other Way Around) – 2 Examples To Follow

Feeling Trapped? 3 Steps To Break The Golden Handcuffs Or Your Hospital Salary

Feeling Trapped By Your Salary Because Of Monthly Expenses? Listen To This

Physician Home Loan Updates for 2024 with Richard Ricci

Should You Switch Hospitals? Start Private Practice? Leave Medicine? – A DIY Exercise

Can Real Estate Income Replace Your Physician Salary with Daniel Wrenne

Second Opinion On Insurance Producer with Daniel Wrenne

Second Opinion On AUM Financial Advisor with Daniel Wrenne

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

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

Are Roth IRAs Really This Bad?

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

Review Your Tax Return Like A Pro with Daniel Wrenne

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

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

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

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

Should You Max Out Your Children’s Roth IRA with Daniel Wrenne

Student Loan Servicer Problems To Beware Of with Daniel Wrenne and Jeff Wenger

How Much To Save For Retirement When Going Into Practice with Daniel Wrenne

Is Your Old Student Loan Plan Still Going To Cut It Now That Payments Are Resuming with Daniel Wrenne and Jeff Wenger

New Strategies Emerging As The New SAVE Plan Rolls Out with Daniel Wrenne and Jeff Wenger

Another Student Loan Change That Could Affect Physicians’ Lives Again with Daniel Wrenne and Jeff Wenger

How To Not Be House Poor with Daniel Wrenne

Mastering the Latest Student Loan Changes: Insights on Repayment, Forgiveness, and Programs with Jeffrey Wenger

From Medicine to Real Estate: A Doctor’s Prescription for Financial Growth with Dr. Ronnie Shalev

Using The 4% Rule To Calculate Your Retirement Number with Daniel Wrenne

Building Your Own Practice: Navigating Challenges, Mentorship, and Sustainable Growth with Dr. Ryan Neinstein

What You Must Understand About The 457b Plan with Daniel Wrenne

Creating A Community For Physicians: World Premier LIVE SHOW

How Can You Become More Financially Competent

Giving Generously As Early Career Physicians

PSLF Application Review

Are You Spending Too Much Money?

Investing Q&A: Part 2

When Good Debt Goes Bad

The University of Kentucky Health Savings Account Option Now Available

Investing Q&A: Part 1

5 Money Tips To Kick Start 2019

7 Habits of Our Most Successful Clients

Save More for Retirement – Contribution Limits Increased for 2018!

Study Reveals Physicians In-training are Failing Financially

WFP’s Recommended Reads: December 2016

WFP’s Recommended Reads: November 2016

Incentives and Behaviors: What We Can Learn From the Wells Fargo Scandal

Choosing Between Online & Local Bank Savings

10 Ways We Have Saved Our Clients Money

Using Financial Failures To Move Forward

3 Personal Finance Habits of Highly Successful Young Physicians

7 Financial Planning Tips for Resident Physicians Transitioning Into Practice

Why Doctors Aren’t Allowed To Sell Prescriptions

Financial Advice For Physicians Making Big Decisions: Start With “No”

8 Reasons You Should Hire A Financial Planner In 2016

10 Financial Planning Resolutions For The New Year

7 Habits Of Wealthy Physicians

3 Security Reminders for the Holiday Season

How Managing Your Money is Like Flossing Your Teeth

3 Behavioral Hints for Financial Success

How To Determine If Your Loan Interest Rates Are Competitive

3 Crazy Simple Steps To Help You Overcome Money Stress

10 Motivational Quotes on Wealth & Money

How to stay fit as a Young Physician – Interview with Dr. Ryan Stanton

10 Essential Money Moves for the Resident Physician

The Doctors’ Loophole: What it is & How it Might Affect You

New Student Loan Refinance Option For Medical Residents

Should You Pay Off Debt, Build Up Savings, or Invest?

Recommended Reading

Preparing to Achieve Your 2015 Financial Goals

Category: Working With Advisors

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

When to Hire a Financial Planner

Stories from the Trenches of Financial Planning for Physicians

Hire or Fire Your Financial Advisor with Dr. Jim Dahle and Alan Moore

How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan Sanchez

How Much Do You Really Pay In Hidden Fees and Commissions

5 Questions Every Physician Must Ask Their Financial Adviser

The Financial Advisor’s Struggle To Act In The Client’s Best Interest

The True Cost Of The “No-Fee” 401k Rollover

How Traditional Financial Services Take Advantage Of Doctors

Does your Financial Advisor Sell Advice or Products?

How Do Financial Advisors Get Paid?

What Is a Fee-Only Financial Advisor?

When Should You Hire a Financial Advisor?

What to Ask a Financial Planner

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Lexington, KY 40505

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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.