Best Daniel Wrenne Podcasts (2025)

1
One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1) 40:55

14d ago40:55

40:55

Big tax law changes are here, and they could have a major impact on your finances. In this episode, we’re breaking down the One Big Beautiful Bill Act (OBBBA) and what it means for physicians, starting with the non-student loan changes. We’re joined by Jeff Wenger and Heather Lovallo to explain the updates and what you should pay attention to this …

1
Should You Get a Prenup or Postnup? What You Need to Know 27:20

28d ago27:20

27:20

Should you get a prenuptial or postnuptial agreement? Talking about these is not exactly romantic, but it might be one of the smartest financial conversations you’ll ever have. In this episode, we’re joined by Heather Lovallo to break down what prenups and postnups are, when they make sense, and how they can actually strengthen your marriage. You’l…

1
Common Financial Mistakes New Physicians Make 36:26

1M ago36:26

36:26

Why do so many physicians stumble financially right after residency? In this special 200th episode, we’re joined by Hugh Baker to break down the most common financial mistakes doctors make as they step into full-time practice. Listen in as they talk through rushed home purchases, misunderstood contracts, and the pressure to “catch up” on life after…

1
The Mega Backdoor Roth Explained: Who It’s For and When It Works 36:50

2M ago36:50

36:50

Is the mega backdoor Roth the ultimate tax shelter—or just a complicated headache? Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes sense, especially for high-earning physicians. Listen in as we walk through the four key contribution “buckets” in a 401(k), the pros and cons of us…

1
Buying vs. Renting: What We Wish More Physicians Knew 22:42

2M ago22:42

22:42

Is buying a home always the smarter move—or just what we’ve been told to do? In this episode, Jennifer Quire joins me to reveal the real pros and cons of renting vs. buying, especially for physicians facing big financial decisions during major life transitions. Listen in as we dig into how values, lifestyle, flexibility, and unpredictability play j…

1
Diversification Decoded: Building a Portfolio for Uncertain Times 29:14

3M ago29:14

29:14

Is diversification overrated or more important than ever in today’s market? In this episode, I’m joined by Jackie Griggs to explain what diversification really means and why it matters now more than ever for physicians managing their own portfolios. Listen in as we break down how mean reversion impacts market cycles and why concentrating on the S&P…

1
Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians 38:09

3M ago38:09

38:09

Are student loan repayment plans about to get completely overhauled? And what does that mean for physicians? In this episode, I’m joined once again by student loan expert Jeff Wenger to break down the proposed federal student loan changes that could reshape how physicians manage repayment, forgiveness, and financial planning. Listen in as we explor…

1
Late Start, Big Lessons: Bill Yount’s Advice to Physicians 53:31

4M ago53:31

53:31

Have you ever felt like you’re way behind on your finances? In this episode, I'm joined by Dr. Bill Yount, practicing ER physician and host of the Catching Up to FI podcast, who's here to share how he turned his financial life around, starting at age 50. Listen in as we talk about real mistakes, real lessons, and the mindset shifts that helped him …

1
Teaching Kids About Money: How to Raise Financially Savvy Adults 25:07

4M ago25:07

25:07

How do you teach your kids about money? In this episode, I sit down with Heather Lovallo to explore practical, real-life strategies for teaching our children financial responsibility. Listen in as we explore simple ways to help your children build strong financial habits—without needing to be a money expert yourself. Plus, you'll hear about resourc…

1
Fool’s Gold: The Shiny Objects That Distract Us from Real Wealth 22:04

5M ago22:04

22:04

Are you chasing financial freedom or just another shiny object? Your buddy tells you about the next big investment—crypto, rental properties, AI stocks—and it all sounds too good to miss, right? So you dive in, and then... April Fools! You've lost it all. In today’s episode, I’m joined again by Jackie Griggs to shed light on one of the biggest pitf…

1
Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians 59:14

5M ago59:14

59:14

Are you ready to take the leap from residency to your first attending job, but wondering how to ensure your finances—and your family's future—are set up for success? In today's episode, I’m sitting down with Jordan, a second-year internal medicine resident who's preparing for his first attending role. He’s got his finances in solid shape, but he wa…

1
Disability Insurance Demystified: What Every Physician Needs to Know 44:49

6M ago44:49

44:49

Disability insurance is a crucial safety net for physicians, but many don’t realize the hidden risks that could leave them financially vulnerable. In this episode, we welcome back Lawrence Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF, a 34-year veteran in the insurance industry, to break down the complexities of disability coverage. With the landscape of…

1
Burnout to Breakthrough - Interview with Dr. Ben Stone 42:52

6M ago42:52

42:52

Feeling stuck in your career? If you're unhappy, making a change might be the key to a better life—especially as a physician. In this episode, Dr. Ben Stone shares his journey of navigating burnout, balancing work and life, and making smart financial decisions. He opens up about his transition to earning physician-level income, avoiding lifestyle c…

1
FIRE Movement Redefined - Balanced Wealth-Building Strategies 24:42

7M ago24:42

24:42

Is the push to retire early actually making your life harder? In this episode, we break down the FIRE (Financial Independence, Retire Early) movement and why so many physicians feel pressured to work excessive hours just to exit their careers sooner. We discuss the hidden costs of this mindset—burnout, stress, and missed life moments—and explore a …

1
Real Estate Diversification - Smart Investment Strategies 23:16

7M ago23:16

23:16

Is real estate the key to diversification, or is it a step toward concentration? Today we dive into the complexities of diversification in real estate investing with Certified Financial Planner™ Jeff Wenger. Listen in as we explore common misconceptions and discuss what true diversification looks like, particularly when it comes to balancing real e…

1
Why Budgeting Matters - Align Your Finances 24:37

7M ago24:37

24:37

What does your money say about your values and priorities? In this episode, we dive into the power of budgeting—not as a punishment, but as a tool to feel empowered and in control of your finances. Listen in to learn how to take a snapshot of where your money is going, organize your spending into categories, and align your financial habits with you…

1
What a Trump Win Means for Your Personal Finances 24:00

8M ago24:00

24:00

With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios. In this episode, we'll cut through the noise and provide practical advice to help you navigate these uncertain times. You'll learn how to maintain a long-term perspective, avoid impulsive decisions, an…

1
How Much House Can You Really Afford? - Budgeting for a Home 25:28

8M ago25:28

25:28

How much house is the right amount? In this episode, Jen Quire, Partner and CFO, explores the financial and emotional complexities of buying a home. From changing American expectations of home size to navigating lender recommendations, Jen emphasizes the importance of aligning home purchases with your financial goals and lifestyle priorities. She s…

1
Avoid Getting Taxed Twice - Common Errors and Easy Fixes 32:53

9M ago32:53

32:53

Are you unknowingly paying more taxes than you should? Double taxation is a common but avoidable issue that costs people thousands of dollars each year. In this episode, financial planner Hugh Baker joins us to break down three critical tax strategies that are often misused. Listen in to learn how to recognize the pitfalls of the backdoor Roth stra…

1
The SAVE Plan Blows Up – What’s Next for Physicians and Student Loans? 22:36

9M ago22:36

22:36

We’re back! After a brief hiatus, we’re excited to relaunch Finance for Physicians with fresh insights and a commitment to bringing you new episodes twice a month. Today, I’m sitting down with student loan expert Jeff Wenger, and together we’re tackling the latest in student loan chaos—specifically, the SAVE Plan, which has recently been hit with a…

1
Aligning Values With Your Work And Deciding To Practice Medicine Differently 58:43

1+ y ago58:43

58:43

We’re going into the vault again to bring back the stories of Drs. Diana Girnita, Anastasia Boyer, and Daniel Paull, to give you side-by-side examples of physicians deciding to take the leap into direct care. Each of them had slightly different reasons to do it. They all agreed their patients needed better care. They all had to deal with a tricky f…

1
Making Medicine Work For YOU (Not The Other Way Around) - 2 Examples To Follow 53:44

1+ y ago53:44

53:44

You’re going to die after listening to this. That’s a hard truth, but most of us don’t act that way. In this podcast, we talk to a couple of doctors that did. And in doing so, found a way to align their passions with their paychecks. They found a way to love what they do. So listen in as we talk to Doctors Jordan Grumet and Andy Berkowski whose bru…

1
Feeling Trapped? 3 Steps To Break The Golden Handcuffs Or Your Hospital Salary 54:10

1+ y ago54:10

54:10

In speaking to hundreds of doctors a month, it's obvious that many feel trapped by their hospital salary, and that can lead to burnout, but it doesn't need to be this way! That's why we went back into our past episodes to give you 3 examples of physicians like you who have broken free of the golden handcuffs put on them by hospitals. You'll see tha…

1
Feeling Trapped By Your Salary Because Of Monthly Expenses? Listen To This 41:01

1+ y ago41:01

41:01

It's completely normal to want to increase your spending as soon as you become an attending physician (you definitely earned it), but if your monthly expenses are forcing you to stay in a situation you don't like, it's a real problem. The best way to free yourself from that burden is to live a little below your means until you find yourself in a su…

1
Physician Home Loan Updates for 2024 with Richard Ricci 48:06

1+ y ago48:06

48:06

Join Daniel Wrenne in this episode of Finance for Physicians as he sits down with mortgage expert Richard Ricci. Together, they unravel key insights to guide physicians through the journey of buying their dream homes. Discover the importance of a solid financial plan, the magic credit score number for optimal mortgage terms, and how timing can be t…

1
Should You Switch Hospitals? Start Private Practice? Leave Medicine? - A DIY Exercise 37:17

1+ y ago37:17

37:17

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. Clarifying Your Values: Daniel guides you through thought-provoking questions,…

1
Can Real Estate Income Replace Your Physician Salary with Daniel Wrenne 14:28

1+ y ago14:28

14:28

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 options, from ultra-passive REITs to more hands-on approaches like owning single-family homes. Discover the pros and cons of eac…

1
Second Opinion On Insurance Producer with Daniel Wrenne 13:54

1+ y ago13:54

13:54

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 of all trades" advisors. Daniel breaks down the product-based advisor model, emphasizing their focus on selling financi…

1
Second Opinion On AUM Financial Advisor with Daniel Wrenne 15:08

1+ y ago15:08

15:08

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 on service levels tied to account size, and unveils potential conflicts of interest. Discover the ins and outs of AUM advisors, from manageable…

1
Don't Let Your Parents Get Hosed By Their Advisor with Daniel Wrenne 16:27

1+ y ago16:27

16:27

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 pitfalls in managing a family's wealth, especially when cognitive decline becomes a factor. In this eye-opening episode, we discuss the…

1
How To Navigate New Practice, New House, New Job, New Location with Daniel Wrenne 17:12

1+ y ago17:12

17:12

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 a family, or moving to a new location, the overwhelming nature of change can leave you wondering, "Where do I even start?" Daniel addresses the fo…

1
Are Roth IRAs Really This Bad? 26:43

1+ y ago26:43

26:43

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, and emphasizes the importance of personalized financial planning for physicians. Discover insights into scenarios from tr…

1
Regain Autonomy And Improve Care With Private Practice Medicine with Dr. Marcelo Hochman 47:10

1+ y ago47:10

47:10

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 (IndeDocs). In this engaging episode, they delve into the intricate landscape of medical careers, explor…

1
Review Your Tax Return Like A Pro with Daniel Wrenne 14:05

1+ y ago14:05

14:05

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 tax returns effectively. In this insightful discussion, Daniel covers crucial topics, including spotting common errors like missin…

1
The Best Investment You're Likely Missing Out On with Daniel Wrenne 15:14

1+ y ago15:14

15:14

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 as he shares a compelling story of a physician, Diana Londoño, who made a life-changing $33,000 investment in herself. Discover the unconve…

1
What To Do With An Inheritance Or Other Windfall with Daniel Wrenne and Hugh Baker 12:34

2y ago12:34

12:34

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 their insights on navigating the financial landscape after receiving a substantial windfall. Whether it's a m…

1
Where Should You Save For Education, UTMA or I Bonds with Daniel Wrenne and Jeff Wenger 21:49

2y ago21:49

21:49

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 for your child's education. Whether you're considering the traditional 529 plan, exploring the benefits of I Bonds, thinking abou…

1
How Do You Know Which Type Of Financial Planner To Look For with Daniel Wrenne and Jeff Wenger 17:00

2y ago17:00

17:00

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 Jeff tackle pressing questions and explore a wide range of financial themes that resonate with physicians. They discuss everythi…

1
Should You Max Out Your Children's Roth IRA with Daniel Wrenne 24:18

2y ago24:18

24:18

In this episode, we explore a critical financial question that often surfaces in the world of family finance: Is it a smart move to maximize contributions to a Roth IRA for your children? Host Daniel Wrenne, a seasoned financial advisor specializing in working with physicians, delves deep into this intriguing topic in a thought-provoking episode. I…

1
Student Loan Servicer Problems To Beware Of with Daniel Wrenne and Jeff Wenger 20:11

2y ago20:11

20:11

In this episode of "Finance For Physicians," Daniel Wrenne and student loan expert Jeff Wenger unravel the complications surrounding student loan servicers. As student loan payments resume after a pandemic-induced hiatus, the duo highlights the emerging problems that borrowers, especially physicians, should be wary of. From unexpected payment chang…

1
How Much To Save For Retirement When Going Into Practice with Daniel Wrenne 40:42

2y ago40:42

40:42

Welcome to another insightful episode of "Finance for Physicians." In this episode, we dive deep into the world of financial planning, particularly focusing on those crucial financial decisions when transitioning into a higher income bracket. Whether you're a recent graduate starting a high-paying job or an experienced professional anticipating a s…

1
Is Your Old Student Loan Plan Still Going To Cut It Now That Payments Are Resuming with Daniel Wrenne and Jeff Wenger 21:18

2y ago21:18

21:18

Join Daniel Wrenne and Jeffrey Wenger as they navigate the complex landscape of student loan repayment strategies in this episode! With a focus on helping physicians, particularly those working with Public Service Loan Forgiveness (PSLF) in mind, Daniel and Jeff take you on a journey through the recent changes in student loan policies. They explore…

1
New Strategies Emerging As The New SAVE Plan Rolls Out with Daniel Wrenne and Jeff Wenger 38:46

2y ago38:46

38:46

In this episode, Daniel and Jeff dive into the intricacies of the new Student Loan Affordability and Value for Education (SAVE) Plan, shedding light on emerging strategies for student loan borrowers. The SAVE Plan is making waves in the world of student loan repayment, offering exciting opportunities for those seeking to manage their debt effective…

1
Another Student Loan Change That Could Affect Physicians’ Lives Again with Daniel Wrenne and Jeff Wenger 21:35

2y ago21:35

21:35

Join Daniel Wrenne and Jeff Wenger on an enlightening episode of "Finance for Physicians," where they explore the dynamic world of student loans, financial planning, and more. In this engaging conversation, Daniel and Jeff discuss recent updates and developments in the field, offering valuable insights and strategies to empower physicians in managi…

1
How To Not Be House Poor with Daniel Wrenne 19:35

2y ago19:35

19:35

Welcome to "Finance For Physicians" with your host, Daniel Wrenne! In this episode, Daniel discusses a crucial financial topic: making wise housing decisions. We highlight the following essential factors when making housing decisions: Work-Life Balance: Consider work hours, income stability, and avoid overworking. Family Values and Priorities: Unde…

1
What You Must Understand About The 457b Plan with Daniel Wrenne 13:58

2y ago13:58

13:58

Welcome to another episode of Finance For Physicians, where we dive deep into the financial matters that matter most to physicians. In this episode, your host, Daniel Wrenne, takes the stage solo to unravel the complexities surrounding the 457B plan – a topic that's crucial for physicians managing their finances independently. In this concise yet i…

1
Building Your Own Practice: Navigating Challenges, Mentorship, and Sustainable Growth with Dr. Ryan Neinstein 41:41

2y ago41:41

41:41

Join us for a riveting discussion with Dr. Ryan Neinstein, a medical entrepreneur who has successfully navigated the intersection of medicine and business. Dr. Neinstein shares his journey of building a thriving medical practice, highlighting the challenges, triumphs, and lessons learned. Discover the key elements of scaling a practice, the power o…

1
Using The 4% Rule To Calculate Your Retirement Number with Daniel Wrenne 21:41

2y ago21:41

21:41

In this episode of Finance For Physicians, hosted by financial advisor Daniel Wrenne, we demystify the often daunting question: "How do you know when you have enough to retire?" Tailored to physicians, this insightful discussion delves into the widely used 4% rule—a simple yet powerful tool for gauging retirement readiness. Daniel expertly breaks d…

1
Mastering the Latest Student Loan Changes: Insights on Repayment, Forgiveness, and Programs with Jeffrey Wenger 44:56

2y ago44:56

44:56

Welcome to "Finance For Physicians," the podcast dedicated to equipping medical professionals with the knowledge they need to navigate the world of personal finance. In this episode, Daniel Wrenne is joined by Jeff Wenger to tackle the ever-changing landscape of student loans, providing valuable insights into the latest updates that impact physicia…

1
From Medicine to Real Estate: A Doctor’s Prescription for Financial Growth with Dr. Ronnie Shalev 44:45

2y ago44:45

44:45

Discover the remarkable journey of Dr. Ronnie Shalev, a powerhouse entrepreneur, physician, bestselling author, and real estate investor, as she shares her transformative experience with host Daniel Wrenne. With a background as a board-certified ER doctor and a passion for healthcare reform, Dr. Shalev's journey took a turn as she transitioned into…

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