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    Business

    Financial Residency

    As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn’t receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other “investment” pitches that are not in their best interest. You didn’t receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it’s ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great – let’s do this! Let your financial residency begin.

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    Copyright: © Financial Residency LLC. All Rights Reserved

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    Latest Episodes:
    Financial Vitals: HSA vs. FSA End Of Year Planning Jan 13, 2023
    Show notes

    Today I want to talk on saving for healthcare expenses.

    Links:

    www.WrenneFinancial.com


    Coffee and Contracts: Questions Answered Part 3 Jan 12, 2023
    Show notes

    Today I answer a question about the compensation model when negotiating a contract.

    LINKS:

    www.ContractDiagnostics.com


    Financial Vitals: Saving For Education And State Tax Benefits Jan 11, 2023
    Show notes

    Today we are going to be talking about consideration around end of the year tax time. Hopefully help you save on or minimize taxation.

    Links:

    www.WrenneFinancial.com


    Mortgage Minute: Can you have more than one doctor loan? Jan 10, 2023
    Show notes

    Doug is frequently asked if physicians can have more than one doctor loan when purchasing a new home. He explores the topic on today's Mortgage Minute.

    Link to website:

    https://dougcrousephysicianloans.com/


    Grand Rounds: Announcement about Financial Residency with Grant Sabatier Jan 09, 2023
    Show notes

    Financial Residency is excited to announce its new partnership with Grant Sabatier. You may know Grant from Millennial Money, CNBC or a variety of websites that feature his expertise. He will be joining the Financial Residency family to focus on helping physicians reach financial independence.


    Financial Vitals: Roth Conversion Strategy Jan 06, 2023
    Show notes

    Today I talk about Roth conversions.

    Links:

    www.WrenneFinancial.com


    Coffee and Contracts: Questions Answered Part 2 Jan 05, 2023
    Show notes

    Today I want to go over some more questions I get in webinars.

    LINKS:

    www.ContractDiagnostics.com


    Financial Vitals: Maximizing Your Work Retirement Plans Jan 04, 2023
    Show notes

    Today we're gonna talk about maxing out all of your work retirement plans. Join me while I give a nugget on maxing out your 457 and 403 for end of year.

    Links:

    www.WrenneFinancial.com


    Mortgage Minute: Modifications to loans to get a better rate Jan 03, 2023
    Show notes

    As we all know, mortgage rates have been climbing and many will want to refinance when rates drop. But is there an option for lowering your rate without all the expense of refinancing? Doug talks about modification options.

    Link to website:

    https://dougcrousephysicianloans.com/


    Grand Rounds: Announcement of new speakers bureau available to speak with your office, residency or fellowship Jan 02, 2023
    Show notes

    Financial Residency is making some exciting changes in 2023. One such change is adding a speakers bureau to speak to residencies, fellowships and offices.

    Today we speak with Doug Crouse who will be available at no cost to speak about signing a contract on your first "doctor home." It's important to know what's available to you so you can make the best financial decision regarding what may be the biggest purchase of your life.

    To schedule a speaker at no cost for your residency or fellowship, you can reach out to Dr Tammy Crouse at 816-244-7068 or Tammy@FinancialResidency.com


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