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Financial Residency — 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.

Copyright: © Financial Residency LLC. All Rights Reserved

Latest Episodes:

Mortgage Minute: Losing lenders because of the housing market changes Sep 27, 2022

Show notes

Today I want to talk about how the times are definitely different than they were six months ago.

Link to website:

https://dougcrousephysicianloans.com/

Grand Rounds: Credit and why it matters Sep 26, 2022

Show notes

Credit is important for helping us build our financial portfolio and drive us toward financial independence. Today I invited Doug back to give us an update on the importance of credit and how to build credit.

Link to website:

https://dougcrousephysicianloans.com/

Financial Vitals: COVID Forbearance Extended Again And Other Big Student Loan Changes Sep 24, 2022

Show notes

The pandemic in America is starting to look like a memory of hard days gone by, but the effects can still be felt throughout our country. That reason is, probably, why the Biden Administration has decided to extend their Covid 19 Forberances to the end of this year.

In this episode of the Finance For Physicians Podcast, Daniel Wrenne will go into detail with Jeff Wenger about the situation surrounding Covid Forbearances while also taking a look at the currently shifting loan-giving and forgiving policy of the Biden Administration.

Topics Discussed: • How to financially plan in accordance with the extended forbearance period if you have mortgage payments on the way. • Student loan forgiveness: Are you eligible? Is it useful at all? • The Federal Pell Grant. How it works and how to know if you're eligible.

LINKS:

www.WrenneFinancial.com

Mortgage Minute: Interest Rates Sep 23, 2022

Show notes

Today i wanted to follow up on interest rates and where we may be headed.

Link to website:

https://dougcrousephysicianloans.com/

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Coffee & Contracts: When to walk away Sep 22, 2022

Show notes

Today we're talking about when to walk away from a position.

LINKS:

www.ContractDiagnostics.com

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Financial Vitals: Investing During Wild Markets with David Blanchett Sep 21, 2022

Show notes

Have you been paying attention to the financial news? Most of it is covering all the craziness around stocks. GameStop, AMC, and others went way up only to go way back down. These days, everyone has a Robinhood account and is trading stocks on margin. Plus, the COVID pandemic has added all sorts of volatility to the stock market.

In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to David Blanchett about investing during the craziness of a wild market. David is the Head of Retirement Research for Morningstar's Investment Management Group and an Adjunct Professor of Wealth Management at The American College.

Topics Discussed: COVID: How the pandemic and being isolated at home has affected investing • Day Trading: For better or worse, people want to invest in, buy individual stocks • Today's Market: Everyone wants to buy and trade to make money, not possible • False Confidence: How long until the bubble bursts because it will, eventually • Winners and Losers: Problem with day traders is they report one, not the other • Can you beat the stock market? First, learn from mistakes made from investing • Smarter than...? Good investing is boring, advisors don't and can't time market • Utility Grievance: How much do you like something and quantify preferences? • Weigh Outcomes: Downside of doing it yourself is much worse than upside • Short Selling: Put on your blinders and don't follow what everybody else does

LINKS:

www.WrenneFinancial.com

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Coffee & Contracts: Levers Sep 20, 2022

Show notes

Today we are talking about levers.

LINKS:

www.ContractDiagnostics.com

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Grand Rounds: Basics of estate planning Sep 19, 2022

Show notes

I wanted to talk to you a little bit about estate planning, building wealth and achieving financial independence is more than just planning for your own future in retirement, but it also involves protecting what you have and securing your family's future.

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Coffee & Contracts: Using Data for Negotiations Sep 17, 2022

Show notes

Today we're talking about data. How to negotiate based on data, how to determine your fair value based on data.

LINKS:

www.ContractDiagnostics.com

Financial Vitals: The Dangerous Pursuit of Financial Independence Sep 16, 2022

Show notes

For some physicians, achieving financial independence is the end-all-be-all to living the good life. Pursuing it can be fantastic when well-balanced and a key factor to reducing burnout.

In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks too Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Sky view Financial Planning, about the pursuit of financial independence.

Topics Discussed: • What is financial independence? Financially set for life

• Pursuit of Financial Independence: Be reflective, thoughtful, and understanding

• Does financial independence buy happiness and solve life's problems?

• Physician's Perspective: Achieve financial independence sooner than later

• Field of Medicine: Doctor's motivation is to help people, make money, escape

• I.R.E. Movement: Pressure to payoff student loans in extraordinary timeframe

• Time and Money: What's more important? Do you trade dollars for time?

• On Living a Rich Life: What would make your life really rich?

• Busy Work: Sacrifices need to be made from time to time - no regrets

• Vision Document: What do you want your life to be like?

• On track or not? Ask someone you love and trust to provide honest feedback

LINKS:

www.WrenneFinancial.com

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