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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:

Financial Vitals: Understanding Your Relationship With Money Sep 15, 2022

Show notes

What is the behavioral component and psychology of money? How do you deal with it tactically and practically? Your relationship with money is a big deal and makes a significant impact on your day-to-day decisions.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Danielle Seurkamp, Certified Financial Planner (CFP®) and founder of Well Spent Wealth Planning. Danielle focuses on the behavioral side of financial planning and personal finance and helps individuals and families to effectively achieve their financial goals.

Topics Discussed:

• Financial Literacy: Ability to use knowledge, skills to manage financial resources

• Mental and Emotional Errors: Get in the way of ability to use knowledge/skills

• Financial Flashpoints/Money Scripts: Experiences shape relationship w/ money

• Financial Memories: Think about your past to identify your own money beliefs

• Financial Half-truths: Problems and promises can be positive or negative

• Financial Fears: Money is how you provide yourself food, shelter, and stay alive

• Financial Patterns: Be aware of reasons you spend money based on behaviors

• Awareness Exercises:

◦ Intentionally notice, track, and document feelings via journaling

◦ Make a counter-argument to push against your promises and beliefs

◦ Create genogram/chart of your family's financial history

◦ Take money script inventory quiz

◦ Gain clarity on your values

• Financial Therapy: When to seek out help with money and relationships

LINKS:

www.WrenneFinancial.com

Financial Vitals: Avoiding COVID Forbearance Lifestyle Creep Sep 14, 2022

Show notes

Are you struggling with the temptation related to student loan perks? What are the intended consequences of student loans and associated COVID forbearance programs?

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about saving money to avoid the COVID-19 forbearance lifestyle creep.

Topics Discussed: • COVID Forbearance: No payments, no interest on student loans until Aug. 31

• Good news? Yes, for PSLF, but what are people doing with the money?

• Average American Person: Temptation is to spend all or more money in pocket

• Consumption Effect and Awareness: Student loan payments will begin again

LINKS:

www.WrenneFinancial.com

Mortgage Minute: Interest Rates Sep 13, 2022

Show notes

Today I wanna talk a little bit about interest rates and where they've gone over the last 30 days. I would say about three quarters of a percent.

Link to website:

https://dougcrousephysicianloans.com/

Grand Rounds: Tips to paying off student loans Sep 12, 2022

Show notes

Today I want to talk to you a little bit about student loans and maybe give you some tips on ways to get out of debt a little bit faster.

Coffee & Contracts: Email or Phone negotiate Sep 10, 2022

Show notes

Today we're talking about negotiations. What makes sense, email or phone?

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: 3 Exercises To Help You Clarify Your Values Sep 09, 2022

Show notes

Are you on auto-pilot and susceptible to routines and the rest of the world's values? What's most important to you in your life? There are solid steps or ways that you can take to clarify (or re-clarify) your true values.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about three specific exercises to help you clarify and align your values.

Topics Discussed:

• What are values? Undercurrent or true driver to measuring happiness

• Values Awareness: Day-to-day actions in alignment with what's most important

• Results: Better decisions, confidence, happier, and feeling more purpose-driven

• Symptoms: Feeling lost, lack of confidence in decision making, and stress

• Value of Values: Believe in, maintain, and reinforce awareness of your values

• Exercise #1: Values Clarification (highlight/prioritize/summarize what's important)

• Exercise #2: Life Map (Reflect on past; visually pointing out life's ups and downs)

• Exercise #3: 80th Birthday: Focus on future and purpose (who/what's important)

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: Forced Change Sep 08, 2022

Show notes

Today is a brief session on forced change.

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: Hire Or Fire Your Financial Advisor with Dr, Jim Dahle and Alan Moore Sep 07, 2022

Show notes

Are you a physician tired of getting ripped off and wanting a fair shake on Wall Street? Rather than getting mad, understand how the financial services industry works. Do the right thing by knowing when and why to hire or fire your financial advisor.

In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Dr. Jim Dahle, a practicing emergency room physician and founder of The White Coat Investor, and Alan Moore, co-founder and CEO of the XY Planning Network about DIY financial planning versus hiring a financial advisor to help.

Topics Discussed:

• Making and Managing Money: Decide to hire help or do-it-yourself (DIY)?

• Seeking financial advice: Stigma, status symbol, or too busy

• Should a good advisor be saving you time and money? Good advice at fair price

• Getting stuff done: Do you struggle to get those not so fun financial tasks done?

• Mental energy: Are you fried and dreading financial chores?

• Therapy and Financial Advice: Why financial planning often intertwines the two

• Best and Worst Advisors: Compensation, commission, fee, CFP®, fiduciary?

• Are you working with a broker or insurance agent posing as a "financial advisor"?

• Conflict of Interest: Get a second opinion when pitched permanent life insurance

• Financial Advice Future: Financial planning as a profession

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/

Mortgage Minute: Has the market changed for second homes? Sep 06, 2022

Show notes

Today I wanna talk about second homes.

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/

Grand Rounds: Protecting yourself with insurance Sep 05, 2022

Show notes

Today I have asked Sean Robinson with Brush Creek Select to join me, to talk about the exciting world of insurance. It's just as important to play defense and protect the things that you've already accumulated. Join and learn more!

Want to learn more about Sean with Brush Creek Select. Click the link!

Sean@BrushCreekSelect.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/

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