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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:

Grand Rounds: Creative Contract Negotiation Aug 22, 2022

Show notes

We had talked awhile back about creatively negotiating. How can we make our contracts better? Come and have a listen as Jon Appino gives some insight on how to negotiate your contract for what you want.

Just as the right advice helps you thrive financially. The right support team allows you to Excel professionally. Whether be 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: It's Ok Not To Be Ok Aug 20, 2022

Show notes

Does the medical profession make you feel like you got to have everything together because everyone around you is perfect? Everything and everyone has flaws, including physicians who are far from perfect but pretend everything is all good all the time.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Christine Runyan, co-founder of Tend Health, which brings a team of clinicians to the intersection of clinical care, health professions, and technology. Christine understands and views clinician well-being through the lens of a psychologist.

Topics Discussed: • How perfectionism negatively affects physicians' mental health • Ways for physicians to address perfectionism proactively • Physicians' Mental Health: Getting to the point of it's ok to not be ok • Tend Health: All work done via video telehealth platform and care for physicians • Barriers: Licensing and credentialing process asks about mental health history • Stigma and Culture: Amplifies sense of self-determination to get through anything • Be Human First: Maximize privacy, confidentiality, access to mental health care • Physician Stereotype: Paradox that they need help, but too often suffer in silence • What's expected? Know the right answer, be curious/authentic, ask questions • Financial Aspects: Average resident/fellow has six-figure student loan balance • Coping Strategies: Self-awareness is super power to being honest with yourself

LINKS:

www.WrenneFinancial.com

Just as the right advice helps you thrive financially. The right support team allows you to Excel professionally. Whether be 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: Compensation Changes Language Aug 19, 2022

Show notes

Today, we're talking about compensation, but not in a typical fashion about how to evaluate your worth or how to negotiate your particular salary or hourly rate.

LINKS:

www.ContractDiagnostics.com

Just as the right advice helps you thrive financially. The right support team allows you to Excel professionally. Whether be 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: When To Hire A Financial Planner Aug 18, 2022

Show notes

Have you ever worked with a financial planner? Do you have enough money saved for a financial planner to help? When are you ready to hire a financial planner? Depends on the situation or preference. If you want help, the sooner the better.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Jeff Wenger, a Certified Financial Planner (CFP®), about when to hire a financial planner.

Topics Discussed: • Use Cases: When to start working with a financial planner • Human Capital Habits: How do you accumulate your wealth? Income • Life Transitions: Get finances right in the beginning by planning for the future • Finances and Investments: What are your options? Inefficiencies? • Backdoor Roth IRA: Involves all different facets of financial planner tasks • Reasons to Hire a Financial Planner: ◦ Don't have time to handle your finances. ◦ Unsure if things are getting done correctly. ◦ Complexity of your finances is intimidating. ◦ Struggling to keep finances organized. • Ways to Engage a Financial Planner: ◦ 95% of the industry has a sales/commission component. ◦ Verify terminology given by business to know if it is misleading. ◦ Pay for financial planner's advice. ◦ You're not locked in to work with the same financial planner forever. • When to Seek Help from a Financial Planner: ◦ Educate yourself to make the best decision. ◦ Know the pros and cons of finding a financial planner. ◦ Figure out if now is the right time or not.

LINKS:

www.WrenneFinancial.com

Just as the right advice helps you thrive financially. The right support team allows you to Excel professionally. Whether be 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: Intellectual Property Aug 17, 2022

Show notes

Today we are talking about intellectual property.

LINKS:

www.ContractDiagnostics.com

Just as the right advice helps you thrive financially. The right support team allows you to Excel professionally. Whether be 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: Ways to Finance a New Construction Home Aug 16, 2022

Show notes

Today, I wanted to talk to you just a little bit about new construction and how that differs quite a bit from buying a resale house.

Link to website:

https://dougcrousephysicianloans.com/

Just as the right advice helps you thrive financially. The right support team allows you to Excel professionally. Whether be 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: Why do you need title insurance on your mortgage? Aug 15, 2022

Show notes

Today I have on Kelsey O'Toole and we will talking about title companies, title insurance, and see why we need them.

Just as the right advice helps you thrive financially. The right support team allows you to Excel professionally. Whether be 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: APP Supervision Aug 13, 2022

Show notes

Today we are talking about APP supervision.

LINK:

www.ContractDiagnostics.com

Financial Vitals: Why The HSA Is A Hidden Gem Aug 12, 2022

Show notes

What is a health savings account (HSA), and why are so few people utilizing it? The HSA is one of the best tax shelters that exists to build wealth.

In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks about how the HSA works, how to decide if it is a good fit for you, and ways to manage an HSA to maximize its efficiency.

Topics Discussed:

• Two Groups of People:

◦ Those who don't use HSA at all

◦ Those who do, but don't maximize its efficiency

• What is the HSA? Access to an account via a qualified health insurance plan

• What is a qualified health insurance plan? Separate part of plan to use HSA

• Why is the HSA a great way to build wealth?

◦ Rollover balance

◦ Invest those dollars

◦ Offers tax benefits

• Decision-making Factors:

◦ Low utilization of healthcare insurance

◦ Higher expected upcoming healthcare costs

◦ Out-of-pocket costs

◦ Matching HSA funds

◦ Incorporate tax benefits

• Open Enrollment: Run the numbers before you choose an option

LINK:

w ww.WrenneFinancial.com

Coffee & Contracts: Disability Language Aug 11, 2022

Show notes

Today on this episode of Coffee and Contracts, We're talking today about disability!

LINK:

www.ContractDiagnostics.com

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