Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians

Episode 192 March 18, 2025 00:59:14
Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians
Finance for Physicians
Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians

Mar 18 2025 | 00:59:14

/

Hosted By

Daniel B. Wrenne, CFP®

Show Notes

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 wants to make sure he and his family are set up for long-term success as he steps into this next chapter.

Listen in as we talk about how Jordan is weighing job offers, managing a $300K student loan balance, and strategizing his financial plan to align with his family’s values.

You'll hear about everything from managing Public Service Loan Forgiveness (PSLF) to setting up a strong foundation with insurance and emergency funds.

 

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 
P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
Links

Other Episodes

Episode 0

October 14, 2021 00:28:35
Episode Cover

PSLF Limited Waiver Opportunity Huge Benefit For Physicians

If you have a federal student loan, are you aware of recent changes and the Public Service Loan Forgiveness (PSLF) Limited Waiver Opportunity? For...

Listen

Episode 137

April 18, 2023 00:40:42
Episode Cover

Contracts and Disability: Understanding Your Rights and Protections as a Physician with Jon Appino

Jon Appino is the founder of Contract Diagnostics - a consulting firm that specializes in getting physicians paid their worth.At Wrenne, we are big...

Listen

Episode 143

May 30, 2023 00:55:21
Episode Cover

Balancing Passion and Profit As A Physician Entrepreneur with Dr. Shikha Jain

It's difficult to work in oncology and teach at the same time about it. It's also hard to run a non-profit in a conservative...

Listen