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

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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.

 

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