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 118

December 06, 2022 00:39:50
Episode Cover

Getting Your Kids To Find Finances Interesting with David Delisle

Using finances as a tool to live a more fulfilling and balanced life as a physician IS possible.Today's episode of Finance for Physicians tackles...

Listen

Episode 156

August 29, 2023 00:41:41
Episode Cover

Building Your Own Practice: Navigating Challenges, Mentorship, and Sustainable Growth with Dr. Ryan Neinstein

Join us for a riveting discussion with Dr. Ryan Neinstein, a medical entrepreneur who has successfully navigated the intersection of medicine and business. Dr....

Listen

Episode 157

September 05, 2023 00:13:58
Episode Cover

What You Must Understand About The 457b Plan with Daniel Wrenne

Welcome to another episode of Finance For Physicians, where we dive deep into the financial matters that matter most to physicians. In this episode,...

Listen