Money isn’t always the key to happiness. What are the key financial planning processes for using your money to live a better life?
In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks with his colleague, Jennifer Quire, a fellow Certified Financial Planner CFP®. As financial planners, Daniel and Jennifer’s goal is to help physicians use their money to live better lives. This starts with working through the financial planning process. Listen in to find out what this looks like.
Written Financial Plan (Example)
Join Daniel Wrenne and his guest Jon Appino as they delve into the complex world of physician contracts, with a specific focus on disability...
Insurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness....
Join Daniel Wrenne, your go-to financial advisor for physicians, as he navigates the nuances of tax season in this episode of Finance for Physicians....