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)
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As 2025 comes to a close, let’s sit down for an end-of-year round table to reflect on the themes that shaped the year and...