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)
How do you live out your values in day-to-day decision making, especially when you operate on autopilot? What standards and steps can you take...
With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios....
Welcome back to Finance for Physicians. Today, Daniel Wrenne continues the discussion on crucial questions from physician families. In this episode, he delves into...