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)
What’s your perspective on money? Do you view it as a tool? Do you know how to use that tool? Is it like a...
Tax-loss harvesting is a tax strategy, but how does it actually affect your tax return and are there any limitations? In this episode of...
Physicians seeking independent financial planning advice at a fair price should find financial advisors who mitigate conflicts of interest that cause more harm than...