Financial Residency Network

Financial Residency

Business EN ↓ 977 episodes

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That's where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You'll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family...

Author

Financial Residency Network

Episodes

Financial Vitals: Tax Benefits of Donating Appreciated Securities 20.01.2023 7:05

Today I wanted to give a little nugget on giving stock instead of just giving cash. Links: www. WrenneFinancial.com

Coffee and Contracts: Questions Answered Part 4 19.01.2023 4:53

today, I wanted to talk about a question I've been asked. Its about letter of intent for academic jobs. LINKS: www. ContractDiagnostics.com

Financial Vitals: Giving RMDs To Charities Under The QCD Rule 18.01.2023 7:53

Today I wanted to talk about today is charitable giving strategies. Links: www. WrenneFinancial.com

Mortgage Minute: What options are available when buying a home for your parents 17.01.2023 3:33

Many physicians want their parents to live close so they can help provide care. You don't necessarily need an expensive "investment loan" to accomplish this. What are the requirements for getting a traditional Fannie/Freddie loan in your name so your parents can live close by? Link to website: https://dougcrousephysicianloans.com/

Grand Rounds: Jon Appino joins Dr. Tammy to talk about his role with the new Financial Residency Speakers Bureau 16.01.2023 14:23

As mentioned two weeks ago, Financial Residency is starting a new Speaker's Bureau to bring qualified professionals to your residency program, office or hospital to cover topics that matter most to you. Jon Appino has volunteered his expertise in contract review and negotiations and is available to schedule at no cost with your group. He talks about multiple topics on which he or one of his team c...

Financial Vitals: HSA vs. FSA End Of Year Planning 13.01.2023 6:05

Today I want to talk on saving for healthcare expenses. Links: www. WrenneFinancial.com

Coffee and Contracts: Questions Answered Part 3 12.01.2023 5:29

Today I answer a question about the compensation model when negotiating a contract. LINKS: www. ContractDiagnostics.com

Financial Vitals: Saving For Education And State Tax Benefits 11.01.2023 4:06

Today we are going to be talking about consideration around end of the year tax time. Hopefully help you save on or minimize taxation. Links: www. WrenneFinancial.com

Mortgage Minute: Can you have more than one doctor loan? 10.01.2023 3:37

Doug is frequently asked if physicians can have more than one doctor loan when purchasing a new home. He explores the topic on today's Mortgage Minute. Link to website: https://dougcrousephysicianloans.com/

Grand Rounds: Announcement about Financial Residency with Grant Sabatier 09.01.2023 22:08

Financial Residency is excited to announce its new partnership with Grant Sabatier. You may know Grant from Millennial Money, CNBC or a variety of websites that feature his expertise. He will be joining the Financial Residency family to focus on helping physicians reach financial independence.

Financial Vitals: Roth Conversion Strategy 06.01.2023 7:56

Today I talk about Roth conversions. Links: www. WrenneFinancial.com

Coffee and Contracts: Questions Answered Part 2 05.01.2023 5:23

Today I want to go over some more questions I get in webinars. LINKS: www. ContractDiagnostics.com

Financial Vitals: Maximizing Your Work Retirement Plans 04.01.2023 5:31

Today we're gonna talk about maxing out all of your work retirement plans. Join me while I give a nugget on maxing out your 457 and 403 for end of year. Links: www. WrenneFinancial.com

Mortgage Minute: Modifications to loans to get a better rate 03.01.2023 8:41

As we all know, mortgage rates have been climbing and many will want to refinance when rates drop. But is there an option for lowering your rate without all the expense of refinancing? Doug talks about modification options. Link to website: https://dougcrousephysicianloans.com/

Grand Rounds: Announcement of new speakers bureau available to speak with your office, residency or fellowship 02.01.2023 15:02

Financial Residency is making some exciting changes in 2023. One such change is adding a speakers bureau to speak to residencies, fellowships and offices. Today we speak with Doug Crouse who will be available at no cost to speak about signing a contract on your first "doctor home." It's important to know what's available to you so you can make the best financial decision regarding what may be the...

Financial Vitals: Maximizing HSAs + Back-Door Roth IRAs 30.12.2022 3:40

Today we're gonna talk about funding backdoor Roth IRAs and HSAs. Links: www. WrenneFinancial.com

Coffee and Contracts: Questions answered 29.12.2022 5:24

Today I want to go over some questions we get asked at our webinars. LINKS: www. ContractDiagnostics.com

Financial Vitals: What To Do When Your Investments Start Tanking 28.12.2022 28:44

If you have been watching the markets lately, like I have, it's gotten a little dicey. It's been a while since we've had volatile down markets. What should you do when your investments get shaky? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about what to do when your investments start tanking. Markets do go up and down. If you've been investing long enough, you realiz...

Mortgage Minute: Choosing a Lender 27.12.2022 5:45

What is important when deciding where to get your loan? Doug talks about rates, fees and service. Link to website: https://dougcrousephysicianloans.com/

Grand Rounds: Medical missions and giving back 26.12.2022 21:37

Tis the season of giving. Today we talked with Rachelle Motsinger who has gone on countless medical missions. She shares several stories about her experiences and talks about how giving back recharged her as she was feeling burnt out in her career.

Financial Vitals: Investing Behaviors That Will Wreck Your Financial Plan 23.12.2022 26:30

What are some of the behavioral tendencies we all can run into that affect our decision-making, and ultimately cause some big mistakes? What do big areas or behavioral tendencies look like? In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about investing behaviors that will wreck your financial plan. Knowledge and awareness are needed to avoid behavioral finance mistakes....

Financial Vitals: How Market Downturns Look and Feel 22.12.2022 29:32

What do market downturns look like? Understanding what they look like or what they have looked like historically is helpful. We can't predict the future, but we do know what happened in the past in order to navigate better if and when history is repeated. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about how market downturns look and feel based on market history and...

Coffee & Contracts: Case study renegotiating 5 months in 21.12.2022 6:23

Today I talk about a client we helped renegotiate his contact 5 months into starting at a new job. LINKS: www. ContractDiagnostics.com

Mortgage Minute: Doctor loans for graduating medical students 20.12.2022 3:42

Match season is almost here. Doug addresses physician loans for incoming residents. When can medical students close on a physician loan? Link to website: https://dougcrousephysicianloans.com/

Grand Rounds: Investing in residential assisted living facilities with Dr. Sendhil Krishnan 19.12.2022 30:05

Investing in real estate is a hot topic for physicians. Today we have Dr. Sendhil Krishnan who is an interventional cardiologist and owner of MD Senior Living on the show to talk about residential senior living facilities. Link: www. MDSeniorLivingAcademy.com