Shows
Financial ResidencyFinancial Vitals - The Dangerous Pursuit of Financial IndependenceFor some physicians, achieving financial independence is the end-all-be-all to living the good life. Pursuing it can be fantastic when well-balanced and a key factor to reducing burnout. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks too Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Sky view Financial Planning, about the pursuit of financial independence. Topics Discussed: • What is financial independence? Financially set for life • Pursuit of Financial Independence: Be reflective, thoughtful, and understanding • Does financial independence buy happiness and solve life’s problems? • Phy...
2024-01-1944 min
Financial ResidencyFinancial Vitals - How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan SanchezThis episode is sponsored by Freed.AI - Get 50% off your first month of using their AI-powered medical scribe software! Add FR50 to your cart! Physicians seeking independent financial planning advice at a fair price should find financial advisors who mitigate conflicts of interest that cause more harm than good. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Skyview Financial Planning. Donovan covers different conflicts of interest that most people are unaware of and the importance of disclosure requirements to...
2024-01-1248 min
Financial ResidencyFinancial Vitals: The Dangerous Pursuit of Financial IndependenceFor some physicians, achieving financial independence is the end-all-be-all to living the good life. Pursuing it can be fantastic when well-balanced and a key factor to reducing burnout. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks too Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Sky view Financial Planning, about the pursuit of financial independence. Topics Discussed: • What is financial independence? Financially set for life • Pursuit of Financial Independence: Be reflective, thoughtful, and understanding • Does financial independence buy happiness and solve life’s problems? • Phy...
2022-09-1644 min
Financial ResidencyFinancial Vitals: How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan SanchezPhysicians seeking independent financial planning advice at a fair price should find financial advisors who mitigate conflicts of interest that cause more harm than good. In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks to Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Skyview Financial Planning. Donovan covers different conflicts of interest that most people are unaware of and the importance of disclosure requirements to find a quality financial advisor. Topics Discussed: • Financial Advisor Types: Anybody working in the financial services industry • Compensation Models: Pay for serv...
2022-08-0347 min
Finance for Physicians5 Signs You're Working With An Insurance Agent Posing As An AdvisorInsurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness. Don’t get fooled again!
In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about five ways to identify whether you are working with an insurance person who is posing as a financial advisor.
Topics Discussed:
Sign #1: Aggressive posers seek you out after making contact or via referrals
Sign #2: Posers offer you free or low-cost financial “advice”
Sign #3: Posers act as trusted advisors; don’t refer to themselve...
2022-05-1224 minFinance for PhysiciansThe Dangerous Pursuit of Financial IndependenceFor some physicians, achieving financial independence is the end-all-be-all to living the good life. Pursuing it can be fantastic when well-balanced and a key factor to reducing burnout.
In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Donovan Sanchez, a Certified Financial Planner (CFP) and founder of Skyview Financial Planning, about the pursuit of financial independence.
Topics Discussed:
What is financial independence? Financially set for life
Pursuit of Financial Independence: Be reflective, thoughtful, and understanding
Does financial independence buy happiness and solve life’s problems?
Physician’s Perspective: Achieve financial indepen...
2021-09-2347 min