Shows
Financial ResidencyFinancial Vitals - Stories From The Trenches Of Financial Planning For PhysiciansThis episode is sponsored by PearsonRavitz– helping physicians protect their most valuable assets. When you run across something weird or strange, how do you avoid major mistakes and minimize errors? Get a second opinion, especially when it comes to the good, the bad, and the ugly of financial planning for physicians. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Justin Harvey, a Certified Financial Planner (CFP®), about stories and experiences with physician families. Sometimes, the best and juiciest ones are difficult to change substantive facts enough to preserve client confidentiality. Top...
2024-03-2946 min
Financial ResidencyFinancial Vitals - Charitable Giving Strategies To Reduce TaxesIt’s that time of year again where many of you are considering giving generously to help others. What are some of the best tax strategies for giving? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Justin Harvey, a fellow Certified Financial Planner (CFP®) and founder of Anesthesia Success—a planning firm and podcast dedicated to helping anesthesia and pain physicians make successful career and financial decisions. Topics Discussed: • Charitably inclined? Uncle Sam encourages contributions to help everyone • Science of Giving: Feels good when faith shapes financial p...
2024-01-2650 min
Financial ResidencyFinancial Vitals: Stories From The Trenches Of Financial Planning For PhysiciansWhen you run across something weird or strange, how do you avoid major mistakes and minimize errors? Get a second opinion, especially when it comes to the good, the bad, and the ugly of financial planning for physicians. In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Justin Harvey, a Certified Financial Planner (CFP®), about stories and experiences with physician families. Sometimes, the best and juiciest ones are difficult to change substantive facts enough to preserve client confidentiality. Topics Discussed: Good: Immense value from financial advisors who understand physician finances...
2022-11-0445 min
Financial ResidencyFinancial Vitals: Charitable Giving Strategies To Reduce TaxesIt’s that time of year again where many of you are considering giving generously to help others. What are some of the best tax strategies for giving? In this episode of the Finance For Physicians Podcast, Daniel Wrenne talks to Justin Harvey, a fellow Certified Financial Planner (CFP®) and founder of Anesthesia Success—a planning firm and podcast dedicated to helping anesthesia and pain physicians make successful career and financial decisions. Topics Discussed: • Charitably inclined? Uncle Sam encourages contributions to help everyone • Science of Giving: Feels good when faith shapes financial p...
2022-06-1550 min
Finance for PhysiciansMoney Decisions That Create More HappinessCan more money and stuff really buy happiness? What does the world, science, and Bible teach us about money? Discover what Christianity says about properly managing money.
In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about underlying and non-negotiable values and beliefs regarding money to create more happiness.
Topics Discussed:
Wrong Direction: If getting rich is driving force, align/understand purpose, values
Money: Tool to live good life through your goals, purpose, and values
Bible: Covers money and personal finance lessons - lean on your faith
Harvard Study: Does spending...
2022-05-1930 min
Anesthesia & Pain Management SuccessBad Real Estate Deals, Shady CPAs, and Other Physician Financial Drama w. Daniel WrenneGet CME Here: https://earnc.me/Hw4hRY This week I am joined again by my friend Daniel Wrenne. We talk about some of the crazy, ridiculous anecdotes that we've experienced in working with many physicians while helping them quarterback financial decisions, or watching them perhaps not take our advice, as well as other crazy stories. Learn more: http://anesthesiasuccess.com/92 Watch the video: http://anesthesiasuccess.com/92v
2021-04-0549 min
Anesthesia & Pain Management SuccessYear-end Giving Strategies w. Daniel WrenneGet CME Here: https://earnc.me/ZGe1JT This is the final episode of 2020, I want to thank you all for your continued support throughout this year. This week, I'm going to be wrapping up the year by cross posting an episode, which I recently did with my friend, Daniel Wrenne. Daniel is a financial advisor and works with many physicians. He recently launched a podcast called Finance For Physicians. Learn more: http://anesthesiasuccess.com/78 Watch the video: http://anesthesiasuccess.com/78v
2020-12-2854 min