Finance for Physicians

"Finance for Physicians," hosted by financial expert Daniel Wrenne of Wrenne Financial.

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Latest Episodes

Swipe Smarter: Credit Card Points Strategies for Physicians

Swipe Smarter: Credit Card Points Strategies for Physicians

Credit card companies are masters at dangling shiny objects — “100,000 bonus points,” “free flights,” “VIP lounge access.”

It’s tempting to believe these offers will save you thousands, but are they really worth it?

For most physicians, the answer lies somewhere between ignoring every offer and becoming the person with 75 credit cards.

Today's guest, Jeff Wenger, has spent the last six months researching credit card rewards to find the sweet spot—strategies that deliver real value without turning financial optimization into a part-time job.

Listen in as we break down the math, the pitfalls, and the practical strategies for making your everyday spending work harder for you.

 

 

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
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Hot Questions on Markets, Tariffs & Real Estate: What You Should (and Shouldn’t) Do

Hot Questions on Markets, Tariffs & Real Estate: What You Should (and Shouldn’t) Do

When the headlines are full of uncertainty, it’s natural to wonder if you should change your investment strategy.

Tariffs, market swings, the allure of real estate… many physicians are asking the same big questions:

  • “How will tariffs affect my investments?”
  • “Should I pause my regular contributions until things calm down?”
  • “Is buying real estate a good way to diversify?”

In this episode, Daniel and Jennifer Quire dig into these hot topics and share why reacting to short-term changes often backfires.

You'll learn how fear drives bad decisions, why staying the course is so important, and why real estate may not provide the diversification most people expect.

Listen in if you’ve ever been tempted to “do something” when markets feel shaky, and let this conversation help you gain clarity and stick to a plan that works for the long term.

 

 

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
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Work-Life Balance for Doctors: Designing a Fulfilling Physician’s Career

Work-Life Balance for Doctors: Designing a Fulfilling Physician’s Career

Physicians spend a decade or more training for a career they believe will bring fulfillment and stability. But what happens when the reality doesn’t match the dream?

Dr. Brad Bennett followed the traditional path—prestigious training, a promising teleradiology role, and the security of a physician-owned practice—only to find himself exhausted, disconnected from his family, and questioning the future he had worked so hard to build.

Instead of staying stuck, Brad made the bold decision to step away and design a career and lifestyle that truly aligned with his values.

Listen in as we explore the financial realities, personal risks, and emotional challenges of leaving stability behind to create freedom and balance.

  

 

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
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One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 3)

One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 3)

The student loan landscape just got a major overhaul, and we're breaking down everything physicians need to know about the massive changes coming from the One Big Beautiful Bill Act.

Listen in as Daniel and Jeff Wenger walk through the new repayment plan structure, what's happening to SAVE borrowers, and the critical decisions you need to make right now, especially if you're currently in SAVE forbearance.

You'll hear the good news (PSLF still exists!), the challenging news (most changes favor the government), and the strategic moves that could save you thousands depending on your situation.

  

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 2)

One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 2)

We’re back for Part 2 of our deep dive into the One Big Beautiful Bill Act (OBBBA), this time covering the updates that could open new opportunities for your finances.

Listen in as we break down what the bill means for physicians when it comes to QBI deductions, tip and overtime income, Trump/MAGA accounts, expanded 529 plan uses, and new HSA rules.

You’ll hear what’s actually worth paying attention to and where a little-known provision might give you a real tax break.

  

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
Links
One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)

One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)

Big tax law changes are here, and they could have a major impact on your finances.

In this episode, we’re breaking down the One Big Beautiful Bill Act (OBBBA) and what it means for physicians, starting with the non-student loan changes. We’re joined by Jeff Wenger and Heather Lovallo to explain the updates and what you should pay attention to this tax season.

You’ll learn how the new rules affect your tax brackets, standard vs. itemized deductions, child tax credit, estate planning, and even whether buying a new car might make a little more sense now (spoiler: not really).

This is Part 1 of our two-part series on the new bill. Don’t miss what’s coming next!

  

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
Links
Should You Get a Prenup or Postnup? What You Need to Know

Should You Get a Prenup or Postnup? What You Need to Know

Should you get a prenuptial or postnuptial agreement?

Talking about these is not exactly romantic, but it might be one of the smartest financial conversations you’ll ever have.

In this episode, we’re joined by Heather Lovallo to break down what prenups and postnups are, when they make sense, and how they can actually strengthen your marriage.

You’ll learn why these agreements aren’t just for the ultra-wealthy, how they can help avoid messy legal battles, and the surprising ways they support better financial communication as a couple.

  

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
Links
Common Financial Mistakes New Physicians Make

Common Financial Mistakes New Physicians Make

Why do so many physicians stumble financially right after residency?

In this special 200th episode, we’re joined by Hugh Baker to break down the most common financial mistakes doctors make as they step into full-time practice.

Listen in as they talk through rushed home purchases, misunderstood contracts, and the pressure to “catch up” on life after years of training.

You’ll learn what to avoid when buying your first home, why investing early matters more than timing the market, and how to keep your financial future flexible, even with a six-figure paycheck.

  

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
Links
The Mega Backdoor Roth Explained: Who It’s For and When It Works

The Mega Backdoor Roth Explained: Who It’s For and When It Works

Is the mega backdoor Roth the ultimate tax shelter—or just a complicated headache?


Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes sense, especially for high-earning physicians.


Listen in as we walk through the four key contribution “buckets” in a 401(k), the pros and cons of using after-tax dollars, and what makes the mega backdoor strategy so unique (and often underutilized).


You’ll learn who this applies to, the gotchas to watch for, and why more isn’t always better when it comes to tax strategies.

  

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here.
 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

 
 
Links

Bio of Finance for Physicians

"Finance for Physicians," hosted by financial expert Daniel Wrenne of Wrenne Financial, is a podcast dedicated to empowering doctors with the knowledge and tools to take control of their finances. As high-income earners in the medical field, physicians often face unique financial challenges that are rarely discussed.

With the demanding nature of medicine, physicians invest significant time and resources into their education and training, leaving little room for financial education. This can lead to overwhelming debt and a sense of being trapped in a system that hinders their ability to live a fulfilling life.

The podcast aims to break free from this cycle by providing doctors with the financial education they need to regain control of their lives. By understanding and managing their finances, physicians can improve their quality of life, enhance patient care, and reduce the risk of burnout.

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