Are you treating taxes like an annual chore instead of a long-term strategy?

Taxes are one of the biggest ongoing expenses physicians face, yet most doctors receive little to no formal education on how to manage them strategically.

In this episode, Daniel Wrenne sits down with Logan Foltz, founder of TaxSmart MD and a former practicing psychiatrist, to talk about what physicians should really understand about tax planning, tax preparation, and how to avoid costly surprises.

Listen in to learn why so many doctors feel frustrated with their accountants, the difference between tax preparation and tax planning, and what to look for when hiring a tax professional.

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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Buying a home as a physician looks very different than it does for most buyers, especially in today’s uncertain housing and lending market.

In this episode, Daniel Wrenne sits down with Doug Crouse, a mortgage specialist at BMO, to discuss the current state of physician mortgages, how the housing market has evolved post-COVID, and what doctors should know when considering a home purchase.

Listen in to hear Doug's perspective on declining markets in Florida and Idaho, why fewer residents are buying homes now compared to pre-COVID, and how banks are loosening lending limits as prices continue to climb.

You'll get a practical perspective on PMI-free lending, the unique underwriting advantages of physician loans, and Doug's predictions for mortgage rates over the next few years.

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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Physicians often feel pressure to either manage their finances entirely on their own or hand everything off to an expert.

In reality, it's usually best to land somewhere in between.

Today, Daniel Wrenne is joined by Heather Lovallo to discuss how to think intentionally about whether to do it yourself, collaborate with a professional, or fully outsource your financial planning.

Listen in to hear the real considerations behind each approach and the factors that matter most.

You'll get practical guidance for early-career physicians setting a foundation, as well as a simple self-assessment to help identify where you fall on the DIY-to-outsourcing spectrum.

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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Every year, we hear the same question from physicians: What should I read or listen to if I want to get better with money without drowning in jargon?

In this episode, we step back from tactics and spreadsheets to talk about the personal finance books and podcasts our planning team consistently recommends.

Daniel Wrenne is joined by Theresa Scheu to walk through a curated list of books and shows that have shaped how our planners think about money, behavior, and decision-making.

Rather than technical investing manuals, these recommendations focus on habits, mindset, values, and long-term perspective.

The conversation spans classics like The Richest Man in Babylon and The Millionaire Next Door, newer favorites like The Psychology of Money and The Wealth Ladder, and podcasts that help make sense of both personal decisions and the broader economic landscape.

Listen in to hear why so many of these recommendations emphasize behavior over brilliance, how thinking intentionally about spending can be just as important as saving, and common themes that show up again and again.

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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As 2025 comes to a close, let’s sit down for an end-of-year round table to reflect on the themes that shaped the year and what physicians can take forward into 2026.

In this conversation, Daniel Wrenne is joined by Hugh Baker and Jackie Griggs to reflect on the recurring themes they saw throughout the year.

Listen in as they discuss the uncertainty driven by student loan changes, market volatility, political noise, and the constant stream of headlines competing for attention.

You'll learn how many physicians managed anxiety around PSLF, investing during market swings, and making big life decisions without clear answers.

They also share thoughtful guidance on wrapping up the year with intention by revisiting goals, checking progress, thinking about giving, and preparing for known changes ahead.

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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What questions are actually on the minds of residents when it comes to their finances—and what guidance makes the biggest difference during training?

In this episode, Daniel Wrenne and Hugh Baker reveal the most common financial concerns they hear while speaking to residency programs.

Student loans, PSLF uncertainty, choosing benefits, understanding retirement accounts, and the pressure of upcoming income changes all show up again and again.

Listen in as they walk through the themes that consistently surface in these conversations and share how residents can approach the big decisions ahead with clarity and confidence.

You’ll also hear their take on physician loans, contract questions, saving vs. spending during residency, and what it really means to build the habits that support financial freedom.

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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Why is the physician divorce rate lower among the families we work with, even though money is one of the top causes of marital conflict?

In this episode, Daniel Wrenne and Jen Quire dig into the surprising reasons behind our incredibly low client divorce rate—and what it reveals about the powerful connection between money, communication, values, and partnership.

Listen in as they share the common habits they see in couples who stay strong despite the pressures of medical life.

You’ll hear why financial planning is far more than spreadsheets and investment decisions; it’s a process that naturally strengthens marriages.

Daniel and Jen also discuss the red flags that often point to deeper relational issues, as well as practical steps any couple can take to get aligned, stay aligned, and use money as a tool to support their relationship rather than strain it.

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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The end of the year is when generosity and tax planning collide, and for physicians, charitable giving can be one of the most powerful ways to support causes you care about while optimizing your financial picture.

But most doctors miss valuable tax benefits simply because they don’t know they exist.

In this episode, Daniel is joined by Jackie Griggs for a conversation that breaks down practical, overlooked, and highly effective giving strategies physicians can use before December 31st.

Listen in as they clarify the difference between cash gifts and appreciated assets, explain when donor-advised funds make sense, and discuss how upcoming 2026 tax law changes may reshape giving decisions.

You’ll also hear when batching contributions is worth it, how QCDs work for retirees over 70½, and why giving intentionally creates the biggest long-term impact.

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.

Everywhere you look, someone’s promising passive income.

Real estate syndications, crypto, private deals — they all sound like the fast track to financial freedom.

But what if the real wealth builders are the “boring” investments you already have access to?

In this episode, Daniel Wrenne and Hugh Baker break down the difference between chasing trends and building true, lasting wealth.

They reveal why Target Date Funds often outperform “shiny object” investments and why most so-called passive income isn’t passive at all.

You’ll hear real stories of physicians who’ve been lured by hype, what they learned the hard way, and how you can invest without turning your portfolio into a part-time job.

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.

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.

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.