Finance for Physicians

Financial Vitals Check Part 6: Taking Action


Listen Later

If you don’t do anything or take action by following up on your financial vitals plan, it’s not of any value to you. The purpose is to make progress and improve sooner by staying on track and measuring success.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about steps to move forward by planning, checking, and tracking your financial vitals. Happiness is when your values are in alignment with your actions.

Topics Discussed:
  • Goal: Come up with a game plan based on an individual’s vitals and customize it
  • Financial Vitals Recap:
    • Part 1: Clarify values
    • Part 2: Save, spend, give ratio
    • Part 3: Net worth
    • Part 4: Safety net check
    • Part 5: Investment plan
    • Annually or As Needed: How often to check if financial vitals are in alignment
    • Other Financial Vitals: Consider education funding and business-related items
    • Key Takeaway: Create plan to take action for checking financial vitals
    • Links:

      Financial Vitals Check Part 1: Clarify Values

      Financial Vitals Check Part 2: Save, Spend, Give Ratio

      Financial Vitals Check Part 3: Net Worth

      Financial Vitals Check Part 4: Safety Net Check

      Financial Vitals Check Part 5: Investment Plan

      Contact Finance for Physicians

      Finance for Physicians

      ...more
      View all episodesView all episodes
      Download on the App Store

      Finance for PhysiciansBy Daniel Wrenne

      • 4.7
      • 4.7
      • 4.7
      • 4.7
      • 4.7

      4.7

      39 ratings


      More shows like Finance for Physicians

      View all
      Afford Anything by Paula Pant | Cumulus Podcast Network

      Afford Anything

      3,566 Listeners

      Money Guy Show by Brian Preston and Bo Hanson

      Money Guy Show

      3,232 Listeners

      Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

      Your Money, Your Wealth

      809 Listeners

      Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

      Retirement Answer Man

      1,294 Listeners

      ChooseFI by ChooseFI

      ChooseFI

      5,164 Listeners

      White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

      White Coat Investor Podcast

      2,449 Listeners

      Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

      Stay Wealthy Retirement Podcast

      673 Listeners

      BiggerPockets Money Podcast by BiggerPockets

      BiggerPockets Money Podcast

      3,079 Listeners

      Bogleheads On Investing Podcast by bogleheads

      Bogleheads On Investing Podcast

      597 Listeners

      Sound Investing by Paul Merriman

      Sound Investing

      344 Listeners

      Money Meets Medicine by Doctor Podcast Network, Jimmy Turner MD

      Money Meets Medicine

      229 Listeners

      The Personal Finance Podcast by Andrew Giancola

      The Personal Finance Podcast

      1,419 Listeners

      The Rob Berger Show by Rob Berger

      The Rob Berger Show

      203 Listeners

      Personal Finance for Long-Term Investors - The Best Interest by Jesse Cramer

      Personal Finance for Long-Term Investors - The Best Interest

      156 Listeners

      Retirement Planning Education, with Andy Panko by Andy Panko

      Retirement Planning Education, with Andy Panko

      1,053 Listeners