Ortho Finance - Financial Mistakes w/ Daniel Wrenne

Listen to our episode with Daniel Wrenne on Financial Mistakes. Daniel Wrenne has worked as a financial planner in Lexington KY since 2005.  In 2014, he founded Wrenne Financial Planning to follow his passion of building an advice firm focused on financial planning.  Ultimately, he loves helping others be their best financially.

Daniel’s vision is to build a multi-advisor planning firm that makes a difference in the industry and the lives of the clients they serve.  

Daniel is the host of the Finance for Physicians podcast, a podcast dedicated to delivering FINANCE content crafted specifically FOR PHYSICIANS that want to learn how to use money to live better lives. Check out the podcast here: https://financeforphysicians.co/ 

In this episode, Daniel shares about avoiding financial mistakes and using money as a tool to improve the quality of life. He shares some informative points on queries you may have about finance, including:

• Why financial mistakes happen.
• How to handle a sudden increase in income.
• Most commonly overlooked piece of the puzzle in financial planning.
• Are your actions aligning with your values?
• And more!

Show notes at: https://naileditortho.com/financial-mistakes-notes-1-values-exercise/ and https://naileditortho.com/financial-mistakes-notes-2-exploring-values-exercise-fillable/ 

 

This episode is sponsored by Locumstory:

Everyone has a story. Different needs, wants, and goals, and how to attain them. Your story determines your solution.

Whatever your situation and story, locum tenens should be part of the conversation. How do you find out if locums is a good option for you? Go to an unbiased, informative source like locumstory.com. You’ll learn all the ins and outs of locums, details on travel and housing, assignment coordination, tax information, and more. You’ll also hear firsthand stories from locums physicians from all walks of life, so you get a bigger picture of the diverse options.

Get a comprehensive view of locums, and decide if it’s right for you at www.locumstory.com.