Daniel Wrenne
Financial planner and founder of Renn Financial Planning who advises physicians on wealth-building and personal finance; featured here to discuss real estate investing outside of a primary residence.
Top 3 podcasts with Daniel Wrenne
Ranked by the Snipd community
Feb 9, 2024 • 43min
Financial Vitals - How to Use Real Estate to Build Wealth
Join financial planner Daniel Wrenne, founder of Renn Financial Planning, as he explores real estate investing beyond your primary home. He discusses the chaotic market, driven by high demand and limited supply, and explains how to build wealth through appreciation, rentals, or lending. Wrenne shares various ownership strategies, from passive REITs to active property management. He also highlights the importance of understanding your investment goals and urges listeners to track their progress while navigating the complexities of real estate.
Mar 9, 2024 • 30min
Financial Vitals - 5 Of The Most Overlooked Tax Breaks For Doctors
In this podcast, they discuss the most overlooked tax breaks for doctors, including Health Savings Accounts, Tax Loss Harvesting, Backdoor Roth IRAs, Business Expenses, and Work Retirement Plans. They emphasize the importance of maximizing these benefits to save on taxes and build wealth.
Nov 27, 2023 • 33min
Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne
Daniel Wrenne, retirement planning specialist, discusses the importance of making a plan for retirement. They emphasize the need to understand retirement goals and tie them to financial planning. They also explore the mindset shift from saving to depleting money in retirement and the personalized aspects of retirement planning including taxes and investments.
