

Finance for Physicians
Daniel Wrenne
The goal at Finance for Physicians is to help you use money as a tool to live a great life, on your own terms. Daniel Wrenne, podcast host and CEO of Wrenne Financial Planning, has spent the last decade advising physicians on their personal finances. On this podcast, he and his team will share the good, the bad and the ugly of navigating personal finances while practicing medicine. They’ll help you hone in on the financial decisions that matter most and make sense of the ever-changing personal finance landscape.
Episodes
Mentioned books

Aug 8, 2023 • 45min
From Medicine to Real Estate: A Doctor’s Prescription for Financial Growth with Dr. Ronnie Shalev
Discover the remarkable journey of Dr. Ronnie Shalev, a powerhouse entrepreneur, physician, bestselling author, and real estate investor, as she shares her transformative experience with host Daniel Wrenne. With a background as a board-certified ER doctor and a passion for healthcare reform, Dr. Shalev's journey took a turn as she transitioned into the dynamic world of real estate investing, driven by her desire to escape physician burnout and achieve financial freedom.
In this enlightening conversation, Dr. Shalev, co-founder of Shalwin Properties, takes us through her path from medicine to a thriving real estate portfolio that boasts over 5,100 units and $184 million in assets under management. She emphasizes the importance of strategic market analysis, demographic understanding, and surrounding oneself with the right people. Dr. Shalev also highlights her experience with mentorship, conferences, and education, amounting to an investment of over $100,000 in self-improvement within the industry.
Featured in prominent platforms such as Yahoo! Finance, Business Insider, and MarketWatch, Dr. Shalev's journey is not only inspiring but educational. Her transformation from a physician to a real estate mogul showcases the potential for professionals to reshape their financial futures and gain control over their lives. Join us in this conversation to glean insights into passive and active investment approaches, understanding market dynamics, and capitalizing on real estate opportunities even amidst the ever-evolving market conditions. Whether you're considering a career transition or looking to grow your wealth, Dr. Ronnie Shalev's journey is a testament to the power of determination, education, and seizing opportunities in the world of real estate.
Links:
Shalwin Properties
Connect with Dr. Ronnie on LinkedIn
Connect with me on my LinkedIn
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Aug 1, 2023 • 52min
Real Estate Investment Strategies for Physicians to Build Generational Wealth with Dr. Param Baladandapani
Join Daniel Wrenne as he engages in a captivating conversation with Dr. Param Baladandapani, a seasoned real estate investor, and expert in helping physicians build generational wealth through strategic financial decisions.
In this illuminating episode, Dr. Baladandapani shares invaluable insights into the world of real estate investing, tailored specifically for medical professionals. Delve into the art of making informed choices, understanding risk and reward, and the crucial aspects of building a diversified real estate portfolio that aligns with individual goals.
Discover the hidden gems of real estate investment, where Dr. Param showcases various strategies like long-term rentals, and short-term rentals, and creative ways to maximize cash flow in today's unique market environment. Gain a deeper understanding of stress testing properties, market due diligence, and tapping into tax savings as a powerful wealth-building tool.
If you're a physician looking to unlock the potential of your hard-earned income and build a secure financial future, this episode is a must-listen. Tune in to learn from one of the most accomplished financial experts in the field and start your journey toward generational wealth today.
Subscribe now to Finance For Physicians Show for more captivating conversations with industry experts and financial advisors, tailor-made for physicians seeking financial independence and prosperity.
Links
Connect with Dr. Param: https://www.generationalwealthmd.com/site/about
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jul 25, 2023 • 45min
Lowering Your Taxes And Diversifying To Real Estate For Physicians with Brandon Hall
Discover the secrets to building lasting wealth, safeguarding your financial future, and protecting your medical career from potential threats!
In this insightful interview, Daniel Wrenne, sits down with Brandon Hall, co-host of the Tax Smart Real Estate Investors Podcast and a seasoned expert in taxes and real estate investment.
Brandon shares valuable insights on becoming a real estate professional, understanding passive activities and material participation, and maximizing tax deductions in real estate investments.
Discover the key differences between those who build large real estate portfolios quickly and those who struggle to get started, and find out how you can scale your wealth over time. Whether you're a physician with zero properties or already own a few, this interview is a goldmine of practical advice for physicians seeking financial freedom and flexibility in their careers.
Don't miss out on this opportunity to learn from the experts and take control of your financial destiny. Invest in your future today!
Links
Connect with Brandon on his LinkedIn: https://www.linkedin.com/in/brandonhallcpa/
Tax Smart Real Estate Investors Podcast: https://www.therealestatecpa.com/podcasts
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jul 18, 2023 • 1h 1min
Life in the White Coat: Navigating Parenthood and Professional Success with Dr. Maggie Abraham
Join Daniel Wrenne as he interviews Dr. Maggie Abraham, a renowned pediatric gynecologist, mother of four, and loving wife. Explore the world of physicians juggling medical careers and motherhood, gaining practical insights from accomplished guests. Discover strategies for work-life balance, financial planning, and prioritizing self-care, empowering you to create harmony between your career, family, and finances.
Key Takeaways:
- Strategies to achieve work-life balance while excelling in a demanding medical career.- Navigating the unique challenges of motherhood within the field of medicine.- Prioritizing self-care and personal well-being for professional and personal fulfillment.- Financial considerations for physicians and working parents, including effective planning and investments.- Real-life stories of successful medical professionals thriving as dedicated mothers.- Many more!
Listen now to uncover the secrets of accomplished medical professionals who excel in their careers and motherhood, gaining inspiration and practical advice for your own journey.
Links
Connect with Maggie on her LinkedIn: https://www.linkedin.com/in/maggieabrahammd/
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jul 11, 2023 • 43min
Physician Contracts Explained: Navigating Risk, Reward, and Disability with Jon Appino
Join Daniel Wrenne and his guest Jon Appino as they delve into the complex world of physician contracts, with a specific focus on disability considerations. In this informative and engaging show, they discuss the intricacies of negotiating physician contracts while addressing the importance of disability provisions.
Key Takeaways:
- Customize contracts to align with your unique story, considering disability-related factors.- Leverage high demand in the physician field for better negotiating power, with a focus on disability provisions.- Maximize financial benefits by utilizing bonuses, while understanding how disability-related clauses can impact compensation.- Embrace flexibility in contracts to adapt to life's uncertainties, including potential disability-related challenges.- Seek expert guidance to navigate the complexities of physician contract negotiations, with a specific emphasis on disability provisions.
Join us for insightful discussions, practical advice, and real-world examples that will equip you with the knowledge and tools to make informed decisions regarding your physician contracts, including considerations for disability-related matters.
Don't miss out on the opportunity to gain a deeper understanding of this crucial aspect of your career, ensuring you have the necessary safeguards in place.
Links
What happens when ChatGPT reviews a contract?
Compensation Rx Service from Contract Diagnostics
Schedule a free consult with Contract Diagnostics
Physician Employment Contracts and Compensation with Jon Appino
Contracts and Disability: Understanding Your Rights and Protections as a Physician with Jon Appino
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jul 4, 2023 • 41min
Navigating Career Challenges and Embracing Entrepreneurship with Dr. Jimmy Turner
In this captivating episode, our host Daniel welcomes Dr. Jimmy Turner as his guest to delve into the intricacies of finding freedom and fulfillment in one's career. Join them on a thought-provoking journey as they explore the pain points associated with traditional paths, discover the power of entrepreneurship, and uncover the keys to success in the ever-evolving professional landscape.Key Takeaways:- Identifying the pain points and challenges in the quest for freedom and fulfillment.- Unveiling the transformative potential of entrepreneurship as a viable alternative to traditional career paths.- Gaining insights from Daniel on how to transcend boundaries and make a meaningful impact regardless of the chosen path.- Examining the role of side hustles and their impact on career transitions, including the prospect of leaving medicine.- Exploring the importance of smart investing and its potential to unlock financial stability and open new possibilities.Join Daniel and Jimmy as they share their experiences, anecdotes, and valuable advice on embracing entrepreneurship, pursuing personal growth, and crafting a career that resonates with one's passions and values. Tune in to gain practical strategies, actionable insights, and inspiration to take the next step towards your own path of freedom and fulfillment.
Links:
The importance of rest.
The hospital will not love you back.
Thriving in an imperfect system as a physician.
The Physician Philosopher Podcast
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jun 27, 2023 • 49min
Using Land Investing To Go From Burnout to Alignment As A Physician with Dr. Mamta Kumar
Join us as we delve into the inspiring journey of Dr. Mamta Kumar, a renowned physician who found her true calling beyond the world of medicine. Driven by her own experience with burnout, Dr. Kumar took a courageous leap that led her to a new path.
In this conversation, Dr. Kumar shares her story, offering valuable insights and key takeaways for anyone seeking to make bold changes in their own lives. Discover how she navigated the challenges of leaving her medical career behind, the importance of financial literacy, mindset shifts, and living in alignment with one's values.
Key Takeaways:
- Align values with career to avoid burnout.- Prioritize financial literacy for informed decisions.- Seek support during career transitions.- Cultivate a values-focused mindset.- Embrace courage over comfort in decision-making.
Get ready for an insightful conversation filled with wisdom, inspiration, and practical advice. Whether you're considering a career transition or seeking a greater sense of purpose, Dr. Mamta Kumar's story will empower you to embark on your own journey of transformation.
Links
Fast Fire MD
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jun 20, 2023 • 54min
Getting Leverage Over The Medical System To Call Your Own Shot with Dr. Daniel Paull
Welcome to "Finance For Physicians," the podcast that helps doctors live their lives on their own terms. In this episode, we dive into the world of orthopedics with Dr. Daniel Paull, the founder of Easy Orthopedics in Colorado Springs.
Dr. Paull's unique practice challenges the status quo and positively disrupts the traditional healthcare system.
Join us as we uncover the distinct features of Dr. Paull's practice, delve into his journey of building an innovative model, and discover how it benefits both physicians and patients. We'll explore his emphasis on honesty, patient care, and transparent pricing, which sets his practice apart.
You'll walk away with these takeaways:
- The power of challenging the status quo- Prioritizing patient care- Transparent pricing and relationship-based care- The impact of a modest lifestyle on entrepreneurship- The direct care model's advantages
Tune in to this inspiring conversation with Dr. Daniel Paull as we dive into his disruptive approach to orthopedics and gain insights that can motivate and inform listeners who are passionate about challenging the healthcare system. Don't miss out on this opportunity to explore how one doctor was able to break away from the system and practice medicine the way he knew to be correct.
Links
Connect with Dr. Paull on his LinkedIn: https://www.linkedin.com/in/easyorthopedics/
Easy Orthopedics
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jun 13, 2023 • 46min
Prescribing Freedom: Journey to Direct Primary Care with Dr. Anastasia Boyer
In this inspiring episode, we delve into the unique journey of Dr. Anastasia Boyer, she is an osteopathic family medicine physician at FreedomDoc Zionsville. She transitioned from working in a traditional healthcare system where she had a long commute and demanding hours to opening her own private practice using the Direct Primary Care (DPC) model. Dr. Boyer shares her fears, challenges, and the eventual joy of establishing an independent healthcare practice, shedding light on the surprising business aspects that many healthcare professionals don't anticipate.
We talked about:- The need for modest lifestyle post-residency- The courage to venture into the entrepreneurial side of healthcare- The role of organizations like Freedom Health Works in aiding private practice setup- The impact of a comfortable work environment on preventing burnout- The satisfaction derived from having time and autonomy in patient care
This episode is an empowering guide for healthcare professionals considering making a similar leap of faith. Tune in to discover how the journey to starting your practice can be both challenging and incredibly rewarding.
Links
Connect with Dr. Boyer on her LinkedIn: https://www.linkedin.com/in/anastasia-boyer-d-o-122897a5/
FEEDOMDOC
Connect with me on my LinkedIn: https://www.linkedin.com/in/danielwrenne/
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

Jun 6, 2023 • 56min
Starting A Direct Specialty Care Practice From Scratch Because It's Best For Patients with Dr. Diana Girnita
Are you a medical professional seeking financial advice to design your ideal life? In this episode, we dive into the world of direct specialty care and its immense potential for transforming healthcare.
Our special guest, Dr. Diana Girnita, a trailblazing rheumatologist, shares her inspiring journey from the traditional healthcare system to launching her successful direct specialty care practice, Rheumatologist on Call.
Here are the key takeaways you can expect from this episode:
- Unveiling the Direct Specialty Care Mode- Overcoming Fears and Navigating Change- The Impact on Patient Care- Building a Thriving Direct Specialty Care Practice- Resources for Exploring Direct Specialty Care- Many more!
Ready to unlock the potential of direct specialty care and enhance your financial well-being as a physician?
Don't miss this enlightening episode of Finance For Physicians with Dr. Diana Girnita. Gain valuable insights, inspiration, and practical tips for incorporating direct specialty care into your own medical practice.
Listen now to this game-changing conversation and start your journey toward a fulfilling and financially empowering medical career
Remember, the power to shape your financial future is in your hands. Join us on this enlightening episode and let's empower ourselves to use money as a tool to live our best lives as physicians!
Links:
Dr. Diana's practice
DSC Alliance Website
Direct Specialty Care Alliance Facebook Group
Diana's article on Direct Care vs Concierge Medicine
Direct Specialty Care Alliance Stories & Resources on YouTube Channel
Diana's article on understanding direct specialty care
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.


