

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

May 30, 2023 • 55min
Balancing Passion and Profit As A Physician Entrepreneur with Dr. Shikha Jain
It's difficult to work in oncology and teach at the same time about it.
It's also hard to run a non-profit in a conservative industry that usually puts profit above all else.
However, some people manage to do it. And it's those professionals we want on our show.
Such is the case with Dr. Shikha Jain.
Besides being a practicing oncologist & professor at the University of Illinois, Shikha is also...
- The founder of the Women in Medicine Summit. - The CEO of the Covid-19 non-profit IMPACT. - The president of the non-profit Women in Medicine. - A TEDx speaker.
Her work has also been featured in some of the most respected magazines in the world, such as TIME, Scientific American & The New York Times.
To top it all, Dr. Shikha doesn't struggle with burnout and is happy to go to work every day.
How can she juggle so many things at once? How does she avoid burnout? And more importantly, how does she balance the work of entrepreneurship with medicine?
To learn all that, listen to our full interview with her!
Enjoy!
Links:
Dr. Shikha Jain's website
IMPACT4HC
Women in Medicine Summit
Women in Medicine
Twitter accounts:
@ShikhaJainMD
@WIMSummit
@IMPACT4HC
@WomeninOnc
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Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

May 23, 2023 • 1h 6min
Preparing For The Inevitable Malpractice Lawsuit with Attorney Christine Zharova
Christine Zharova is an attorney that has defended physicians' work rights and practices for the last 15 years.
Her work specializes in malpractice lawsuits, and unfortunately, she's been pretty busy lately - big malpractice lawsuits are far more common in the healthcare world than people think.
Even more alarming is the percentage of chance a physician can get sued in such a case - it's usually 50%+ for both high-risk and low-risk specialties.
If you're a physician curious about the legal workings of healthcare lawsuits and the legal system behind them, our conversation with Attorney Christine will keep you hooked. Enjoy!
Links:
Attorney Christine Zharova
Attorney Christine Zharova LinkedIn
MedMal Game
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Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

May 16, 2023 • 1h 1min
Financial Freedom: How To Live The Life You Want As A Physician with Dr. Latifat of MoneyFITMD
Dr. Latifat is a physician, a mother, a financial educator, and a recovering burnt-out professional who's helping other physicians reach their financial freedom dreams through her website, moneyfitmd.com
In this episode of Finance for Physicians, we'll talk about Dr. Latifat's story of financial success and how she did it by following her values and ignoring the path society had in store for her.
- If you feel like you're living someone else's life or living in the way most people think you should...
- If you've ever felt you're not acting true to your professional and personal values...
Our interview with Dr. Latifat is for you!
Enjoy, and thank you for listening to the Finance For Physicians Podcast!
Links:
MoneyFITMD
Contact Finance for Physicians
Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

May 9, 2023 • 1h 2min
It's Time For Physicians To Learn Healthcare Economics To Save The Profession with Thomas Campanella
Thomas Campanella is a healthcare executive focused on educating the wider healthcare community on how the industry really works. Thomas is also a voracious writer, podcaster, and regular webinar host regarding the topic of healthcare economics.If you're a physician just now starting in the industry and want to learn how the healthcare machine works - this is the episode for you and Thomas is the man to talk to!Enjoy!
Links:
Thomas Bio
Articles referenced:
Healthcare Economics 101: https://www.linkedin.com/pulse/health-economics-101-guide-understanding-bigger-well-campanella/
We need more physician leaders... https://www.linkedin.com/pulse/physicians-where-you-we-need-your-leadership-thomas-campanella/
About Tom's healthcare journey: https://www.linkedin.com/pulse/my-healthcare-journey-thomas-campanella/
The importance of primary care physicians: https://www.linkedin.com/pulse/primary-care-physicians-key-providing-value-based-thomas-campanella/
AAFP pointing out problems with direct primary care model https://www.aafp.org/pubs/fpm/issues/2016/0900/p10.html
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Finance for Physicians
To schedule a call with one of our awesome planners, book HERE.

May 2, 2023 • 46min
How To Start A Direct Care Medical Practice with Christopher Habig
In today's episode of, the Finance For Physicians Podcast we’ll continue our deep dive into physician entrepreneurship. Our guest is Christopher Habig, a professional that specializes in helping other physicians kickstart their direct-care practice through an innovative model he developed at his company Freedom Healthworks.Christopher is also the host of Healthcare Americana, a podcast that hosts innovative but obscure medical professionals that put patients first, and engages in deep conversations regarding the many issues in our healthcare system.And more importantly, how to solve them.If you believe direct care is one of the main verticals that will change healthcare for the better and want to start your own, or you just want to create impact in your vertical - this is the episode for you!
Links:
Healthcare Americana Podcast
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Finance for Physicians

Apr 25, 2023 • 58min
Rising Interest Rates and the Housing Market: What Physicians Like You Need to Know Before Buying a Home with Richard Ricci
Join us for an in-depth discussion on the current state of the market and how it's affecting the housing industry. Our focus will be on the impact of rising interest rates and how it's affecting the feasibility of buying a home.
We'll share some real-life examples and delve into the numbers to provide you with a comprehensive understanding of the market.
We'll have a special guest with us, Richard Ricci, a loan officer from Truist (formerly SunTrust Mortgage). Richard is a graduate of the University of Florida with a passion for mortgage lending and quality of service.
He specializes in Truist’s industry-leading Doctor Loan program which amounts to over 95% of his business. Richard has won many awards for production and service quality over the 16 years he has been with the bank. Most recently, in 2022, he was a Truist Performance Award winner for ranking in the top 1% of banking employees and a Truist Origination Performance Summit Award winner as a top producer in mortgage. He finished the year ranked #1 in the FL, AL, TX divisions in production. We want your participation!
Listen to the conversation as we discuss everything you need to know about buying a home in today's dynamic market.
Don't miss out on this informative and engaging episode with our expert panelist and special guest, Richard Ricci!
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The opinions, statements, and viewpoints expressed by Richard Ricci do not necessarily reflect the opinions of Truist. Truist is not responsible for and does not endorse any views expressed other than their own.
Links:
Richard Ricci - Mortgage Loan Officer, NMLSR # 659699
Richard Ricci on LinkedIn
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Finance for Physicians

Apr 18, 2023 • 41min
Contracts and Disability: Understanding Your Rights and Protections as a Physician with Jon Appino
Jon Appino is the founder of Contract Diagnostics - a consulting firm that specializes in getting physicians paid their worth.At Wrenne, we are big fans of Contract Diagnostics, because one of the biggest issues in the healthcare industry is the fact that physicians just don't know how valuable they are and that leads them to make suboptimal career decisions.For this edition of the Finance For Physicians, however, we're going to focus on a group of professionals that gets left out in most discussions:Disabled physicians.If you are one or know somebody who is, this is the podcast for you.We're going to dive deep into physician insurance policies for the disabled as well as talk about how to maximize your career growth even if you have a "debilitating" injury/disability.Enjoy!
Links:
Contract Diagnostics
Compensation RXJon Appino on LinkedIn
Physician Employment Contracts and Compensation with Jon Appino
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Finance for Physicians

Apr 11, 2023 • 55min
From Passion to Profit: Daniel's Transition to Financial Freedom with Pablo Gonzalez
For this episode on Finance For Physicians, Pablo Gonzalez returns to dive deeper into Daniel's journey to financial freedom as a successful professional.
In case you're new to the show, here's a background on our (now) recurring guest, Pablo:
Pablo Gonzalez is the founder and CEO of BeTheStage. His company's thesis is that community is the future of business development and the best tool to remain relevant in a world run by near-monopolistic tech companies.
Pablo met our co-host Daniel at college, and they quickly hit it off. They've remained in contact ever since and even worked together to make the Finance For Physicians show the most interesting one in the niche!
In this episode, you're going to learn:
- How Daniel ventured into his career path
- The origin story of the Finance For Physicians Podcast.
- The cognitive dissonance regarding profit-driven and mission-driven companies.
- And much more. Enjoy!
Links:
Connect with Pablo: LinkedIn or Instagram
Be The Stage
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Finance for Physicians

Apr 4, 2023 • 55min
Becoming Chronic Disease Patients' Best Friend with Dr. Renee Dua
In this episode, we sit down with Dr. Renee Dua, the Chief Medical Officer of Heal and the visionary behind Renee, a virtual assistant designed to help chronic disease patients achieve better health.
Driven by her belief that great healthcare is a human right, Dr. Dua has dedicated her career to making healthcare more accessible and convenient for everyone.
During the conversation, we learn about Dr. Dua's journey in healthcare, from building a successful nephrology practice to leading the clinical team at Heal and driving innovations like the CES Innovation Award-winning Heal Hub.
We also discuss her advocacy for expanding house calls to all seniors and her efforts to create patient-facing products that prioritize care and convenience.
As an outspoken role model for women in STEM, Dr. Dua shares her insights on the importance of diversity and inclusion in healthcare.
We also get a glimpse into her personal life as a mother of three and how she balances her busy career with her passions for cooking and spending time with her family.
Join us for an inspiring conversation with Dr. Renee Dua as we explore the future of healthcare and the innovative solutions that are making it more accessible and equitable for all!
Links:
Renee
Heal
Dr. Dua's email address: renee@renee.com
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Finance for Physicians

Mar 27, 2023 • 56min
Real Estate Investing That Won't Burn You Out with Gregg Cohen of JWB
Real estate is a key part of wealth building in America, and we get asked about it all the time so we know you've been looking into it.
But real estate can become a major headache for busy physicians if you aren't buying it right.
That's why today's show will be about how to make sure you are buying into real estate that won't wreck your lifestyle while building your wealth.
Our guest is Gregg Cohen, JWB Co-Founder.
His company has redefined what investors can expect when investing in cash-flowing rental properties over the last 16 years (so much so, they've been made the front page of the WSJ twice!!)
He joined the show for a lively discussion where you'll walk away understanding:
- why the average real estate investor is buying real estate in a way that limits their upside and creates lifestyle problems - how to understand the upsides (and downsides) of the various types of real estate investments in a way that actually makes sense- what I think of real estate investments and how to fit them into your plan that most real estate guys don't understand- and more! If you're someone who's looking for a concrete path toward financial freedom but isn't sure where to start - we think you'll find our Q&A session with JWB Co-Founder Gregg Cohen extremely valuable.
Links:
JWB's Website
JWB's Contact Number: (904) 677-6777
JWB's Email Address: info@jwbcompanies.com
Not Your Average Investor Show


