25. Design Your Financial Life

Hi! I'm Dr. Myrdalis Diaz-Ramirez. And, this is Episode #25!

Today, we have a very special guest, Daniel Wrenne from Finance for Physicians and the creator of the Finance forPhysicians Podcast. We have an amazing conversation with Daniel about designing your financial life, with great insights, and many tips. Enjoy!

You can contact and follow Daniel Wrene at these links:

• Website: Finance for Physicians
• Business Website: Wrenne Financial Planning
• Podcast: Finance forPhysicians Podcast
• LinkedIn: Daniel Wrenn

Thank you for joining us this week!

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Follow Dr. Myrdalis Diaz at these links: 

• Website: drmyrdalisdiaz.com
• Podcast: Design Your Physician Life
• Linkedin: Myrdalis Diaz-Ramirez 
• Facebook: Dr. Myrdalis Diaz-Ramirez

Follow Dr. Myrdalis Diaz at these links:

• Website: drmyrdalisdiaz.com
• Podcast: Design Your Physician Life
• Linkedin: drmyrdalis
• Facebook: myrdalisdiaz
• Instagram: drmyrdalisdiaz

Chapters

• 0:00 Intro
• 0:54 Welcome Daniel Wrenne
• 2:13 Volunteer Experinces
• 4:11 About Finances
• 5:31 Becoming a Physician Financial Advisor
• 7:04 Fiduciary Financial Advisor
• 8:32 Finding a Fiduciary
• 10:34 Starting a Relationship with a Fiduciary
• 13:18 I'm ready! Do I bring my couple?
• 14:23 Common Misconceptions
• 15:12 Building a Solid Plan
• 15:53 Values-Based Plans
• 19:00 Golden Handcuffs
• 19:24 The House
• 20:41 Investing
• 22:45 Failure
• 23:50 Educated Choices with a Fiduciary
• 25:59 Financial Planning Rewards
• 26:22 Passive Investments
• 29:00 Active Investments
• 30:08 Podcast: Finance for Physicians
• 31:38 Healthy Financial Planning Tips
• 31:59 Tip #1: Visualize Your Ideal Life
• 33:16 Tip #2: Tracking Net Worth
• 34:46 Tip #3: A Financial Plan
• 36:28 Accredited Investor
• 38:24 How to Contact Daniel Wrenne
• 40:04 Final Thoughts from Daniel
• 40:57 Thanks, Daniel Wrenne!
• 41:03 Outro