DIY, Collaborator, or Outsourcer — A Roadmap for Physicians

Описание: Physicians often feel pressure to either manage their finances entirely on their own or hand everything off to an expert.

In reality, it's usually best to land somewhere in between.

Today, Daniel Wrenne is joined by Heather Lovallo to discuss how to think intentionally about whether to do it yourself, collaborate with a professional, or fully outsource your financial planning.

Listen in to hear the real considerations behind each approach and the factors that matter most.

You'll get practical guidance for early-career physicians setting a foundation, as well as a simple self-assessment to help identify where you fall on the DIY-to-outsourcing spectrum.


Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here: https://wrennefinancial.com/free-reso...

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Links:

Delegator, Validator, or DIYer? | White Coat Investor:
https://www.whitecoatinvestor.com/del...

Vitals Check: Your Money Game Plan for Post-Residency Life:
https://courses.financeforphysicians....

YNAB:
https://www.ynab.com/

Connect with Heather Lovallo:
https://wrennefinancial.com/team/heat...

Connect with me on my LinkedIn:
  / danielwrenne  

Contact Finance for Physicians:
https://financeforphysicians.co/contact

Finance for Physicians:
http://financeforphysicians.co

To schedule a call with one of our awesome planners, book HERE: https://go.oncehub.com/meetWFP