Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne

Financial Residency

EpisodeNov 27, 202332m

Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne

Financial Residency

EpisodeNov 27, 202332m

This episode is sponsored by Eckard Enterprises. To start empowering your financial future, visit www.EckardEnterprises.com Daniel Wrenne talks about planning for retirement and how your mindset and goals for retirement can affect your investments and depletion of assets. The main takeaway from today's episode is: Make a plan, make a plan, make a plan! If you are in need of a financial advisor, you can learn more about Daniel Wrenne at www.WrenneFinancial.com or email him at Daniel@WrenneFinancial.com You can also listen to his podcast Financial Vitals on the Financial Residency network.

Top comments

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That's where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You'll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and...

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