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.
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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.
The Mega Backdoor Roth Explained: Who It’s For and When It Works
Finance for Physicians
36 minutes 50 seconds
4 months ago
The Mega Backdoor Roth Explained: Who It’s For and When It Works
Is the mega backdoor Roth IRA the ultimate tax shelter—or just a complicated headache?
Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes sense, especially for high-earning physicians.
Listen in as we walk through the four key contribution “buckets” in a 401(k), the pros and cons of using after-tax dollars, and what makes the mega backdoor strategy so unique (and often underutilized).
You’ll learn who this applies to, the gotchas to watch for, and why more isn’t always better when it comes to tax strategies.
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Finance for Physicians
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Finance for Physicians
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.
