Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
Confused by your retirement plan options?! 🫤
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Hello Reader, If you’ve been meaning to figure out a retirement plan for 2024, I’ve got just the webinar for you! Join Julie Herres and me as we guide practice owners through the maze of retirement options in this webinar. 👉 Click here to register!Whether you’re in solo practice or a group practice owner, we’ll break down the available choices, contribution limits, and help you figure out the best path for your future. It’s sure to be an informative session not to be missed if you’re pondering your retirement strategy. 🤔 And if you want to really make the most of the webinar, consider learning some retirement plan fundamentals from some recent blog posts on my website:
As always, if you have any questions about anything happening in your financial life — HIT REPLY and ask away! I read and respond to every email. Best, |
David W. Frank
Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
Hi Reader! I’m not particularly troubled by recent developments in the stock market. And chances are, you shouldn’t be either. To be clear, I AM troubled by much of what the Trump Administration has done, including its unhinged trade “policy.” My personal views notwithstanding, market performance over the past few days isn’t all that unusual. I don’t think it’s accurate (or helpful) to call the stock market reaction a “plunge.” I’m not sure current events are particularly unprecedented....
Hello Reader, I’ve been hearing the same questions from almost everyone I talk to lately: “Is everything going to be ok?” “What should I be doing given the current state of the country?” The start of the Trump Administration has been unprecedented in many ways, creating considerable uncertainty about what lies ahead. Many people are wondering how to adjust their plans in response. During uncertain times like these, I find it helpful to focus on what we can actually control. And while none of...
Hello Reader, Well, it’s been an interesting start to the year here in Los Angeles – to say the least. The wildfires that have decimated several neighborhoods here have impacted pretty much every Angeleno (yes, that’s what we’re called) in some way. We ended up evacuating last week – and while our neighborhood ended up being relatively unscathed, save the lingering air quality issues – it was nonetheless jarring. Of course the events are tragic and my heart goes out to those who have lost so...