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.
Hello Reader, I like to think I pay pretty close attention to things like inflation. But it floored me recently when I found out inflation over the last six years has been 28%. I’ll repeat that for everyone in the back. 28%. Yup, that’s correct. Not a typo. You can check it out for yourself here. That’s kind of nuts. We tend to think of inflation as background noise — a little high one year, a little low the next, mostly irrelevant to the actual decisions we’re making. But 28% over six years...
Hello Reader, Two things I genuinely enjoy in my free time (which may say something about me): reading Buddhist books… and listening to investing podcasts. Recently, those two worlds collided in a way that really stuck with me. I’ve been re-reading The Wisdom of No Escape by Pema Chödrön. One of the core ideas she explores is that we often try to escape discomfort — and that doing so isn’t all that wise. It isn’t that the things we use to distract ourselves are inherently bad. It’s that they...
Hi Reader, If you’re a practice owner (or self-employed in any way), I’m guessing this sounds familiar: “I don’t really have time for a conference.” “The money feels hard to justify.” “I’m not sure the ROI is actually there.” I have that same reaction all the time. Getting on a plane. ✈️ Staying in a hotel. 🏨 Stepping away from work that already feels endless. 😥 It almost never feels like the right time. And yet — some of the most meaningful insights I’ve had about my business never would...