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.
🗳️ Elections & Podcast Appearances
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Hello Reader, I intended to send this email on Friday. 🗓️ That was the day the latest episode of Therapy for Your Money was released – and I'm the featured guest. And I was (slash am) excited about that. But then, you know, the election happened. 🗳️ And being excited about a podcast episode felt a bit... oh, out of place, maybe tone deaf... or at least inauthentic. Because I was NOT excited about the outcome of the election. I had a lot of feelings about it – few (maybe none?) of them positive. But in the last few days I've found myself shifting from a judgmental stance (How could this happen?! 😡) to a more curious stance (How could – or why – did this happen? 🤔) Maybe I'll share more about that in coming weeks. TBD. But despite the election – or perhaps, in part, because of it – navigating finances remains an essential activity that I want to help you with. And so, without further ado... 🥁 Therapy for Your Money Podcast Appearance 🔊I’ve been featured as a guest on the Therapy for Your Money podcast with my friend Julie Herres! Julie’s podcast is dedicated to helping therapists in private practice master their finances and grow their businesses. In this episode, we discuss:
This episode titled The Business Owner’s Playbook, is packed with actionable insights sure to help you on your journey. 🎙️ Tune in today on your favorite platform:
I think you'll find this conversation valuable, and I’d love to hear your thoughts if you get a chance to listen! So give a listen and then hit reply here and let me know what you think (or would like more information about or help with!) Best, PS: My friend Stephen has a new group program that I think is gonna be amazing 🤩. If you’re a stressed out Solo Practitioner, a frustrated Group Practice Owner or dreaming of starting your own practice, his program is for you. Stephen will help you get crystal clear on the exact life and work you want, follow a proven roadmap to success and banish that self-doubt that keeps you small. 🌟 Click here and check out how great your life will be! 👈 I met Stephen through my friend Melvin Varghese – maybe you’ve heard of his podcast Selling the Couch 🤣 – and am really impressed at the simple yet powerful framework he uses. |
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...