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, 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...
Hello Reader, I hope you’re enjoying your holiday season! I realize it’s painfully cliche – but how is it possible that this year is almost over?! For me, the year has really flown by. Time flying isn’t necessarily a bad thing… but it has prompted me to reflect on how I’m using that time. What’s truly important to me? What activities do I want to spend more time doing? What things do I want to spend less of my limited time and energy on? I’m not huge on new year’s resolutions, but I do want...
Hi Reader, It’s a time of year many of us will be getting together with loved ones we don’t see that often. Which makes it a great time to consider whether your beneficiary designations are up-to-date! What is a beneficiary designation? 🤔 A beneficiary designation designates who should get your account assets if you pass away. That person is the beneficiary of your account. Usually you can just fill out a form online through your financial institution. By doing so, you are creating a...