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.
😟 Is everything going to be ok?
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Hello Reader, I’ve been hearing the same questions from almost everyone I talk to lately:
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 us can predict the future (ever), there are two key things within our control: our attention and our actions. While I share the concerns many have expressed, I don’t currently see any need for any drastic changes. The biggest danger to your financial plan might just the the paralysis that uncertainty sometimes brings. As we wait for the future to reveal itself, the fundamentals of sound financial planning remain unchanged. One crucial area that always requires attention is retirement planning. That’s why I’m excited to announce that my friend Julie Herres and I are hosting a Free Retirement Plans 101 Webinar this Friday! 🖥️ We’ll discuss retirement planning strategies within the context of today’s political and economic environment. 👉 Register now for Friday’s Free Retirement Plans 101 Webinar! Please don’t hesitate to reach out with any questions! Best, PS: Can’t make it? No problem - we’ll share a recording! Register now to ensure you receive it. 🔴 PPS: Have specific retirement planning questions you’d like us to address? Just reply to this email to let me know! |
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...