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, 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...