I help therapists navigate every element of their financial lives: from understanding your practice P&L and building a personal budget to managing student loan debt and investing for retirement... and everything in between. But don't let my love of the tax code and spreadsheets scare you off! You're just as likely to find me with my nose buried in one of Pema Chodron's books as reading up on the latest financial planning techniques.
What Should You Expect from Your CPA?
Hello Reader,
In a recent Ask Me Anything Office Hours I held, someone posed the really excellent question…
This is a question I get a LOT. So I decided to record a video reply everyone could watch.
Check out my video below 👇 and learn what type of advice you should be getting from your tax professional — and what to do if you’re not!
Best,
Dave
PS: IRAs, 401(k)’s and other retirement plan questions on your mind?
Don’t forget to register for my retirement-plan-focused Ask Me Anything Office Hour!
That’s coming up on Tuesday, September 12th.
Space is limited, so register today!
What Should You Expect from Your CPA? - Watch Video 🎞️
 |
Hi there! I'm a financial planner for therapists!
David W. Frank
I help therapists navigate every element of their financial lives: from understanding your practice P&L and building a personal budget to managing student loan debt and investing for retirement... and everything in between. But don't let my love of the tax code and spreadsheets scare you off! You're just as likely to find me with my nose buried in one of Pema Chodron's books as reading up on the latest financial planning techniques.
Hello Reader, Want the mindset that brings unlimited willpower? Keep reading and it could be yours! 👇 We’ve been taught that willpower is a limited resource. Many of us believe that willpower is like a battery – full at the start of the day, but depleted as the day wears on. And that this low battery leaves us vulnerable to poor impulse control and regrettable choices later in the day. And there is research seemingly backing up this limited view of willpower. The phenomenon came to be known...
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...
Hello Reader, It wasn’t just a good day, it was a GREAT day. I was clear-headed, sharp, uber-productive. I was flying through my to-do list, and doing (IMHO) my best work, when I made a quick pivot to dispatch some emails. One email was from HR, announcing a change to the vacation policy. What? That’s interesting. Without hesitation, I click on the attached PDF to see if it was good news or bad. And just like that… I had been phished. I knew that clicking on a suspicious attachment could...