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Episode 305 - Financial Planning for Your Private Practice

Updated: Dec 16, 2023



Listen now to our latest episode...




 

startup nation, meet:Dave Frank


David Frank is a financial planner for therapists.


He helps 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 his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chodron's books as reading up on the latest financial planning techniques.



show notes

  1. Know your personal financial requirements (your personal "budget")

  2. Understand your P&L

  3. Plan for taxes: 25% - 30%

  4. Have a consistent money practice


Resources & giveaways


Guest's contact information


 

Meet your co-hosts:

Kate & Katie



 

our awesome sponsors:

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