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.
Know your personal financial requirements (your personal "budget")
Understand your P&L
Plan for taxes: 25% - 30%
Have a consistent money practice
Resources & giveaways
Guest's contact information
Meet your co-hosts:
Kate & Katie
our awesome sponsors:
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In Jan 2022, the government released a new regulation for medical professionals (therapists included) called the No Surprises Act.
But no need to stress trying to figure out everything you need to know. We’ve got you covered.
This is for therapists who are private pay or work with clients who choose NOT to use their insurance, so unless you work exclusively with insurance, it is essential to abide by this regulation.
We’re giving you the Good Faith Estimate Bundle for FREE, which is a total value of $249. It includes attorney approved customizable templates, a required website statement, a script with a step by step video on how to discuss this with your clients. Don’t forget to check out the podcast with our healthcare law attorney answering all your questions about GFE and no surprises.
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