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Episode 68: How Your Relationship With Money Affects Your Business [featuring David Frank]
“What is your relationship with money?” Is this a question that you can easily answer, or do you not really know the role money plays in your life and business?
Do you ever feel anxious or lost around the topic of money and can’t recognize how you are doing with your finances no matter how much you make or plan for?
If you’re struggling with money trauma, do you wonder where the healthy intersection of emotion and money is?
Well, this episode is for you.
In this episode, I talk with David Frank, owner of Turning Point Financial Services.
Top 3 reasons to listen to the entire episode:
So, if you are feeling lost around money issues or find yourself putting off important decisions involving your finances and preparing for the future, it’s a good time to really look at more than just “the books” and start thinking about how to find a healthy relationship around the ebb and flow of money. Remember that money comes and money goes, and that is perfectly natural.
If you can relate to this or just want to learn more about finances in private practice, this episode is a great place to start.
More about David (Financial Planner for Therapists):
David Frank is on a mission to ensure every therapist has access to unbiased and fiduciary financial advice!
Through the firm he founded, Turning Point Financial Life Planning, 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.
Dave earned both his undergraduate and MBA degrees in finance and he also completed a certificate in personal financial planning. He's worked for over twenty years in investment banking, corporate finance, and now personal finance.
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 finance planning techniques.
David is offering 20% off his Quick Start Coaching Intensive to listeners of the All Things Private Practice Podcast.
David's Website: turningpointhq.com
Klontz Money Script Test (created by Dr. Brad Klontz): www.bradklontz.com/moneyscriptstest
-------------------------------------------------------
🎙️ Listen to more episodes of the All Things Private Practice Podcast here: www.allthingspractice.com/all-things-private-practice-podcast
🎙️Spotify: atppod.com/spotify
🎙️Apple Podcasts: atppod.com/apple
🎙️Google Podcasts: atppod.com/google
🗨️ Join the All Things Private Practice FB Community: www.facebook.com/groups/privatepracticebuilding
----------------------------
Mentioned in this episode:
A Thanks to Our Sponsor, The Receptionist for iPad!
Visit the website for The Receptionist for iPad here!
Mentioned in this episode:
The Receptionist for iPad
I want to thank The Receptionist for iPad for sponsoring this episode.
From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking.
Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.
View all episodes
By Patrick Casale
4.9
142142 ratings
“What is your relationship with money?” Is this a question that you can easily answer, or do you not really know the role money plays in your life and business?
Do you ever feel anxious or lost around the topic of money and can’t recognize how you are doing with your finances no matter how much you make or plan for?
If you’re struggling with money trauma, do you wonder where the healthy intersection of emotion and money is?
Well, this episode is for you.
In this episode, I talk with David Frank, owner of Turning Point Financial Services.
Top 3 reasons to listen to the entire episode:
So, if you are feeling lost around money issues or find yourself putting off important decisions involving your finances and preparing for the future, it’s a good time to really look at more than just “the books” and start thinking about how to find a healthy relationship around the ebb and flow of money. Remember that money comes and money goes, and that is perfectly natural.
If you can relate to this or just want to learn more about finances in private practice, this episode is a great place to start.
More about David (Financial Planner for Therapists):
David Frank is on a mission to ensure every therapist has access to unbiased and fiduciary financial advice!
Through the firm he founded, Turning Point Financial Life Planning, 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.
Dave earned both his undergraduate and MBA degrees in finance and he also completed a certificate in personal financial planning. He's worked for over twenty years in investment banking, corporate finance, and now personal finance.
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 finance planning techniques.
David is offering 20% off his Quick Start Coaching Intensive to listeners of the All Things Private Practice Podcast.
David's Website: turningpointhq.com
Klontz Money Script Test (created by Dr. Brad Klontz): www.bradklontz.com/moneyscriptstest
-------------------------------------------------------
🎙️ Listen to more episodes of the All Things Private Practice Podcast here: www.allthingspractice.com/all-things-private-practice-podcast
🎙️Spotify: atppod.com/spotify
🎙️Apple Podcasts: atppod.com/apple
🎙️Google Podcasts: atppod.com/google
🗨️ Join the All Things Private Practice FB Community: www.facebook.com/groups/privatepracticebuilding
----------------------------
Mentioned in this episode:
A Thanks to Our Sponsor, The Receptionist for iPad!
Visit the website for The Receptionist for iPad here!
Mentioned in this episode:
The Receptionist for iPad
I want to thank The Receptionist for iPad for sponsoring this episode.
From new patients faced with an empty lobby and no idea where to find their therapist to clinicians with a session running over time and the doorbell ringing, some of the most anxiety-ridden moments of a therapy appointment happen before a session even starts. The Receptionist for iPad, helps you tackle some of that pre-appointment apprehension and anxiety. The Receptionist for iPad is an easy-to-use digital client check-in system that helps your visitors check in securely to their appointments and notify their practitioners of their arrival via SMS, email, or your preferred channel. No more confusion, and less lobby checking or having clients sign in on paper logbooks. It can even help you upgrade and update your demographic information for your clients as well and even validate parking.
Start a 14-day free trial of the Receptionist for iPad by going to thereceptionist.com/privatepractice. Make sure to start your trial with that link and you'll also get your first month free if you decide to sign up.
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