ENCORE: How To Invest Intelligently: Top Tips From A Certified Financial Planner

I have to admit that the topic of personal finance excites the nerd in me. I love reading and learning more about all things around finance! Investing intelligently and planning for retirement are often intimidating areas in which we can always benefit from expert advice. Join us to learn how you can make solid investment decisions and better prepare for your future.

Our Featured Guest-Dave Frank, Certified Financial Planner

Dave Frank is the founder of Turning Point Financial Life Planning, which focuses on helping clinicians in private practice manage their retirement and finances. Dave has the heart to empower therapists around money and finances so they can be more present and centered in all areas of personal and professional life. In today’s show, we will begin by looking at the information and misinformation about investing that have come forward during the pandemic. Dave shares strategies for financial management, including why investing in the stock market is a good idea. Our conversation turns to retirement options for solo and group practitioners and a brief look at cryptocurrency.

Turning Point Financial Life Planning

Use the promo code “STC” for 20% off Dave’s Quick Start Coaching Intensive!

You’ll Learn

●     Why most people don’t know the basics of sound investing

●     Why “passively managed, low-cost, tax-efficient mutual funds” are the best tools for long-term investing---(Dave explains the terminology!)

●     The difference between investing and gambling for long-term financial goals

●     The important question about investing: What are my goals?

●     The basics of mutual funds

●     A sound and simple investing strategy that Dave recommends

●     Why your allocations should shift to funds with less volatility and less return as you near  retirement age

●     Dave’s investment advice for beginners about getting started with target-date accounts and emergency savings

●     Why solo practitioners should be careful not to overcontribute to a retirement account

●     Dave’s opinion about investing in cryptocurrency--does it make sense for therapists?

I know that many of us want to launch a successful online course whether it's to share our message with a larger audience or to diversify our income beyond 1:1 work.

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The guide will help you learn from my mistakes over the past 6+ years of being an online course creator and the lessons I've learned from moving the Healthcasters podcasting course from a $297 first sale to over 275 students and passing the $200k revenue mark in 2021.

Resources:

Want to launch your online course?

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Mentioned in this episode:

Course Creator Starter Kit

I know that many of us are thinking and planning for the upcoming year. If an online course is on your radar, I want to encourage you to download our free online course starter kit. It's a seven-day email course that will help you validate your course idea. Now, it's going to be 10 years for me as a course creator next year, and the validation part is the most important part of an online course. You can download it over at coursecreatorstarterkit.com.

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