Episode 59: Demystifying Investing (with David Frank)

The language of investing seems so foreign to many people, and it's very common to feel confused learning how to speak it! The problem is that being slammed with so much information at once can make navigating investments overwhelming and an unnecessary challenge. This week we're joined by a fantastic returning guest, David Frank from Turning Point HQ, to talk about the many ways you can invest as a private practice owner.

David is the owner of Turning Point Financial Life Planning located in California and works specifically with therapists in private practice. He strives to bring therapists and private practice owners a plan of action to meet their goals and help them lead more authentic lives.

Episode Highlights:

• Investing does NOT need to be overwhelming!
  • The main misconception about investing is that it’s challenging when it only seems that way because the world of investing throws a lot of information at you all at once
  • Realistically, successful investing involves very few steps and little monitoring – you don’t need to stress about having a “strategy”
• Don't put all your eggs in one basket
  • It's important to diversify your portfolio with a variety of investments, both domestic and international
  • Different types of investments:
    • Stocks & Equities
    • Bonds
    • Crypto Currency

Links & Resources:
GreenOak Accounting
Therapy For Your Money Podcast
David Frank - Turning Point HQ