220. Financial Planning w/ Ariel Ward, CFP

Dr. Jeremy Sharp Podcast Leave a Comment

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Let’s rewind to four years ago when I was super confused and overwhelmed with the financial aspect of my practice. I knew I needed to be saving for retirement but didn’t know how to balance that need with other financial obligations. Luckily, I got connected with Ariel Ward and her team at Abacus Wealth. She’s here today to walk us through the ins and outs of financial planning and retirement savings for mental health practice owners. Here are just a few things that we talk about:

  • Why savings for retirement is important
  • Different options for retirement savings
  • How much to save and when to start saving for retirement
  • Investing startups like Robin Hood, Wealthfront, and Betterment

Cool Things Mentioned

Ariel’s email: ariel@abacuswealth.com

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About Ariel Ward

Ariel Ward, CFP® is a financial advisor at Abacus Wealth Partners. She has over a decade of experience in the field of personal financial services and in helping clients develop financial clarity. She is passionate about helping business owners grow their net worth and make better decisions with their money. Ariel helps her clients define their goals, stay focused on what’s important and work toward building a more abundant financial future.

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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