The WealthPlan LLC

Thought Leadership

by David Warshaw

September 2023 Newsletter – How to Fight Outrageous Medical Bills

August 22, 2023

Dear First Mates, I hope all is well with you. I’m reaching out today about an issue that is close to my heart–and, unfortunately, weighs on the minds of far...

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What’s Up At The WealthPlan – August 2023

August 5, 2023

Dear First Mates,In this month's episode, we discuss: 1) Monday.com and the 4 Seasosn of Planning Framework2) The Schwab/TD Merger is occurring soon!3) Flourish Casah is now paying 4.90%!!!4) The...

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August 2023 Newsletter – Themes, Themes, Themes!

July 31, 2023

Dear First Mates, I hope you’re doing well. In recent years I’ve become fascinated with thematic exchange-traded funds (ETFs). After launching my first model here at The WealthPlan LLC, I...

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July 2023 Newsletter – Nobody Knows Nothing

June 26, 2023

Dear First Mates, I hope you are enjoying your summer. Constantly, I hear dire financial forecasts on the news, and I find myself shocked by the confidence of these pundits...

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June 2023 Newsletter – My Current Thoughts On Digital Assets

May 25, 2023

Dear First Mates,  Hello everyone. Let's talk digital assets - a topic you know is near and dear to my heart and personal portfolio.  2022 was an ugly year for...

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May 2023 Newsletter – The Art & Science of Investing Webinar

May 23, 2023

Dear First Mates,  I hope I find you all well and enjoying the beautiful Spring weather. For this month, I'd like to mix it up and share a webinar I...

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