Do you want to build healthy wealth? How close are you to enjoying your group practice? What is the best way to plan for tax season?







In this podcast episode, LaToya Smith speaks about planning for a financially healthy 2023 with Alan Pruitt.







Podcast Sponsor: Therapy Notes















As a therapist, I can tell you from experience that having the right EHR is an absolute lifeline. I recommend using TherapyNotes. They make billing, scheduling, notetaking, telehealth, and E-prescribe incredibly easy. Best of all, they offer live telephone support that’s available 7 days a week.







You don’t have to take my word for it – Do your own research and see for yourself – TherapyNotes is the #1 highest-rated EHR system available today, with 4.9 out of 5 stars on Trustpilot.com and on Google.







All you have to do is click the link below, or type promo code JOE on their website www.therapynotes.com, and receive a special 2-month trial, absolutely free.







If you’re coming from another EHR, TherapyNotes will import your demographic data quickly and easily at no cost, so you can get started right away.







Trust me, don’t waste any more of your time, and try TherapyNotes.







Meet Alan Pruitt, CPA















Alan Pruitt is the Owner and CEO of Pruitt Prep CPA, a dynamic CPA firm dedicated to empowering and informing individuals and businesses on the best ways to minimize their tax liability, improve growth potential, and implement efficient and effective processes. He takes a proactive approach with his clients to not only implement valuable tax-saving strategies but also serve as an advisor and valuable resource anytime they have questions or need assistance.







Visit Pruitt Prep CPA and connect on Facebook, Instagram, and LinkedIn.







In This Podcast









* Goal-setting is important







* Get quiet







* Set a budget







* Separate your taxes









Goal-setting is important







Set goals at the top of the fresh year









Be intentional. Be intentional about what you want [from] this year because when you do that, you can [more easily] create special things.

Alan Pruitt







Setting goals help you to have something to strive towards, and once you know what you are striving for, you can more easily align your actions and behaviors to keep you on track.







Assessing your goals can also help you to notice when you have fallen slightly off track so that you can regain your focus and keep your dreams top-of-mind.







Alan’s tip: look beyond the numbers and strive for a state of being.









Sometimes, for me, the most important goals are the ones that are non-...