Ready-to-book episode angles. Each one field-tested on stages and in the studio. Pick a direction, or bring your own.
Planning to Spend Well: knowing what you can afford today without risking tomorrow
Most people experience financial planning as a sacrifice: save more, spend less, feel guilty about the holiday. David challenges that mindset entirely. The goal isn't accumulating the biggest…
Equity as a Concentrated Asset: funding buy-ins and planning exits from partnership
Whether it's an LLP capital account or shares in a business, most partners and founders have the majority of their wealth concentrated in one illiquid asset they rarely think about strategically.…
Life After the Exit: managing a liquidity event, identity and how much is enough
Selling a business is meant to be the finish line, yet many founders find the year after completion the most disorienting of their careers: a life's work converted into a number on a screen, an…
Partner Financial Wellbeing: why law firms owe new partners a financial induction
Firms invest heavily in developing lawyers technically, then hand them partnership with no financial induction whatsoever. David makes the case that partner financial wellbeing is a firm duty-of-care…
Exit Planning Three to Five Years Out: structure, share ownership and tax-efficient extraction
Most owners think about exit planning when an approach lands or burnout hits — and by then, the most valuable options are already off the table. David explains why the difference between a good exit…
Wealth Loss Among High Earners: inaction, tax exposure and the compounding cost of delay
There's a comfortable assumption that a big income automatically builds financial security. In David's experience, the opposite is often true: the busiest, highest-earning professionals lose the most…
The One-Page Financial Plan: why clarity beats complexity in client outcomes
The financial services industry has a habit of hiding behind jargon, lengthy reports, and complexity that complicate with a view to impress rather than inform — leaving clients less confident than…
The Financial Reality of Making Partner: tax status, capital, drawings and the first year's income gap
Making partner is celebrated as the pinnacle of a legal career — but it's also the moment a lawyer quietly becomes a business owner, with self-employed tax status, capital contributions, drawings…
Also speaks on