David Block - Financial Success Coach

David Block - Financial Success Coach I help people improve their relationship
with money so they can gain control
over their finances and their lives.

To Create a Great Relationship with Money… You Need a clear path and a guide … No need to reinvent the wheel if someone has already blazed the trail, you just need to adapt it to your specific journey without guilt, embarrassment, shame or confusion. I’m David Block and unlike most financial professionals, I believe 80% of everything is psychology and only 20% is mechanics. Much like weight loss,

many people know what to do but not many people do what they know. My approach to money is guiding my clients to break through the mental barriers while helping them plan and invest prudently. I’m a Certified Professional Coach in the areas of Business, Finance, and Personal, a Master Practitioner of Neuro-Linguistic Programming (NLP) and a Certified Hypnotherapist with over 25 years of experience in the financial services business. Along the path to financial success there are strategies, techniques and plans you want to have in place to maximize your income, continually grow your investments, minimize your tax liability, plan for healthcare expenses, managing debt and leaving a legacy. But our brain is the one that can stop or slow progress on this path. Knowing what to do is one thing, getting our minds past unhelpful programming around money is an entirely different thing.

➨➨ If you’re interested in learning how I can help you create a solid financial foundation, confidence in your future and a great lifestyle , click here to book a no-obligation strategy session: https://www.taxmasterfinancialservices.net/apply

Before buying a vacation home, it can pay to do your homework. Learn more now.
11/11/2024

Before buying a vacation home, it can pay to do your homework. Learn more now.

Doing your research is key before buying a vacation home.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
11/08/2024

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

You’re the conductor of your 401k, IRA and taxable savings.
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You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. ...
11/04/2024

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Read more now.

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

Self-employed? Learn more about your retirement plan options.
11/01/2024

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
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Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
10/28/2024

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Wondering about your choices for putting aside money for retirement? Learn more about your options.
10/25/2024

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

10/24/2024
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
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There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees ca...
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AI tools can impact retirees looking to start a consulting or small business venture. By embracing AI tools, retirees can enhance productivity, save time, and increase the success of their business endeavors.

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
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When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own bu...
10/14/2024

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.

Learn about the average American budget in this fun and interactive piece.

Is your household's inflation rate higher than the national average?
10/11/2024

Is your household's inflation rate higher than the national average?

Estimate how much income may be needed at retirement to maintain your standard of living.

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1384 Broadway Rm 1602
New York, NY
10018

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