Lighthouse Planning - David Kopittke

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Lighthouse Planning - David Kopittke I work with physicians. Physicians often have strong incomes but also unusually complex financial lives. My role is to help bring those pieces together.

-Financial planning for physicians
-26+ years of experience | CFP®, MBA
-Helping residents, fellows, and practicing physicians make confident financial decisions
-Connect w me👇🏼 That focus has allowed me to build my practice around the financial decisions that come with a career in medicine, from residency and the transition to attending income through peak earning years, retirement, and legacy. Student loans, 403(b)s and 457 plans, practice retirement plans, investments, insurance, taxes, family goals, and competing priorities can all be happening at the same time. As a CFP® professional with Lighthouse Planning, I provide comprehensive financial planning designed to help physicians understand where they are, where they want to go, and how the decisions they make today may affect the rest of their financial lives. The goal is not simply to look at investments in isolation. It is to help coordinate the broader financial picture, including cash flow, retirement, investments, risk management, education planning, estate planning considerations, and family legacy, while working alongside a client's tax and legal professionals when appropriate. I also spend a great deal of time helping clients think beyond the numbers. What are they actually building toward? What matters most to their family? What does financial success allow them to do with their time, relationships, and life? I earned my undergraduate degree from Penn State and my MBA from the University of Miami and am a CFP®



CRN202910-12212387

🔥 Burnout Numbers Say Things Are Getting Better but Doctors Are Still Thinking About Walking AwayThe latest AMA data sho...
10/14/2026

🔥 Burnout Numbers Say Things Are Getting Better but Doctors Are Still Thinking About Walking Away

The latest AMA data shows physician burnout has dropped for the fourth year in a row, falling to about 42% in 2025 down from its peak during the pandemic. 📉 On paper that sounds like progress and in a lot of ways it is. But dig a little deeper and the picture gets more complicated. Even with burnout trending down, surveys still show that roughly 1 in 7 physicians is seriously considering leaving medicine altogether. Job stress is still hovering above 40% and the top sources doctors keep naming are the same ones that have been on the list for years. Ineffective EHR systems, excessive administrative tasks, staffing shortages, and concerns about leadership support. 😓 The headline looks better but the day-to-day has not changed as much as the numbers suggest.

You have probably felt this yourself. 🩺 The exhaustion might not be as sharp as it was during the worst of COVID but it has settled into something quieter and harder to shake. You are not collapsing under the weight of a crisis anymore but you are still carrying a load that was never designed to be sustainable long term. The charting does not stop. The inbox messages keep piling up. The staffing gaps mean you are seeing more patients with fewer resources and somehow you are supposed to feel better because a survey says burnout went from 48% to 42%. 📋 The number moved but your Tuesday night still looks the same.
The good news is that health systems are starting to take this seriously and making real investments in workflow changes, peer support, and reducing some of the administrative noise. 💡 That matters and it is part of why the numbers are moving in the right direction. But the fact that so many physicians are still thinking about stepping away tells you the job itself still asks for more than it gives back on a lot of days. You show up because the work matters to you and that has not changed. ❤️ When your schedule is already that full, the last thing you want to do is spend your limited free time sorting through financial planning decisions, so it keeps getting pushed to the back burner. 💬 If that sounds familiar and you want to finally get it off your plate, reach out.

Source: https://www.ama-assn.org/practice-management/physician-health/physician-burnout-rate-continues-decline-falling-nearly-42

10/13/2026

The 10 year Treasury crossed 5% this week. If you are a physician sitting on cash, here is the question worth asking before you move a dollar.

Not what rates do next. What the cash is for.

Dollars with a purpose are easy to place. An emergency fund. A down payment in two years. Capital you already plan to invest. Dollars with no purpose just generate anxiety, and chasing yield will not fix that.

This is the work I do with physicians every week. Bring your financial questions and we will sort out what your money is for, then put each dollar where it belongs.

Schedule an intro call: https://calendly.com/davidkplanning/introduction

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/10/2026

Companies made customer service a bot-filled nightmare. Average people are getting revenge.

10/09/2026

Discover practical strategies for vertical integration, strategic expansion and scaling businesses that work together to increase profitability and long-term value.

10/08/2026

It could be a lot worse.

10/07/2026

Chess engines can beat grandmasters—but they can’t agree on a single infallible strategy. And, instead of ruining the game, artificial intelligence is now uncovering new ways of playing.

🇨🇦 750% More U.S. Doctors Are Looking at Practicing in Canada and Nobody Is Talking About ItThe Medical Council of Canad...
10/07/2026

🇨🇦 750% More U.S. Doctors Are Looking at Practicing in Canada and Nobody Is Talking About It

The Medical Council of Canada reported a 750% increase in U.S. physicians creating licensure accounts between late 2024 and mid 2025. 📈 Ontario alone registered 116 U.S.-trained physicians in the first quarter of 2025 and British Columbia tripled its annual U.S. physician licensures in the same window. Physician recruiting firms have reported a 65% jump in American doctors actively exploring Canadian job opportunities. These are not people casually browsing. They are creating accounts, starting paperwork, and having real conversations about what practicing north of the border would look like. 🧳 That is a huge shift in a very short amount of time.

If you have ever thought about what it would be like to practice somewhere with less administrative overhead, you are not alone. 🙋 Canada runs on a single-payer system where a family physician might need one or two admin staff instead of the ten it can take in the U.S. just to handle insurance. You do not spend your evenings fighting prior authorization denials or chasing down claims. The trade-off is lower compensation, but for a lot of doctors the math is starting to make more sense when you factor in the time you get back and the paperwork you leave behind. 😤 The fact that hundreds of physicians are actively looking tells you something about where things stand right now in American medicine.

Whether you stay or go, the frustration behind those numbers is something every practicing physician understands. 💯 You got into this to take care of patients and somewhere along the way the system piled on so much extra that the actual medicine part feels like a smaller and smaller slice of your day. The doctors looking at Canada are not running away from medicine. They are running toward a version of it that lets them do what they trained for without drowning in everything else. 🩺 When your schedule is already that packed, the last thing you want to do is spend your free time sorting through financial planning decisions, so it keeps getting pushed to the back burner. 💬 If that sounds familiar and you want to finally get it off your plate, reach out.

Source: https://relo.ai/medical/us-physician-shortage-crisis-doctors-leaving-america-2026/

10/06/2026

There is an 81.5% success rate when stocks are rising and inflation is modest. The chances of success plunge if inflation is elevated or markets are soft.

10/05/2026

Learn the five metrics that matter most when growth slows and pressure rises. From retention and margins to CAC and payback periods, this guide explains how to measure whether your business can truly withstand a downturn.

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11809 Hinson Road Suite 400
Little Rock, AR
72205

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+15015196447

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