Money Skills For Therapists

Do you know the actual cost of long-term debts like mortgages and student loans? Linzy's guest Adam Carroll works with college students to teach financial literacy skills, and he works with people in all life stages to help them reconsider how to view and manage long-term debts.

Adam shares that these long-term debts, such as mortgages, ongoing credit card debt, and student loans, can be handled in a drastically different way that c...

How can we make intentional space in our finances for joy? How can we move from being too restrictive into finding a more balanced approach toward spending? Guest Ellie Tripp shares about how when it comes to spending on joy, she struggles to give herself permission to spend the money needed to participate in fun events like concerts and travel.

Linzy and Ellie dig into why Ellie is experiencing this friction with spending and what ...

How can financial planning be more aligned with individual life goals? Linzy talks with Dr. Jay Zigmont, a financial planner for childfree people who want to learn how to manage their finances in a way that makes sense for their lives. Jay and Linzy dig into how financial planning often focuses on numbers but is far more effective when it is focused instead on life goals.  

Linzy and Jay talk about how our money goals can and should...

Have you considered the role self-care plays in your financial wellbeing and in your business? Guest Kasey Compton talks with Linzy about an often overlooked component of business for practice owners. Kasey shares about self-love and how really connecting with oneself and tuning into our needs can profoundly impact our businesses and can help us achieve financial success as well as balanced living. 

Kasey shares simple steps that we...

What does an investment period in your business look like? How do you price your services in a way that honors the work you do? Today Linzy is talking with Ashley Dickson-Ellison, a small business owner who manages and produces the Money Skills for Therapists podcast.

Linzy and Ashley dig into navigating the financial side of owning your own business, and Linzy helps Ashley understand the difference between an investment period and ...

Have you considered a partnership to grow your business? Guests Laura and Steph share about how they have grown a thriving group practice as business partners. Steph and Laura talk with Linzy about the hard work they have done to protect their relationship and how valuing that at the center has helped them have a successful partnership. 

Steph and Laura share about how important it is for business partners to have hard conversations...

Have you considered ways to expand beyond one-on-one clinical practice? Linzy talks with guest Carly Hill who specializes in helping therapists expand their reach by stepping into building curriculums and coaching while also protecting their clinical license.

Carly and Linzy talk about common obstacles therapists encounter and how to overcome those obstacles to expand your work. Carly shares important steps to take and practical tip...

How do you get your money to work for you each month? In this coaching session, Linzy and listener Erin Davis talk about Erin's income, her business and family expenses, and her debt, and Linzy helps Erin make concrete decisions about how to allocate the money she's bringing in to benefit herself and her family the most.

Linzy and Erin use real numbers within the Profit First calculator to come up with a plan that will work for Erin...

Have you considered taking on interns in your private practice? Guest Rachel Dorneanu talks with Linzy about the beautiful way that internships can flow for private practitioners. Rachel shares about who would be well-suited to consider taking on interns and who would benefit from finding other kinds of support instead. Rachel talks about how internships can be mutually beneficial for the business owner and for the intern.

Rachel an...

How can your business bank better support you? Linzy talks with Deanna Zubrickas of Relay, a banking solution that supports business owners and is the official banking platform of Profit First. 

Linzy and Deanna discuss the obstacles that come up for therapists and health practitioners looking for clarity with their finances. They share common limitations of traditional business bank accounts, especially for business owners looking ...

How do we make financial planning a part of our relationships with loved ones? In this episode, Linzy talks with Randall Avery, a fee-only financial planner who works with therapists.

Randall and Linzy delve into how important it is to weave financial conversations into our relationships with loved ones. Randall talks about how finances and money need to be a part of our planning with a life partner, and he also shares tips about ho...

What happens when your finances get more complex? How can you simplify your systems to make sure you understand what your money is doing? In this coaching session, Linzy talks with Amanda Starfield who has recently transitioned to S-corp status with her business, and Linzy and Amanda work together to make sense of the new numbers.

Amanda is using Profit First for her finances, but when the business gained S-corp status, the method s...

How do you handle emotions that come up around money? As guest David Frank and Linzy discuss, instead of avoiding or combatting the emotions that come up around money, working with our emotions can strengthen our financial success. David, a financial planner who works with therapists, shares that focusing on our emotional responses to money and using those emotions as a way to strengthen our financial plans can be beneficial.

David ...

Have you considered how to partner with organizations to serve populations you love while still supporting yourself financially? Linzy talks with Dr. Omolara Uwemedimo who specializes in helping therapists create profitable practice partnerships that better serve communities without sacrificing the therapist's wellbeing.

Dr. Omolara and Linzy dive into the world of partnerships and how those opportunities can make it possible for th...

How can you better support your clients financially while still taking care of your own financial needs? Linzy talks with guest Christine Li, founder of Mentaya, who shares about the out-of-network benefits that many clients could access when attending therapy sessions with therapists who don't take their insurance. Christine shares that many therapy clients are missing out on little known insurance benefits that could save them mo...

How quickly are you getting new clients in for consultations? What does the onboarding process look like for a new client? Linzy's guest Nicole McCance explores common problems group and solo practitioners have when onboarding new clients, and Nicole provides actionable solutions for how to address those problems.

Nicole and Linzy discuss the fact that while marketing is important, if you have problems in your client onboarding proc...

How can your website better serve your private practice business? Guest Samantha Mabe talks about the importance of having a website presence and the essential components of websites for health practitioners in private practice.

Listen in to hear practical tips about how to design and analyze your website to make sure it is working for you. Samantha also shares about costs and expectations for practitioners looking for support with ...

Do you have contingency plans in place for your business? In this important conversation, guest Mary Beth Simon explains what it looks like for private practitioners to have contingency plans in place for their businesses. Mary Beth and Linzy discuss why it is wise for practice owners to have business contingency plans in place in addition to personal planning and how that process might look.

Mary Beth explains the four week process...

How can intuition play a more meaningful role in our relationship with money? Guest Jennifer McGurk shares about the connection between our relationship with money and our relationship with food. Linzy and Jennifer explore the ways that the stories we internalize about money and about food can have a lot of parallels, and they discuss how the messaging we receive for both can be counterproductive to our own well being. 

Jennifer sha...