Money Skills For Therapists

Lately, so many of us are feeling the ripple effects of a shifting economy. You might notice yourself being a little more careful with your grocery budget… or you may be seeing clients cancel, space out, or step back from therapy to save money. These changes can feel unsettling, especially when you’re responsible for running a private practice, caring for clients, and supporting your own household...

Have you ever noticed old messages about money, morality, or success still lingering—long after you’ve left a faith community or belief system that once shaped your world? In this episode, I sit down with licensed marriage and family therapist Emily Maynard to explore how growing up in or leaving a high-control religious environment can deeply influence your relationship with money. We talk about...

Have you ever caught yourself living in constant hustle mode — pushing for the next milestone in your therapy practice but rarely pausing to breathe, to celebrate, or to simply be ? I sit down with Jenny Jonker, a therapist, practice owner, and graduate of both my Money Skills for Therapists and Money Skills for Practice Owners programs. Jenny’s story is powerful — she shares how her immigrant bac...

If you’ve ever felt like marketing your therapy practice is confusing, intimidating, or just not your zone of genius, you’re not alone. In this episode, I want to help you breathe a little easier about it. Marketing doesn’t have to be reactive or overwhelming. It can be intentional, sustainable, and rooted in long-term success for your business and your peace of mind. Whether you’re just opening y...

What happens to your private practice—and your finances—when perimenopause hits and you just don’t feel like you used to? As therapists and health practitioners, we’re used to holding space for others—even when our own capacity is changing. If you’re noticing changes in your energy, focus, or mood and wondering how to keep your practice (and your finances) healthy, this episode might be just what...

Have you been pushing through life, from one milestone to the next, with little rest in between? If so, you’re not alone. In the early years of establishing a private practice, ambition often outweighs quality of life and self-care, but it doesn’t have to be that way, and it definitely doesn’t have to stay that way... During this coaching episode, I help Kellie explore what life can look like now...

Faith is a big part of our relationship to money. And this is something that I've had come up with my students over the years, not surprisingly, as they're working through their beliefs around money. So many of the messages we receive about money come from this space -- either from what we witnessed growing up in a faith community or from experiences within our current community. And sometimes the...

How much and how often should I be paying myself from my private practice? How can I effectively manage my business expenses? How much money should I spend on personal development each year? How much should I set aside for taxes? These are some of the most common questions I help therapists solve when they join my signature course, Money Skills For Therapists , and are looking to gain clarity into...

How much should you charge for a talk? That’s the question my guest, Alyssa Zajael, has been exploring lately after receiving invitations to speak at a few small local organizations and a larger college group. As a graduate of my Money Skills for Therapists course, Alyssa already feels confident in her one-on-one pricing and the financial management of her solo practice. But stepping onto a stage...

As therapists, we often see bookkeepers as the magicians of our business finances — the ones who keep everything organized, balanced, and under control. I’ve noticed, though, that many of us feel a gap between what our bookkeepers know and what we understand about how money actually works in our own practices. In this episode, I talk about some of the defensiveness and gatekeeping that can show up...

If you feel like focus, organization, and impulsivity are some of your biggest challenges to managing your finances well, or that procrastination or avoidant behaviors sabotage your intentions with money, this episode will help ease the frustration. In the last couple years, I have had this surge of students who have had recent ADD diagnoses. These are usually women, usually being diagnosed in the...

Have you ever felt guilty for taking a break from work? Do you find it challenging to balance your creative pursuits with your professional responsibilities? If so, you're not alone. Many therapists struggle with feelings of guilt or abandon if they take time away from their practice and worry that clients will need them while they’re gone or not come back to therapy once the vacation has ended. E...

Many of my students who identify as female also find themselves in a breadwinner role, which I'm going to say is probably not statistically the norm in general society, that the female partner of a hetero couple is the breadwinner. While this shift in dynamics is not only familiar to me, and a positive step towards gender equality, it can bring its own set of challenges and complexities. Relations...

Have you ever noticed how some people just seem to have an aura of positivity surrounding them? They exude high-vibe energy that draws others in and seems to attract positive outcomes effortlessly. But what exactly is high-vibe energy, and how can you harness it to improve your own life and well-being? While I typically stick to more tactile, practical, or even straightforward financial topics to...

How can you feel better prepared for the financial curveballs life can throw your way? In this episode, I’m joined once again by certified financial planner Dave Frank to talk about one of the most fundamental, and often overlooked, aspects of financial wellness: buffers. We dive into the emotional and practical sides of creating buffers in your business and personal life, and why this matters mor...

What does freedom really look like when you’re self-employed? In this episode, I’m joined by our incredible course coach Diane Webber, who is a financial therapist, private practice owner, and part of the Money Skills team. Together, we explore the highs and lows of self-employment and reflect on what it takes to build a business that actually supports your life. From midweek trips to Sam’s Club t...

In this episode… What does it really mean to be free in your business, and in your life? In this episode, I talk with Jelisha Gatling, therapist and business coach, about the bold and brave steps she took to create the life she truly wanted. From leaving a group practice and starting over in private practice to moving abroad and unlearning the hustle culture she grew up in, Jelisha shares how she...

What does it really mean to play your own financial game? In today’s episode, I’m joined by James Alexander, a certified financial planner who brings both heart and math to the world of money. James and I explore the importance of defining your personal version of financial success, and we discuss why comparing yourself to others can pull you away from what actually matters to you. We talk about h...

How do we protect the future of our profession in a rapidly evolving mental health landscape? In today’s episode, I sit down with Matt Cohen, founder of PlaySpace Health, who brings a unique perspective from the world of business and innovation into the therapy room. Matt shares how his company is helping therapists reimagine engagement with young and neurodivergent clients, both virtually and in...

Are you caught in the loop of thinking you need to learn just a little more before you take action — or feeling totally stuck when it comes to choosing the right tools for your practice? In this full-length Feelings and Finances episode, I’m answering two powerful questions from therapists working through real-life challenges. Edgar, a Money Skills for Therapists grad, shares their story of moving...

Are you building a group practice but feeling stuck in the weeds of day-to-day operations? In this episode, I sit down with returning guest Nicole McCance to walk through her five-step framework for scaling a group practice—from solo practitioner to a thriving business that runs without you. Nicole shares the foundational systems she used to grow her practice to 55 clinicians and multiple seven fi...

What does it really take to talk about money with your partner—without shutting down, spiraling, or avoiding the conversation altogether? In this episode, I sit down with Ed Coambs, a financial therapist and former firefighter who brings a unique blend of skills to the world of financial planning and couples therapy. We dive deep into the concept of financial intimacy—what it is, why it’s so hard...

How can you protect your practice in a mental health tech landscape that doesn’t always have your best interests at heart? In this episode, I’m joined by Megan Cornish, a social worker turned writer, for a powerful conversation about the realities therapists face when working with large mental health platforms. Megan shares her own journey out of community mental health and into writing, and toget...

Are you drowning in admin tasks and unsure how to get the help you need? In this week’s episode, I’m joined by Jessica Beagan, a virtual assistant who specializes in supporting therapists. Jess brings her perspective from the other side of the VA relationship to help us understand what support can look like, how to delegate effectively, and how to build trust with a VA even if you’ve never delegat...

Have you ever wondered if there’s a way to use your money to make real, tangible change in the world? In this episode, I sit down with angel investor and author Marcia Dawood to explore the risks and rewards of angel investing. We look at what it is and how it’s becoming more accessible to everyday people like you and me. Marcia shares about how angel investing works, what makes it different from...