Money Skills For Therapists

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 impor...

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...

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...

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, espe...

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 partn...

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 busines...

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 finan...

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 oppor...

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 insuran...

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 pro...

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 pra...

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...

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...

Do you feel a sense of dread when thinking about bookkeeping and budgeting? Guest Cas Tyagi shares with Linzy about how bookkeeping, or looking back, and budgeting, or looking forward, can bring about positive transformation in your private practice business. Cas talks about budgeting and bookkeeping in a way that may help shift the stories we tell ourselves about these topics. Cas and Linzy dive...

Have you considered how a fee-only financial planner could help you with your money strategies? Financial advisor Ryan Derousseau joins Linzy on the podcast and shares tips for bringing down your taxable income as well as strategies to make your practice more sustainable as you prepare for retirement. Listen in to hear practical steps you can take today to financially benefit your business for yea...

How can mastery help you settle into your business? What can honing your niche do for your private practice? Listen in to hear Linzy and guest Ali Shapiro talk about why it's worth the time and effort it takes to work towards mastery and how slow, steady growth can be the most effective strategy. Linzy and Ali discuss how the money stories we grow up with shape our business practices and how diggi...

Have you wondered about when to take your business to the next level or when it's worth it in the US to become an S-corp? Linzy talks with Andrew Riesen of Heard, an all-in-one financial solution for therapists in private practice. They discuss a vital step all private practice owners should take when it comes to their business and how to take that step. Andrew talks specifically about what it loo...

What does money mean to you, and how can it better serve you and your values? In this season six closer episode, the tables turn, and Maegan Megginson joins Linzy to interview her about what she has learned about money during her years working with therapists on their financial skills. Maegan and Linzy discuss how the stories we tell ourselves about money profoundly affect our relationship with it...

What words come up for you when you think of money, and how do those words shape how you use money? Linzy and guest Cynthia Agyeman-Anane dive into how our core beliefs around money can shape the business decisions we make. Cynthia talks about her decision to transition into owning her own private practice and how her core beliefs around security and freedom impacted that decision. Linzy and Cynth...

What beliefs do you have that impact your view of yourself as a business owner? Linzy and guest Danielle Ritsema dig into Danielle's group practice numbers in this coaching session. They explore practical tips such as how to make sense of profit and loss statements and how to get all of the right numbers in one place so that more informed decisions can be made. However, as the conversation pivots,...

Have you considered how your own money stories impact your relationship with clients? Linzy talks with guest Wendy Wright about how our own money stories impact our therapeutic relationships and why digging into those stories is important. Wendy shares how money stories can show up within private practice and how understanding and navigating those stories can strengthen the work we do with clients...

How can looking at the big picture and thinking expansively lead to more financial freedom? In this coaching session, Linzy and Peter H. Addy dig into Peter's numbers and how to make his finances work by balancing his therapy work and his education work. As Peter and Linzy explore the numbers, the conversation shifts to looking at the bigger picture and exploring what could be possible if Peter co...

How can therapists who are lacking resources help themselves get more resources through marketing? In this episode with Jenn Fredette, Jenn and Linzy dive into how marketing can help therapists find the best audience and expand in meaningful ways. Jenn shares about how therapists can leverage skills like attuning to other people in a way to better reach and serve the audience best suited for the o...

How can building a personal brand expand your private practice? Returning guest Maegan Megginson talks with Linzy about the benefits of building a personal brand, why therapists are perfect for this kind of work, and why it's wise to begin building your personal brand before diversifying your offerings. Listen in to hear Maegan and Linzy dig into what building a personal brand looks like and how i...

How do the taboos around money impact fee setting and our interactions with clients? How can culture and class impact our own attitudes and understandings of financial arrangements, and what can we do about it? Guest Celeste Pietrusza talks with Linzy about the stories and messaging that impact our relationship with money as we move into therapy and private practice. Celeste shares the way that re...