Money Skills For Therapists

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.  Edgar Fabián Frías, LMFT, and graduate of the Money Skills for Therapists course, brings their current challenge of allowing themselves permission to rest, trust the systems, and redefine what sustainability looks like in their work and life to the show. Edgar has built financial buffers and created sustainability in their practice, but not yet allowed themselves a real break.   Balancing Rest and Business Growth If you are someone who finds it hard to take time off, and you know you need a break but you keep pushing that vacation into the future, here are a few questions Edgar and I work through:  What if I lose connections with my clients during my time off? Will I have to start over again after taking a vacation? Will my clients seek support elsewhere if I'm not available for a month? What if my absence affects the progress and goals of my clients? What if taking time off leads to missed opportunities or setbacks in my practice? How can I take time for myself but also serve my clients well?  Conquering the Fears Around Taking Time Off  (00:00:10) Balancing Creativity with Professional Responsibilities (00:09:33) Therapists' Emphasis on Personal Growth Practices (00:14:06) Creative Breaks: Nurturing Therapist's Business Growth (00:16:28) The Transformative Power of Rest and Exploration (00:17:27) Creative Time Management for Productivity and Balance (00:22:35) Maintaining Financial Security During Extended Absences  Elevating Your Therapy Services from a Place of Rest Overcoming the fear of taking time off is a journey that requires self-awareness, resilience, and a willingness to prioritize your well-being. As a therapist, it's essential to find a balance between work responsibilities and creative pursuits, while also ensuring financial stability and taking breaks to recharge. One practical tip is to create a schedule that allows for dedicated time for both work and creative activities. Set boundaries and stick to them, ensuring that you have time for self-care and relaxation. Remember, you deserve time off to rest, relax, and rejuvenate. Taking breaks can actually boost your creativity and productivity in the long run.  (00:23:34) "And I honestly as like, you know someone who was so tainted by money and felt so out of control with it. It's been so amazing to be on the other side of it and be like, oh, my gosh, I'm comfortable with money. And I also feel like I have this ability to dream." - Edgar Fabián Frías  (00:28:13) "When we never take time away, when we don't show them that we're living expansive lives, they know that on some level, you know, that we are someone who works all the time and isn't actually out exploring and enjoying the world, as we are often supporting our clients to be able to do so." - Linzy Bonham Interested in working with Linzy? Are you a Solo Private Practice Owner? I made this course just for you: Money Skills for Therapists. My signature course has been carefully designed to take therapists from money confusion, shame, and uncertainty – to calm and confidence. In this course I give you everything you need to create financial peace of mind as a therapist in solo private practice. Want

It's becoming increasingly common for me to work with therapy practice owners who are the primary breadwinner and/or a female in a hetero relationship. While this shift in dynamics is not only familiar to be, and a positive step towards gender equality, it can also bring its own set of challenges and complexities. Relationships are challenging anyway, but when you add the layer of one person earning the Lionshare of the household income, honest and open communication about responsibilities, expectations, and goals between both partners becomes even more important.  Another breadwinning therapist, Maegan Megginson, joins me today to help discuss being the female breadwinner and provide an additional behind-the-scenes perspective on how a couple might navigate a relationship where partners contribute differently.  Navigating Roles & Responsibilities in a Relationship Where One Person Earns More (00:03:15) Navigating Unequal Financial Responsibilities in Relationships (00:17:08) Imbalanced Financial Contributions in Romantic Partnerships (00:19:49) Recognizing the Richness of Non-Monetary Contributions (00:30:26) Imbalance in Relationship Responsibilities: Causes and Solutions (00:41:01) Equitable Dynamics in Breadwinning Relationships (00:41:01) Navigating Relationship Dynamics as Breadwinner (00:41:39) Financial Equity and Communication in Relationships (00:41:39) Navigating Financial Management as the Primary Earner Recognizing Non-Monetary Contributions in Relationships Acknowledging both financial and non-financial contributions helps to create a sense of equity and balance in the relationship. It reinforces the idea that each partner's role is valued and important, regardless of who earns more money. Even if one partner is the main breadwinner, it's crucial to share responsibilities in other aspects of the relationship, such as household chores, childcare, and decision-making. This helps to create a sense of equality and balance in the partnership. (00:31:02) "I think when two people have explicitly negotiated, here's who's going to make the money, and here's what the other person's going to be doing. That's healthy, right? That's strong. That's solid." - Maegan Megginson Guiding Your Relationship to Feel More Equitable: Begin having conversations with your partner about financial AND non-financial, much appreciated contributions to the relationship aiming for both partners to feel valued, heard, and respected for their contributions. If you find yourself shouldering the emotional and/or financial burden, acknowledge this imbalance and address it with your partner. Avoid staying in a situation that is draining you.  If you’ve unexpectedly become the breadwinner, view it as an opportunity to learn new financial skills. Take the initiative to educate yourself on managing money effectively for your household. Remember that financial contributions are just one aspect of the relationship. Acknowledge and appreciate all forms of contributions, including non-monetary ones that support the healthy function of your household. Interested in working with Linzy? Are you a Solo Private Practice Owner? I made this course just for you: Money Skills for Therapists. My signature course has been carefully designed to take therapists from money confusion, shame, and uncertainty – to calm and confidence. In this course I give you everything you need to create financial peace of mind as a therapist in solo private practice. Want to learn more?

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 we typically stick to more tactile, practical, or even straightforward financial topics to help you grow your practice, there is something to be said about the internal energy you feel as you approach your day and every task within it.  Welcome to this week’s episode swap with Nicole McCance! She’s the perfect mentor to help you adopt some high-vibe energy in your practice.  Unlocking Opportunities through Authenticity and Positive Energy (00:09:26) Achieving Goals Through High Vibe Mental Practices (00:11:42) Using a Daily Gratitude Practice to Elevate Vibrations (00:13:02) Energizing Mindset Shifts for Business Owners (00:19:58) Generating Income with Positive Energy (00:21:17) Creating Your Own Luck by Taking Proactive Action (00:25:09) Attracting what You Want with Positive Energy Alignment  Feeling meh about writing that email? It will garner a meh response. Genuinely excited about a new offer or event? The folks you talk to about it will be excited too! Your energy is contagious in this way and affects everything you do and everyone you contact.  Nicole McCance, host of The Business Savvy Therapist podcast, is a firm believer in the transformative power of high vibrational energy, and in this special swap episode, teaches you how to use energy, attitude, and mindset to achieve success.  Practicing Gratitude: Key to Attracting Positive Outcomes In comparing gratitude to tuning into a radio station, Nicole illustrates how those listening are impacted by the positivity, and discusses how maintaining a high vibe can manifest goals and experiences through positivity and optimism. She highlights that true wealth includes more than just material possessions, encompassing love, health, and vitality, and stresses the link between luck and opportunity, advocating for proactive action to enhance luck.  Listen in to learn:  How to shift your mindset into positivity What to say or ask yourself to spark energy How to take action toward creating your own luck  (00:11:23) "Once you get the magic, there's going to be someone on indeed that reads your job posting or, or lands on your website or sees your Google Ad and there's going to be just something about that ad that feels different and they pick you." - Nicole McCance If money is energy, what positive thoughts, feelings, or actions can you contribute to your week, day, or month, with the understanding that reciprocity is in the works and likely in n your favor?  Ready to Improve your Business Money Skills? Are you a Solo Private Practice Owner? I made this course just for you: Money Skills for Therapists. My signature course has been carefully designed to take therapists from money confusion, shame, and uncertainty – to calm and confidence. In this course I give you everything you need to create financial peace of mind as a therapist in solo private practice. Want to learn more? Click here to register for my free masterclass, “The 4 Step Framework to Get Your Business Finances Totally in Order.” This masterclass is your way to get a feel for my approach, learn exactly what I teach inside Money Skills for Therapists, and get your invite to join us in the...

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 more than ever in a world that’s increasingly uncertain. From navigating economic instability to finding the right balance between saving and living, this conversation is full of practical tips to help you feel more prepared.Dave and I also unpack the emotional challenges many therapists face when trying to use the resources they’ve set aside, and we share how rethinking your language can shift your relationship with saving. Whether you're just starting to think about buffers or you're reassessing your current systems, this episode offers tools and insights to help you build a more resilient financial foundation.For a full transcript of the episode and much more, check out the blog post on our website! To watch a video version of this, check it out on YouTube: https://youtu.be/qlDYxUcZ5u0 For more from David and Linzy, check out:140: Balancing Debt Repayment and Real Life with David Frank104: How Deep Work Can Enhance Your Business with David Frank83: Embracing Emotions for Financial Wellness with David FrankWant to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! https://moneynutsandbolts.com/masterclass-signup-p/ David Frank has a lot of free resources & webinars on his website, like his training “Retirement Plans Fundamentals for Private Practice Owners”,  or his “Finance Quick Start Guide for Therapists”. Check those out here. You can also find David on LinkedIn: https://www.linkedin.com/in/davidwfrank/ Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! a...

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 to caregiving for both parents and children, Diane shares what freedom means to her, and how creating spaciousness in your business can make room for what matters most. We also dig into the emotional complexity of building something sustainable: unlearning hustle culture, trusting that rest is productive, and embracing the discomfort of doing things differently. Our conversation is a powerful reminder that private practice doesn’t have to follow a traditional mold. And the more you lean into what works for you, the more aligned and resilient your business can become.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/rethinking-productivity-and-success-in-private-practice-with-diane-webber/ To watch a video version of this, check it out on YouTube: https://youtu.be/Xn8-oF8Cv9QConnect with Diane WebberTo listen to our previous conversation, check out episode 97, ​​Compassionate Approaches to Finances with Diane Webber. You can learn more about Diane’s work on her website. You can also find her in the Money Skills courses. She will be delighted to coach you there.Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 has found clarity in what freedom actually meant for her, and how she built a business to support it.Jelisha and I talk about how therapists can shift from seeking stability to designing a life of simplicity, alignment, and joy. Jelisha’s story is a reminder that living the life you want often means letting go of perfectionism, questioning your assumptions, and allowing yourself to do it scared.If you’ve ever felt stuck in cycles of overworking or “waiting until you're ready,” this conversation will inspire you to take action—before you feel 100% prepared.For a full transcript of the episode and much more, check out the blog post on our website! To watch a video version of this, check it out on YouTube: https://youtu.be/L6zZ0zrkf6cMentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 how to start with your values and vision, and then build a plan to back into those dreams using both emotional awareness and clear financial strategy. James shares a practical framework for allocating your income (his 20/60/20 rule), and we also talk about the emotional weight of debt, managing motivation, and teaching kids how to understand and use money.This episode is for you if you’ve ever felt behind, overwhelmed, or unsure where to even begin with planning your financial future. This conversation offers both practical advice and deep mindset shifts to help you move forward on your own terms.For a full transcript of the episode and much more, check out the blog post on our website! To watch a video version of this, check it out on YouTube: https://youtu.be/3jdtKN3rwFA Connect with James AlexanderCheck out the website: https://edgefa.com/ Learn more: https://www.yourretirementaccelerator.com/ On LinkedIn: https://www.linkedin.com/in/james-alexander-edge/ On Facebook: https://www.facebook.com/profile.php?id=100057031287127 Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! https://moneynutsandbolts.com/masterclass-signup-p/ Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 person, and what it means to build tools that truly serve therapists’ needs. But our conversation doesn’t stop there.Together, Matt and I explore the rise of venture capital in the mental health space and why therapists often get caught in the middle of business models that weren’t built with us in mind. We talk about the undervaluing of therapists’ work, the structural challenges baked into the system, and how we can step into our power as professionals, both individually and collectively.If you’ve ever felt the tension between your clinical values and the way therapy is being shaped by outside forces, this episode will leave you thinking about what’s possible when we choose to be term-setters instead of term-takers.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=18295 To watch a video version of this, check it out on YouTube: https://youtu.be/mZ_WnolYCP4 Connect with Matt CohenInstagram - https://www.instagram.com/playspace.health/ LinkedIn - https://www.linkedin.com/company/playspacehealth/posts/?feedView=all Facebook - https://www.facebook.com/playspace.health Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 from insurance to a successful cash-pay practice — and now wondering how to balance learning with doing, and how to stay grounded while being a self-advocate as a queer therapist of color. Rachel, who’s new to private practice, opens up about the overwhelm of deciding which services are worth paying for — from billing support to HIPAA-compliant email tools — all while managing ADHD and a full client load. I dig into how to figure out the real emotional cost of certain business tasks, how to recognize when it’s time to stop gathering information and start taking action, and how to make spending choices that truly fit your brain and your values. If you’re wrestling with questions around growth, capacity, and trusting yourself in business, this episode is for you.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=18099 To watch a video version of this, check it out on YouTube: https://youtu.be/eQS6WN_JcBM Have a question for Linzy? You can easily submit your question directly to Linzy’s SpeakPipe inbox. Just click the “Start recording” button, allow the use of the microphone if needed and press “Stop” when you’re done. Fill in your name (yes, you can use an alias) and your email address.  It will take you less than 2 minutes, promise!Want to feel calm and in control of your finances? Connect with us!Subscribe to our YouTube channel: https://www.youtube.com/@moneynutsandboltsListen to the Money Skills for Therapists Podcast on your favourite app: https://moneynutsandbolts.com/podcast/Follow us on Instagram: https://www.instagram.com/moneynutsandboltsFollow us on Facebook: https://www.facebook.com/moneynutsandboltsFollow Linzy on LinkedIn: https://www.linkedin.com/in/linzybonham/Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 figures while parenting toddler twins, and she makes a strong case for why systematizing must come before hiring.We explore how to shift out of the mindset that only you can do it all, why hiring an admin is an investment—not an expense—and how to ensure your marketing actually converts leads into long-term clients. Nicole also shares her tips for running effective consult calls, including how to shift your thinking about “sales” as a therapist, and how thoughtful follow-up is the key to retention.If you're tired of being the Chief Question Answerer in your practice, tune in to learn how to build a business that supports your clients, your team, and you.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17943 To watch a video version of this, check it out on YouTube: https://youtu.be/9A917R_hBPc Check out Linzy’s previous episode with Nicole:80: Help More People and Increase Profit with Nicole McCance https://moneynutsandbolts.com/help-more-people-and-increase-profit-with-nicole-mccance/Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 to cultivate, and how your upbringing, attachment style, and even sibling roles can shape your relationship with money and the people you love.Ed and I unpack why so many therapists struggle with financial shame and fear, even when we “know better,” and explore how integrating therapeutic insight with practical money systems can transform not just your finances, but your whole relational life.If you’ve ever felt stuck around money in your intimate relationships or wanted a clearer path to building financial confidence without abandoning your values, this episode is for you.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17934To watch a video version of this, check it out on YouTube: https://youtu.be/yl0Unhi9E-c Connect with Ed CoambsLearn more at HealthyLoveandMoney.com, or tune in to the Healthy Love & Money podcast.Take our Attachment Style Quiz Related to Money - https://www.healthyloveandmoney.com/attachment-style-quiz Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 together we dig into how these platforms can undervalue clinicians while prioritizing profit. We talk about the venture capital model and the ways it can exploit therapists—and just as importantly, what you can do to protect yourself. Megan offers thoughtful, practical strategies to help therapists stay grounded and strategic in a shifting industry.If you’ve felt uneasy about the rise of mental health tech or unsure how to navigate it while staying true to your values, this episode will help you feel more informed and empowered.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17821 To watch a video version of this, check it out on YouTube: https://youtu.be/h27aRIqBiy0 Connect with Megan CornishFind Megan on LinkedIn: https://www.linkedin.com/in/megan-cornish/ Join the Facebook Group, The Fit Check for Therapists https://www.facebook.com/groups/1931610747282163/ Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. https://moneynutsandbolts.com/masterclass-signup-p/ Interested in learning more about Money Skills for Group Practice Owners? Click here to join the waitlist. https://moneynutsandbolts.com/msgpo-waitlist-2/Are you enjoying the podcast? Please help us by giving us a 5 star review. It makes a huge difference. To easily leave a review on your favorite app, follow this link: https://lovethepodcast.com/678c207559775ba176be52bf Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 delegated before.We talk about the real emotional roadblocks to delegating, how to get started even if your budget is tight, and how the right help can free up your time, energy, and creativity. Jess also walks through common tasks therapists can delegate and how to build trust with your VA so they become a valuable part of your business.If you’ve ever felt like you’re doing too much or unsure how to start outsourcing, this conversation will help you take the first step. Tune in to learn how to find the right kind of help and make your private practice feel a little lighter.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17690 To watch a video version of this, check it out on YouTube: https://youtu.be/DzTcP83DBsk Connect with Jessica BeaganWebsite: www.virtuallywithjess.com Instagram: www.instagram.com/virtuallywithjess/ Facebook: www.facebook.com/virtuallywithjess/ LinkedIn: www.linkedin.com/company/virtual-assistant-for-therapists-and-coaches/ Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

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 traditional investing, and how it can be a powerful way to invest in your values. Marcia shares her own journey into the finance world and offers practical insight into how more women and marginalized folks can step into the investing space to reshape which businesses get funded.Whether you're looking to support exciting mental health innovations, fund a local business, or just want to better understand how your money can fuel impact, this conversation will open up a whole new way of thinking about investing.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17644 To watch a video version of this, check it out on YouTube: https://youtu.be/y0GvCuPmFX0 Connect with Marcia Dawood Check out Marcia’s website: www.marciadawood.comFind Marcia on LinkedIn: https://www.linkedin.com/in/marciadawood/ On Facebook: https://www.facebook.com/marcia.dawood On Instagram: https://www.instagram.com/marciadawood/ On YouTube: https://www.youtube.com/@theangelnextdoorpodcast On TikTok: https://www.tiktok.com/@marciadawood Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! https://moneynutsandbolts.com/masterclass-signup-p/ Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's...

Are you ready to take control of your finances and build a business that works for you? In today’s episode, I’m thrilled to have Mike Michalowicz, creator of Profit First, joining me on the podcast. We dive deep into the key misconceptions about Profit First, especially in the therapy space, and we explore how understanding profit differently can make a huge impact on your business and well-being.Mike and I discuss how the Profit First system isn’t just about making money—it’s about creating sustainability and reducing financial stress in your business. Mike shares why profit is essential for therapists and other helpers, and how a lack of profit can actually hinder your ability to serve clients. We also talk about the power of setting up your business in a way that supports you emotionally, not just financially, and the changes he’s seen in the small business landscape over the years.If you’ve ever felt overwhelmed by your finances or unsure about the right way to approach profitability, this episode is packed with practical advice and shifts in perspective that will help you move forward with clarity.Tune in to hear how you can apply the Profit First principles in your own practice and start creating the financial foundation that allows you to thrive.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17616To watch a video version of this, check it out on YouTube: https://youtu.be/FjaiWDKcFl0 Connect with Mike MichalowiczOn Facebook: https://www.facebook.com/MikeMichalowiczFanPage/ On Instagram: https://www.instagram.com/mikemichalowicz/ On LinkedIn: https://www.linkedin.com/in/mikemichalowicz/ On YouTube: https://www.youtube.com/c/mikemichalowiczofficial Tik Tok: Mike Michalowiczhttps://dontwritethatbookpodcast.com/ Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

Are you unsure how to balance insurance with private pay in your private practice? In today’s Feelings and Finances episode, Linzy answers a question from Katie, who is exploring how to make insurance work for her while avoiding overworking herself in private practice. Katie is seeking clarity on whether it’s possible to take insurance and still build a financially sustainable practice without overloading her schedule.Linzy dives into how you can reverse-engineer your financial needs and create a plan for your practice that strikes the right balance. Through practical strategies and real-world examples, Linzy shares how you can calculate the number of insurance and private pay clients needed to hit your income goals. She also talks about the flexibility private practice allows to blend both types of clients, ensuring accessibility while avoiding burnout.If you’re navigating the tension between insurance and private pay, this episode offers valuable insights into how to manage both while maintaining balance and achieving your financial goals.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17453 To watch a video version of this, check it out on YouTube: https://youtu.be/a75W8uPF-u0 Have a question for Linzy? You can easily submit your question directly to Linzy’s SpeakPipe inbox. Just click the “Start recording” button, allow the use of the microphone if needed and press “Stop” when you’re done. Fill in your name (yes, you can use an alias) and your email address.  It will take you less than 2 minutes, promise!Want to feel calm and in control of your finances? Connect with us!Subscribe to our YouTube channel: https://www.youtube.com/@moneynutsandboltsListen to the Money Skills for Therapists Podcast on your favourite app: https://moneynutsandbolts.com/podcast/Follow us on Instagram: https://www.instagram.com/moneynutsandboltsFollow us on Facebook: https://www.facebook.com/moneynutsandboltsFollow Linzy on LinkedIn: https://www.linkedin.com/in/linzybonham/https://moneynutsandbolts.com/masterclass-signup/ 

How do you heal your relationship with money and shift your mindset around finances? In today’s episode, Linzy sits down with Bari Tessler, a financial therapist and the author of The Art of Money, to explore the emotional and somatic aspects of financial healing. Bari shares her decades of experience working with clients to shift their money stories and provides actionable insights on how to approach money with clarity, presence, and compassion.Bari discusses the importance of identifying and understanding our money stories—those deeply ingrained patterns and beliefs we carry from childhood and beyond—and how they shape our financial behaviors. She introduces somatic tools that can help us regulate our emotions around money and create a healthier, more conscious relationship with our finances. Linzy and Bari also discuss why it’s crucial to incorporate both emotional healing and practical financial skills to build a balanced, sustainable financial life.If you're ready to reframe your relationship with money and learn practical steps to heal your money story, this episode is for you. Tune in to hear Bari’s expert guidance on navigating the complexities of money with a compassionate, embodied approach.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17429To watch a video version of this, check it out on YouTube: https://youtu.be/0iEi3L073MM Get Bari’s Free Money Mocha Email Course HEREOver the course of seven days, you’ll see short, easy-to-read introductions about…Useful somatic tools to help you navigate challenging money emotions (think shame, anxiety and overwhelm).Practical steps (aka: ritualized money dates) you can start right now to change the way you interact with money on a daily basis.Creative exercises to help you build a more confident and empowered relationship with money.A new way to track your numbers where your deep values get infused into what used to be dry, boring number crunching.Whether you’re tentatively wading into these new waters or wholeheartedly diving in, all of you is welcome there, nervous jitters and all.Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

What financial protections do you need when you own your own private practice? In today’s Feelings and Finances episode, Linzy answers a question from Katie, a therapist transitioning to full-time private practice. Katie is wondering whether she should focus on building an emergency savings fund or invest in disability insurance, especially since she’s the provider in her family.Linzy discusses the importance of understanding your personal financial situation and making thoughtful decisions about insurance and savings. She highlights the value of disability insurance and life insurance as essential safeguards, especially when you’re the primary income earner. Linzy also shares her own experience with insurance and offers advice on how to balance building a savings cushion with purchasing insurance to ensure your financial stability.If you’re a therapist trying to figure out how to protect yourself financially while running your practice, this episode offers essential tips for managing risk and building stability. You’ll leave with a clearer understanding of how to create a plan that ensures your practice remains sustainable and your financial future secure.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17412 To watch a video version of this, check it out on YouTube: https://youtu.be/doEkcf9iEDY Have a question for Linzy?  You can easily submit your question directly to Linzy’s SpeakPipe inbox. Just click the “Start recording” button, allow the use of the microphone if needed and press “Stop” when you’re done. Fill in your name (yes, you can use an alias) and your email address.  It will take you less than 2 minutes, promise!Want to feel calm and in control of your finances? Connect with us!Subscribe to our YouTube channel: https://www.youtube.com/@moneynutsandboltsListen to the Money Skills for Therapists Podcast on your favourite app: https://moneynutsandbolts.com/podcast/Follow us on Instagram: https://www.instagram.com/moneynutsandboltsFollow us on Facebook: https://www.facebook.com/moneynutsandboltsFollow Linzy on LinkedIn: https://www.linkedin.com/in/linzybonham/

Do you struggle to prioritize your own self-care in the face of your clients’ needs? In today’s coaching episode, Linzy talks with Melissa Tiessen and Karen Dyck, co-founders of Intentional Therapist, about the importance of self-compassion for therapists and how it intersects with money and practice sustainability.Melissa and Karen discuss the risks of neglecting self-care, particularly for therapists who are often inclined to put others first. They introduce the Four Cs framework, which provides a comprehensive approach to caring for yourself while also nurturing the quality of care you offer your clients. With insights on setting boundaries, building connection, and fostering creativity, this episode provides invaluable tools for therapists who want to create a sustainable practice without sacrificing their personal well-being.If you’ve ever found yourself burnt out or stretched too thin, this episode is for you. Tune in to learn how self-compassion can lead to a healthier, more balanced practice and life, helping you show up as your best self for your clients—and for yourself.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17392To watch a video version of this, check it out on YouTube: https://youtu.be/7EfZYc41s7M Connect with Dr. Karen Dyck and Dr. Melissa TiessenCheck out our website: https://www.intentionaltherapist.ca/Connect with Melissa on LinkedIn: https://ca.linkedin.com/in/drmelissatiessen Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! https://moneynutsandbolts.com/masterclass-signup/ Mentioned in this episode:Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click on the link to find a masterclass time that works for you! Register for Linzy's Free Masterclass

Are you intimidated by the numbers in your cash flow spreadsheet? In this Feelings and Finances episode, Linzy answers Allison's question about managing cash flow as a group practice owner. With a focus on moving beyond the fears around spreadsheets, Linzy discusses the tools and mindset shifts needed to develop mastery over your clinic’s financial flow.Linzy walks through the key components of a working cash flow system, including a simple weekly metrics tool that helps you keep track of money coming in and out, as well as clinician performance and marketing metrics. She explains how developing a light-touch relationship with these numbers, through consistent weekly check-ins, creates familiarity and confidence in your finances. Linzy also emphasizes the importance of curiosity and presence with your numbers, and how this mindset allows you to identify issues early and make informed decisions.If you’re ready to stop fearing your cash flow spreadsheet and start confidently navigating your practice’s finances, this episode offers essential insights.For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17313 To watch a video version of this, check it out on YouTube: https://youtu.be/7vM-N2Vu7SU Have a question for Linzy? You can easily submit your question directly to Linzy’s SpeakPipe inbox. Just click the “Start recording” button, allow the use of the microphone if needed and press “Stop” when you’re done. Fill in your name (yes, you can use an alias) and your email address.  It will take you less than 2 minutes, promise!Want to feel calm and in control of your finances? Connect with us!Subscribe to our YouTube channel: https://www.youtube.com/@moneynutsandboltsListen to the Money Skills for Therapists Podcast on your favourite app: https://moneynutsandbolts.com/podcast/Follow us on Instagram: https://www.instagram.com/moneynutsandboltsFollow us on Facebook: https://www.facebook.com/moneynutsandboltsFollow Linzy on LinkedIn: https://www.linkedin.com/in/linzybonham/Want to work with Linzy?Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! https://moneynutsandbolts.com/masterclass-signup/