In the first episode of 2025, Julie Herres, host of Therapy for Your Money and owner of Green Oak Accounting, focuses on empowering therapy practice owners to take control of their finances. Julie provides practical tips to help listeners take charge of both personal and business finances, including:

1. Maintain individual login credentials and use two-factor authentication for all accounts.
2. Regularly review credit reports, bank statements, and financial transactions.
3. Limit access to sensitive financial information in your business.
4. Keep a comprehensive financial checklist for both personal and business accounts.
5. Collaborate with a trusted accountant to spot red flags and ensure accountability.
6. And more!

Julie emphasizes that financial independence is more than just money—it’s about creating peace of mind, security, and the freedom to make informed decisions.

Podcast Highlights

• 00:00 Introduction
• 00:47 The Importance of Financial Independence
• 03:25 Building Financial Awareness
• 05:35 Personal Finance: Practical Tips
• 08:45 Securing Your Accounts
• 10:48 Business Finance: Common Risks
• 14:30 Setting Boundaries in Your Business
• 17:20 Conclusion: Taking Control

Links and Resources

• Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startup
• GreenOak Accounting - www.GreenOakAccounting.com
• Therapy For Your Money Podcast - www.TherapyForYourMoney.com
• Profit First for Therapists - www.ProfitFirstForTherapists.com
• Profit First Academy - www.ProfitFirstForTherapists.com/Academy 
• Podcast Production and Show Notes by Course Creation Studio

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