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 findin...
Jul 08, 2025•39 min•Season 12Ep. 177
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...
Jul 01, 2025•40 min•Season 12Ep. 176
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...
Jun 24, 2025•30 min•Season 12Ep. 175
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 ...
Jun 17, 2025•37 min•Season 12Ep. 174
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 do...
Jun 10, 2025•43 min•Season 12Ep. 173
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 d...
Jun 03, 2025•27 min•Season 12Ep. 172
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 bef...
May 27, 2025•30 min•Season 12Ep. 171
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 relat...
May 20, 2025•49 min•Season 12Ep. 170
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 abo...
May 13, 2025•37 min•Season 12Ep. 169
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 you...
May 06, 2025•36 min•Season 12Ep. 168
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 ...
Apr 29, 2025•32 min•Season 12Ep. 167
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 su...
Apr 22, 2025•33 min•Season 12Ep. 166
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...
Mar 28, 2025•10 min•Season 11Ep. 165
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...
Mar 25, 2025•55 min•Season 11Ep. 164
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 abo...
Mar 21, 2025•10 min•Season 11Ep. 163
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 provi...
Mar 18, 2025•44 min•Season 11Ep. 162
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...
Mar 14, 2025•12 min•Season 11Ep. 161
Are you overwhelmed by student loan debt and unsure about your options? In this episode, Linzy is joined by expert Connor Pierce from Student Loan Planner to explore the ins and outs of student loans and how to effectively navigate loan forgiveness programs. Connor explains why student loans are unique compared to other types of debt and why the typical approach to debt repayment doesn’t always apply. Connor and Linzy discuss the various forgiveness programs available, including the critical ste...
Mar 11, 2025•37 min•Season 11Ep. 160
Are you struggling to communicate your private pay rate to clients with confidence? In this Feelings and Finances episode, Linzy answers Annette’s question about how to share her new private pay rate without feeling guilty or awkward. Annette has been working hard to build her practice but still finds it difficult to comfortably state her fees.Linzy provides actionable advice for managing this common challenge. She explains how to present your fee as a simple fact, not something to apologize for...
Mar 07, 2025•11 min•Season 11Ep. 159
How do you plan for a successful transition from a full-time job to private practice? In today’s coaching session, Linzy helps Christine, a therapist who is working full-time and running a private practice on the side, navigate the complex decision of leaving her full-time job to grow her private practice. Linzy and Christine dive into the practical numbers and logistics of transitioning to private practice full-time, examining how to calculate income needs, handle taxes, and build financial sta...
Mar 04, 2025•46 min•Season 11Ep. 158
How do you stay aligned with your values when your taxes fund things you don’t believe in? In this Feelings and Finances episode, Linzy responds to a question from Lessey, a therapist grappling with the ethical dilemma of paying taxes that support government practices and systems she finds morally troubling. Lessey is exploring whether it’s possible to feel at peace with paying taxes in a system that doesn't align with her values, and whether there’s anything she can do about it. Linzy offers a ...
Feb 28, 2025•12 min•Season 11Ep. 157
Are you ready to grow your practice but struggling with how to do so without burning out? In this episode, Linzy sits down with Amber Hawley, a therapist and business coach who specializes in helping therapists scale their practices without compromising their mental health. Amber opens up about her own experience growing a private practice and shares her best strategies for managing both business and personal well-being. Together, Amber and Linzy explore how to avoid burnout, tackle overwhelm, a...
Feb 25, 2025•49 min•Season 11Ep. 156
How can you make sure that the professional development courses you’re choosing actually align with your bigger goals? In this Feelings and Finances episode, Linzy answers a question from Stef, a current Money Skills for Therapists student, who is struggling to navigate the flood of course offerings that all seem exciting but might not be the best use of her time or money. Stef shares how she’s been struggling with whether each course is a strategic investment or just another shiny opportunity. ...
Feb 21, 2025•16 min•Season 11Ep. 155
Do you ever find yourself making financial decisions that don’t really make sense—but you keep making them anyway? Maybe it’s impulse spending, avoiding your budget, or putting off big financial decisions. In today’s episode, Linzy sits down with Robin Valadares, physiotherapist and personal finance educator, to unpack some of the biggest barriers that stop health practitioners from managing their personal finances. Robin shares insights into the mindset challenges that many therapists and healt...
Feb 18, 2025•37 min•Season 11Ep. 154
Are you transitioning to a private pay model and feeling overwhelmed by the financial side of things? In today’s Feelings and Finances episode, Linzy addresses a question from Nick, a therapist who recently made the switch from an insurance-based practice to private pay. Nick shares her struggles with fear and self-doubt, feeling unsure about her ability to succeed in this new model and grappling with the emotional weight of needing more clients and money. Linzy discusses the emotional and strat...
Feb 14, 2025•12 min•Season 11Ep. 153
Are you a group practice owner trying to navigate the unique challenges of leadership and business growth? In today’s episode, Linzy chats with Felicia Keller Boyle about the complexities of owning and leading a group practice. Linzy and Felicia discuss how the business model for group practices is more complicated than solo practices and how group practice owners face an entirely different set of problems to solve. Felicia shares her experience working with group practice owners who strive to b...
Feb 11, 2025•48 min•Season 11Ep. 152
Are you transitioning from a different career into private practice and feeling overwhelmed by the financial side of things? You're not alone. In today’s Feelings and Finances episode, Linzy addresses a question from Alice, an LCSW navigating the challenges of starting over in her therapy practice after a 20-year corporate career. Alice shares her concerns about balancing financial stability with the needs of her clients, as well as overcoming a scarcity mindset shaped by her upbringing. Linzy d...
Feb 07, 2025•13 min•Season 11Ep. 151
How do you balance serving your community with the financial realities of running a group practice? In this coaching episode, Linzy sits down with Anastasia Canfield, owner of Creative Remedies, a multidisciplinary practice supporting neurodivergent, queer, and BIPOC clients through expressive arts therapies. Anastasia shares the challenge of staying true to her mission of serving marginalized communities while ensuring she can offer fair wages and benefits to her team. Together, they explore ho...
Feb 04, 2025•39 min•Season 11Ep. 150
How do you stay grounded in your money values when your team challenges your decisions? In this Feelings and Finances episode, Linzy answers a question from group practice owner Cierra, who’s navigating the tension between her evolved money mindset and her team’s perspectives. Cierra shares her challenges around balancing her financial goals with her clinicians’ concerns, including pushback that she’s "just in it for the money." Linzy explores how to support team members in understanding their o...
Jan 31, 2025•15 min•Season 11Ep. 149
How can technology make your private practice more efficient and client-focused? In this episode, Linzy talks with Amity Cooper, a mental health professional and seasoned entrepreneur, about how technology can streamline practices and enhance client care. Amity shares her insights on tools like online booking systems and AI-driven note-taking, highlighting their potential to save time and improve client experiences. Linzy and Amity also discuss how therapists can thoughtfully embrace innovation ...
Jan 28, 2025•36 min•Season 11Ep. 148