Money Skills For Therapists

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 Beth explains the four week process that her business uses to get practitioners ready with contingency plans for both their personal and professional affairs. She talks about how the business contingency plans can layer on top of the personal planning and how those plans can be a business asset in addition to a wise planning move in the case of the unexpected.

For a full transcript of the episode and much more, check out the blog post on our website!

Connect with Mary Beth Simon

Get the FREE business contingency plan: https://nichepartnershipconsulting.net/linzy

Connect with Mary Beth on YouTube or LinkedIn

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!

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 to our own well being.

Jennifer shares about how with both money and food, we often need to let our intuition guide us toward making mindful decisions that will work best for us as individuals rather than relying on external messaging. Check out this perspective to improve the way that money works in your life.

For a full transcript of the episode and much more, check out the blog post on our website!

Connect with Jennifer

Connect with Jennifer via her website: https://pursuingprivatepractice.com/

Or Instagram: https://www.instagram.com/pursuing.private.practice/

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!

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 into specific strategies to put into practice today to move toward more financial ease, and Cas also shares some tax tips from an accountant's perspective. Listen in to hear how to feel more empowered with your finances.

For a full transcript of the episode and much more, check out the blog post on our website!

Connect with Cas

Get Cas’s FREE Bookkeeping template: https://mailchi.mp/tyagigroup/bookkeeping-template-freebie

Connect with Cas on Instagram: https://www.instagram.com/tyagigroupaccounting/

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!

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 years to come. Learn what makes a fee-only financial planner different and how you could benefit from using an advisor.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=9102

Connect with Ryan

Get Ryan’s free checklist: https://thinkingcapfinancial.com/checklist

You can also connect with Ryan on…

LinkedIn: https://www.linkedin.com/in/ryanderousseau/

YouTube: https://www.youtube.com/channel/UCwbyRwWIop2IgGoXw-KjKkw

And Twitter: https://twitter.com/RyanDerous

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!

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 digging into those stories can help us adjust our . Ali also shares about how channeling our creative energy effectively can lead to better business success. Be sure to check out this insightful episode full of thoughtful discussion about how to deepen our expertise, hone our niche, and improve our business.

For a full transcript of the episode and much more, check out the blog post on our website!

Work with Ali

Ali is launching a new cohort of her Truce Coaching Certification, check that out here: https://alishapiro.com/truce-coaching-certification/

And find Ali on Instagram:

https://www.instagram.com/alimshapiro/

A Recommendation from Linzy

Check out the Sustainable Practice Roadmap program that my friend and highly sensitive therapist/consultant, April Snow, has created to help overwhelmed highly sensitive therapists feel less overwhelmed and create an outside-the-box practice.

The Sustainable Practice Roadmap includes:

✅ 6 months of weekly discussion groups + co-working sessions

✅ Three 1:1 consultations (50 minutes each)

✅ Monthly workshops from guest experts (including me)

✅ 12-module self-paced course with systems, tools, and templates

✅ 150+ resource and reflection pages in a printed (and digital) workbook

Check out the Sustainable Practice Roadmap here (spots are limited) before September 22, 2023.

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 looks like to become an S-corp and the pros and cons of making that decision. Linzy and Andrew dig into specific ballpark numbers that might indicate it's time to consider whether it's worth it to make a change in your business. Be sure to tune in to hear the practical tips for private practice owners.

Connect with Andrew

Find tools and resources from Andrew and his team at: joinheard.com or follow them @joinheardinc

For a full transcript of the episode and much more, check out the blog post on our website!

A Recommendation from Linzy

Check out the Sustainable Practice Roadmap program that my friend and highly sensitive therapist/consultant, April Snow, has created to help overwhelmed highly sensitive therapists feel less overwhelmed and create an outside-the-box practice.

The Sustainable Practice Roadmap includes:

✅6 months of weekly discussion groups + co-working sessions

✅Three 1:1 consultations (50 minutes each)

✅Monthly workshops from guest experts (including me)

✅12-module self-paced course with systems, tools, and templates

✅150+ resource and reflection pages in a printed (and digital) workbook

Check out the Sustainable Practice Roadmap here(spots are limited) before September 22, 2023.

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, and how the emotional work we do with money is a vital part of the steps we need to take to have a better financial foundation. Listen in to hear Linzy being interviewed, sharing what she now knows thanks to her time with students in Money Skills for Therapists.

Want to work with Linzy?

Six simple steps to six weeks vacation – FREE guide

We’re deep into summer, and if you’re feeling trapped in your office, face all but pressed against the glass and wishing you were on vacation instead – then I have something for you.

Click here to download my brand-new free guide: Six Simple Steps to Six Weeks Vacation.

This free guide is the whole package to help you build a simple system to make your paid time off and vacation goals a reality – so you can stop looking longingly out the window, and start living that balanced, enjoyable and self-care infused life that your clients think you already have.

Want to connect with Maegan?

You can connect with Maegan at https://maeganmegginson.com/ or on Instagram https://www.instagram.com/maeganmegginson/

For a full transcript of the episode and much more, check out the blog post on our website!

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 Cynthia discuss how what really matters is what we do with the money we make. They share how our beliefs can guide the professional and financial risks that we decide to take so that we can have more emotional and physical wellness and a more balanced professional life. Listen in to hear the money choices that Cynthia has made and plans to make to help her move toward a more fulfilling and balanced private practice.

Connect with Cynthia

You can find Cynthia at www.conversationscreatechange.com or https://createchangewithcynthia.com/

And on social media at @conversationscllc & @ talk_allaboutit

For a full transcript of the episode and much more, check out the blog post on our website!

Want to work with Linzy?

Six simple steps to six weeks vacation - FREE guide

We’re deep into summer, and if you’re feeling trapped in your office, face all but pressed against the glass and wishing you were on vacation instead - then I have something for you.

Click here to download my brand-new free guide: Six Simple Steps to Six Weeks Vacation.

This free guide is the whole package to help you build a simple system to make your paid time off and vacation goals a reality - so you can stop looking longingly out the window, and start living that balanced, enjoyable and self-care infused life that your clients think you already have.

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, Linzy and Danielle ultimately dig into the stories that Danielle carries about what it means to be a business owner and how those identity beliefs are impacting her business. Listen in to hear how to work through the beliefs that hold us back in our businesses.

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! 

For a full transcript of the episode and much more, check out the blog post on our website!

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.

Wendy and Linzy talk about the shame and guilt that can accompany money stories and how that can be addressed. Wendy also shares about how financial thresholds can show up within our private practice and within our sessions and why those thresholds matter. Wendy and Linzy share specific ways that therapists can take on the important work of improving their own relationship to money and how that can have a positive impact on their therapeutic relationship with clients.

Connect with Wendy

You can find Wendy at financialtherapysolutions.com for virtual appointments and online offerings.

Or connect with her on social media:

https://www.facebook.com/financialtherapysolutions/

https://www.linkedin.com/in/wendy-wright-lmft-financial-therapist-cfrc-70943723/

Instagram: @financialtherapysolutions

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! 

For a full transcript of the episode and much more, check out the blog post on our website!