Money Skills For Therapists

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 a...

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 act...

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 vis...

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 t...

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...

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,...

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 upbringin...

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 plat...

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 emo...

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 ca...

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 F...

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 i...

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, ...

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 ...

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...

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...

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 va...

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 exp...

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 ...