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Episode 204: Looking Back at 2025, Ahead to 2026 with Jacquie & Julie episode artwork

EPISODE · Feb 27, 2026 · 26 MIN

Episode 204: Looking Back at 2025, Ahead to 2026 with Jacquie & Julie

from Therapy For Your Money · host Julie Herres

In this quarterly review episode, Julie and Jacquie reflect on what private practice owners experienced in 2025 and what to expect in 2026. From staffing challenges and rising expenses to burnout and big leadership transitions, they share what they are seeing behind the scenes with real practices. If you want clarity, stability, and a plan for navigating uncertainty, this conversation will help you focus on what you can control and build a business that lasts. 3 Reasons to Listen Learn what is actually happening in private practices right now. Get real insights from end-of-quarter reviews with dozens of practice owners. Avoid the most common financial mistakes owners are making. From lifestyle creep to overpaying clinicians to stepping back too quickly, they break down where practices are getting into trouble and how to prevent it. You will learn why emergency funds, intentional growth, and strong leadership habits matter more than ever in a changing economy. Highlights [00:01:31] Private practice is still viable Success remains possible across models. [00:02:43] Awareness, intention, attention Three traits of stable practices. [00:03:23] Clinician pay expectation mismatch High pay, low caseload tension. [00:04:14] Benefits must match revenue Sustainability over generosity alone. [00:05:35] Owner draws under pressure Lifestyle creep creates hidden risk. [00:06:56] Emergency funds are essential Risk planning protects your practice. [00:07:41] Something will always happen Plan for inevitable disruptions. [00:08:57] Ten years of steady growth Slow growth beats flashy scaling. [00:09:51] Strong foundations matter most Structure supports long-term success. [00:10:21] The power of saying no Alignment over shiny opportunities. [00:11:23] Advisors prevent bad decisions Outside perspective adds clarity. [00:13:47] Owners want to step back Burnout driving leadership changes. [00:14:26] Gradual clinical director transition Shift responsibilities slowly. [00:16:54] One-year transition timeline Stability requires patience. [00:17:19] Never abdicate responsibility Stay engaged with your numbers. [00:18:35] Protect yourself from surprises Keep access to key systems. [00:20:23] 2026 uncertainty ahead Insurance and intake instability. [00:21:16] Control what you can Focus on efficiency and accountability. [00:22:27] Hard conversations are necessary Actionable steps over blame. [00:23:29] You always have choices Ownership means responsibility. Resources & Links Schedule a free consultation with GreenOak Accounting: https://www.greenoakaccounting.com/consultation 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, Audio Mixing, and YouTube Video Production by James Marland

Episode metadata supplied by the publisher feed · Published Feb 27, 2026

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In this quarterly review episode, Julie and Jacquie reflect on what private practice owners experienced in 2025 and what to expect in 2026. From staffing challenges and rising expenses to burnout and big leadership transitions, they share what they are seeing behind the scenes with real practices. If you want clarity, stability, and a plan for navigating uncertainty, this conversation will help you focus on what you can control and build a business that lasts. 3 Reasons to Listen Learn what i...

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Episode 204: Looking Back at 2025, Ahead to 2026 with Jacquie & Julie

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