All Episodes

Ep 81: The High-Earner Efficiency Playbook — Stop Optimizing Only for Money

Ep 80: Your MedSpa Did $2 Million Last Year. How Much Should You Have Taken Home?

Ep 79: Sitting on a Huge Stock Gain? The Tax Rules Could Be Changing

Ep 78: The Art of Doing Nothing

Ep 77: The Financial Foundations That Matter Most

Ep 76: The Reverse Compounding Trap: How Small Side Bets Quietly Destroy Wealth

Ep 75: The Student Loan Recertification Loophole… or Is It?

Ep 74: Revisiting Trump Accounts Now That They're Live

Ep 73: Giving Active Managers the Benefit of the Doubt

Ep 72: From Profitable Practice to Lasting Wealth: What to Do With Extra Cash

Ep 71: Social Security, S Corps, and the Payroll Tax Tradeoff

Ep 70: SpaceX and the Index Dilemma

Ep 69: The Evolution of MedSpa Marketing: What's Working Now and What Doesn't

Ep 68: How Much Money Do You Actually Need to Start a MedSpa?

Ep 67: I Have $5 Million… So How Much Can I Actually Spend?

Ep 66: Navigating Inherited Wealth

Ep 65: How Often Should You Check on Your Investment Returns?

Ep 64: The Biggest Threat to Your Portfolio Isn't the Market

Ep 63: The 4 Most Brutal Financial Mistakes We've Seen

Ep 62: Why You SHOULD Live Paycheck to Paycheck

Ep 61: Cheating Without Another Person: The Truth About Financial Infidelity

Ep 60: Building a MedSpa That Works Even When It's Slow

Ep 59: What Story Does Your Data Tell?

Ep 58: Don't Ignore This Episode — The IRS May Owe You Money Right Now

Ep 57: The Vanguard Illusion

Ep 56: March 15th Is the New April 15th

Ep 55: Permission to Spend

Ep 54: Trump Account Deep Dive: Form 4547, Free $1,000, and What Comes Next

Ep 53: The MedSpa Owner Debt Stack

Ep 52: The Hidden Risks of Buying a MedSpa (And How to Price Them)

Ep 51: The 4 Stages of Wealth Every MedSpa Owner Must Master

Ep 50: Understanding the QBI Deduction in 2026: A Guide for MedSpa Owners

Ep 49: The Hidden Tax Cost of Capital Gains for MedSpa Owners

Ep 48: The Topics MedSpa Owners Care About Most — And What We're Focusing on in 2026

Ep 47: How to Lose Millions by Winning a Million

Ep 46: Self-Directed IRAs for Real Estate: Why "Advanced" Doesn't Mean "Better"

Ep 45: New Year, New Limits — What 2026 Means for Your Retirement Strategy

Ep 44: Last Call for Tax Savings: What MedSpa Owners Must Do Before the Year Ends

Ep 43: Your Personal Finance Reset: What Every MedSpa Owner Should Review Before Year-End

Ep 42: What MedSpa Owners Need to Know About a Potential Recession

Ep 41: The Real Work Behind Wealth: Serving the Humans Who Run MedSpas

Ep 40: Health Insurance Decisions for 2026: A MedSpa Owner's Guide to Coverage, Costs, and Team Benefits

Ep 39: The MedSpa Owner's Year-End Personal Checklist: What to Do Before December 31st

Ep 38: When Politics Pause and Portfolios Don't

Ep 37: Your MedSpa Year-End Business Checklist: What to Do Before December 31st

Ep 36: The First-Year MedSpa Owner Playbook: How to Turn Early Success Into Long-Term Wealth

Ep 35: Boom, Bubble, or Both? The Truth About AI Investing

Ep 34: What a Fed Rate Cut Means for Your MedSpa

Ep 33: The Wrong Question About Retirement: Why "How Much Do I Need?" Misses the Point

Ep 32: Why MedSpa Owners Struggle to Spend After Success

Ep 31: The Words That Build Trust: Communication Secrets for MedSpas

Ep 30: Our Favorite Tax Strategies Under OBBB — These Will 100% Save You Thousands

Ep 29: The Equity Sweet Spot: Why MedSpa Owners Can't Afford to Miss It

Ep 28: The $2 Million Paradox: Why MedSpa Owners Feel Like They're Still Not Winning

Ep 27: The 5 Levels of Financial Wealth for MedSpa Owners

Ep 26: Booked But Not Busy: Fixing the No-Show Problem

Ep 25: The 12 Financial Vitals Every MedSpa Owner Should Track

Ep 24: From Speculation to Law: What Made It Into the Big Beautiful Bill

Ep 23: Don't Fear the 401(k): A MedSpa Owner's Blueprint for Retirement Plans

Ep 22: Everyone's Opening a MedSpa… But Are They Thriving?

Ep 21: Is Your Accountant Helping You Build Wealth—or Just File Forms?

Ep 20: Own It or Owe It? Navigating MedSpa Equipment Financing

Ep 19: Big Tax Changes Ahead—The Beautiful Bill Passed, So Let's Talk Strategy

Ep 18: The MedSpa Partnership Playbook: Structuring Ownership Legally and Profitably

Ep 17: Startups, Scaling & Success: A MedSpa's Financial Journey

Ep 16: Uncertain but Not Unprepared: What 2026 Tax Changes Could Mean for Your MedSpa

Ep 15: From Stuck to Booked: Real Strategies to Get More Clients in Your MedSpa

Ep 14: MedSpa Valuations: How to Value a Medical Spa Business

Ep 13: Twitchy Markets & Tariff Shock: The Biggest Market Swing in History

Ep 12: From Startup to Standout: Candice Roberts Shares Her MedSpa Journey

Ep 11: New Rules, New Risks: Can Your MedSpa Survive the Coming Regulatory Wave?

Ep 10: Botox, Burns & Bad Outcomes: The Hidden Gaps in Malpractice Insurance

Ep 9: Fear the Market? Why MedSpa Owners Should Invest Anyway

Ep 8: Surviving the IRS Shake-Up: MedSpa Tax Deadlines & Strategies

Ep 7: Economic Uncertainty & MedSpas: How to Bulletproof Your Business

Ep 6: 3 Must-Track KPIs to Skyrocket Your MedSpa's Profits

Ep 5: One Big, Beautiful Tax Bill: What It Means for MedSpa Owners & Their Money

Ep 4: Election Year Markets: The Surprising Truth Behind Predictions

Ep 3: The Largest Expense of Your Lifetime: Unpacking Hidden Taxes for MedSpa Owners

Ep 2: Data-Driven Decisions: Managing MedSpa Cash Flow in a Sea of Variability

Ep 1: Your MedSpa's Financial Success Starts Here: Understanding and Optimizing Cash Flow