All Episodes
Therapy For Your Money — 215 episodes
Episode 214: The Capacity Code: Why More Self-Care Isn’t Working
Episode 213: The 5-Step Framework to Scaling a 7-Figure Practice w/ Nicole McCance
Episode 212: Profit First: The Questions Practice Owners Are Really Asking
Episode 211: Clinician to CEO: The Financial Leadership Shift to Scale with Brian Gallagher
Episode 210: Replace Panic With Process: Using KPIs to Lead Your Practice
Episode 209: How Much Financial Transparency Is Too Much in Private Practice?
Episode 208: Why Your Practice Shouldn’t Be Your Only Retirement Plan
Episode 207: Missed Calls = Missed Revenue: Using AI to Convert Inquiries into Appointments
Episode 206: How Much Is Too Much? The Rent Equation That Can Make or Break Your Profit
Episode 205: Divorce as a Practice Owner: What You Need to Know
Episode 204: Looking Back at 2025, Ahead to 2026 with Jacquie & Julie
Episode 203: Common Tax Credits and Deductions for Practice Owners in 2026
Episode 202: A Profit First Journey: Confessions of a First-Year Practice Owner
Episode 201: How Ginger Used Red Carpet Exits to Transform Her Practice from 1099 to W2
Episode 200: How I Would Start My Private Practice: with $5000 (3 of 3)
Episode 199: How I Would Start My Private Practice: with $3000 (2 of 3)
Episode 198: How I Would Start My Private Practice: with $1000 (1 of 3)
Episode 197: Is Getting a Tax Refund a Good Thing for a Therapy Practice?
Episode 196: Eyes Wide Open - Prepping Your Practice for 2026
Episode 195: Insider Tips from Profit First Coaches
Episode 194: Quarterly Recap with Jacquie (Q3, 2025)
Episode 193: Cash-Flow Series: Where Is Your Money Leaking?
Episode 192: Cash-Flow Series: Where Is Your Money Stuck?
Episode 191: What Your Tax Accountant Wishes You Knew
Episode 190: In This Economy?! How to Adapt and Thrive (Part 2)
Episode 189: In This Economy?! (Part 1)
Episode 188: Payroll Messes and the Fixes
Episode 187: From Book to Workbook: A New Chapter for Profit First for Therapists
Episode 186: Strategies for Therapists to Thrive Without Burnout
Episode 185: The One Trait That Can Quickly Kill Your Business
Episode 184: LOC vs Loan vs. Credit Cards
OBBB: What does the new tax law mean for your private practice?
Episode 182: Quarterly recap with Jacquie
Episode 181: How the ultrarich avoid paying taxes
Episode 180: Don’t Freak Out: Smart Money Moves in a Shaky Economy
Episode 179: From Contractors to Employees — What Therapists Need to Know
Episode 178: How to scale your practice...AND FAST!
Episode 177 Beyond Therapy: Positioning Your Practice as a Supervision Hub for Growth
Episode 176: What's the Balance? Frugal Spending vs. Investing in the Future
Episode 175: Managing Online Course Revenue Alongside Your Private Practice
Episode 174: Mastering Insurance as a Revenue Stream
Episode 173: Your Practice, Your Numbers: Why Owning Your Financial Data Matters
Episode 172: Tips to Predict Income & Increase Take-Home Pay in Private Practice
Episode 171: When Telehealth Crosses State Lines...
Episode 170: Financial Literacy for Leaders and Clinicians
Episode 169: Why Relationships Matter in Marketing
Episode 168: Industry Update: End of 2024 Edition
Episode 167: The Profitable Website: Turning Design into Dollars
Episode 166: How to Manage Your Marketing Like a Pro
Episode 165: Is Starting a Non-Profit the Right Move?
Episode 164: The Risks in Raises
Episode 163: Is psychedelic-assisted therapy worth it (financially)?
Episode 162: Embracing the Power of Technology
Episode 161: Be the CFO of Your Own Life in 2025
Episode 160: Find the Perfect Balance of Growth in your Business
Is it ever too late to start a private practice?
A Practice Owner's Guide to your Best Year Yet
Episode 157: Don't get this life insurance...
Episode 156: How much should you spend on marketing for your practice? (with Joshua Brummel)
Episode 155: The Investment Most Small Business Owners DON'T Need
Episode 154 | The Business Owner’s Investment Playbook (with David Frank)
Episode 153 | I owe the IRS a bunch of $$$, now what?
Episode 152 | Industry updates: What's on practice owners' minds? (with Jacquie Carter)
Episode 151 | The 5 Financial Pitfalls of Starting a Practice
Episode 150 | Partners in Practice Series Part 2: Partnerships are (usually) a Bad Idea!
Episode 149: Partners in Practice Series Part I: Partnership Agreements 101 (with Dan Mayer & David Yood)
Episode 148: Exit Strategy Series Part II: How Much is My Practice Worth?
Episode 147: Exit Strategy Series Part 1: Preparing to Sell your Practice (with Nicole McCance)
Episode 146: Quarterly Update: What's on Practice Owners' Minds?
Episode 145: Buying Real Estate for your Practice
Episode 144: Your sales funnel: Who is your Ideal Client Avatar? (with Jenn Fredette)
Episode 143: My Experience, Insights, and Best Practices for Navigating a Department of Labor Audit
Episode 142: The 5 Steps to Successful Delegation (with Uriah Guilford)
Episode 141: What it Takes to Be a Wealthy Therapist
Episode 140: Behind the Numbers of Self-Publishing: Profit First for Therapists Turns One
Episode 139: In Search of You - an interview with Kasey Compton
Episode 138: Understanding Retirement Plans: Options for Business Owners
Episode 137: The #1 Thing You Must Do To Get More Private-Pay Clients (with Deb Legge)
Episode 136: Creating a Million-Dollar Therapy Practice
Episode 135: Are you Avoiding your Money? (with Khara Croswaite Brindle)
Episode 134: Strategies for Making Retreats Profitable (with Patrick Casale)
Episode 133: Contractor vs Employee: Understanding the new DOL rules
Episode 132: Nonprofit to Corporate Mindset (with Davia Roberts)
Episode 131: Lessons learned from highly successful business owners
Episode 130: Tips for Weathering the Storm in Your Group Practice (with Maira Holzmann)
Episode 129: Make more money in your practice
Episode 128: Why your intake coordinator should be a sales person - Part 2 (with Niki Ramirez)
Episode 127: Why your intake coordinator should be a sales person Part 1 (with Sarah Riley)
Episode 126: Financial Professionals 101: Practice Owner edition! (with Linzy Bonham)
Episode 125: Charge your Full Fee with Confidence (with Alyse Freda-Colon)
Episode 124: What does financial freedom look like to you? (with Adam Carroll)
Episode 123: Start the new year right by implementing Profit First!
Episode 122: Launch Party Series: The Making of Profit First for Therapists with Mike Michalowicz
Episode 121: Make 2024 your best year ever! (Setting financial goals for the next year)
Episode 120: Retreat recap - What's on group practice owners minds right now? KPIs and systems!
Episode 119: Why you shouldn't prepare your own tax return as a business owner (Top 5 reasons)
Episode 118: Q4 Industry Updates
Episode 117: Launch Party Series: Profit First with Industry Leaders
Episode 116: What is the number you need to feel financially secure as a business owner?
Episode 115: How Working in a Community Can Help You Level Up Your ROI as a Group Practice Owner (with Stephanie Korpal & Christy Pennison)
Episode 114: Why the 529 is a Great Way to Save for Your Kids College
Episode 113: Tips to increase income in your group practice without marketing (with Nicole McCance)
Episode 112: Could your lack of contingency plan be stunting your business growth? (with Mary Beth Simón)
Episode 111: How I'm Taking Care of my Business, Team, Family and Myself in This Season
Episode 110: Essential Dashboard Metrics Every Group Practice Owners Needs (with Brent Stutzman)
Episode 109: Fee Setting for Therapists Through a Lens of Overcoming Industry Conditioning (with Erin Gibb)
Episode 108: Launch Party Series: Profit First Basics with the GreenOak Team
Episode 107: How do you know if you're working with the right accountant for you and your practice? (with Linzy Bonham)
Episode 106: Your Practice Deserves to be Profitable
Episode 105: Second Quarter Recap: What is on practice owners minds? (with Jacquie Kiefer)
Episode 104: Therapists and Money: Shifting the Unhealthy Narrative (with Katie Read)
Episode 103: Real Estate in Private Practice (with Colin Carr)
Episode 102: Exiting Your Private Practice (with Gabrielle Juliano-Villani)
Episode 101: How to Add Interns to Your Private Practice (with Tara Sanderson)
Episode 100: Profit First with Mike Michalowicz
Episode 99: Behind The Scenes of Writing Profit First For Therapists
Episode 98: How to Create a Profitable Personal Brand as a Therapist (with Maegan Megginson)
Episode 97: Perfectionism & Money (with Linzy Bonham)
Episode 96: Setting Cash Pay Rates & Adding Benefits to Your Practice (with Whitney Owens)
Episode 95: Measuring the ROI of Your Marketing Dollars (with John Sanders)
Episode 94: Tips on Clinician Compensation (An Excerpt From Profit First for Therapists)
Episode 93: Should I be afraid of an IRS audit? (with Ben Golden)
Episode 92: What's going on in the therapy world? (with Jacquie Kiefer)
Episode 91: The Do's & Don'ts of Spending on Marketing (with Joshua Brummel)
Episode 90: The ABCs of Accounting (Part I)
Episode 89: How To Make Your Money Work For You (with Nicholle Overkamp)
Episode 88: Financial Imposter Syndrome
Episode 87: Own Your CEO Status & Hire Your Ride or Die Team (with Brandy Mabra)
Episode 86: Are you ready to expand?
Episode 85: Profit First For Therapists Official Book Announcement!
Episode 84: Saving for Retirement as a Private Practice Owner (with Gulielma Fager)
Episode 83: 2022 Therapy For Your Money Highlights
Episode 82: Maximizing Your Group Practice Revenue (with Jacquie Kiefer)
Episode 81: Starting a Group Practice the Right Way (with Carolyn Chrestman)
Episode 80: 4 Ways to Provide Accessible Care (with Vanessa Newton)
Episode 79: Tax Planning Tips to Implement by the End of 2022 (with Emily Grauerholz)
Episode 78: Clinician Compensation Minefields (with Jacquie Kiefer)
Episode 77: Tips for a Recession
Episode 76: Adding a Revenue Stream with Clinical Supervision Directory (with Dr. Amy Parks)
Episode 75: Selling Your Private Practice
Episode 74: All About Julie & Her Story
Episode 73: 3 Reasons to Take A Vacation
Episode 72: Cash-Based Accounting v. Accrual-Based Accounting
Episode 71: 5 Reasons You Need a CFO for Your Private Practice
Episode 70: Tax Deductions - Personal Therapy (with Heidi Stepzinski)
Episode 69: Tax Deductions - Therapy Animals (with Heidi Stepzinski)
Episode 68: Why Cheap is Expensive - The Cost of Taking Shortcuts
Episode 67: When should you give team members access to your finances? (with Heidi Stepzinski)
Episode 66: Cost Breakdown of EHRs (with Hannah Rich)
Episode 65: Tax Deductions - International Business Travel
Episode 64: Distilling Your Dreams into Business Ideas (with Diane Tarshis)
Episode 63: Treat Your Practice Like an Investment (with Eric Miller)
Episode 62: Tax Deductions - Organizational & Operational Deductions
Episode 61: The Pros + Cons of Different Income Streams for Therapists (with Nicole Liloia)
Episode 60: Tax Deductions - Meals & Entertainment
Episode 59: Demystifying Investing (with David Frank)
Episode 58: Being Intentional with Your Clinical Outcomes Through Money (with Miranda Palmer & Kelly Higdon)
Episode 57: How Your Money Story Can Get in the Way of Using Data to Make Decisions (with Cassie Parks)
Episode 56: How to Diversify Your Income and Get More Out of Group Programs (with Annie Schuessler)
Episode 55: Questions with Julie (Q&A Series) (with Sarah Riley)
Episode 54: Is SEO a solid investment for your practice? (with Jessica Tappana)
Episode 53: Getting Your Books Ready for the End of the Year
Episode 52: Coaching Series (Part Two with Dr. David Goode-Cross)
Episode 51: Tax Tips for 2021
Episode 50: What should you look for in a bookkeeper, accountant, or CPA?
Episode 49: Holiday Parties, Bonuses, and Gifts
Episode 48: Coaching Series (with Kristen Ballard)
Episode 47: Using Videos to Increase Client Conversions & Revenue for Private Practice (with Ernesto Segismundo)
Episode 46: Tips for Increasing the Sale Value of Your Private Practice
Episode 45: Adding Benefits To Your Group Practice
Episode 44: How does the P.C.T. way save money & control costs for group practices? (with Roy Huggins and Liath Dalton)
Episode 43: Financial ABC's of Starting Your Private Practice
Episode 42: What kind of audits are out there?
Episode 41: Coaching Series (with Dr. David Goode-Cross)
Episode 40: All About Quarterly Estimated Taxes
E39: Exit Planning For Your Private Practice (with Craig Goldslager)
Episode 38: Business Books for your Summer Reading List
Episode 37: Ensuring Your Practice's Legal Compliance (with Dan Mayer & Melissa Wesner)
Episode 36: Evolving Beyond Therapy with Online Streams of Income (with Marissa Lawton)
Episode 35: How to Avoid Business Building Mistakes That Leave You Burned Out (with Maegan Megginson)
Episode 34: Planning for Retirement (with Murs Tariq)
Episode 33: How to Keep Your Money Momentum Moving (with Jane Carter)
Episode 32: The Link Between Financial Health & Self-Care (with Jo Muirhead)
Episode 31: Building Your Private Practice's Financial Foundation (with Linzy Bonham)
Episode 30: Fix This Next for Healthcare Providers (with Kasey Compton)
Episode 29: Dave Ramsey's 7 Baby Steps - How can they help your business?
Episode 28: KPIs and How To Track Them
Episode 27: Questions with Julie (Q&A Series)
Episode 26: Navigating Changes in Profitability in Group Practice (with John Clarke)
Episode 25: Using TV Appearances to Market Your Practice (with Esther Boykin)
Episode 24: The Challenges of Growth in Private Practice (with Kelly Jewell)
Episode 23: Let's Talk About Retirement Planning (with Ariel Ward)
Episode 22: How to Market a Cash-Pay Private Practice (with Whitney Owens)
Episode 21: What tax changes can you expect with the new administration?
Episode 20: Transitioning From a Solo to Group Practice (with Alison Pidgeon)
Episode 19: Life Planning (with David Frank)
Episode 18: Making Money with Clinical Groups (featuring Carrie Haynes)
Episode 17: Non-Profits in Private Practice (with Tosha Anderson)
Episode 16: Alternate Revenue Steams in Private Practice (with Katie Vernoy)
Episode 15: Financial Hurdles Transitioning from a Solo to Group Practice
Episode 14: Automating Financial Systems in your Private Practice (with Kasey Compton)
Episode 13: Profit First in Private Practice (with Mike Michalowicz)
Episode 12: Year-End Tax Saving Tips for Private Practice
Episode 11: Financial Anxiety as a Private Practice Owner (with Lindsay Bryan-Podvin)
Episode 10: Scaling From 6 Figures to 7 Figures in Private Practice (with Maureen Werrbach)
Episode 9: Billing & Credentialing in Private Practice (with Jeremy Zug)
Episode 8: Money Mindset (with Katie Lemieux)
Episode 7: What insurance do you need for your private practice? (with Jake Mellor)
Episode 6: Compensation Models for Group Practices
Episode 5: Stop Feeling Guilty About Making Money in Private Practice (with Tiffany McLain)
Episode 4: How Productivity & Outsourcing Can Lead to Increased Profits (with Uriah Guilford)
Episode 3: Why Great Clinicians Fail at Private Practice (with Gordon Brewer)
Episode 2: 6 Financial Habits of Profitable Private Practice Owners
Episode 1: Want to Work Less and Make More? (with Adrienne Dorison)
Introduction