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AI is changing the landscape of professional services, shifting how people seek information and how they work. So, how can therapists adapt and use AI to productively get ahead in private practice — and when is it time to call in professional help? In this episode, Linzy is joined by accountant and recurring guest Julie Herres for a thoughtful conversation about artificial intelligence and its growing presence in both the therapy and financial spaces. They discuss what they’re seeing in their respective industries and talk about what AI can — and cannot do — for private practice owners. They also tackle the very real fear that AI is going to replace professional service jobs and highlight the importance of human connection. Whether you’re already an avid AI user or feeling hesitant and worried about its impact, this conversation offers a grounded perspective on how you can implement AI effectively in your own practice. Timestamps: 00:00 – Introduction 04:39 – Artificial intelligence in the financial and therapy spaces 07:26 – How AI is disrupting professional services 12:42 – When it is wise to use AI versus when to bring in a professional 17:37 – The irreplaceable value of human context, co-regulation, and real relationships 27:52 – An "AI centrist" perspective on regulation and safety 36:46 – Practical AI use cases (like meal planning) versus tasks requiring expert advice For other episodes with Julie, check out: Episode 191 – Adjusting Your Private Practice in a Changing Economy (Part 1) with Julie Herres Episode 142 – Moving at the Speed of Cash with Julie Herres Episode 58 – Profit First for Therapists with Julie Herres Episode 5 – Private Practice Money Mistakes with Accountant Julie Herres Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. Want to stop feeling like an overworked, stressed and underpaid group practice owner and become the confident and empowered financial leader of your group practice? Join our Fall 2026 cohort of Money Skills for Group Practice Owners. Are you a solo practice owner who wants to move from money confusion, worry, shame, and uncertainty — to confidence and peace? Join the Money Skills for Therapists waitlist to hear when enrollment opens in November for our January 2027 cohort. About Julie Herres: Julie Herres is the founder and CEO of GreenOak Accounting, a firm that exclusively serves therapists, psychologists, and counselors in private practice across the United States. Over the years, Julie and her team have worked with hundreds of private practice owners and developed serious knowledge about what makes a practice financially successful. GreenOak’s goal is to help practice owners feel comfortable with the financial side of their businesses and have profitable practices. Some of the firm’s biggest success stories were achieved through implementing Profit First. Julie is an accountant and an enrolled agent (EA). She is also a speaker and the host of the Therapy for Your Money podcast. Connect with Julie: Website: greenoakaccounting.com Book: Profit First for Therapists Podcast: Therapy for Your Money About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

Are you dreaming of a life of travel and adventure, but you still want to serve the clients you love? In this episode, Linzy is joined by Dr. Annie Krajewski — a licensed psychologist from America who is currently in Brazil — for a fun conversation about building a location-independent private practice and creating the freedom to live and work abroad. Together, they dig into the common misconceptions about being a nomadic therapist and what holds therapists back from making these kinds of big moves. Annie also shares some motivations for becoming a digital nomad therapist and offers the best first steps for therapists who want to build a practice that can travel with them. Whether you’re interested in working while traveling or living abroad, or in simply creating more freedom and flexibility in your business and your life, this episode will inspire you to expand your idea of what’s possible and start owning what you really want. Timestamps: 04:54 – Common misconceptions about traveling and living abroad 10:45 – Maintaining a lower caseload and a better quality of life 15:15 – Motivations for becoming a nomadic therapist 22:24 – Deconstructing the limiting beliefs of an American therapist 24:39 – Owning the season you’re in and what you want in life 28:12 – The uncertainty and fears that holds therapists back 31:26 – Financial worries about becoming a digital nomad therapist 39:25 – How to transition to a location-independent practice 43:17 – The best part of living and working abroad Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. Ready to stop feeling like an overworked, stressed and underpaid group practice owner and become the confident and empowered financial leader of your group practice? Join our Fall 2026 cohort of Money Skills for Group Practice Owners. Are you a solo practice owner who wants to move from money confusion, worry, shame, and uncertainty — to confidence and peace? Join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. About Annie Krajewski: Dr. Annie is a licensed psychologist and a digital nomad therapist. She has successfully run her location independent private practice for the past 3 years serving her clients from places like Morocco, Thailand, Bali and Brazil. Annie now helps therapists build profitable location independent private practices that allow them to travel the world while seeing the clients they love! Download Annie’s free Move Abroad Calculator to determine how many clients you need to afford life abroad. Connect with Annie: Website: digitalnomadtherapist.com Group Program: The Out Of Office Therapist Village Instagram: @digitalnomadtherapist Youtube: @digitalnomadtherapist Podcast: The Digital Nomad Therapist Podcast About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

What happens when you have many big dreams and goals for your practice, but no clear plan in place? In this coaching conversation, Linzy sits down with Talisa Haskins, a group practice owner and new student in Money Skills for Group Practice Owners, to tackle a common challenge that entrepreneurs struggle with: having so much on your plate — and even more that you want to be doing — with no real direction on what to do, and when. They dig into the implications of Talisa’s fawning response and her desire to do it all, all at once, they unpack the costs of overwhelm, and they explore practical ways to organize and delineate a never-ending to-do list. Linzy also breaks down how to use the Eisenhower Matrix to determine the importance and urgency of projects and tasks based on the current season of the business. If you ever feel overwhelmed as a private practice owner as you try to manage and balance everything you have going on, or if you often find yourself giving in to what others want from you and making their priorities your own, this episode is for you. Timestamps: 03:39 – Impulsive commitments and cash flow crunches 09:21 – The ideas that come with dreams and goals 12:12 – How the fawning response creates fear and pressure 24:19 – Using the Eisenhower Matrix to categorize tasks 34:04 – Reflecting on business seasons and planning for the future Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. Ready to stop feeling like an overworked, stressed and underpaid group practice owner and become the confident and empowered financial leader of your group practice? Register for our Fall 2026 cohort of Money Skills for Group Practice Owners. Are you a solo practice owner who wants to move from money confusion, worry, shame, and uncertainty — to confidence and peace? Join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. About Talisa Haskins: Talisa Haskins is a Registered Psychotherapist and the founder and Practice Director of The Journey Counselling and Psychotherapy, a multidisciplinary virtual group practice serving clients across Ontario. Her clinical work focuses on supporting aviation professionals and their families, while her leadership work includes clinical supervision and supporting intern and novice therapists as they enter the field, develop their clinical identities, and make business decisions for themselves. Connect with Talisa: thejourneycounselling.com @thejourneycounselling @talisathetherapist About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

As a parent, how are you intentionally — or unintentionally — shaping your children’s relationship with money? In this co-hosted episode, Linzy and Diane cover a thoughtful topic requested right from the Money Skills community: parenting and money. Together, they swap stories about what they were taught about money growing up, the values and skills they strive to impart to their own kids around money, and how these conversations naturally evolve as relationships with money shift over time. They also dive into entrepreneurship and parenthood, exploring how the freedom and responsibility of business ownership has impacted them while raising kids across different seasons of life. This episode will encourage you to think about how you talk about money with your children, what you hope to instill in them, and the ways money serves as a powerful tool to provide for them, meet their needs, and help them thrive in whatever stage they’re in. Timestamps: 02:40 – Imparting values, skills, and evolving perspectives around money 07:10 – The importance of not burdening children with financial stress 09:25 – Teaching kids about choice, agency, and allowance 15:30 – Entrepreneurship and parenthood: time freedom and personal responsibility 25:20 – Abundant seasons in business and investing in kids' wellness and quality of life Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. Ready to stop feeling like an overworked, stressed and underpaid group practice owner and become the confident and empowered financial leader of your group practice? Register for our Fall 2026 cohort of Money Skills for Group Practice Owners. Are you a solo practice owner who wants to move from money confusion, worry, shame, and uncertainty — to confidence and peace? Join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. About Diane Webber: Diane Webber is a licensed professional counselor and certified financial social work counselor with a fully online private practice in Northeastern Pennsylvania. She’s also a proud member of the Money Skills for Therapists coaching team. About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

As a therapist, you’re a helper and healer by nature, but do you see yourself as a leader in your clinical work or in your solo or group practice? In this episode, Linzy is joined by Steph Davis and Cecilia Mannella for a conversation about leadership in therapy. Together, they discuss what leadership looks like at the clinical level, as a business owner, and as the boss who is leading a team, and they explore why therapists often struggle to utilize their leadership skills and own their role as a leader. Steph and Cecilia dive into their experiences with leadership in therapy and group practice, sharing their insights and what lights them up about the work they’re doing. They also give a sneak peek into their upcoming virtual summit for therapy practice owners who are serious about the business and leadership of their practice. You can learn more about the Together in Practice Summit and register here. Whether you’re running a solo practice or group practice, or working in a group practice or even in a hospital, this episode will encourage you to think about how you’re showing up as a leader in this space, how it feels for you, and how you can step into and own your leadership role as a clinician or a business owner. Timestamps: 09:24 - The intersection of business and therapeutic work 15:52 - How leadership creates a container for trust 24:29 - Culture building as the leader of your practice 29:44 - Stepping outside of the box and thinking like an entrepreneur 39:30 - Together in Practice Summit Mentioned in this Episode: Together in Practice Summit: A Leadership Summit for Therapists Register today to reserve your seat at the two-day virtual summit on Saturday, October 17 and Saturday, October 24, 2026. Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. Ready to stop feeling like an overworked, stressed and underpaid group practice owner and become the confident and empowered financial leader of your group practice? Register for our Fall 2026 cohort of Money Skills for Group Practice Owners. Are you a solo practice owner who wants to move from money confusion, worry, shame, and uncertainty — to confidence and peace? Join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. About Steph Davis: Steph Davis is the co-founder of Shoreline Counselling, co-host of A Not So Private Practice podcast, a Registered Clinical Counsellor and Approved Clinical Supervisor (BCACC), and a Professional Certified Coach (ICF). She leads a team of 25 clinician at Shoreline Counselling and coaches practice owners on the part of leadership that nobody really prepares you for: the people. Connect with Steph: LinkedIn About Cecilia Mannella: Cecilia Mannella is a clinical social worker and registered clinical counsellor in Abbotsford, BC, who spent 17 years building Eterna Counselling & Wellness into a seven-figure group practice. Through Sustainable Practice CEO™, she now works with therapy practice owners on the practitioner-to-CEO shift — treating clinical training as business strategy rather than something you set down at the office door. She hosts Purpose & Profit: The Sustainable Therapy Practice Podcast. Connect with Cecilia: LinkedIn About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

What happens when you press pause on making financial decisions in your group practice? In this solo episode, Linzy digs into the reasons why group practice owners often make reactive, emotionally driven decisions in business. She also uncovers the three most common financial mistakes that group practice owners make and shares what it takes to make grounded financial decisions in group practice. Whether you run a group or solo practice, this episode offers valuable insights to give you the clarity and confidence you need to make intentional, strategic choices in your business that allow you to build a healthy, sustainable practice. Doors are open for the Fall 2026 cohort of Money Skills for Group Practice Owners, which starts in October. Visit moneyskillsfortherapists.com/msgpo to learn more or register today to save your spot in the Monday or Thursday session. Timestamps: 02:48 - Emotionally driven decision making in group practice 08:37 - The three most common financial mistakes group practice owners make 16:45 - Grounded decision making in group practice 18:41 - Anchoring financial decisions to your top three values 21:05 - Being with your numbers at three different levels 26:47 - Pressing pause on financial decisions in private practice Mentioned in this Episode: Ep 223: Give Every Dollar a Job: Creating Meaning & Purpose for Your Money Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. For dedicated coaching and support with your group practice finances, register for our October 2026 cohort of Money Skills for Group Practice Owners. For dedicated coaching and support with your solo practice finances, join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

What if the financial challenge you’re facing in your practice isn’t actually what you think it is, but something larger? In this coaching conversation, Linzy sits down with Money Skills for Group Practice Owners graduate Lauren Worley to dive deep into a problem that Lauren is experiencing in her group practice: the money isn’t there, even though it seems like it should be. As they dig into Lauren’s numbers and start to explore why things are financially tight, it becomes apparent that the thing Lauren initially thought was the issue within her practice is just a distraction to a deeper problem. Once they uncover the real financial problem, they are able to focus on what needs to change in order for Lauren’s group practice to be financially healthy and stable. Group practice is a complex machine, but this episode will show you that when you are able to look at and understand your numbers, and be curious about the math and about finding solutions to your problems, you can make changes that will transform the financial health and sustainability of your practice. Timestamps: 04:04 – The current financial struggle: Insurance companies not paying 09:32 – Setting up the group practice machine to be stable 13:42 – Deciding which insurance companies to work with 19:47 – Looking at the numbers to identify the real financial leak 22:46 – Using the Team Tool to be curious about what needs to change 27:03 – Redefining stability for a practice of this size 29:50 – Getting clear on a goal and next steps Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. For dedicated coaching and support with your group practice finances, register for our October 2026 cohort of Money Skills for Group Practice Owners. For dedicated coaching and support with your solo practice finances, join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. About Lauren Worley: Lauren Worley is a Licensed Clinical Social Worker (LCSW) and certified Brainspotting therapist based in Burbank, California. She runs a group practice called Foothills Psychotherapy, where all the therapists are trained in Brainspotting and other somatic modalities. The practice specializes in working with high-achieving adults, queer individuals, neurodiverse kids and adults, and others navigating the lasting impact of trauma, burnout, and people-pleasing. Connect with Lauren: foothilllspsychotherapy.com About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

Are you tired of deferring your dreams, but feel stuck when it comes to making them happen? In this episode, Linzy is joined by therapist-turned-entrepreneur Wendy Pitts Reeves to talk about Wendy’s C2C (Courage to Confidence) Success Cycle — a proven process that helps practice owners move through the fears of entrepreneurship, take action on big ideas, and build momentum on their boldest dreams. Wendy walks through her repeatable 7-step framework, and together, she and Linzy share their own experiences of feeling the fear and doing it anyway. If you’ve been dreaming about doing something different or building something new, this episode will inspire you to think about your vision, notice where you may be stuck, and take the next step forward to turn your big, scary, “crazy” dreams into reality. Timestamps: 04:21 – The C2C (Courage to Confidence) Success Cycle for personal and professional growth 07:01 – Moving from ideation to action with the repeatable 7-step framework 07:53 – The power of deciding 08:24 – The importance of declaring 09:32 – Don't get stuck on "The How" 13:24 – Imperfect action moves you forward 27:00 – When something in you wants more 29:38 – The fear doesn't go away 33:40 – Give yourself permission to go after what you're called to do Mentioned in this Episode: Episode 48: Lighten Up and Enjoy the Money You Make! with Linzy Bonham (on the Ideal Practice podcast) Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. For dedicated coaching and support with your group practice finances, register for our October 2026 cohort of Money Skills for Group Practice Owners. For dedicated coaching and support with your solo practice finances, join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. About Wendy Pitts Reeves, LCSW: A therapist-turned-entrepreneur, Wendy is redefining what private practice can look like for healers who want more easy, more income and way more impact, without selling out or burning out. With 25+ years of clinical and business experience — and an intuitive knack for naming what’s really getting in your way — she helps smart, soulful healers create practices that are as profitable as they are purposeful. She’s the founder of C2C Consulting and host of the Ideal Practice™ podcast, where she brings honest conversations, sharp strategy, and a whole lot of heart to every episode. She’s known for making the hard stuff doable — and even fun. From building a thriving group practice to working in public service to launching solo ventures that actually pay the bills, Wendly’s been there — and she brings it all to the table for practice owners who don’t just want to hustle… They want to rise. Connect with Wendy: Email: [email protected] Ideal Practice™ Podcast Free Resources About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

What becomes possible when you’re intentional with your money? In this co-hosted episode, Linzy & Diane dive into a conversation about money that’s both philosophical and practical. Together, they explore the idea that money is essentially an inert tool — it doesn’t have meaning until we determine its purpose and give it a job. Linzy and Diane talk about practical ways to give your dollars a clear function, and they reflect on what they’ve seen shift and change in their own lives as they’ve shown up in their businesses, made investments, and created meaning with their money. When you’re intentional with your money, your dollars can become skills, systems, freedom, growth, and the building blocks for the business and life you want to create. Timestamps: 01:29 - Why money needs purpose and direction 03:22 - When money sits unused or moves without intention 07:25 - Giving every dollar a specific job 13:55 - Using money for buffers, taxes, and future goals 19:14 - Investing extra business money in skills 22:41 - Why investments must be followed by action 26:20 - Choosing what to learn and who to learn from 29:23 - Building courage, self-trust, and financial resilience 34:09 - Money Skills for Group Practice Owners: the BC grant and the first in-person events Mentioned in this Episode: Ed Coambs Ep 170: Healing Financial Trauma with Ed Coambs Ep 202: Shared Finances, Shared Growth: Tackling Financial Dynamics in Couples with Ed Coambs Lindsay Bryan-Podvin Ep 40: Managing Financial Anxiety and Preparing for a Recession with Lindsay Bryan-Podvin Tiffany McLain Ep 60: Raising Fees and Showing Up Differently with Tiffany McLain Ep 216: Podcast Takeover: How to Build a Life First Fee Therapy Practice with Tiffany McLain Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. For dedicated coaching and support with your solo practice finances, join the Money Skills for Therapists waitlist to hear when enrollment opens for our January 2027 cohort. For dedicated coaching and support with your group practice finances, register for our October 2026 cohort of Money Skills for Group Practice Owners. About Diane Webber: Diane Webber is a licensed professional counselor and certified financial social work counselor with a fully online private practice in Northeastern Pennsylvania. She’s also a proud member of the Money Skills for Therapists coaching team. About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

When does investing in your growth stop serving you — and start draining your finances? In this coaching conversation, Linzy sits down with Money Skills for Therapists graduate Katie Grant to explore how the constant drive to become a "better" therapist has turned professional development into a financial leak in their business. Together, they uncover the deeper story behind Katie's need to accumulate education and chase achievement, and they find a grounded path forward — one that supports Katie’s continued learning and financial wellbeing. If you're a high achiever, perfectionist, or therapist who always feels like you should know more, this episode is for you. Timestamps: 04:25 - How Profit First Made the Debt Visible 09:45 - Professional Development as a Financial Leak 13:15 - The Childhood Roots of Needing to Be the Best 17:47 - When Achieving Becomes the Downfall 24:41 - The 12-Year-Old with the Checkbook 26:58 - Bringing an Adult Money Part into Purchase Decisions 28:01 - Turning Caregiving Energy Toward Herself 30:51 - A Separate Profit First Account for Professional Development 38:26 - Running the Numbers Before Making a Drastic Move Related episode: Episode 155FF - Making Better Decisions About Professional Development Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot or register to receive the replay. You can also join the private WhatsApp community to connect with other therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today. If you want dedicated coaching and support with your solo practice finances, join the Money Skills for Therapists waitlist to hear when enrollment opens. Meet Katie Grant: Katie Grant, MS, LCPC, LMHC, LPC, is a queer and neurodivergent trauma therapist with 20 years of experience and postgraduate training, with concentrations in EMDR Therapy, complex trauma, and dissociation. Katie is an EMDRIA Approved EMDR Therapist and Approved Consultant. She is passionate about providing affirming therapy to LGBTQIAP+ and neurodivergent clients, including those who are Autistic or ADH. Katie was diagnosed with ADHD at age 37, when she was also thrilled to find that she no longer qualified for a PTSD diagnosis. Early in their career, Katie realized that she would not function optimally in agency settings that normalized overscheduling and underserving. She opened a solo private practice in 2013 and currently operates out of Davenport, Iowa. Katie is licensed as a counselor in Iowa, Illinois, and Wisconsin. They believe the very best therapists are those who also attend therapy and continually work on improving their own awareness and wellbeing. Connect with Katie: Counseling website Facebook Instagram Just Another F*****g Growth Opportunity JAFGO Instagram About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, free workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. You can learn more about Linzy here. Connect with Linzy: LinkedIn Instagram Facebook

Does your practice look busy, but the numbers tell a different story? In this episode, Linzy is joined by Elana Sures, creator of the Client Retention System (and recent Money Skills for Group Practice Owners graduate), to talk about client retention — a key metric in both group and solo practice. Together, they discuss what retention actually measures, why it can feel so uncomfortable for therapists and practice owners to talk about, and how improving retention benefits both the clinical relationship and the financial health of the practice. Elana also shares the four C's of client retention and practical strategies to help keep clients coming back to do the meaningful work they set out to do in therapy. Want to join Linzy and Elana in British Columbia on August 15th for the Pacific Northwest Meet-Up for Group Practice Owners? Register here to save your spot. For a full transcript and more takeaways from the episode, check out this post. Connect with Elana Sures: Elana Sures is a Registered Clinical Counsellor, Approved Clinical Supervisor, and the founder of Open Space Counselling, a Vancouver group practice with two locations and a team of 20+ therapists. Elana supports practice owners through her consulting company, Group Practice Performance, and in her training program, Client Retention System. Get the Client Retention System here, and use code MONEYSKILLS10 for 10% off. Website: grouppracticeperformance.com Instagram: @elana.sures Facebook group for group practice owners: The High Performing Practice Free guide: The First Session Want to feel more calm and confident about your money? Join one of Linzy's online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot — or register to receive the replay. You can also join the private WhatsApp community to connect with therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today! About Linzy Bonham Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, free workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. Learn more about Linzy at moneyskillsfortherapists.com/about.

Does your credit card feel like Monopoly money because the cash is still sitting in your bank account after you’ve made a purchase? In this solo episode, Linzy explains why an expense occurs the moment you use your credit card — not later when you pay your credit card bill — and how paying your credit card weekly instead of waiting for the monthly statement is a simple yet powerful habit that can create greater financial clarity, improve cash flow awareness, and help you stay in control of your money. Whether you pay off your credit card in full every week, you’re trying to avoid adding to an existing balance, or you're actively paying down credit card debt, Linzy shares a practical strategy for building a payment routine that is sustainable for your financial situation. Episode Timestamps: 01:32 - Starting Season 16 with a Practical Money Habit 03:10 - Who the Weekly Credit Card Payment Strategy Can Help 05:17 - Why a Credit Card Payment Is Not a New Expense 07:07 - How Credit Card Statements Can Blur Your Financial Picture 09:01 - Integrating Credit Card Payments into Profit First Disbursements or Money Time 10:54 - Why Debt Repayment Should Not Create Financial Precarity 11:13 - How to Keep New Charges from Adding to Existing Debt 12:18 - Paying Historical Debt Down Slowly and Sustainably 13:18 - Using Small Weekly Habits to Create Consistent Progress 15:08 - Adapting the Practice to Your Money Schedule Want to feel more calm and confident about your money? Join one of Linzy's free online workshops for private practice owners to shift your money mindset, transform your relationship with money, and gain practical tools and strategies to manage your business finances with greater clarity and ease. Explore upcoming workshops and sign up to save your spot — or register to receive the replay. You can also join the private WhatsApp community to connect with therapists, health practitioners, and listeners of Money Skills for Therapists: The Podcast. Submit your request to join the community today! About Linzy Bonham Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, workshops, and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. Learn more about Linzy at moneyskillsfortherapists.com/about-us

You may have chosen to go into private practice because you wanted more freedom, only to find yourself recreating the same traditional workweek you were trying to leave behind. When success has always looked like putting in your time, staying busy, and being available throughout the workday, stepping away from your desk can feel like playing hooky, which can be uncomfortable — even when your business is stable and your clients are well supported. In this “Best Of” episode, Linzy revisits one of the most downloaded conversations from the past year with Diane Webber, a financial therapist, private practice owner, and coach in the Money Skills programs. Together, they explore the freedom, responsibility, uncertainty, and purpose that can come with self-employment. Diane shares how private practice has allowed her to be present for her family while navigating the changing needs of the sandwich generation. She and Linzy also talk about why therapists do not have 40 hours of quality emotional energy to give every week, how rest and time away support better clinical work, and why appearing busy is not the same as doing meaningful work. Their conversation also turns to the ongoing work of managing money as business owners. Financial systems cannot always be reorganized quickly because money is still coming in and going out while the changes are happening. Diane explains why patience, small wins, and confidence in the decision-making process matter more than trying to fix everything at once. If you have been measuring your success by the number of hours you work, feeling guilty when you step away, or trying to overhaul your finances in one intense burst, this episode will help you think differently about what a sustainable private practice can look like. Timestamps: 03:30 - Meet Money Skills Coach Diane Webber. 04:16 - The Highs and Lows of Self-Employment 05:17 - What Freedom in Private Practice Can Look Like 06:05 - Self-Employment and the Needs of the Sandwich Generation 07:41 - Building a Business That Supports Time Away 08:01 - Unlearning the Need to Put In Your Time 09:39 - Why Quality Matters More Than Quantity 10:26 - Therapists Do Not Have 40 Hours of Emotional Energy 11:16 - Giving Yourself Permission to Step Away 12:54 - Letting Your Brain Work in the Background 13:56 - The Performance of Busyness and Pseudo-Productivity 14:41 - Understanding and Honoring How You Work Best 17:34 - Variety, Change, and Using Different Parts of Your Brain 18:17 - Why Money Skills Work Can Feel More Concrete 20:00 - Creating Order in Work That Often Feels Messy 22:00 - Building Confidence in Your Financial Process 22:33 - Learning Money Skills While Money Is Still Moving 23:30 - Creating a Sustainable, Ongoing Relationship with Money 24:43 - Do All Private Practice Owners Identify as Entrepreneurs? 29:33 - Finding a Gap and Building Work Around It 30:33 - How Owning Your Niche Helps the Right Clients Find You 32:22 - Outsourcing Work You Do Not Enjoy 33:00 - Freedom, Responsibility, and the Thrill of Self-Employment 34:06 - Diane's Financial Therapy Practice 35:29 - Linzy's Final Reflection and Community Invitation Connect with Diane Webber: Diane is a licensed professional counselor and certified financial social work counselor with a fully online private practice in Northeastern Pennsylvania. She serves clients experiencing financial anxiety, general anxiety, strained relationships, grief, loss, and life transitions where money is part of the picture. Diane is also a proud member of the Money Skills for Therapists coaching team, enthusiastically celebrating successes as members of the program redefine their money mindsets and sharpen their money skills. Website: https://www.dianewebber.me/ For other episodes with Diane, check out: Episode 97: Compassionate Approaches to Finances with Diane Webber Episode 213: Adapting Your Business and Team for a Changing Market About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, free workshops and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. It all started when she saw her extremely skilled colleagues struggle with the money side of business. Some had even left private practice, or were avoiding starting one, because managing finances was just too stressful. So Linzy set out to support helpers and healers with developing peace of mind about their money. Since so many were never taught money skills, she focuses on the “how” of making the business side of private practice doable, and even super satisfying. You can learn more here: https://moneyskillsfortherapists.com/about And you can follow along on social media: LinkedIn: https://www.linkedin.com/in/linzybonham/ Instagram: https://www.instagram.com/moneyskillsfortherapists/ Facebook: https://www.facebook.com/moneynutsandbolts Want to feel more calm and confident about your money? Join one of Linzy’s free online workshops for private practice owners who want practical support with money mindset, avoidance, and the technical side of managing business finances. Explore upcoming workshops and save your spot or register to get the replay: https://moneyskillsfortherapists.com/workshops You can also join the private WhatsApp community to connect with other therapists, health practitioners, and podcast listeners. Submit your request here to join today.

As therapists and health practitioners, caring for other people can feel automatic, while caring for yourself can feel uncomfortable, overly indulgent, or like something you will finally get to once everyone else is okay. When your work is built around caring for clients, a team, a family, and a community, continually placing yourself last is not sustainable — especially when the structure of your practice leaves little room for your own needs. In this first-ever compilation episode of Money Skills for Therapists: The Podcast, Linzy revisits conversations with Maegan Megginson, Karen Dyck & Melissa Tiessen, Kasey Compton, and Darya Zuychenko about why self-sacrifice can feel so normal for therapists and healers, and what it looks like to build a private practice that makes room for you, too. Together, these conversations explore how professional training and cultural conditioning can shape the way therapists set their schedules, fees, and boundaries; why self-care needs to be part of the workday itself; and how self-love and self-awareness affect leadership. Linzy also reflects on her own years in private practice and the difference between being technically available for a session and having the energy to offer your best work. Her experience shows why repeatedly overriding your limits to fit in one more client has a cost, not only for your own well-being and your life outside work, but also for the quality of care you are able to offer. If you have been working beyond your limits, organizing your schedule around everyone else, or struggling to make space for a life outside your practice, this episode will help you look at your needs with more honesty, compassion, and curiosity. Instead of treating your well-being and client care as competing priorities, these conversations invite you to consider what becomes possible when the structure of your practice supports both. Timestamps: 03:46 - Why Healers Build Businesses That Serve Everyone Else 05:13 - Caregiving, Self-Sacrifice, and Who Becomes a Therapist 06:20 - What Licensing and Training Teach Therapists About Value 07:46 - Patriarchy, Business, and Putting Yourself Last 09:35 - Why This Is More Than a Boundary Problem 10:08 - How Gender and Professional Training Shape the Workday 11:38 - Why Self-Care Needs to Happen During Work 13:59 - The Four Cs of Therapist Self-Care 14:37 - Believing That Your Own Needs Matter 15:11 - Self-Love, Money, and Achievement 17:43 - Self-Awareness as a Leadership Skill 19:39 - What Your Boundaries Are Protecting 20:10 - When You Disappear from Your Own Life 21:13 - Making Life More Compelling Than Work 23:30 - What Overriding Your Limits Costs 23:59 - The Energetic Cost of One More Client 24:27 - Seeing Clients Outside Your Best Hours 26:02 - Are You Actually Doing Your Best Work? 26:40 - Small Schedule Changes That Give Energy Back 28:07 - Linzy's Closing Reflection and Listener Invitation Conversations Featured in This Episode: Episode 16 - How to Create a Burnout-Proof Business with Maegan Megginson Episode 162 - Redefining Self-Care in Private Practice with Karen Dyck & Melissa Tiessen Episode 92 - Self-Love as a Missing Piece with Money with Kasey Compton Episode 28 - Creating Work-Life Balance in Private Practice (Coaching Session) with Darya Zuychenko Episode 145FF - The Real Cost of Overbooking Yourself as a Therapist Share Your Favorite Podcast Moment: We would love to know which guest, episode, topic, or specific moment from Money Skills for Therapists: The Podcast has stayed with you. Email [email protected] or send a message through the contact page to share your favorite and help the Money Skills team decide which conversations to revisit in future compilation episodes. About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, free workshops and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. It all started when she saw her extremely skilled colleagues struggle with the money side of business, with some leaving private practice, or avoiding starting one, because managing finances was simply too stressful. Linzy set out to support helpers and healers with developing peace of mind about their money. Since so many were never taught money skills, she focuses on the “how” of making the business side of private practice doable — and even super satisfying. You can learn more about Linzy and her work at https://moneyskillsfortherapists.com/about. And you can follow along on social media here: LinkedIn: https://www.linkedin.com/in/linzybonham/ Instagram: https://www.instagram.com/moneyskillsfortherapists/ Facebook: https://www.facebook.com/moneynutsandbolts If you want to feel more calm and confident about your money, join one of Linzy’s free online workshops for private practice owners who want practical support with money mindset, avoidance, and the technical side of managing business finances. Explore upcoming workshops and save your spot or register to get the replay: https://moneyskillsfortherapists.com/workshops You can also join the new private WhatsApp community to connect with other therapists, health practitioners, and podcast listeners. Submit your request here to join today.

For a long time, the biggest problem therapists faced in private practice was overworking. Burnout was a real risk during COVID — there were too many people needing care and too many therapists pushing past their own limits because there was always one more person to help. But what if that is no longer the challenge your practice is facing? In this “Best Of” episode, Linzy revisits her conversation with Julie Herres, founder and CEO of GreenOak Accounting and author of Profit First for Therapists, about what private practice owners can do when demand slows down, clients become more cautious with money, and the boundaries and structure that were once put in place to protect you from burnout start to feel a little too rigid for the season you are currently in. Together, Linzy and Julie talk about what it looks like to course-correct without panic or shame. They explore the difference between short-term actions that can bring money into the business now and longer-term moves that help make the practice more sustainable over time. They also talk about the places where business decisions can feel personal, especially around fees, client load, marketing, and the kind of flexibility that may be needed when the economy shifts. If your practice has been feeling quieter, slower, or just different lately, this conversation will help you look at what your business may need now with more clarity, curiosity, and steadiness. Timestamps: 03:49 - Julie Sets Up Part Two of the Conversation 04:24 - The Pendulum Swing in Private Practice 05:13 - When the Problem Changes from Burnout to Lower Demand 06:46 - Crickets, Tumbleweeds, and a New Business Challenge 07:15 - When Protective Boundaries Become Rigidity 08:21 - Why Practice Owners May Need to Make Hard Calls 09:20 - Fast Money Actions vs. Long-Term Business Actions 10:08 - Seeing More Clients When the Business Needs Stability 11:05 - Working In the Business and On the Business 12:22 - Experimenting with What This Season Requires 13:48 - Marketing When Clients Are More Price Sensitive 14:07 - Why Expert Support Can Shorten the Path 16:10 - What Adaptive Practice Owners Are Doing Differently 17:14 - Tracking What Actually Works in Your Marketing 18:40 - When the Data Surprises You 19:32 - Should Therapists Lower Their Fees? 21:31 - Running the Numbers Before Making Fee Decisions 22:29 - Pricing, Worth, and Meeting the Market 23:48 - Julie and Linzy Summarize the Conversation 24:28 - Linzy's Final Reflection and Community Invitation Connect with Julie Herres: Julie Herres is the founder and CEO of GreenOak Accounting, a firm that exclusively serves therapists, psychologists, and counselors in private practice across the United States. Over the years, Julie and her team have worked with hundreds of private practice owners and developed serious knowledge about what makes a practice financially successful. GreenOak’s goal is to help practice owners feel comfortable with the financial side of their businesses and have profitable practices. Some of the firm’s biggest success stories were achieved through implementing Profit First. Julie is an accountant and an enrolled agent (EA). She is also a speaker and the host of the Therapy for Your Money podcast. Website: https://www.greenoakaccounting.com/ Book: https://www.profitfirstfortherapists.com/ Podcast: https://www.therapyforyourmoney.com/ For other episodes with Julie, check out: Episode 191 - Adjusting Your Private Practice in a Changing Economy (Part 1) with Julie Herres Episode 142 - Moving at the Speed of Cash with Julie Herres Episode 58 - Profit First for Therapists with Julie Herres Episode 5 - Private Practice Money Mistakes with Accountant Julie Herres About Linzy Bonham: Linzy Bonham is a therapist turned money coach who helps private practice owners and health professionals feel calm, confident, and in control of their finances through her podcast, free workshops and comprehensive programs: Money Skills for Therapists and Money Skills for Group Practice Owners. It all started when she saw her extremely skilled colleagues struggle with the money side of business. Some had even left private practice, or were avoiding starting one, because managing finances was just too stressful. So Linzy set out to support helpers and healers with developing peace of mind about their money. Since so many were never taught money skills, she focuses on the “how” of making the business side of private practice doable — and even super satisfying. You can learn more here: https://moneyskillsfortherapists.com/about And you can follow along on social media: LinkedIn: https://www.linkedin.com/in/linzybonham/ Instagram: https://www.instagram.com/moneyskillsfortherapists/ Facebook: https://www.facebook.com/moneynutsandbolts Want to feel more calm and confident about your money? Join one of Linzy’s free online workshops for private practice owners who want practical support with money mindset, avoidance, and the technical side of managing business finances. Explore upcoming workshops and save your spot or register to get the replay: https://moneyskillsfortherapists.com/workshops You can also join the new private WhatsApp community to connect with other therapists, health practitioners, and podcast listeners. Email [email protected] for an invite.