Economic chatter has been getting louder, and whether it's on the news, on podcasts, or in group chats, the word "recession" gets thrown around a lot. But for MedSpa owners, economic shifts don't just show up in the stock market — they eventually show up in bookings, memberships, retail product sales, staffing decisions, patient financing behavior, and overall business stability.

That means it's worth understanding what we're actually talking about when we talk about a recession. Before we look at indicators and how they affect aesthetics, let's start with the basics.

You can find show notes, resources and more at: https://medspafinancial.com

There's a version of this job that would be a lot simpler. The kind where you manage portfolios, check performance once a quarter, and call it a day. No tax forms, no life events, no late-night texts — just markets and models.

It sounds peaceful, almost efficient… until you realize that real people don't live their lives in neat, quarterly increments. That's why today we're talking about what it really means to do this work — the human side of financial advising that no spreadsheet or benchmark can ever capture.

You can find show notes, resources and more at: https://medspafinancial.com

Between rising premiums and constant uncertainty in healthcare regulation — not to mention the back-and-forth around employer coverage requirements — a lot of MedSpa owners are finding themselves rethinking what "good coverage" actually means, both for themselves and for their team.

So in today's episode, we're unpacking what to look for, what to avoid, and how to make sure your plan fits both your personal health and your business budget going into 2026.

You can find show notes, resources and more at: https://medspafinancial.com

We're heading into the final stretch of the year — that time when everything gets busy, but the financial moves you make (or forget to make) can have a big impact come tax season. In this episode, we're shifting the focus from your MedSpa business to you — the owner behind it all.

We'll talk about the key personal money moves, tax strategies, and financial checkpoints worth hitting before the clock runs out on 2025. Consider this your quick year-end tune-up to finish strong and start 2026 with clarity and confidence.

You can find show notes, resources and more at: https://medspafinancial.com

It's been over three weeks since the government shutdown began — now one of the longest in U.S. history. By the time this episode airs, Congress may have reached a deal, but the uncertainty surrounding it mirrors the broader unease in today's markets.

Inflation, rate policy, and concentrated stock performance have investors questioning what comes next. So rather than dive into politics, we'll focus on how markets have historically handled government shutdowns — and what that might tell us about navigating uncertainty today.

You can find show notes, resources and more at: https://medspafinancial.com

As we approach year-end, this is the time to get your MedSpa's financial house in order. From reconciling accounts and organizing your books to checking compliance, payroll, and year-end tax strategies, these next few weeks set the tone for how smoothly your new year begins.

Whether you handle most of the details yourself or delegate them to your team, having a clear checklist ensures nothing slips through the cracks. Let's walk through the key areas to review so you can finish strong and enter 2026 organized, compliant, and ready to grow.

You can find show notes, resources and more at: https://medspafinancial.com

Every year, thousands of new MedSpa owners experience the same rush — that first wave of real revenue. You go from scraping together savings and startup capital to suddenly seeing tens of thousands of dollars hitting your business account each month (hopefully). The excitement is real — but so are the risks of complacency, overspending, or drifting without a plan.

But what you do in those first 12–24 months sets the tone for everything that follows — not just for your spa, but for your entire financial life. So today, we're breaking down the four things every new MedSpa owner should be thinking about right now to build wealth and freedom with intention.

You can find show notes, resources and more at: https://medspafinancial.com

Artificial intelligence is everywhere in the headlines, and many are calling it the biggest boom since the internet revolution. Some compare it to the dot-com bubble, while others see it as a lasting shift that will reshape how businesses, investors, and individuals operate.

What's clear is that the ripple effects go far beyond tech companies — they reach into borrowing costs, retirement accounts, and even the everyday tools we use. The question is: how do we separate hype from reality, and what does that mean for us as investors and participants in this new economy?

You can find show notes, resources and more at: https://medspafinancial.com

The Federal Reserve's recent decision to cut interest rates has made headlines, and while it may seem like something that only affects Wall Street, the reality is that these moves ripple through every corner of the economy. From borrowing and lending to savings yields and consumer confidence, rate changes shape how businesses and households make financial decisions.

With inflation still above target and unemployment inching higher, the Fed's shift signals both opportunity and caution. On today's episode, we'll explore what this environment means and where the most relevant strategies and opportunities may lie.

You can find show notes, resources and more at: https://medspafinancial.com

We get asked all the time by MedSpa owners: "How much do I need to retire?" Surprisingly, the answer to that is actually, "You're asking the wrong question."

The real question is: How do you build a business that doesn't just pay you—but frees you? In the MedSpa world, profitability is only half the equation; the other half is designing a model that runs without you, scales beyond you, and ultimately lets you choose when—and how—you step away.

You can find show notes, resources and more at: https://medspafinancial.com