In this episode…

What does it really mean to be free in your business, and in your life?

In this episode, I talk with Jelisha Gatling, therapist and business coach, about the bold and brave steps she took to create the life she truly wanted. From leaving a group practice and starting over in private practice to moving abroad and unlearning the hustle culture she grew up in, Jelisha shares how she has found clarity in what freedom actually meant for her, and how she built a business to support it.

Jelisha and I talk about how therapists can shift from seeking stability to designing a life of simplicity, alignment, and joy. Jelisha’s story is a reminder that living the life you want often means letting go of perfectionism, questioning your assumptions, and allowing yourself to do it scared.

If you’ve ever felt stuck in cycles of overworking or “waiting until you're ready,” this conversation will inspire you to take action—before you feel 100% prepared.

For a full transcript of the episode and much more, check out the blog post on our website!

To watch a video version of this, check it out on YouTube: https://youtu.be/L6zZ0zrkf6c

Mentioned in this episode:

Check Out Relay for Business Banking

Skip banking fees, minimum balances, and tedious bank visits. Start with the unicorn of all banks, Relay, my go-to money management and online banking platform.

Sign Up for Relay

What does it really mean to play your own financial game?

In today’s episode, I’m joined by James Alexander, a certified financial planner who brings both heart and math to the world of money. James and I explore the importance of defining your personal version of financial success, and we discuss why comparing yourself to others can pull you away from what actually matters to you.

We talk about how to start with your values and vision, and then build a plan to back into those dreams using both emotional awareness and clear financial strategy. James shares a practical framework for allocating your income (his 20/60/20 rule), and we also talk about the emotional weight of debt, managing motivation, and teaching kids how to understand and use money.

This episode is for you if you’ve ever felt behind, overwhelmed, or unsure where to even begin with planning your financial future. This conversation offers both practical advice and deep mindset shifts to help you move forward on your own terms.

For a full transcript of the episode and much more, check out the blog post on our website!

To watch a video version of this, check it out on YouTube: https://youtu.be/3jdtKN3rwFA

Connect with James Alexander

Check out the website: https://edgefa.com/ 

Learn more: https://www.yourretirementaccelerator.com/ 

On LinkedIn: https://www.linkedin.com/in/james-alexander-edge/ 

On Facebook: https://www.facebook.com/profile.php?id=100057031287127

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! 

https://moneynutsandbolts.com/masterclass-signup-p/

Mentioned in this episode:

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Check Out Relay for Business Banking

Skip banking fees, minimum balances, and tedious bank visits. Start with the unicorn of all banks, Relay, my go-to money management and online banking platform.

Sign Up for Relay

How do we protect the future of our profession in a rapidly evolving mental health landscape?

In today’s episode, I sit down with Matt Cohen, founder of PlaySpace Health, who brings a unique perspective from the world of business and innovation into the therapy room. Matt shares how his company is helping therapists reimagine engagement with young and neurodivergent clients, both virtually and in person, and what it means to build tools that truly serve therapists’ needs. But our conversation doesn’t stop there.

Together, Matt and I explore the rise of venture capital in the mental health space and why therapists often get caught in the middle of business models that weren’t built with us in mind. We talk about the undervaluing of therapists’ work, the structural challenges baked into the system, and how we can step into our power as professionals, both individually and collectively.

If you’ve ever felt the tension between your clinical values and the way therapy is being shaped by outside forces, this episode will leave you thinking about what’s possible when we choose to be term-setters instead of term-takers.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=18295

To watch a video version of this, check it out on YouTube: https://youtu.be/mZ_WnolYCP4

Connect with Matt Cohen

Instagram - https://www.instagram.com/playspace.health/ 

LinkedIn - https://www.linkedin.com/company/playspacehealth/posts/?feedView=all 

Facebook - https://www.facebook.com/playspace.health

Mentioned in this episode:

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Check Out Relay for Business Banking

Stay calm and in control of your private practice finances when you sign up with Relay, my go-to online banking and money management platform. Plus, if you use my link, you’ll get a $50 sign up bonus once you fund your account.

*Sign Up for Relay

Are you caught in the loop of thinking you need to learn just a little more before you take action — or feeling totally stuck when it comes to choosing the right tools for your practice?

In this full-length Feelings and Finances episode, I’m answering two powerful questions from therapists working through real-life challenges. Edgar, a Money Skills for Therapists grad, shares their story of moving from insurance to a successful cash-pay practice — and now wondering how to balance learning with doing, and how to stay grounded while being a self-advocate as a queer therapist of color. Rachel, who’s new to private practice, opens up about the overwhelm of deciding which services are worth paying for — from billing support to HIPAA-compliant email tools — all while managing ADHD and a full client load. 

I dig into how to figure out the real emotional cost of certain business tasks, how to recognize when it’s time to stop gathering information and start taking action, and how to make spending choices that truly fit your brain and your values. If you’re wrestling with questions around growth, capacity, and trusting yourself in business, this episode is for you.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=18099 

To watch a video version of this, check it out on YouTube: https://youtu.be/eQS6WN_JcBM 

Have a question for Linzy?

You can easily submit your question directly to Linzy’s SpeakPipe inbox. 

Just click the “Start recording” button, allow the use of the microphone if needed and press “Stop” when you’re done. Fill in your name (yes, you can use an alias) and your email address.  It will take you less than 2 minutes, promise!

Want to feel calm and in control of your finances? Connect with us!

Subscribe to our YouTube channel: https://www.youtube.com/@moneynutsandbolts

Listen to the Money Skills for Therapists Podcast on your favourite app: https://moneynutsandbolts.com/podcast/

Follow us on Instagram: https://www.instagram.com/moneynutsandbolts

Follow us on Facebook: https://www.facebook.com/moneynutsandbolts

Follow Linzy on LinkedIn: https://www.linkedin.com/in/linzybonham/

Mentioned in this episode:

Check Out Relay for Business Banking

Stay calm and in control of your private practice finances when you sign up with Relay, my go-to online banking and money management platform. Plus, if you use my link, you’ll get a $50 sign up bonus once you fund your account.

*Sign Up for Relay

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Are you building a group practice but feeling stuck in the weeds of day-to-day operations?

In this episode, I sit down with returning guest Nicole McCance to walk through her five-step framework for scaling a group practice—from solo practitioner to a thriving business that runs without you. Nicole shares the foundational systems she used to grow her practice to 55 clinicians and multiple seven figures while parenting toddler twins, and she makes a strong case for why systematizing must come before hiring.

We explore how to shift out of the mindset that only you can do it all, why hiring an admin is an investment—not an expense—and how to ensure your marketing actually converts leads into long-term clients. Nicole also shares her tips for running effective consult calls, including how to shift your thinking about “sales” as a therapist, and how thoughtful follow-up is the key to retention.

If you're tired of being the Chief Question Answerer in your practice, tune in to learn how to build a business that supports your clients, your team, and you.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17943 

To watch a video version of this, check it out on YouTube: https://youtu.be/9A917R_hBPc

Check out Linzy’s previous episode with Nicole:

80: Help More People and Increase Profit with Nicole McCance https://moneynutsandbolts.com/help-more-people-and-increase-profit-with-nicole-mccance/

Mentioned in this episode:

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Check Out Relay for Business Banking

Stay calm and in control of your private practice finances when you sign up with Relay, my go-to online banking and money management platform. Plus, if you use my link, you’ll get a $50 sign up bonus once you fund your account.

*Sign Up for Relay

What does it really take to talk about money with your partner—without shutting down, spiraling, or avoiding the conversation altogether?

In this episode, I sit down with Ed Coambs, a financial therapist and former firefighter who brings a unique blend of skills to the world of financial planning and couples therapy. We dive deep into the concept of financial intimacy—what it is, why it’s so hard to cultivate, and how your upbringing, attachment style, and even sibling roles can shape your relationship with money and the people you love.

Ed and I unpack why so many therapists struggle with financial shame and fear, even when we “know better,” and explore how integrating therapeutic insight with practical money systems can transform not just your finances, but your whole relational life.

If you’ve ever felt stuck around money in your intimate relationships or wanted a clearer path to building financial confidence without abandoning your values, this episode is for you.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17934

To watch a video version of this, check it out on YouTube: https://youtu.be/yl0Unhi9E-c 

Connect with Ed Coambs

Learn more at HealthyLoveandMoney.com, or tune in to the Healthy Love & Money podcast.

Take our Attachment Style Quiz Related to Money - https://www.healthyloveandmoney.com/attachment-style-quiz 

Mentioned in this episode:

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Check Out Relay for Business Banking

Skip banking fees, minimum balances, and tedious bank visits. Start with the unicorn of all banks, Relay, my go-to money management and online banking platform.

Sign Up for Relay

How can you protect your practice in a mental health tech landscape that doesn’t always have your best interests at heart? In this episode, I’m joined by Megan Cornish, a social worker turned writer, for a powerful conversation about the realities therapists face when working with large mental health platforms. 

Megan shares her own journey out of community mental health and into writing, and together we dig into how these platforms can undervalue clinicians while prioritizing profit. We talk about the venture capital model and the ways it can exploit therapists—and just as importantly, what you can do to protect yourself. Megan offers thoughtful, practical strategies to help therapists stay grounded and strategic in a shifting industry.

If you’ve felt uneasy about the rise of mental health tech or unsure how to navigate it while staying true to your values, this episode will help you feel more informed and empowered.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17821 

To watch a video version of this, check it out on YouTube: https://youtu.be/h27aRIqBiy0 

Connect with Megan Cornish

Find Megan on LinkedIn: https://www.linkedin.com/in/megan-cornish/ 

Join the Facebook Group, The Fit Check for Therapists https://www.facebook.com/groups/1931610747282163/ 

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. https://moneynutsandbolts.com/masterclass-signup-p/ 

Interested in learning more about Money Skills for Group Practice Owners? Click here to join the waitlist. https://moneynutsandbolts.com/msgpo-waitlist-2/

Are you enjoying the podcast? Please help us by giving us a 5 star review. It makes a huge difference. To easily leave a review on your favorite app, follow this link: https://lovethepodcast.com/678c207559775ba176be52bf

Mentioned in this episode:

Check Out Relay for Business Banking

Stay calm and in control of your private practice finances when you sign up with Relay, my go-to online banking and money management platform. Plus, if you use my link, you’ll get a $50 sign up bonus once you fund your account.

*Sign Up for Relay

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Are you drowning in admin tasks and unsure how to get the help you need?

In this week’s episode, I’m joined by Jessica Beagan, a virtual assistant who specializes in supporting therapists. Jess brings her perspective from the other side of the VA relationship to help us understand what support can look like, how to delegate effectively, and how to build trust with a VA even if you’ve never delegated before.

We talk about the real emotional roadblocks to delegating, how to get started even if your budget is tight, and how the right help can free up your time, energy, and creativity. Jess also walks through common tasks therapists can delegate and how to build trust with your VA so they become a valuable part of your business.

If you’ve ever felt like you’re doing too much or unsure how to start outsourcing, this conversation will help you take the first step. Tune in to learn how to find the right kind of help and make your private practice feel a little lighter.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17690 

To watch a video version of this, check it out on YouTube: https://youtu.be/DzTcP83DBsk 

Connect with Jessica Beagan

Website: www.virtuallywithjess.com 

Instagram: www.instagram.com/virtuallywithjess/ 

Facebook: www.facebook.com/virtuallywithjess/ 

LinkedIn: www.linkedin.com/company/virtual-assistant-for-therapists-and-coaches/ 

Mentioned in this episode:

Check Out Relay for Business Banking

Skip banking fees, minimum balances, and tedious bank visits. Start with the unicorn of all banks, Relay, my go-to money management and online banking platform.

Sign Up for Relay

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Have you ever wondered if there’s a way to use your money to make real, tangible change in the world? In this episode, I sit down with angel investor and author Marcia Dawood to explore the risks and rewards of angel investing. We look at what it is and how it’s becoming more accessible to everyday people like you and me.

Marcia shares about how angel investing works, what makes it different from traditional investing, and how it can be a powerful way to invest in your values. Marcia shares her own journey into the finance world and offers practical insight into how more women and marginalized folks can step into the investing space to reshape which businesses get funded.

Whether you're looking to support exciting mental health innovations, fund a local business, or just want to better understand how your money can fuel impact, this conversation will open up a whole new way of thinking about investing.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17644 

To watch a video version of this, check it out on YouTube: https://youtu.be/y0GvCuPmFX0 

Connect with Marcia Dawood 

Check out Marcia’s website: www.marciadawood.com

Find Marcia on LinkedIn: https://www.linkedin.com/in/marciadawood/ 

On Facebook: https://www.facebook.com/marcia.dawood 

On Instagram: https://www.instagram.com/marciadawood/ 

On YouTube: https://www.youtube.com/@theangelnextdoorpodcast 

On TikTok: https://www.tiktok.com/@marciadawood 

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you. Click here to find a masterclass time that works for you! 

https://moneynutsandbolts.com/masterclass-signup-p/ 

Mentioned in this episode:

Check Out Relay for Business Banking

Skip banking fees, minimum balances, and tedious bank visits. Start with the unicorn of all banks, Relay, my go-to money management and online banking platform.

Sign Up for Relay

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Are you ready to take control of your finances and build a business that works for you? In today’s episode, I’m thrilled to have Mike Michalowicz, creator of Profit First, joining me on the podcast. We dive deep into the key misconceptions about Profit First, especially in the therapy space, and we explore how understanding profit differently can make a huge impact on your business and well-being.

Mike and I discuss how the Profit First system isn’t just about making money—it’s about creating sustainability and reducing financial stress in your business. Mike shares why profit is essential for therapists and other helpers, and how a lack of profit can actually hinder your ability to serve clients. We also talk about the power of setting up your business in a way that supports you emotionally, not just financially, and the changes he’s seen in the small business landscape over the years.

If you’ve ever felt overwhelmed by your finances or unsure about the right way to approach profitability, this episode is packed with practical advice and shifts in perspective that will help you move forward with clarity.

Tune in to hear how you can apply the Profit First principles in your own practice and start creating the financial foundation that allows you to thrive.

For a full transcript of the episode and much more, check out the blog post on our website! https://moneynutsandbolts.com/?p=17616

To watch a video version of this, check it out on YouTube: https://youtu.be/FjaiWDKcFl0 

Connect with Mike Michalowicz

On Facebook: https://www.facebook.com/MikeMichalowiczFanPage/

On Instagram: https://www.instagram.com/mikemichalowicz/

On LinkedIn: https://www.linkedin.com/in/mikemichalowicz/

On YouTube: https://www.youtube.com/c/mikemichalowiczofficial

Tik Tok: Mike Michalowicz

https://dontwritethatbookpodcast.com/

Mentioned in this episode:

Want to work with Linzy?

Check out the FREE masterclass, The 4 Step Framework to Getting Your Business Finances Totally in Order, where you'll learn the framework that has helped hundreds of therapists go from money confusion and shame to calm and confidence, as well as the three biggest financial mistakes that therapists make. At the end, you'll be invited to join Money Skills for Therapists and get Linzy's support in getting your finances finally working for you.

Register for Linzy's Free Masterclass

Check Out Relay for Business Banking

Skip banking fees, minimum balances, and tedious bank visits. Start with the unicorn of all banks, Relay, my go-to money management and online banking platform.

Sign Up for Relay