Money Skills For Therapists Linzy Bonham

What should you consider when seeking a financial advisor? How can you pivot when you're already with a sales-based company? In this new mini series, Linzy takes listener questions and answers them in the Feelings and Finances episodes that come out on Fridays.

Today, Linzy takes a question from Money Skills for Therapists team member Ashley and talks about when it is worth it to make a move with investments and how to take steps toward that move.

Have a question for Linzy?

You can easily submit your question to Linzy on a voice recording. Go to the podcast page on our website and click the “Start recording” button. https://moneynutsandbolts.com/podcast/

Follow the prompts to record your question. When you finish your recording, enter your name and email to submit the recording. You can also submit your question directly to Linzy’s SpeakPipe inbox: https://www.speakpipe.com/MoneySkillsForTherapists

How do our first experiences with money and business shape who we become? In celebration of the 100th episode of the podcast, Linzy is joined by her business besties Tiffany McLain and Maegan Megginson, and they dive into their own origin stories when it comes to early perspectives on money, business, and entrepreneurship.

Check out this behind-the-scenes conversation as Linzy, Tiffany, and Maegan examine how their childhoods shape who they are today. They also share about how they consciously run their own businesses and what they hope to put out into the world through those businesses. Do not miss this inspiring, intimate conversation about what business can look like when we approach entrepreneurship with empathy, compassion, and balance.

Are you looking for ways to save time with your clinical notes? Linzy talks with guest Maria Szandrach, founder of Mentalyc, about how therapists can use Mentalyc to simplify their clinical notes with the support of AI. Maria shares how Mentalyc leverages AI to generate accurate, organized clinical notes that comply with insurance standards and HIPAA standards.

Linzy and Maria dig into how to assess the return on investment of tools like Mentalyc, and they discuss the benefit of saving time on tasks like clinical notes. Maria talks about both the tangible and intangible benefits of using Mentalyc to simplify note taking while maintaining privacy and protecting client information. 

Is your client schedule working for you? In today's coaching session, Linzy talks with listener Margaret Pendergrass, and they dive into how Margaret’s business could better support her. Linzy and Margaret discuss how a more predictable schedule and clearer boundaries could better serve her needs.

Margaret shares that she has reached her goals for her new solo private practice quite quickly, but as she’s considering next steps, she realizes there are areas that could be improved. Linzy and Margaret talk about how our work needs to support our life, and Margaret identifies that her schedule, which needs to change often because of her daughter’s illness, is a source of friction for her. Listen in to hear practical guidance on boundary setting when it comes to your schedule.

How can our relationship with money change and improve through life experiences? Linzy talks with Diane Webber, a therapist in private practice who coaches alongside Linzy in the Money Skills for Therapists program. Diane shares about her background, what led her into focusing on finances, and how her relationship with money has changed over time.

Linzy and Diane dig into how our attitudes toward money can have a big impact on our lives, and Diane shares the way that she supports others in their financial journeys. Listen in to hear Diane's compassionate, focused approach toward the role money can have in our lives.

What does it look like to evolve in your business? Join Linzy as she sits down with Maegan Megginson, a returning guest, to explore the process of business evolution. Linzy and Maegan examine the concept of pivoting in your professional life as personal growth unfolds.

Maegan candidly shares her own career trajectory, illustrating how it has shifted over time, and she discusses insights from her coaching experiences with other business owners. Together, Linzy and Maegan talk about the financial and emotional aspects of pivoting, and Maegan shares why evolution in business can be a fulfilling and essential part of the professional journey.