Therapy For Your Money

Julie Herres
Therapy For Your Money

Welcome to Therapy for your Money, a podcast about all things money and finance for private practice owners! If you are ready to feel confident and in-control of your financial life, then you are in the right spot. Therapy for our Money is hosted by Julie Herres, the CEO and Founder of GreenOak Accounting. She and her firm specialize in working with private practice owners across the United States, and have assisted hundreds of private practices with increasing their financial stability and profitability. She is on a mission to share her best practices she's learned along the way through her successful career as an accountant, discusses financial topics with a wide variety of guests, and help her listeners make data driven decisions to help their businesses.

  1. HÁ 17 H

    Episode 160: Find the Perfect Balance of Growth in your Business

    Find the Perfect Balance of Growth in your BusinessIn this episode of Therapy for Your Money, host Julie Herres dives into the importance of effective delegation in private practices with guest Casey Gromer of C-Suite Boutique. Discussing the EOS framework, Casey emphasizes the distinction between visionaries and integrators. Key insights include the importance of delegating ownership rather than just tasks, understanding metrics, and the financial impacts of effective delegation. One notable...

    28min

  2. 20 DE DEZ.

    Is it ever too late to start a private practice?

    Financial Success at Any AgeIn this episode of 'Therapy for Your Money,' host Julie Herres talks with CJ DeMarco, a therapist who transitioned to private practice later in life. They discuss setting up for financial success using the Profit First system. Key topics include the advantages of private pay, the importance of niching, and the potential of intensives for trauma therapy. DeMarco shares her journey from educator to trauma therapist, highlighting that it's never too late to achieve fi...

    36min

  3. 13 DE DEZ.

    A Practice Owner's Guide to your Best Year Yet

    Planning for Your Best Year Yet: Financial Goal Setting for 2025In this episode of 'Therapy for Your Money,' host Julie Herres, an accountant and the owner of Green Oak Accounting, shares valuable insights on planning for a prosperous 2025. With her extensive experience working with therapy practice owners across the US, Julie emphasizes the importance of reflecting on the past year to set realistic financial goals. She discusses various financial targets, like revenue and profit margins, and...

    13min

  4. 6 DE DEZ.

    Episode 157: Don't get this life insurance...

    Why I believe Whole Life Insurance is a Bad InvestmentIn this episode of 'Therapy for Your Money,' host Julie Herres, owner of GreenOak Accounting, shares her strong opinion that whole life and universal life insurance policies are poor financial products. Julie delves into her personal experience with these policies, explains why they don't make financial sense for most people, and advocates for term life insurance. Focusing on keeping finances straightforward, she emphasizes separating life...

    17min

  5. 22 DE NOV.

    Episode 156: How much should you spend on marketing for your practice? (with Joshua Brummel)

    Marketing Strategies for Therapy Practices with Joshua BrummelIn this episode of 'Therapy for Your Money,' host Julie Herres dives into the intricacies of marketing with Joshua Brummel, the founder of Therapy Flow. They explore how therapy practice owners can optimize their marketing spend, categorizing it into infrastructure and ongoing activities. Joshua shares crucial metrics such as cost per lead and client acquisition cost, emphasizing the impact of these on overall profitability. They a...

    28min

  6. 15 DE NOV.

    Episode 155: The Investment Most Small Business Owners DON'T Need

    Navigating Retirement Plans: Avoiding Costly Financial PitfallsIn this episode of Therapy for Your Money, host Julie Herres dives into the complexities of retirement plans, focusing on the pitfalls of cash balance plans and the benefits of simpler options like 401ks and IRAs. Triggered by a recent client experience, Julie passionately argues against high-fee plans pushed by financial planners who are more interested in commissions than client welfare. She offers actionable advice, including t...

    15min

  7. 8 DE NOV.

    Episode 154 | The Business Owner’s Investment Playbook (with David Frank)

    Financial Mastery for Therapy Practice Owners: Investing, Retirement, and Real Estate InsightsIn this episode of Therapy for Your Money, host Julie Herres delves into essential financial strategies for therapy practice owners with certified financial planner David Frank. The discussion spans various areas, including the importance of emergency funds, distinguishing between personal and business finances, and the advantages of fee-only financial planners. Listeners will gain valuable insights ...

    41min

  8. 1 DE NOV.

    Episode 153 | I owe the IRS a bunch of $$$, now what?

    Mastering Tax Debt: Strategies and Solutions for Therapy Practice OwnersIn this insightful episode of 'Therapy for Your Money,' host Julie Herres of Green Oak Accounting provides therapy practice owners with essential guidance on managing tax debt. Julie covers crucial steps for addressing IRS notices, exploring payment plans, and applying for offers in compromise. She warns about the potential consequences of neglecting tax responsibilities and explains IRS procedures before drastic actions ...

    16min
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Sobre

Welcome to Therapy for your Money, a podcast about all things money and finance for private practice owners! If you are ready to feel confident and in-control of your financial life, then you are in the right spot. Therapy for our Money is hosted by Julie Herres, the CEO and Founder of GreenOak Accounting. She and her firm specialize in working with private practice owners across the United States, and have assisted hundreds of private practices with increasing their financial stability and profitability. She is on a mission to share her best practices she's learned along the way through her successful career as an accountant, discusses financial topics with a wide variety of guests, and help her listeners make data driven decisions to help their businesses.

Informações

  • Criado por
    Julie Herres
  • Anos de atividade
    2020 - 2024
  • Episódios
    161
  • Classificação
    Livre
  • Copyright
    © 2024 Therapy For Your Money
  • Site do podcast
    Therapy For Your Money

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