Money Skills For Therapists

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