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Το περιεχόμενο παρέχεται από το Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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Ep. 58 Financial Planning for Self-Employed Therapists (with special guest Ryan Derousseau)

48:16
 
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Manage episode 431641474 series 3573046
Το περιεχόμενο παρέχεται από το Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Have a question? Send me a text message.

Are you a self-employed therapist that is financially successful in your business and don't feel like you have a clear roadmap to building your wealth? Join me as I invited Ryan Derousseau, a CFP® who supports self-employed therapists, on the podcast to discuss how to overcome the common fears that many of us feel of being "behind" in our financial journey. We'll explore how societal gaps in financial education contribute to these worries and learn strategies to recognize and build on your achievements, integrating emotional well-being into financial success.
In this episode we discuss:
  • The emotional baggage we sometimes feel when it comes to money
  • Exploitation of the financial industry
  • Understanding the benefits of a fee-only advisor
  • Strategies for balancing work and business
  • Scaling your therapy practice
  • Reframing financial freedom

If you would like to connect further with Ryan, you can do so here (https://thinkingcapfinancial.com) or receive his free e-book (https://thinkingcapfinancial.com/incometowealth)
Compassionate financial mentor and guide to female entrepreneurs so that they have peace of mind and fun with their money in order to live life now and in the future.
Generate a Life Well Lived website
New to Human Design? You can receive your Human Design chart here
As always, thanks for listening.
From my soul to yours.
Erin

  continue reading

Κεφάλαια

1. Introduction and welcome (00:00:00)

2. Introducing guest Ryan Derousseau and topic overview (00:00:39)

3. Ryan's background and journey into financial planning (00:01:44)

4. Discussion on client expectations and financial education (00:03:35)

5. Addressing shame and guilt around financial knowledge (00:06:10)

6. The financial industry and exploitation (00:08:06)

7. Fear-based vs. goal-oriented financial planning (00:09:48)

8. Fee-only advisors and fiduciary responsibility (00:11:57)

9. Different models of financial advising (00:14:13)

10. Taking responsibility for financial decisions (00:15:24)

11. The importance of understanding basic financial concepts (00:18:26)

12. Balancing business and personal finances for entrepreneurs (00:20:00)

13. Scaling opportunities for therapists in private practice (00:24:53)

14. The importance of slowing down and identifying financial goals (00:26:55)

15. Rethinking retirement and finding purpose in work (00:32:10)

16. Transitioning from saving to spending in retirement (00:36:51)

17. The problem with constantly trying to optimize investments (00:39:22)

18. Dealing with perfectionism in financial planning (00:42:53)

19. Focusing on small steps and continuous improvement (00:44:25)

20. The importance of celebrating financial milestones (00:46:35)

21. Closing remarks and where to connect with Ryan (00:47:00)

61 επεισόδια

Artwork
iconΜοίρασέ το
 
Manage episode 431641474 series 3573046
Το περιεχόμενο παρέχεται από το Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

Have a question? Send me a text message.

Are you a self-employed therapist that is financially successful in your business and don't feel like you have a clear roadmap to building your wealth? Join me as I invited Ryan Derousseau, a CFP® who supports self-employed therapists, on the podcast to discuss how to overcome the common fears that many of us feel of being "behind" in our financial journey. We'll explore how societal gaps in financial education contribute to these worries and learn strategies to recognize and build on your achievements, integrating emotional well-being into financial success.
In this episode we discuss:
  • The emotional baggage we sometimes feel when it comes to money
  • Exploitation of the financial industry
  • Understanding the benefits of a fee-only advisor
  • Strategies for balancing work and business
  • Scaling your therapy practice
  • Reframing financial freedom

If you would like to connect further with Ryan, you can do so here (https://thinkingcapfinancial.com) or receive his free e-book (https://thinkingcapfinancial.com/incometowealth)
Compassionate financial mentor and guide to female entrepreneurs so that they have peace of mind and fun with their money in order to live life now and in the future.
Generate a Life Well Lived website
New to Human Design? You can receive your Human Design chart here
As always, thanks for listening.
From my soul to yours.
Erin

  continue reading

Κεφάλαια

1. Introduction and welcome (00:00:00)

2. Introducing guest Ryan Derousseau and topic overview (00:00:39)

3. Ryan's background and journey into financial planning (00:01:44)

4. Discussion on client expectations and financial education (00:03:35)

5. Addressing shame and guilt around financial knowledge (00:06:10)

6. The financial industry and exploitation (00:08:06)

7. Fear-based vs. goal-oriented financial planning (00:09:48)

8. Fee-only advisors and fiduciary responsibility (00:11:57)

9. Different models of financial advising (00:14:13)

10. Taking responsibility for financial decisions (00:15:24)

11. The importance of understanding basic financial concepts (00:18:26)

12. Balancing business and personal finances for entrepreneurs (00:20:00)

13. Scaling opportunities for therapists in private practice (00:24:53)

14. The importance of slowing down and identifying financial goals (00:26:55)

15. Rethinking retirement and finding purpose in work (00:32:10)

16. Transitioning from saving to spending in retirement (00:36:51)

17. The problem with constantly trying to optimize investments (00:39:22)

18. Dealing with perfectionism in financial planning (00:42:53)

19. Focusing on small steps and continuous improvement (00:44:25)

20. The importance of celebrating financial milestones (00:46:35)

21. Closing remarks and where to connect with Ryan (00:47:00)

61 επεισόδια

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