Ep. 58 Financial Planning for Self-Employed Therapists (with special guest Ryan Derousseau)
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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.
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As always, thanks for listening.
From my soul to yours.
Erin
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