Відео

In this episode of Therapy for Your Money, Julie Herres shares her hot take 🔥 on why whole life and universal life insurance often don’t make financial sense for most people. From separating investments and life insurance to advocating for affordable term life options, Julie’s here to help you simplify your finances and protect your loved ones without the hefty price tag. ❤️

In Episode 156 of Therapy for Your Money, Julie Herres sits down with Joshua Brummel, founder of Therapy Flow, to explore how therapy practice owners can make the most of their marketing efforts. They discuss how to balance marketing budgets between infrastructure and ongoing activities, the key metrics every practice owner should track, such as cost per lead and client acquisition cost, and cr...

Ever been told you need a fancy retirement plan like a cash balance plan? Hold up! 🛑 In Episode 155 of the Therapy for Your Money podcast, Julie Herres spills the truth on high-fee plans that may not be worth it-and shares smarter, simpler options like 401ks and IRAs. Plus, she’s got 3 must-ask questions to keep your financial planner honest! 🙌

Have you thought about what it would be like to invest and retire? In Episode 154 of Therapy For Your Money, Julie sits down with certified financial planner Dave Frank who shares key tips on managing financial risks and what it's like to invest as a business owner.

📬 Got a notice from the IRS and not sure what to do next? 💡 Need tips on payment plans, avoiding scams, and navigating offers in compromise? IJulie shares practical steps to keep your practice financially secure, plus insights on handling tax issues like a pro in Episode 153 of Therapy For Your Money!

In Episode 152 of Therapy For Your Money, Julie Herres and Jacquie Carter talk about industry updates and how you can keep your practice afloat.

In Episode 151 of Therapy For Your Money, Julie Herres shares expert tips to set your practice up for long-term success.

In Episode 150 of Therapy For Your Money, Julie Herres continues the partnership series and gives you the inside scoop on why being a partner isn't always in your best interest.

Join Dan Mayer and Dave Yood as they sit with Julie Herres on Episode 149 of Therapy For Your Money to discuss partnerships!

In Episode 148 of Therapy For Your Money, Julie discusses the importance of knowing what your practice is worth so that practice owners can move accordingly as they plan to exit their business!

Exit Strategy Series: Preparing to Sell Your Practice with Nicole McCance

The Costly Private Practice Mistake!

The 5 Steps to Successful Delegation

GOA Conference 2023 Recap