Start Here | Money Nuts & Bolts

Autoplay
Autocomplete

Previous Lesson Complete and Continue

Money Skills for Therapists

Orientation to Money Skills For Therapists

Start Here (12:33)
Intro to Teachable (8:00)
Intro to the Mighty Networks Community (17:20)
Making the Most of the Calls (7:22)
Accountability Buddy Matching
Taking a Break (4:57)
Bonus Materials Transforming Money Beliefs & Behaviors When You're First Gen
Bonus Materials Income Raiser Workshop
Bonus Materials Take Back Your Time
Bonus Materials Radical Rest for Entrepreneurs

Module 1: Getting Set Up

Lesson 1: Brighter Tomorrow (1:26)
Lesson 2: Money Stories (3:33)
Lesson 3: Making Your Commitment (1:00)
Lesson 4: Checkpoint

Module 2: Getting Clear About Your Finances

Lesson 1: Separate Bank Accounts Are Key (15:38)
Lesson 2: Creating A Great Receipt System (10:51)
Lesson 3: Business Expenses (9:44)
Lesson 4: Home Office Expenses (9:29)
Lesson 5: Checkpoint

Module 3: The Right Tool To Get The Job Done

Lesson 1: Choosing The Right Tracking Tool For You (6:31)
Lesson 2: The Old-Timey Ledger (9:35)
Lesson 3: Spreadsheets (9:22)
Lesson 4: Budgeting Software (9:03)
Lesson 5: Accounting Software (11:18)
Lesson 6: Let's Add Your Expense Categories (8:57)
Lesson 7: Your First Month's Tracking (33:21)
Lesson 8: Specific Situations (26:47)
Lesson 9: Checkpoint
Booking Your One-On-One Time
YNAB FAQs

Mid-Term Checkpoint and Feedback

Halfway Checkpoint
Student Satisfaction Survey

Module 4: Seeing Where Your Money's At

Lesson 1: Assessing The Situation (5:26)
Lesson 2: Playing With Numbers (13:09)
Lesson 3: Creating Great Money Habits (6:53)
Lesson 4: Tips for Money Time (5:56)
Lesson 5: Checkpoint

Module 5: Planning For Success

Lesson 1: Budgeting Mindset (4:44)
Lesson 2: How To Budget (5:26)
Lesson 3: Profit First (15:48)
Lesson 4: Salary, Taxes & Guidelines (27:13)
Lesson 5: Setting Your Paycheque Amount (6:58)
Lesson 6: Big Picture Thinking (9:31)
Lesson 7: Budget For The Month (2:06)
Lesson 8: Checkpoint
Module 5 Resources (5:08)

Module 6: Next Steps

Lesson 1: #GOALS AKA Funding Your Dreams (5:16)
Lesson 2: Assembling Your Team (3:27)
Lesson 3: How Far You've Come! (2:45)
Lesson 4: Checkpoint
Module 6 Resources

End of Course Checkpoint and Feedback

Final Checkpoint
Final Student Survey

The Vault

Ask A Financial Advisor Call - March 26, 2025
Ask an Accountant Call for Canadians - March 5, 2025
Ask an Accountant Call for Americans - February 19, 2025
Ask an Accountant Call for Americans - October 7, 2024
Ask an Accountant Call for Canadians - September 4, 2024
“‘Do you take insurance?’ How to Attract, Convert and Retain Potential Clients”, with Mentaya’s Founder & CEO, Christine Li - August 14, 2024
Take Back Your Time with Jane Workshop - June 12, 2024
Ask an Accountant Call for Americans - March 4, 2024
Ask an Accountant Call for Canadians - February 21, 2024
Expanding Beyond Insurance While Remaining Accessible with Mentaya - December 6, 2023
Ask an Accountant Call - November 6, 2023
Profit First Made Easy with Relay - October, 5 2023
Boundary Boost Workshop with Jelisha Gatling - May 19 2022
Ask a Bookkeeper Call - April 7, 2022
Ask an Accountant Call - February 17, 2022
Ask an Accountant Call - November 4, 2021
Ask an Accountant Call - August 10, 2021

Teach online with

Start Here

Lesson content locked

If you're already enrolled, you'll need to login.

Enroll in Course to Unlock