Orientation to Money Skills For Therapists
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Start Here (12:33)
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Intro to Teachable (8:00)
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Intro to the Mighty Networks Community (17:20)
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Making the Most of the Calls (7:22)
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Accountability Buddy Matching
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Taking a Break (4:57)
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Bonus Materials Transforming Money Beliefs & Behaviors When You're First Gen
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Bonus Materials Income Raiser Workshop
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Bonus Materials Take Back Your Time
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Bonus Materials Radical Rest for Entrepreneurs
Module 1: Getting Set Up
Module 2: Getting Clear About Your Finances
Module 3: The Right Tool To Get The Job Done
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Lesson 1: Choosing The Right Tracking Tool For You (6:31)
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Lesson 2: The Old-Timey Ledger (9:35)
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Lesson 3: Spreadsheets (9:22)
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Lesson 4: Budgeting Software (9:03)
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Lesson 5: Accounting Software (11:18)
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Lesson 6: Let's Add Your Expense Categories (8:57)
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Lesson 7: Your First Month's Tracking (33:21)
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Lesson 8: Specific Situations (26:47)
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Lesson 9: Checkpoint
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Booking Your One-On-One Time
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YNAB FAQs
Mid-Term Checkpoint and Feedback
Module 4: Seeing Where Your Money's At
Module 5: Planning For Success
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Lesson 1: Budgeting Mindset (4:44)
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Lesson 2: How To Budget (5:26)
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Lesson 3: Profit First (15:48)
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Lesson 4: Salary, Taxes & Guidelines (27:13)
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Lesson 5: Setting Your Paycheque Amount (6:58)
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Lesson 6: Big Picture Thinking (9:31)
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Lesson 7: Budget For The Month (2:06)
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Lesson 8: Checkpoint
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Module 5 Resources (5:08)
Module 6: Next Steps
End of Course Checkpoint and Feedback
The Vault
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Ask A Financial Advisor Call - March 26, 2025
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Ask an Accountant Call for Canadians - March 5, 2025
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Ask an Accountant Call for Americans - February 19, 2025
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Ask an Accountant Call for Americans - October 7, 2024
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Ask an Accountant Call for Canadians - September 4, 2024
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“‘Do you take insurance?’ How to Attract, Convert and Retain Potential Clients”, with Mentaya’s Founder & CEO, Christine Li - August 14, 2024
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Take Back Your Time with Jane Workshop - June 12, 2024
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Ask an Accountant Call for Americans - March 4, 2024
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Ask an Accountant Call for Canadians - February 21, 2024
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Expanding Beyond Insurance While Remaining Accessible with Mentaya - December 6, 2023
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Ask an Accountant Call - November 6, 2023
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Profit First Made Easy with Relay - October, 5 2023
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Boundary Boost Workshop with Jelisha Gatling - May 19 2022
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Ask a Bookkeeper Call - April 7, 2022
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Ask an Accountant Call - February 17, 2022
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Ask an Accountant Call - November 4, 2021
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Ask an Accountant Call - August 10, 2021
