Financial planning in Private Practice with Anna GoochWelcome to the Business of Psychology podcast. I'm really excited to be here with Anna Gooch. Anna is a unique individual with a fantastic background in financial planning, and also a counsellor with a lot of passion for supporting people with their mental health. This is a fantastic combination to have, and we're going to talk about Anna's personal story, where her passion comes from, but also about how we might support clients who are going through financial difficulties; we all know that many of our clients go through financial difficulties during their time with us. And then finally, about how we might look after ourselves financially, because most people listening to this will be independent psychologists or therapists, and we often don't have the most robust financial plan in place.Full show notes and a transcript of this episode are available at The Business of PsychologyLinks for Anna:LinkedIn: Anna GoochEmail:
[email protected] for Rosie:Substack: substack.com/@drrosieRosie on Instagram:@rosiegilderthorp@thepregnancypsychologistThe highlightsAnna tells us about her career and how she ended up being a counsellor and financial advisor 1:18We discuss the shame and embarrassment people feel when talking about money 10:35Anna talks about why her niche is working with counsellors 21:31Anna takes us through what she looks at with a client, including insurance and pensions 29:10I ask Anna what a first good step is, if you’re feeling overwhelmed 33:00Anna explains what a lasting power of attorney is 35:46I ask Anna if we should consolidate our NHS pension with other pots 38:05Anna explains how how working with a financial advisor works 40:21Anna tells us how we can get in touch with her 43:22Evolve and Thrive MastermindAre you a psychologist or therapist with a thriving practice, but you're feeling stuck? Do you dream of more predictable income or more time for your family and maybe the ability to make a wider impact in mental health? I get it. You are passionate about helping people, but the business side can often feel really overwhelming.You've probably tried it all; podcasts, books, maybe even some short term coaching. But maybe you're still struggling with procrastination, indecision, or just not knowing how to create a passive income stream.If that sounds like you, I've got something really exciting to share with you. I've been developing it for a while and I'm really excited about it. It's called the Evolve and Thrive Mastermind, and it is designed specifically for psychologists and therapists like you that have a thriving private practice already, but are desperate to bring some passive or semi-passive income into their practice so that they can make more impact in the world and maybe have more flexibility in their life as well.This program includes mastermind sessions with me and guest speakers, a Clarity and Values day retreat to hone in on your ideal client and the offers that you should be making to...