MedSpa Money Matters

Ep 66: Navigating Inherited Wealth

There's a major financial shift quietly unfolding right now that's likely going to impact millions of families over the next couple decades. And while most people think of inheritance as purely a financial event, the reality is that it touches emotions, relationships, planning, taxes, and even personal identity in ways that often go completely unspoken. Today we want to explore some of the conversations families aren't having — but probably should be. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 65: How Often Should You Check on Your Investment Returns?

How often should you log into your investment account? Daily? Weekly? Monthly? What if I told you that checking too often can actually make you feel worse — even when your investments are doing exactly what they're supposed to do? Today we're talking about something almost nobody discusses in investing: the psychology of monitoring wealth. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 64: The Biggest Threat to Your Portfolio Isn't the Market

What if the biggest risk to your investments isn't the market—but something much closer to home? Today, we're diving into a factor that quietly changes over time, yet has a massive impact on how financial decisions get made. It's not something most investors plan for, and it doesn't show up on any statement. But under the wrong conditions, it can completely alter the trajectory of decades of work. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 63: The 4 Most Brutal Financial Mistakes We've Seen

In nearly 15 years of working with clients, four financial mistakes stand out above the rest that we want to talk about today. What most people don't realize is that it doesn't take years of poor decisions to cause serious damage—it can take just one mistake on a single day to unravel thousands of disciplined ones. That's an unsettling reality. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 62: Why You SHOULD Live Paycheck to Paycheck

If you hear the phrase "living paycheck to paycheck," you probably associate it with stress, scarcity, and survival. It's the image of someone barely getting by, timing bills to deposits, hoping nothing unexpected hits. But there's another version of that concept — and it's one of the most effective ways to run your financial life if it's done intentionally. Not out of necessity, but of design. That's what we'll be discussing today. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]