Ep 66: Navigating Inherited Wealth

Ep 71: Social Security, S Corps, and the Payroll Tax Tradeoff

Social Security is one of those topics most people know matters, but few people know exactly how to plan around it. For some, it feels like a promise they've built their retirement around; for others, it feels like a system they're being forced to fund without much confidence in what they'll receive back. And for business owners and high-income 1099 earners, the conversation gets even more complicated because the same taxes that fund Social Security are often the taxes they're actively trying to reduce. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 70: SpaceX and the Index Dilemma

Index funds are often presented as the simple, neutral way to invest: buy the market, keep costs low, and stay diversified. But every index has rules, and those rules determine what investors actually own. With several massive private companies potentially entering public markets, those rules are becoming more important than ever. In this episode, we're looking at what happens when "passive investing" still depends on very active decisions behind the scenes. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 69: The Evolution of MedSpa Marketing: What's Working Now and What Doesn't

If you've been in the aesthetics industry for any length of time, you've probably noticed that the marketing playbook seems to change every few years. Strategies that once generated endless leads suddenly stop working, while entirely new opportunities emerge seemingly overnight. In today's episode, we're talking about how MedSpa marketing has evolved over the last two decades, where the industry appears to be heading next, and how owners can position themselves to continue growing regardless of what platform, algorithm, or technology comes along. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 68: How Much Money Do You Actually Need to Start a MedSpa?

Starting a MedSpa is one of those businesses that looks much simpler from the outside than it actually is. People see the treatments, the branding, the aesthetic side of it, but what they often don't see is the amount of capital, planning, and financial pressure that exists before the business ever becomes consistently profitable. And one of the most common questions we get from people looking to open a MedSpa is pretty straightforward: where exactly is all of this money supposed to come from? That's what we're discussing today. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]

Ep 67: I Have $5 Million… So How Much Can I Actually Spend?

Most people think retirement is just about hitting a certain portfolio number. But what often gets overlooked is what that number actually translates to in real-life spending power over time. In this episode, we break down the hidden friction between investment returns, taxes, inflation, and lifestyle — and why "living off the return" is far more complicated than it sounds. You can find show notes, resources, and more at: https://medspafinancial.com [https://medspafinancial.com/]