Ep 13: Twitchy Markets & Tariff Shock: The Biggest Market Swing in History
Release Date: 04/24/2025
Ep 25: The 12 Financial Vitals Every MedSpa Owner Should Track
MedSpa Money Matters
On today's episode, we are going over 12 vitals designed to take a pulse on both sides of the equation: how your MedSpa is performing and how that performance is showing up in your day-to-day life on the personal side. Some are financial, some operational, and a few might hit a little deeper. But taken together, they paint a clearer picture of whether you're building something sustainable — or just sprinting on fumes. You can find show notes, resources and more at:
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Ep 24: From Speculation to Law: What Made It Into the Big Beautiful Bill
MedSpa Money Matters
The One Big Beautiful Bill has officially passed, and it’s packed with massive updates to your tax life — from permanent brackets and deductions to brand-new accounts and surprising repeals. We’re talking about a $6,000 deduction for seniors, big wins for business owners and 1099 earners, and a powerful SALT + PTE combo that high earners need to hear about. Oh — and if you're planning on going solar or buying an EV, you’ll want to move fast. Let’s break down what actually made it into the 870-page bill — and what you need to act on now. You can find show notes, resources and more...
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Ep 23: Don’t Fear the 401(k): A MedSpa Owner’s Blueprint for Retirement Plans
MedSpa Money Matters
Retirement plans might not be the first thing on your mind when running a MedSpa—but they might be one of the smartest investments you can make in your business. Beyond being a financial benefit, they can shape your culture, boost retention, and even unlock tax advantages you didn’t know you qualified for. If it feels overwhelming or like something “for later,” you’re not alone. But once you understand a few key principles, it starts to make a lot more sense—and a lot more opportunity opens up. You can find show notes, resources and more at:
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Ep 22: Everyone’s Opening a MedSpa… But Are They Thriving?
MedSpa Money Matters
The MedSpa industry might look crowded at first glance, but the real competition isn’t in how many clinics surround you — it’s in how well you operate. While others focus on appearances and volume, long-term success comes down to delivering consistent results and exceptional client experiences. In a space where many businesses underperform, quality becomes your greatest advantage. If you master the fundamentals, the market opens wide, no matter how many others are around. You can find show notes, resources and more at:
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Ep 21: Is Your Accountant Helping You Build Wealth—or Just File Forms?
MedSpa Money Matters
Running a MedSpa comes with plenty of visible expenses, but some of the biggest financial wins happen behind the scenes. One of the most overlooked drivers of profitability isn’t a fancy machine or a high-end service—it’s a strategy. And the best part? It’s entirely within your control. Let’s explore the kind of moves that don’t just treat symptoms—they optimize your financial health. You can find show notes, resources and more at:
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Ep 20: Own It or Owe It? Navigating MedSpa Equipment Financing
MedSpa Money Matters
Every MedSpa owner reaches a moment where the next big decision isn't about treatments or clients — it's about capital. The equipment you choose (and how you pay for it) can quietly shape the trajectory of your entire practice. But what seems like a simple financial choice often hides deeper implications. Before you sign anything, there’s a conversation worth having. You can find show notes, resources and more at:
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Ep 19: Big Tax Changes Ahead—The Beautiful Bill Passed, So Let’s Talk Strategy
MedSpa Money Matters
The House officially passed the One Big Beautiful Bill Act—so today, we’re diving into what actually made it into the bill. If you listened to our earlier episode, you know we were taking some educated guesses, but now we’ve got real answers. This bill is packed with changes—some extensions, some brand-new provisions—and while it’s not law yet (it still needs to clear the Senate), it’s already shaping major tax and financial planning conversations. So let’s break down what passed and what it could mean for your bottom line. You can find show notes, resources and more at: ...
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Ep 18: The MedSpa Partnership Playbook: Structuring Ownership Legally and Profitably
MedSpa Money Matters
Owning a MedSpa is one of the most exciting—and complex—ventures in healthcare and aesthetics. It blends medical oversight with high-end consumer services, but navigating the legal structure, especially in CPOM-restricted states, is crucial. Understanding how to separate and structure the clinical (PC) and business (MSO) sides of the practice isn’t just a compliance issue—it’s the foundation of ownership, control, and long-term profitability. Whether you’re a nurse practitioner, physician, or business partner, getting this right from the start determines how you grow, scale, and...
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Ep 17: Startups, Scaling & Success: A MedSpa's Financial Journey
MedSpa Money Matters
The MedSpas that win financially aren’t just the busiest ones — they’re the ones that evolve their financial systems and thinking along with their growth. Today, we're discussing 5 distinct stages MedSpas likely fall in — each phase with its own challenges and opportunities. Knowing where your business stands is the only way to clearly see where you're headed — it helps you spot where you might be falling behind, and more importantly, what financial moves you need to make now to ensure you’re ready for that next level. You can find show notes, resources and more at:
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Ep 16: Uncertain but Not Unprepared: What 2026 Tax Changes Could Mean for Your MedSpa
MedSpa Money Matters
If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we’re heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action. But right now, lawmakers are locked in a high-stakes budget battle, and no one knows exactly how it’ll end. This episode breaks down why that matters not just politically — but for your wallet, your financial plan, and the decisions you might want to make before the rules change. You can find show notes,...
info_outlineMarkets just experienced one of the most dramatic intraday reversals in history — and at the center of it all? Tariffs. In this episode, we dive into how sudden trade policy shifts, particularly around President Trump’s tariff announcements, are sending shockwaves through investor sentiment and market pricing.
We’ll break down what tariffs actually are, who really pays for them, and why reacting to market drops after the fact can be more harmful than helpful. If you’ve been feeling whiplashed by the headlines, this one’s for you.
You can find show notes, resources and more at: https://medspafinancial.com/