MedSpa Money Matters

By Scott Wisniewski and Jonny McMullen

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Category: Investing

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Episodes: 68

Description

MedSpa Money Matters is your go-to resource for mastering the financial side of MedSpa ownership. Hosted by Scott Wisniewski and Jonny McMullen, this podcast is designed to bring clarity to your finances so you can focus on growing your business. From financial planning, bookkeeping and taxes to fractional CFO services, Scott and Jonny provide expert insights to help you navigate the unique challenges of running a MedSpa. Whether you want to improve profitability or simply make sense of your numbers, this podcast offers the education and guidance you need to succeed. Join the conversation and start making empowered financial decisions today—because organized finances lead to a thriving MedSpa. Inject financial simplicity and organization into your MedSpa, with a new episode of MedSpa Money Matters every Tuesday.

Episode Date
Ep 68: How Much Money Do You Actually Need to Start a MedSpa?
Jun 04, 2026
Ep 67: I Have $5 Million… So How Much Can I Actually Spend?
May 28, 2026
Ep 66: Navigating Inherited Wealth
May 21, 2026
Ep 65: How Often Should You Check on Your Investment Returns?
May 14, 2026
Ep 64: The Biggest Threat to Your Portfolio Isn't the Market
May 07, 2026
Ep 63: The 4 Most Brutal Financial Mistakes We've Seen
Apr 30, 2026
Ep 62: Why You SHOULD Live Paycheck to Paycheck
Apr 23, 2026
Ep 61: Cheating Without Another Person: The Truth About Financial Infidelity
Apr 16, 2026
Ep 60: Building a MedSpa That Works Even When It's Slow
Apr 09, 2026
Ep 59: What Story Does Your Data Tell?
Apr 02, 2026
Ep 58: Don't Ignore This Episode — The IRS May Owe You Money Right Now
Mar 26, 2026
Ep 57: The Vanguard Illusion
Mar 19, 2026
Ep 56: March 15th Is the New April 15th
Mar 12, 2026
Ep 55: Permission to Spend
Mar 05, 2026
Ep 54: Trump Account Deep Dive: Form 4547, Free $1,000, and What Comes Next
Feb 26, 2026
Ep 53: The MedSpa Owner Debt Stack
Feb 19, 2026
Ep 52: The Hidden Risks of Buying a MedSpa (And How to Price Them)
Feb 12, 2026
Ep 51: The 4 Stages of Wealth Every MedSpa Owner Must Master
Feb 05, 2026
Ep 50: Understanding the QBI Deduction in 2026: A Guide for MedSpa Owners
Jan 29, 2026
Ep 49: The Hidden Tax Cost of Capital Gains for MedSpa Owners
Jan 22, 2026
Ep 48: The Topics MedSpa Owners Care About Most — And What We're Focusing on in 2026
Jan 15, 2026
Ep 47: How to Lose Millions by Winning a Million
Jan 01, 2026
Ep 46: Self-Directed IRAs for Real Estate: Why "Advanced" Doesn't Mean "Better"
Dec 25, 2025
Ep 45: New Year, New Limits — What 2026 Means for Your Retirement Strategy
Dec 18, 2025
Ep 44: Last Call for Tax Savings: What MedSpa Owners Must Do Before the Year Ends
Dec 11, 2025
Ep 43: Your Personal Finance Reset: What Every MedSpa Owner Should Review Before Year-End
Dec 04, 2025
Ep 42: What MedSpa Owners Need to Know About a Potential Recession
Nov 27, 2025
Ep 41: The Real Work Behind Wealth: Serving the Humans Who Run MedSpas
Nov 20, 2025
Ep 40: Health Insurance Decisions for 2026: A MedSpa Owner's Guide to Coverage, Costs, and Team Benefits
Nov 13, 2025
Ep 39: The MedSpa Owner's Year-End Personal Checklist: What to Do Before December 31st
Nov 06, 2025
Ep 38: When Politics Pause and Portfolios Don't
Oct 30, 2025
Ep 37: Your MedSpa Year-End Business Checklist: What to Do Before December 31st
Oct 23, 2025
Ep 36: The First-Year MedSpa Owner Playbook: How to Turn Early Success Into Long-Term Wealth
Oct 16, 2025
Ep 35: Boom, Bubble, or Both? The Truth About AI Investing
Oct 09, 2025
Ep 34: What a Fed Rate Cut Means for Your MedSpa
Oct 02, 2025
Ep 33: The Wrong Question About Retirement: Why "How Much Do I Need?" Misses the Point
Sep 25, 2025
Ep 32: Why MedSpa Owners Struggle to Spend After Success
Sep 18, 2025
Ep 31: The Words That Build Trust: Communication Secrets for MedSpas
Sep 11, 2025
Ep 30: Our Favorite Tax Strategies Under OBBB — These Will 100% Save You Thousands
Sep 04, 2025
Ep 29: The Equity Sweet Spot: Why MedSpa Owners Can't Afford to Miss It
Aug 28, 2025
Ep 28: The $2 Million Paradox: Why MedSpa Owners Feel Like They're Still Not Winning
Aug 21, 2025
Ep 27: The 5 Levels of Financial Wealth for MedSpa Owners
Aug 14, 2025
Ep 26: Booked But Not Busy: Fixing the No-Show Problem
Aug 07, 2025
Ep 25: The 12 Financial Vitals Every MedSpa Owner Should Track
Jul 31, 2025
Ep 24: From Speculation to Law: What Made It Into the Big Beautiful Bill
Jul 24, 2025
Ep 23: Don't Fear the 401(k): A MedSpa Owner's Blueprint for Retirement Plans
Jul 17, 2025
Ep 22: Everyone's Opening a MedSpa… But Are They Thriving?
Jun 26, 2025
Ep 21: Is Your Accountant Helping You Build Wealth—or Just File Forms?
Jun 19, 2025
Ep 20: Own It or Owe It? Navigating MedSpa Equipment Financing
Jun 12, 2025
Ep 19: Big Tax Changes Ahead—The Beautiful Bill Passed, So Let's Talk Strategy
Jun 05, 2025
Ep 18: The MedSpa Partnership Playbook: Structuring Ownership Legally and Profitably
May 29, 2025
Ep 17: Startups, Scaling & Success: A MedSpa's Financial Journey
May 22, 2025
Ep 16: Uncertain but Not Unprepared: What 2026 Tax Changes Could Mean for Your MedSpa
May 15, 2025
Ep 15: From Stuck to Booked: Real Strategies to Get More Clients in Your MedSpa
May 08, 2025
Ep 14: MedSpa Valuations: How to Value a Medical Spa Business
May 01, 2025
Ep 13: Twitchy Markets & Tariff Shock: The Biggest Market Swing in History
Apr 24, 2025
Ep 12: From Startup to Standout: Candice Roberts Shares Her MedSpa Journey
Apr 17, 2025
Ep 11: New Rules, New Risks: Can Your MedSpa Survive the Coming Regulatory Wave?
Apr 10, 2025
Ep 10: Botox, Burns & Bad Outcomes: The Hidden Gaps in Malpractice Insurance
Apr 03, 2025
Ep 9: Fear the Market? Why MedSpa Owners Should Invest Anyway
Mar 20, 2025
Ep 8: Surviving the IRS Shake-Up: MedSpa Tax Deadlines & Strategies
Mar 13, 2025
Ep 7: Economic Uncertainty & MedSpas: How to Bulletproof Your Business
Mar 06, 2025
Ep 6: 3 Must-Track KPIs to Skyrocket Your MedSpa's Profits
Feb 27, 2025
Ep 5: One Big, Beautiful Tax Bill: What It Means for MedSpa Owners & Their Money
Feb 20, 2025
Ep 4: Election Year Markets: The Surprising Truth Behind Predictions
Feb 04, 2025
Ep 3: The Largest Expense of Your Lifetime: Unpacking Hidden Taxes for MedSpa Owners
Jan 28, 2025
Ep 2: Data-Driven Decisions: Managing MedSpa Cash Flow in a Sea of Variability
Jan 21, 2025
Ep 1: Your MedSpa's Financial Success Starts Here: Understanding and Optimizing Cash Flow
Jan 15, 2025