The Financial Coaches Podcast
By Maria Casillas and Cody Sizemore
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Category: Entrepreneurship
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Episodes: 246
Description
Welcome to the Financial Coaches Podcast, where we talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. Finally, a podcast for Financial Coaches. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and Sizemore Financial Coaching.
The Financial Coaches Podcast is the ultimate resource for financial coaches and professionals dedicated to empowering individuals and transforming lives through financial education and coaching. Hosted by industry experts, Maria Casillas and Cody Sizemore, this podcast brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being.
Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Whether you're just starting your coaching journey or have years of experience under your belt, this podcast is your go-to destination for continuous learning, professional development, and staying ahead in the industry.
Topics covered on the podcast include client relationship building, goal setting, financial planning, mindset coaching, marketing strategies, pricing structures, technology integration, and much more. With a focus on practical advice and tangible takeaways, you'll gain the knowledge and skills to elevate your coaching practice, attract more clients, and deliver exceptional results.
Join Maria, Cody, and an array of industry experts as they share their insights, best practices, and success stories. Tune in to The Financial Coaches Podcast and be inspired, educated, and motivated to take your coaching practice to new heights.
Whether you're a seasoned financial coach or aspiring to become one, The Financial Coaches Podcast is your trusted companion on the journey to financial coaching excellence. Stay connected with the latest episodes on our website, or subscribe and listen on your preferred podcast platform.
Let's empower individuals, transform lives, and make a positive impact on the world of personal finance through the power of coaching.
| Episode | Date |
|---|---|
|
When a Client Asks a Question You Can’t Answer | EP 243
|
May 18, 2026 |
|
Bringing Your Program to the Marketplace | EP 242
|
May 11, 2026 |
|
Coaching Clients Through Addiction (Where Your Role Begins and Ends) | EP 241
|
May 04, 2026 |
|
When a Client Wants to Quit Early (What Coaches Should Do) | EP 240
|
Apr 27, 2026 |
|
Be Authentic in Your Coaching Experience | EP 239
|
Apr 20, 2026 |
|
Is Money the ONLY Thing Financial Coaches Help Their Clients With? | EP 238
|
Apr 13, 2026 |
|
When is it Time to Let a Client Go? | EP 237
|
Apr 06, 2026 |
|
When Your Coaching Practice Starts to Feel Stale | EP 236
|
Mar 30, 2026 |
|
When a Spouse Goes Rogue | EP 235
|
Mar 23, 2026 |
|
Putting Food on the Table: Coaching Clients Through Grocery Budgets | EP 234
|
Mar 16, 2026 |
|
Slow Down to Speed Up | EP 233
|
Mar 09, 2026 |
|
Let’s Play a Game: Engagement Challenge | EP 232
|
Mar 02, 2026 |
|
Don’t Plan It for Them: Helping Clients Decide What to Do With a Tax Refund | EP 231
|
Feb 23, 2026 |
|
Why Some Clients Don’t Make Progress (And How to Fix It) | EP 230
|
Feb 16, 2026 |
|
Real Talk: Cody’s Confession | EP 229
|
Feb 09, 2026 |
|
The Rise of Money Fatigue | EP 228
|
Feb 02, 2026 |
|
Holding Your Clients Accountable | EP 227
|
Jan 26, 2026 |
|
Helping Clients Navigate Emotions Around Money | EP 226
|
Jan 19, 2026 |
|
Scaling Your Practice Through The Clients You Already Have | EP 225
|
Jan 12, 2026 |
|
New Year Goal Setting | EP 224
|
Jan 05, 2026 |
|
Self-Care for Financial Coaches | EP 223
|
Dec 29, 2025 |
|
The Art of Follow Up | EP 222
|
Dec 22, 2025 |
|
How to Network with other Financial Professionals | EP 221
|
Dec 15, 2025 |
|
How to Avoid Clients Dropping Out | EP 220
|
Dec 08, 2025 |
|
How to Find Leads | EP 219
|
Dec 01, 2025 |
|
Tell Your Clients What They Need To Hear | EP 218
|
Nov 24, 2025 |
|
Be Vulnerable With Your Clients | EP 217
|
Nov 17, 2025 |
|
WHY are You a Financial Coach? | EP 216
|
Nov 10, 2025 |
|
What Tech Do You Need for Your Practice? | EP 215
|
Nov 03, 2025 |
|
Helping Parents with Financial Tension & Kids | EP 214
|
Oct 20, 2025 |
|
Push Yourself to Pull Prospects | EP 213
|
Oct 13, 2025 |
|
The Importance of Lead Magnets | EP 212
|
Oct 06, 2025 |
|
The Die With Zero Concept | EP 211
|
Sep 29, 2025 |
|
Using Giveaways to Convert Clients | EP 210
|
Sep 22, 2025 |
|
Helping Clients with Their Relationship with Money | EP 209
|
Sep 15, 2025 |
|
Transformational Coach or Budget Coach? | EP 208
|
Sep 08, 2025 |
|
Helping Clients Find What’s Missing | EP 207
|
Sep 01, 2025 |
|
Helping Clients with Spousal Friction | EP 206
|
Aug 25, 2025 |
|
First Steps to Helping Clients Craft a Budget | EP 205
|
Aug 18, 2025 |
|
Planning vs Doing | EP 204
|
Aug 11, 2025 |
|
Persistence & Goal Setting | EP 203
|
Aug 04, 2025 |
|
Fixing Problems vs Solving Problems | EP 202
|
Jul 28, 2025 |
|
Investing in Yourself & Your Practice | EP 201
|
Jul 21, 2025 |
|
Celebrating 200 Episodes! | EP 200
|
Jul 14, 2025 |
|
The Dangers of Comparison (And What to do Instead) | EP 199
|
Jul 07, 2025 |
|
Taking Ownership | EP 198
|
Jun 30, 2025 |
|
Clients and Bankruptcy | EP 197
|
Jun 23, 2025 |
|
Distractions | EP 196
|
Jun 16, 2025 |
|
Persistence & Principles | EP 195
|
Jun 09, 2025 |
|
The Best Way To Take Notes | EP 194
|
Jun 02, 2025 |
|
Student Loans with Guest Angie Carlson | EP 193
|
May 26, 2025 |
|
The Power of Online Events (Part 2) | EP 192
|
May 19, 2025 |
|
The Power of Online Events (Part 1) | EP 191
|
May 12, 2025 |
|
Handling the 'How Much?' Question Before It's Time | EP 190
|
May 05, 2025 |
|
Work/Life Balance with Coaching | EP 189
|
Apr 28, 2025 |
|
Put Yourself Out There | EP 188
|
Apr 21, 2025 |
|
Playing The Long Game | EP 187
|
Apr 14, 2025 |
|
Do This One Thing to Crush Your Consultations! | EP 186
|
Apr 07, 2025 |
|
When Clients Drop Out | EP 185
|
Mar 31, 2025 |
|
Stretching Your Comfort Zone | EP 184
|
Mar 24, 2025 |
|
Getting Started as a Financial Coach with Special Guest Zoe Hughes | EP 183
|
Mar 17, 2025 |
|
Working With the RIGHT Clients | EP 182
|
Mar 10, 2025 |
|
Persevering the Ebbs & Flows | EP 181
|
Mar 03, 2025 |
|
Running Paid Ads for Your Practice | EP 180
|
Feb 24, 2025 |
|
Revisiting: Helping Clients Find Their WHY | EP 179
|
Feb 17, 2025 |
|
Creative Ways to Help Clients Make Your Investment | EP 178
|
Feb 10, 2025 |
|
Understanding the Stages of Change | EP 177
|
Feb 03, 2025 |
|
Nurturing Your Email List & Group Coaching | EP 176
|
Jan 27, 2025 |
|
Breaking Irrational Money Beliefs: 3 Keys to Helping Clients Transform Their Habits | EP 175
|
Jan 20, 2025 |
|
Why You Shouldn’t Give Up | EP 174
|
Jan 13, 2025 |
|
The Power of Open-Ended Questions | EP 173
|
Jan 06, 2025 |
|
Measuring Success Into The New Year | EP 172
|
Dec 30, 2024 |
|
What Do Your Clients Actually Want? | E171
|
Dec 23, 2024 |
|
Helping Clients Prepare for Christmas | E170
|
Dec 16, 2024 |
|
Motivation vs Consistency | E169
|
Dec 09, 2024 |
|
Building Your Practice In a Saturated Market | E168
|
Dec 02, 2024 |
|
Stretching Comfort Zone with Your Business with Special Guest Teddy Nguyen | E167
|
Nov 25, 2024 |
|
Supporting Clients in Times of Trial | E166
|
Nov 18, 2024 |
|
Nightmare on Prospecting Street | E165
|
Nov 11, 2024 |
|
Keeping Clients Consistent | EP164
|
Nov 04, 2024 |
|
Busy Work < Prospecting | EP163
|
Oct 28, 2024 |
|
Creative Solutions for Client Enrollment: Making It Easier for Them | EP162
|
Oct 21, 2024 |
|
Should You Offer a Money-Back Guarantee for Your Coaching Services? | EP161
|
Oct 14, 2024 |
|
The BIGGEST Mistake You’re Making with Facebook | EP160
|
Oct 07, 2024 |
|
Taking the Leap: Finding Validation in New Ideas | EP 159
|
Sep 30, 2024 |
|
Balancing Coaching, Family, and Fear: Insights with guest Coach David Gibbs
|
Sep 23, 2024 |
|
Nurturing Potential Clients: Timing Your Coaching Investment Proposal
|
Sep 16, 2024 |
|
Helping Clients Align with Their Values with Guest Catherine Van Der Laan
|
Sep 09, 2024 |
|
Coaching Couples: Navigating Money Conflicts in Relationships | EP155
|
Sep 02, 2024 |
|
How to Level Up Your Coaching Practice wsg/ Linda Kaye | EP154
|
Aug 26, 2024 |
|
Booking Consultations Through Genuine Connections | EP153
|
Aug 19, 2024 |
|
Winner Announcement - Getting Started as a Financial Coach Giveaway!
|
Aug 16, 2024 |
|
Start With What You Have | EP152
|
Aug 12, 2024 |
|
Resources to Have When Launching Your Practice | EP151
|
Aug 05, 2024 |
|
Getting Started as a Financial Coach Giveaway!
|
Aug 02, 2024 |
|
The Power of Hosting Masterclasses | EP150
|
Jul 29, 2024 |
|
Adding Extra Value to Your Clients | EP149
|
Jul 22, 2024 |
|
Coach Who & What You’re Passionate About | EP148
|
Jul 15, 2024 |
|
What Kind of Coach Are You Really?
|
Jul 08, 2024 |
|
Mastering Organization in Your Practice w/ Lauri Palau
|
Jul 01, 2024 |
|
Turning Trials Into Triumphs with Guest Wil Otero
|
Jun 24, 2024 |
|
What is Your X-Factor?
|
Jun 17, 2024 |
|
Financial Coaches Ask Us Anything - June 18, 2024
|
Jun 11, 2024 |
|
How to Pay Yourself as a Financial Coach
|
Jun 10, 2024 |
|
Holding Your Ground With Refund Policies
|
Jun 03, 2024 |
|
You May Not Be Charging Enough
|
May 27, 2024 |
|
Coaching Curriculum Tips
|
May 20, 2024 |
|
Spending Habits Deep Dive with special guest Coach Mary Ann Stenquist
|
May 13, 2024 |
|
Maria’s Favorite Exercises for Clients
|
May 06, 2024 |
|
Cody’s Favorite Exercises for Clients
|
Apr 29, 2024 |
|
Don’t Coach Alone
|
Apr 22, 2024 |
|
Consultation Rejection
|
Apr 15, 2024 |
|
The Power of Referrals
|
Apr 08, 2024 |
|
Introducing Group Coaching
|
Apr 01, 2024 |
|
Making Your Practice Financially Healthy
|
Mar 25, 2024 |
|
The Compound Effect (Revisited) | EP131
|
Mar 18, 2024 |
|
The Power of 10% | EP130
|
Mar 11, 2024 |
|
Embracing Your True Form as a Person and Coach | EP129
|
Mar 04, 2024 |
|
Coaching Couples & Combining Finances with Special Guest Bill Nelson | EP128
|
Feb 26, 2024 |
|
Focusing on Clients Journeys Over Their Destination | EP127
|
Feb 19, 2024 |
|
The Responsibility of Being a Financial Coach with Guest Patrick DeBattista | EP126
|
Feb 12, 2024 |
|
Coaching Beyond The Budget | EP125
|
Feb 05, 2024 |
|
How To Create New Clients | EP124
|
Jan 29, 2024 |
|
The Secret is Consistency | EP123
|
Jan 22, 2024 |
|
Life Lessons that Apply to Coaching | EP122
|
Jan 15, 2024 |
|
Holiday Hangovers | EP121
|
Jan 08, 2024 |
|
Big Goals for a Big Year | EP120
|
Jan 01, 2024 |
|
Sneak-Peak (Part 2) of “Getting Started As A Financial Coach”
|
Dec 25, 2023 |
|
Sneak-Peak (Part 1) of “Getting Started As A Financial Coach”
|
Dec 18, 2023 |
|
Introducing: “Getting Started As A Financial Coach”
|
Dec 11, 2023 |
|
Grow your Business, Grow Others, & Grow Yourself
|
Dec 04, 2023 |
|
Direct Message Mastery - Getting Prospects On The Phone
|
Nov 27, 2023 |
|
Organic Marketing with Special Guest Amy Hager
|
Nov 20, 2023 |
|
Taking Care of Yourself While Helping Others
|
Nov 13, 2023 |
|
Working With Past Clients
|
Nov 06, 2023 |
|
State of the Union: Paycheck to Credit Card
|
Oct 30, 2023 |
|
Money Mindset & Becoming a Full-Time Coach w/ Mariah Raynor
|
Oct 23, 2023 |
|
The Results of Cody’s Marathon
|
Oct 16, 2023 |
|
Doing a Marathon for Your Practice?
|
Oct 09, 2023 |
|
Everything Taxes with Guest Kristine Stevenson, EA
|
Oct 02, 2023 |
|
Motivation Is Created Not Found
|
Sep 25, 2023 |
|
Business Structures & Estate Planning w/ Seth Connell
|
Sep 18, 2023 |
|
Parents, Kids, and Money
|
Sep 11, 2023 |
|
Is AI a Threat to Financial Coaches?
|
Sep 04, 2023 |
|
Unlocking Student Loan Success: Expert Insights for Financial Coaches with Renée Earwood
|
Aug 28, 2023 |
|
Progress is Progress
|
Aug 21, 2023 |
|
Mastering Financial Coaching: Insights and Strategies with Coach Chris Hogan
|
Aug 14, 2023 |
|
Traits and Skills of a Financial Coach
|
Aug 07, 2023 |
|
Committing to Dreams over Fears
|
Jul 31, 2023 |
|
Hiring… Your Kids?
|
Jul 24, 2023 |
|
Expanding Your Practice
|
Jul 17, 2023 |
|
The Power of Online Events
|
Jul 10, 2023 |
|
Setting Up Your Business Books
|
Jul 03, 2023 |
|
Rigid vs Intentional?
|
Jun 26, 2023 |
|
Remember to Celebrate
|
Jun 19, 2023 |
|
Coaching on Unfamiliar Topics
|
Jun 12, 2023 |
|
Making a Bigger Impact with Financial Coaching With Special Guest Patti Handy
|
Jun 05, 2023 |
|
The Present is Where Peace is Found
|
May 29, 2023 |
|
Overcoming the “No” During Consultations
|
May 22, 2023 |
|
Working Through Difficult Times
|
May 15, 2023 |
|
Don’t Overthink It
|
May 08, 2023 |
|
Stretching Your Comfort Zone
|
May 01, 2023 |
|
Conducting Business with Kids at Home
|
Apr 24, 2023 |
|
Visualization/Meditation for the Coach & The Client
|
Apr 17, 2023 |
|
Aligning Your Practice to Your Values
|
Apr 10, 2023 |
|
Having the Courage to Launch Your Practice
|
Apr 03, 2023 |
|
Cookie-Cutter Coaching
|
Mar 27, 2023 |
|
Marketing Through Stories
|
Mar 20, 2023 |
|
Accomplishing More with a Power List
|
Mar 13, 2023 |
|
Charging for Your Services: The Mentality
|
Mar 06, 2023 |
|
Ideal Clients? What does that mean?
|
Feb 27, 2023 |
|
Getting Started as a Financial Coach
|
Feb 20, 2023 |
|
Taking Responsibility
|
Feb 13, 2023 |
|
Morning Routines
|
Feb 06, 2023 |
|
Long-term Effects of Hearing “No” - A Real Life Example
|
Jan 30, 2023 |
|
Step Into Your Calling
|
Jan 23, 2023 |
|
You Need To Show Up
|
Jan 16, 2023 |
|
The Power of No
|
Jan 09, 2023 |
|
Goal Setting for 2023
|
Jan 02, 2023 |
|
The Art of Investing Into Yourself w/ Ryan Roi
|
Dec 26, 2022 |
|
The Scariest Part of Starting Something New
|
Dec 19, 2022 |
|
1-on-1 Coaching or Group Coaching
|
Dec 12, 2022 |
|
Let’s Be REAL
|
Dec 05, 2022 |
|
Curing the Holiday Hangover
|
Nov 28, 2022 |
|
Staying Consistent
|
Nov 21, 2022 |
|
Cancellation Policies & Following Through
|
Nov 14, 2022 |
|
Becoming a 6-Figure Financial Coach
|
Nov 07, 2022 |
|
Saying No to Leads That Aren’t a Good Fit
|
Oct 31, 2022 |
|
How Long Should You Work With a Client?
|
Oct 24, 2022 |
|
Do You Need a Website?
|
Oct 17, 2022 |
|
Negative vs Affirmative Language (Updated Episode Title)
|
Oct 10, 2022 |
|
Dealing With Clients Who Self-Sabotage
|
Oct 03, 2022 |
|
Aligning Your Energy & Why It’s SO Important
|
Sep 26, 2022 |
|
Anniversary Episode - One Incredible Year of The Financial Coaches Podcast
|
Sep 19, 2022 |
|
Establishing Boundaries With & For Your Clients wsg/ Sarah Jones
|
Sep 12, 2022 |
|
The Art of Asking Questions
|
Sep 05, 2022 |
|
Powerful: Unveiling Your Client’s Values
|
Aug 29, 2022 |
|
How to Apply Unplanned Income
|
Aug 22, 2022 |
|
Effectively Following Up With Leads
|
Aug 15, 2022 |
|
Two Powerful Posts for Social Media
|
Aug 08, 2022 |
|
Listener Topic: Empowering Your Consultations
|
Aug 01, 2022 |
|
What To Do When Clients Stray Away From The Coaching Plan
|
Jul 25, 2022 |
|
The ABCDE Method of Coaching - Breaking Down Cognitive Behavioral Therapy
|
Jul 18, 2022 |
|
It’s Time for... Time Management
|
Jul 11, 2022 |
|
Taking Your Coaching To The Next Level with Lee Chaix McDonough
|
Jul 05, 2022 |
|
The Quest For Validation
|
Jun 27, 2022 |
|
Empowering Your Clients with Qube Money (with guest Ryan Garvey)
|
Jun 20, 2022 |
|
Credit Repair & Financial Coaching?
|
Jun 13, 2022 |
|
Using Webinars to Boost Your Coaching Practice
|
Jun 06, 2022 |
|
FORO: Fear Of Reaching Out
|
May 30, 2022 |
|
Helping Clients Out of Low Places
|
May 23, 2022 |
|
Setting & Achieving Goals in Your Business
|
May 16, 2022 |
|
Dealing With Inconsistent Income in Your Coaching Practice
|
May 09, 2022 |
|
Perfecting Your Standout Statement
|
May 02, 2022 |
|
Email Marketing with Guest Andrew Ryder
|
Apr 25, 2022 |
|
The Great Debate: Paying the House Off (or not)
|
Apr 18, 2022 |
|
The Internal Aspects of Coaching
|
Apr 11, 2022 |
|
Shifting Your Language
|
Apr 04, 2022 |
|
The Elephant In The Room
|
Mar 28, 2022 |
|
The Struggles of a New Coach with Guest Tim McGovern of Trusted Financial Coaching
|
Mar 21, 2022 |
|
Building Your Curriculum
|
Mar 14, 2022 |
|
Tools & Resources for Your Coaching Practice
|
Mar 07, 2022 |
|
Amplifying Your Social Media Presence
|
Feb 28, 2022 |
|
Your Most Powerful Asset
|
Feb 21, 2022 |
|
Client Practices: Helping Clients Figure Out What They Truly Want
|
Feb 14, 2022 |
|
Client Practices: Helping Couples Get On The Same Page
|
Feb 07, 2022 |
|
Structuring Your Business’s Finances
|
Jan 31, 2022 |
|
Confessions: What We Would Have Done Differently
|
Jan 24, 2022 |
|
Paying Yourself First
|
Jan 17, 2022 |
|
Doubt & Imposters Syndrome
|
Jan 10, 2022 |
|
Determining Your Prices
|
Jan 03, 2022 |
|
The Stages of Change
|
Dec 27, 2021 |
|
Creating a Strong Lead Magnet
|
Dec 20, 2021 |
|
Budgets & The Mindsets Behind Them
|
Dec 13, 2021 |
|
Beta Clients
|
Dec 06, 2021 |
|
How to Write an Effective Post
|
Nov 29, 2021 |
|
The Psychology of Money - with Coach Suzanne Johnson
|
Nov 22, 2021 |
|
The Compound Effect
|
Nov 15, 2021 |
|
Social Media Marketing
|
Nov 08, 2021 |
|
Meeting Clients Where They Are
|
Nov 01, 2021 |
|
Identifying Your Ideal Client
|
Oct 25, 2021 |
|
Motivation for Coaches - How to Keep Things Moving
|
Oct 18, 2021 |
|
From Consultation to Client
|
Oct 11, 2021 |
|
Unpacking the Brains of Financial Coaching Pros feat. Mike Kinealy & Nino Villa of New Money Habits
|
Oct 04, 2021 |
|
Developing the WHY for Your Practice & Your Clients
|
Sep 27, 2021 |
|
Premiere: Your Coaching Practice from Startup to Scaleup
|
Sep 18, 2021 |