The Financial Coaches Podcast

The Financial Coaches Podcast

Hosted by: Maria Casillas and Cody Sizemore

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....

All Episodes

Episodes

FREEDOM! Where Great Coaching Begins

Freedom means something different to every client. For some, it's eliminating unwanted debt. For others, it's creating margin, reducing stress, or simply believing that financial peace is possible again. As financial...
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Tools Newer Coaches Should Have | EP 249

What tools should you have in your coaching practice? You do not need a full website, complicated tech stack, or every system perfectly built before you start financial coaching. But there are a few essential tools...
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Helping Clients Through a Mid-Year Reset | EP 248

The middle of the year is a natural time for clients to feel frustrated with their money plans. They may have started strong in January, felt excited about their budget, and believed this was finally going to be the...
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Helping Clients Plan for Travel | EP 247

How do you help clients plan for travel while they are still working on financial goals? In this episode, Cody and Maria talk about how financial coaches can help clients think through travel with clarity, confidence,...
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Becoming a Full-Time Financial Coach with Guest Sharon Kamas | EP 246

A lot of coaches wonder what it would take to become a full-time financial coach. In this episode, Cody and Maria are joined by Sharon Kamas, a financial coach who recently transitioned from a full-time career in...
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When a Prospect Says, “I’m Not Looking to Invest in Coaching”| EP 245

Sometimes a prospect tells you right away that they are not looking to invest in coaching. That can be a hard moment to navigate, especially when you know the purpose of a consultation is to understand where they are,...
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When a Client Doesn’t See the Value Anymore | EP 244

When a client says they do not see the value anymore, it can feel personal. That reaction makes sense. Coaching is relational, and when someone questions the value of the work, it can be easy to feel defensive or...
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When a Client Asks a Question You Can’t Answer | EP 243

Every coach eventually gets asked a question they do not know how to answer. In this episode, Maria and Cody talk about what to do in that moment, and why not knowing the answer does not have to damage trust with your...
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Bringing Your Program to the Marketplace | EP 242

A lot of coaches think about growing their practice by getting more one-on-one clients. But sometimes growth looks different than that. In this episode, Maria and Cody talk about taking what you already know and...
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Coaching Clients Through Addiction (Where Your Role Begins and Ends) | EP 241

What do you do when a client’s financial struggles are tied to addiction? In this episode, Cody brings a real question from a listener about coaching a client who had been making strong financial progress—only to...
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When a Client Wants to Quit Early (What Coaches Should Do) | EP 240

What do you do when a client wants to stop coaching before they finish? In this episode, Cody shares a real situation from his coaching practice where a client—who was actually doing well—decided he wanted to step...
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Be Authentic in Your Coaching Experience | EP 239

What if trying to be the “perfect” financial coach is actually holding you back? In this episode of THE Financial Coaches Podcast, Cody and Maria talk about something that comes up for a lot of newer coaches—and...
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