The Financial Coaches Podcast

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 coaches, our role isn't to hand every client the same formula. It's to meet people where they are and help them get to where they want to go. In this episode, Cody and Maria use the D...

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 that can make things much smoother for both you and your clients as you start and grow your coaching practice. In this episode, Maria and Cody talk through four tool categories newer co...

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 year things changed. But then life happened. Unexpected expenses came up, categories did not work the way they thought they would, groceries or gas cost more than expected, and the pla...

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, and intentionality. The conversation starts with a question many clients wrestle with: are they allowed to travel while paying off debt, rebuilding savings, or trying to stay focused...

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 education into full-time coaching. Sharon shares how she got started, why financial coaching became such a natural fit for the work she was already doing with people, and what she learned...

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, serve them well, and see whether coaching might be a good fit. It can be tempting to pull back, protect your time, or assume the conversation is not going anywhere. In this episode,...

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 start trying to prove why the coaching matters. But that may not be the most helpful place to begin. In this episode, Maria and Cody talk about what to do when a client no longer seems to...

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 client. In fact, handled well, it can become one of the more helpful moments in the coaching relationship. The conversation explores why coaches often feel pressure to know everythin...

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 bringing it into other spaces like churches, businesses, workplaces, and community groups. The conversation explores why many coaches wait until everything feels fully built out before the...

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 suddenly fall backwards due to substance addiction. What follows is a deeper conversation about how to respond when the issue goes beyond money. Maria shares insight from her background i...

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 away before completing the full program. What followed was a thoughtful and intentional response that ultimately led the client to reconsider and finish what he started. This conversatio...

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 honestly, even experienced ones. The pressure to do things the “right” way, follow a specific system, or fit into a certain mold of what a financial coach is supposed to look like. But th...

Is money the only thing financial coaches are supposed to help their clients with? That question came up a couple of times recently, and it led to a really important conversation. Because the reality is, a lot of what shows up in coaching isn’t strictly about money—but it absolutely affects it. In this episode of THE Financial Coaches Podcast , we walk through a couple real scenarios where clients...

What do you do when a client keeps showing up… but nothing seems to be changing? In this episode of The Financial Coaches Podcast, Cody and Maria walk through a real scenario that came up during one of our Financial Coaches Monthly Meetups. A coach is working with a client who consistently attends sessions, continues to pay, and appears engaged—but the results just aren’t there. So the question be...

Even when you love what you do, there are seasons where things can start to feel… stale. In this episode of The Financial Coaches Podcast , Cody shares a personal reflection from his own coaching practice after noticing that some of his conversations with leads had started to feel routine. After thousands of conversations with potential clients over the years, Cody realized he had slowly slipped i...

What happens when one spouse makes a major financial decision without the other’s agreement? In this episode of The Financial Coaches Podcast , Cody shares a real coaching case study involving a couple who had made incredible financial progress — paying down tens of thousands in debt and building meaningful savings. But then something unexpected happened. One spouse purchased a $ 14,000 custom fro...

Groceries are one of the most frustrating budget categories for many clients. Prices fluctuate. Needs change week to week. And when money is tight, many families end up paying bills first and figuring out food last. In this episode of The Financial Coaches Podcast , Cody and Maria talk about how financial coaches can help clients approach food spending differently — starting with the idea of “ put...

Feeling overwhelmed in your coaching business? You’re not alone. In this episode of The Financial Coaches Podcast , Cody and Maria talk about a concept that sounds counterintuitive but can dramatically improve both your life and your business: Slowing down to speed up. Many coaches naturally say yes to opportunities, responsibilities, and projects because they want to help people. But over time, t...

Tax season isn’t just about refunds. It’s about conversations. In this episode of The Financial Coaches Podcast, Cody and Maria lay out a simple engagement challenge designed to help you spark conversations, build relationships, and potentially book consultations — all by asking one strategic question on social media. Inside this episode, you’ll learn: The exact post to make during tax season Why...

Tax refund season brings opportunity. And for financial coaches, it also brings temptation. When a client receives a large windfall — $3,000, $7,000, even $20,000 — it’s easy to get excited about the progress they could make. Debt payoff. Emergency funds. Investments. Big wins. But sometimes in that excitement, we forget to pause and ask: What do they want? In this episode, Cody and Maria unpack a...

Are your clients technically improving… but not actually moving forward? In this episode of The Financial Coaches Podcast, Cody and Maria unpack a subtle but powerful shift in strategy that has helped certain clients break out of stagnation and finally start making meaningful progress. Traditionally, Cody has taught clients to “backload” their goals — waiting until the end of the month to apply su...

What happens when your income suddenly drops — not because of poor performance, but because life happens? In this candid episode of The Financial Coaches Podcast , Cody Sizemore and Maria Casillas pull back the curtain on the real financial and emotional challenges of running a coaching business. After battling illness and facing two slower-than-expected months, Cody shares the stress, mindset shi...

Are your clients feeling overwhelmed, stressed, or completely exhausted when it comes to money? You’re not alone — and neither are they. Money fatigue is becoming increasingly common as financial pressure, decision overload, and constant economic noise leave many people mentally drained. In this episode of The Financial Coaches Podcast , Maria Casillas and Cody Sizemore unpack why so many individu...

Struggling to keep your financial coaching clients consistent and engaged between sessions? In this episode of The Financial Coaches Podcast , Cody Sizemore breaks down a proven accountability system designed to help clients follow through and make lasting progress on their financial journey. Cody explains why consistency is often the missing link in client success, the behavioral science behind a...

Do your clients struggle with their emotions around money? In this episode of The Financial Coaches Podcast , Maria Casillas and Cody Sizemore explore why financial challenges often go beyond budgeting or financial knowledge and are deeply tied to emotional responses. Learn practical strategies to help clients identify emotional spending, overcome financial fears, and develop a healthier relations...