The Financial Coaches Podcast

Celebrate 200 episodes with us! In this episode of The Financial Coaches Podcast , Maria and Cody take a look back at a handful of episodes that stood out to them, and discussed them more in detail. The conversation was powerful at many moments, and is a “must listen” Episodes discussed: 👉 129 - Embracing Your True Form as a Person & Coach 👉 152 - Start With What You Have 👉 169 - Motivation...

Have you or your clients ever compared yourselves to others? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a topic that came up in one of our monthly Coaches Meetups around comparison. The dangers of it of course, but also what you may want to do instead so that you can actually have comparison start to serve you, rather than take your joy away. 🚨Join us on Patreon. Jus...

Taking full ownership of your coaching practice—and your mindset—is one of the most powerful things you can do for your growth. In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore explore what it really means to take ownership as a financial coach, and what happens when we don’t. They unpack how blame, avoidance, or waiting for external validation can stunt your prog...

What do you do if a client wants to file for bankruptcy? In this episode of The Financial Coaches Podcast, Cody shares a case-study of one of his clients that is going to be filing for bankruptcy. The events that led up to this, and how he handled it are important insights to know if you ever have your own client approach you with the same thing. 🚨Join us on Patreon. Just click here: www. patreon...

Are you being distracted from building your practice into what it truly can be? In this episode of The Financial Coaches Podcast , Cody and Maria discuss a post that happened in our Facebook Group (The Financial Coaches Community - By New Money Habits), around being distracted by other opportunities in life, and how that can affect your pipeline of new leads and clients to dry up, causing new chal...

Setting boundaries for your clients and leads? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with a lead that told him “No” twice, and came back for a third time around. The boundaries he set, and how they were healthy and helpful for not just him as a coach, but also for the prospect as well. 🚨Join us on Patreon. Just click here: www. patreon.com/NewMone...

Feeling cluttered with your notes? In this episode of The Financial Coaches Podcast , Cody and Maria discuss their practices with how they take notes, what they feel is the most important parts of making them highly effective, and even some tools that can revolutionize the process for you. Pro Tip: Take notes for this episode!  🚨Join us on Patreon. Just click here: www. patreon.com/NewMoneyH...

Do your clients have concerns around student loans? In this episode of The Financial Coaches Podcast, the hosts are joined by guest Angie Carlson to talk about all of the ins/outs and new developments in the world of Student Loans. 🚨Join us on Patreon. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take your coaching practice...

Want to know how to build an effective funnel? In this episode of The Financial Coaches Podcast, Cody goes further into detail on the backend of what goes into running a highly effective online event. 🚨Join us on Patreon. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more a...

Thinking about doing an online event? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the benefits of doing an online event, and even give a structure of how to create it as well.  🚨Join us on Patreon. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level?...

In this episode of The Financial Coaches Podcast , Maria and Cody tackle a common and sometimes uncomfortable scenario: being asked, “How much do you charge?” before a true connection or discovery has been made. They share practical ways to navigate this premature pricing question with professionalism and confidence—without sounding evasive or salesy. Learn how to redirect the conversation to focu...

Looking for work/life balance? In this episode of The Financial Coaches Podcast , the hosts talk about what work/life balance looks like and means, and how to find it so that you show up going ALL IN for both areas of your life. 🚨Join us on Patreon. Just click here: www. patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take your coaching practice to...

Are you afraid of putting yourself out there? In this episode of The Financial Coaches Podcast , Maria and Cody talk about the process and importance of putting yourself out there in the form of creating content, and how it shouldn’t matter about what ANYONE thinks of you, because the truth is you won’t be for everyone, but are you for the people who are right for you, and they need to have the ab...

Have you ever been told NO to your coaching? In this episode of The Financial Coaches Podcast , the hosts talk about how sometimes people just aren’t ready to start with Financial Coaching. Maybe it is a mental/emotional reason, or maybe it’s a financial reason. Whatever the case, we cannot just sit back and allow those leads to slip through the cracks, because when we nurture them, the long-term...

Have you been experiencing anxiety around your consultations? In this episode of The Financial Coaches Podcast , Cody shares one shift that he made that made an incredible difference in his conversion rate from consultation to client. 🚨Join us on Patreon. Just click here:  https://www.patreon.com/c/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take your...

Have you ever had a client drop out of your program? In this episode of The Financial Coaches Podcast, the hosts address a question from a listener about an experience that she had where a client started to ghost her after a session leaving the coach with more questions than answers. The hosts talk about this, their perspectives on it, and how to move forward from it as well. 🚨Join us on Patreon....

Afraid to stretch your comfort zone? In this episode of The Financial Coaches Podcast, Cody shares what he is currently doing to stretch his own comfort zone by diving into the world of TikTok. 🚨Join us on Patreon. Just click here:  https://www.patreon.com/c/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Lear...

In this episode of The Financial Coaches Podcast , the hosts are joined by Coach Zoe Hughes to talk about a number of topics around getting started as a financial coach. With a background in psychology and counseling, Zoe brings a unique perspective to financial coaching, addressing both the numerical and emotional aspects of money management. Specializing in post-grad wealth building and manageme...

Wondering if you’re working with the right people? In this episode of The Financial Coaches Podcast, the hosts talk about how it is vitally important to make sure that you’re onboarding the RIGHT clients FOR YOU. 🚨Join us on Patreon. Just click here:  https://www.patreon.com/c/NewMoneyHabitsFinancialCoaches 🔥 Are you ready to launch your coaching practice or take your coaching practice to t...

Ever experienced a dip in your coaching practice that sucks? In this episode of The Financial Coaches Podcast , Cody shares his experience with his own “Ebb” in his business, what that looked like, and how he was able to turn it around to get things back into the “Flow” state. 🚨Join us on Patreon and get 50% off for a limited time! Just click here:  https://www.patreon.com/c/NewMoneyHabitsFi...

Wanna run paid ads for your practice? In this episode of The Financial Coaches Podcast , Cody shares his process of running paid ads for his practice and how it has helped his coaching practice grow at exponential rates. There are a few key things to make sure you get right when doing this, and Cody goes into detail as to what those are. 🚨Join us on Patreon and get 50% off for a limited time! Jus...

Are you helping your clients find their WHY? In this episode of The Financial Coaches Podcast , Cody and Maria share the importance of helping clients find their WHY and give some practical steps on how you can actually perform the process of doing that as well. Pro Tip: Take notes! 🚨Join us on Patreon and get 50% off for a limited time! Just click here:  https://www.patreon.com/c/NewMoneyHa...

Oh boy, this might be a bit testy! In this episode of The Financial Coaches Podcast , the hosts talk about creative ways to help clients make the initial investment into your coaching program, because let’s face it, sometimes the hardest part of your program for clients is just getting started with it. Spoiler alert, one of the strategies MAY be a bit controversial, that is unless you have an open...

Do you know what the Stages of Change are? In this episode of The Financial Coaches Podcast, Maria and Cody dive into the different Stages of Change and how understanding them can positively impact your coaching practice. Learn how educating your clients on these stages can help them navigate their journey more effectively while enhancing your ability to guide them. Tune in to discover practical s...

Trying to figure out how to get the most out of your email list and start group coaching? In this episode of The Financial Coaches Podcast, the hosts are joined by special guest Karen Hackman to talk about how her Facebook group exploded from 500 to 200k and how to make the most from the opportunity that has been bestowed upon her. Contact Karen: www.moneyandmarriage.net  🚨Are you ready to l...