Maria Casillas and Cody Sizemore

The Financial Coaches Podcast

Business EN ↓ 253 episodes

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 b...

Author

Maria Casillas and Cody Sizemore

Category

Business

Podcast website

www.newmoneyhabits.com

Latest episode

Jul 6, 2026

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Episodes

Coaching Couples & Combining Finances with Special Guest Bill Nelson | EP128 26.02.2024

Join us for a captivating episode of The Financial Coaches Podcast as we welcome special guest Bill Nelson to the conversation. In this enlightening discussion, Bill shares invaluable insights on the intersection of marriage and money, emphasizing the critical importance of couples working together as a unified team to secure their financial future. Tune in as we explore the dynamics of financial...

Focusing on Clients Journeys Over Their Destination | EP127 19.02.2024

Join hosts Maria and Cody on a thought-provoking journey in the latest episode of The Financial Coaches Podcast . In this installment, Maria and Cody delve into a captivating discussion sparked by a recent post from Cody. The focus? Shifting perspectives on clients' financial journeys, particularly regarding the allocation of Fun Money during the pursuit of debt freedom. Tune in as Maria and Cody...

The Responsibility of Being a Financial Coach with Guest Patrick DeBattista | EP126 12.02.2024

In this episode of The Financial Coaches Podcast, Cody and Maria share the stage with special guest Patrick DeBattista of Finance For You. They discussed a number of topics, but the main focus was the responsibility and duty that a Financial Coach has and why being one is so important to not just your neighbor, but also your community, state, and country. Contact Patrick: https://www.tiktok.com/@f...

Coaching Beyond The Budget | EP125 05.02.2024

Embark on a transformative journey with Maria and Cody on The Financial Coaches Podcast, as they get into the realm of holistic financial coaching. In this illuminating episode, discover how to elevate your coaching practice by exploring areas beyond budgets. Maria and Cody share practical examples that extend beyond numbers, unlocking the true magic and power of your coaching for both you an...

How To Create New Clients | EP124 29.01.2024

Join us on The Financial Coaches Podcast for a game-changing episode where Cody unveils the exact framework he employs to ace consultations and turn them into new clients. If you've ever struggled with navigating consultations or wondered how to consistently create meaningful client relationships, this episode is your roadmap to success. In this insightful session: Cody shares his step-by-step app...

The Secret is Consistency | EP123 22.01.2024

Unlock the potential within you! Join hosts Cody and Maria on The Financial Coaches Podcast as they delve into the transformative power of consistency in building and growing your coaching practice. In this motivating episode, Cody and Maria explore the profound impact of maintaining a consistent approach and share insights on unleashing the inherent power that resides within you. Key Takeaways: T...

Life Lessons that Apply to Coaching | EP122 15.01.2024

Have you ever thought about how to apply what happens in YOUR LIFE into your coaching? In this episode of The Financial Coaches Podcast , Maria shares with Cody some life lessons that had come up with her kids recently that absolutely apply to the coaching world. Break out a sticky note, because there are a few one-liners that you won’t want to forget. 🚨Are you ready to launch your coaching pract...

Holiday Hangovers | EP121 08.01.2024

Do you have clients that have a ‘Holiday Hangover’? In this episode of The Financial Coaches Podcast , the hosts talk about how to help your clients navigate through a Holiday Hangover. Helping your clients focus on their habits, rather than their outcomes, and asking open-ended questions will be your most powerful tools in doing so. 🚨Learn more about our new course, “Getting Started As A Financi...

Big Goals for a Big Year | EP120 01.01.2024

Have you set your goals for 2024? In this episode of The Financial Coaches Podcast , Cody and Maria talk about goal-setting for 2024. The idea behind goals should be something that you try and accomplish, but also something that is not always for accomplishment, but more so for growth. 🚨Learn more about our new course, “Getting Started As A Financial Coach”  here .   ✅  Looking fo...

Sneak-Peak (Part 2) of “Getting Started As A Financial Coach” 25.12.2023

In this episode of The Financial Coaches Podcast, the hosts give you a sneak-peak of two of the lessons within our new course, “Getting Started As A Financial Coach”, powered by New Money Habits and Sizemore Financial Coaching. The topics of discussion are ‘Establishing Your Practice’ and “Automating Key Processes’.  Learn more here:  www.newmoneyhabits.com/coaches/webinar/gsfc-registrat...

Sneak-Peak (Part 1) of “Getting Started As A Financial Coach” 18.12.2023

In this episode of The Financial Coaches Podcast, the hosts give you a sneak-peak of two of the lessons within our new course, “Getting Started As A Financial Coach”, powered by New Money Habits and Sizemore Financial Coaching. The topics of discussion are ‘Converting Prospects Into Clients’ and “Marketing Your Practice’.  Learn more here:  www.newmoneyhabits.com/coaches/webinar/gsfc-reg...

Introducing: “Getting Started As A Financial Coach” 11.12.2023

Are you wanting to get started as a Financial Coach? In this episode, the hosts reveal the new and revolutionary course, “ Getting Started As A Financial Coach ”, powered by New Money Habits and Sizemore Financial Coaching. This course is for anyone who is looking to get their first (or next) paying client and create a massive impact, starting today. 🚨   Register for the FREE  info...

Grow your Business, Grow Others, & Grow Yourself 04.12.2023

Are you ready to take your networking game to the next level? In this episode of The Financial Coaches Podcast, Maria discusses how New Money Habits uses collaboration to bring you the most value, and how YOU can use it to grow your business, help grow others, and ultimately continue to grow yourself. ✅  Looking for support, insight, inspiration, and collaboration with other aspiring and thr...

Direct Message Mastery - Getting Prospects On The Phone 27.11.2023

Are you nervous to reach out to people to offer help? In this episode of The Financial Coaches Podcast, Cody does a deep dive into his tactics and formula that he personally uses to reach out to people in direct messages and then get them on a consultation call. Booking consultations can sometimes be a hard part of growing your business, but if you can do it, do it well, and do it frequently,...

Organic Marketing with Special Guest Amy Hager 20.11.2023

Are you ready to take your marketing to the next level? In this episode of The Financial Coaches Podcast, Cody welcomes in Organic Marketing Mentor, Amy Hager, to talk about the different marketing personalities and the psychology behind your messaging as well. If you’ve ever seen marketing as the “Boogie-Man under your bed” then this episode is for you, so that you can flip the script and start L...

Taking Care of Yourself While Helping Others 13.11.2023

Do you find it hard to take care of yourself? In this episode of The Financial Coaches Podcast, Maria and Cody talk about ways to make sure you’re showing yourself the level of self-care that you show care to the clients that you work with. Why? Because it allows you to show up even better for them, while at the same time having you be in alignment for yourself. ✅  Looking for support, insig...

Working With Past Clients 06.11.2023

Have you wondered how you can work with past clients? In this episode of The Financial Coaches Podcast, Cody shares his new idea to work with clients that he has worked with in the past by creating a maintenance and accountability program. Having something like this is mutually beneficial to both your clients, and also you as a coach to have a new source of income in your practice. ✅  Lookin...

State of the Union: Paycheck to Credit Card 30.10.2023

“Paycheck to Credit Card” is the new “Paycheck to Paycheck”. In this episode of The Financial Coaches Podcast, the hosts discuss some trends that they’re seeing in their new incoming clients and how the state of the union is affecting them. There are new challenges that have arisen over the last few years, and it is our duty as Financial Coaches to step up and help these individuals correct the co...

Money Mindset & Becoming a Full-Time Coach w/ Mariah Raynor 23.10.2023

Have you been wanting to become a full-time coach? In this episode of The Financial Coaches Podcast, the hosts are joined by Mariah Raynor to talk about money mindset for both coach and client, as well as the mindsets and steps around becoming a full-time financial coach. ✅  Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join...

The Results of Cody’s Marathon 16.10.2023

The marathon is COMPLETE! In this episode of The Financial Coaches Podcast, Cody shares his experience of completing this marathon ruck and his key takeaways from doing so. Maria had pointed out that there were a lot of parallels between a person’s financial journey within it, which was a big reason as to why Cody did the marathon in the first place. ✅  Looking for support, insight, inspirat...

Doing a Marathon for Your Practice? 09.10.2023

Why would you EVER do a marathon and how does it relate to Financial Coaching? In this episode of The Financial Coaches Podcast Cody shares that he will be running a marathon, and the reasons for it may surprise you. It’s not just for his own personal goals, but actually heavily leans on his coaching practice and his clients. ✅  Looking for support, insight, inspiration, and collaboration wi...

Everything Taxes with Guest Kristine Stevenson, EA 02.10.2023

Are you afraid of the IRS? In this episode of The Financial Coaches Podcast, the hosts are joined by very special guest Kristine Stevenson who is a Financial Coach, Author, Radio Host, and IRS Enrolled Agent to talk about everything taxes related. Kristine has a wealth of knowledge in this field, and she shared a few of her top 10 tips to NOT get in trouble with the IRS. Contact Kristine Stevenson...

Motivation Is Created Not Found 25.09.2023

Have you or your clients ever struggled to feel motivated? In this episode of The Financial Coaches Podcast, Maria and Cody discuss how motivation is NOT found, but instead, created. Cody shares why he actually doesn’t like the word “motivation” and what other word can replace it to bring you the results that you actually want. ✅  Looking for support, insight, inspiration, and collaboration...

Business Structures & Estate Planning w/ Seth Connell 18.09.2023

Ever feel clueless on business structures or estate planning? Well, not anymore! On this episode of The Financial Coaches Podcast we brought on financial coach and legal professional, Seth Connell, to talk all things business structures and estate planning. This episode is FULL with a wealth of knowledge, so don’t be surprised if you find yourself listening to this one again, and again….. and agai...

Parents, Kids, and Money 11.09.2023

How do you talk to kids about money? In this episode of The Financial Coaches Podcast, Cody and Maria discuss how you can help your clients talk to their kids about money, and teach them sound principles. This is something that we hear about all the time, “I was never taught about money growing up”, and if your clients have kids, it’s extremely important to empower them to break that cycle moving...

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