Maria Casillas and Cody Sizemore
The Financial Coaches Podcast
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
Podcast website
Latest episode
Jul 6, 2026
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Episodes
Accomplishing More with a Power List 13.03.2023 29:24
Is a to-do list just not cutting it for you? In this episode of The Financial Coaches Podcast , Maria and Cody talk about the difference between a to-do list and a POWER LIST. Having a Power List can really move you forward in all areas of your life, not just your coaching practice, and is one of the secret keys to the host’s successes. Try it out yourself, and change your life. ✅ Looking f...
Charging for Your Services: The Mentality 06.03.2023 20:49
How do you charge people who are struggling with money already? In this episode of The Financial Coaches Podcast, Maria and Cody take a deep dive on the mentality behind asking people to invest into your services, when they are already in a place that is tight financially. Why it’s important to recognize that asking people to invest actually helps them more than not, and dealing with the “trolls”...
Ideal Clients? What does that mean? 27.02.2023 21:29
What does it mean to have an ideal client? In this episode of The Financial Coaches Podcast, Maria and Cody talk about how identifying this isn’t as complex as it may seem. Also focusing on what is actually important when identifying this too. It’s not all about the demographics of who you’re helping, but it goes much deeper than that, and that is where the real magic lies. ✅ Looking for su...
Getting Started as a Financial Coach 20.02.2023 39:01
Where do you even begin with starting your coaching business? In this episode of The Financial Coaches Podcast , Maria and Cody talk about a few steps that are important for you to take as first actions in launching your Financial Coaching practice. What’s important is that while these are important, that you don’t overwhelm yourself and cause yourself to be paralyzed in making the first steps. Fo...
Taking Responsibility 13.02.2023 19:16
What does it mean to take full responsibility? In this episode of The Financial Coaches Podcast, Cody and Maria discuss what it looks like to take full responsibility within your coaching practice. What it can look like when you do, both in a positive and negative effect, and how to start making progress in this area, as it is the one area that affects all the rest. ✅ Looking for support, i...
Morning Routines 06.02.2023 29:59
Do you have a morning routine? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the importance of having a morning routine not only for yourself, but also something that you can implement with your clients to drive their own success forward as much as possible. If you aren’t primed, you’ll struggle to earn those dimes. ✅ Looking for support, insight, inspiration,...
Long-term Effects of Hearing “No” - A Real Life Example 30.01.2023 18:00
A Real-Life Example Description: Whether you’re the one saying the word “no” or the one hearing it, it’s important to know the lasting effects it can have on your life or the lives of others. In today’s episode, Maria breaks down a real-life example of a client who struggles with setting and maintaining boundaries and contrasts her upbringing with that of her spouse. ✅ Looking for support,...
Step Into Your Calling 23.01.2023 29:59
Are you scared to go full-time with coaching? In this episode of The Financial Coaches Podcast, Maria and Cody talk about their own experiences from the past and present about stepping into their calling as Financial Coaches fully. It can be a scary thing, but your gifts are so needed in this space. ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriv...
You Need To Show Up 16.01.2023 15:43
Have you ever realized it is your duty to show up? In this episode of The Financial Coaches Podcast , Cody goes off on his own and has a REAL TALK about the importance of showing up for yourself. What’s at stake, who’s counting on you, and what it's going to take in order to get to where you want and need to be. This isn’t for the light-hearted, so get ready. ✅ Looking for support, insight,...
The Power of No 09.01.2023 33:02
How do you feel about the word, “ NO ”? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the power of the word “ NO ” and how it can actually serve not only yourself, but also the people around you, and your clients too. It’s not a big scary word like some may think, but instead a very compassionate and important word that we as coaches must master in order to leave a la...
Goal Setting for 2023 02.01.2023 36:15
Have you ever set goals that you didn’t follow through on? In this episode of The Financial Coaches Podcast , Cody and Maria discuss setting and achieving your goals for 2023 and beyond. It’s one thing to set a resolution, it’s another thing to set a goal, and it’s a whole other thing to actually follow through on those goals too. ✅ Looking for support, insight, inspiration, and collaborati...
The Art of Investing Into Yourself w/ Ryan Roi 26.12.2022 51:53
When was the last time you invested in yourself? In this episode of The Financial Coaches Podcast, Cody and Maria bring on special guest Ryan Roi of The Artful Dollar to have an incredible conversation about investing in yourself and your coaching practice. What sort of benefits do you get from getting into the trenches? AND… how to turn breakdowns into breakthroughs. Buckle up, break out the pen...
The Scariest Part of Starting Something New 19.12.2022 34:57
Have you ever been scared to start something new? In this episode of The Financial Coaches Podcast, Maria and Cody dissect what goes behind the fear of starting something new, and how to overcome it so that you can step into the absolute best version of yourself one day at a time. We also learn what one of Cody’s BIGGEST fears are too. ;) ✅ Looking for support, insight, inspiration, and col...
1-on-1 Coaching or Group Coaching 12.12.2022 38:49
Have you ever thought about group coaching? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the benefits of both 1-on-1 coaching and group coaching, and how these two can complement not only the coach's vision and goals for their business but also the client's goals for their own lives. ✅ Looking for support, insight, inspiration, and collaboration with other asp...
Let’s Be REAL 05.12.2022 39:13
Have you ever felt like life just keeps throwing curve balls your way? In this episode of The Financial Coaches Podcast, Cody and Maria get vulnerable with some of the struggles that each of them are dealing with in their own lives and their businesses. Sometimes, things get hard, no matter where you’re at in your life/business, and it’s important to recognize that you can work through it, or make...
Curing the Holiday Hangover 28.11.2022 37:15
Have you or a client ever had ill feelings after the holiday season? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the effects that go into place after the holiday season, and how to help your clients move past what happened, make peace with it and prepare for the year ahead. This happens so often for people, so knowing how to navigate through it is really important f...
Staying Consistent 21.11.2022 31:48
In this episode, Maria and Cody talk about what it takes to stay consistent. This is something that many coaches struggle with, even the hosts at times, but being able to work past it and live into your WHY is so important. It’s not just what you do to be consistent, but also the mindsets behind it that are needed to bring the results to the table that you’re craving. ✅ Looking for support,...
Cancellation Policies & Following Through 14.11.2022 44:22
In this episode, Cody and Maria talk about what it looks like when you have a client that wants to drop out of your coaching agreement prematurely, and how to handle that with your cancellation policy. This can be an uncomfortable topic, but it is something that is important, not only to the coach but to the client as well. ✅ Looking for support, insight, inspiration, and collaboratio...
Becoming a 6-Figure Financial Coach 07.11.2022 48:06
In this episode of The Financial Coaches Podcast, Cody and Maria talk about what it takes to become a 6-figure financial coach. Something that most financial coaches aspire to, but find the path to get there to be difficult. They unpack what it takes, what mindset to have, and what type of person you need to become in order to transform your practice, and your life, into its ideal place. ✅ ...
Saying No to Leads That Aren’t a Good Fit 31.10.2022 23:05
In this episode of The Financial Coaches Podcast, Maria and Cody talk about how to navigate saying no to someone who wants to work with you, but they aren’t the best fit for you and your definition of what your ideal client is. This can be a sticky situation to work through, but leading with their best interest in mind is always a great way to level it out. ✅ Looking for support, insight, i...
How Long Should You Work With a Client? 24.10.2022 30:00
In this episode of The Financial Coaches Podcast , Cody and Maria talk about how long we as coaches should work with clients. At the end of the day, there is no formulaic answer to this, it comes down to what you and the client both can benefit from mutually. There are ways to set yourself up for success, as well as the client, and that is where the secret sauce comes into place. ✅ Looking...
Do You Need a Website? 17.10.2022 26:40
Do You Need a Website? In this episode of The Financial Coaches Podcast, Maria and Cody talk about whether or not it's necessary for coaches to have a website for their business. There are pros and cons to having one, but there are other options that you could consider as well. What works best for you? Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Fi...
Negative vs Affirmative Language (Updated Episode Title) 10.10.2022 21:24
In this episode, Cody and Maria talk about the difference between negative and affirmative language, and how even the tiniest of shifts in connotation can make a massive impact on not only your clients' results, but also their overall relationship with money too. Which is not only a win for them but also a win for you as their coach. NOTE: This episode was released with an incorrect title and desc...
Dealing With Clients Who Self-Sabotage 03.10.2022 25:23
In this episode, Cody and Maria talk about their experiences with when clients end up self-sabotaging and the deeper meaning behind that. Anyone who has been a coach for long enough has had this experience before, and it can be upsetting to everyone involved, but if we know how to get behind the mind and figure out the root of the cause, there can still be growth to be had. Also, listen to the end...
Aligning Your Energy & Why It’s SO Important 26.09.2022 31:30
In this episode, Maria and Cody talk about why making sure that your energy is in its ideal state is so important to your coaching practice. Whether it be how you show up to consultations, coaching calls, or even your daily tasks, having your energy be aligned to bring you life and excitement is absolutely critical to not only your success, but also your clients success. Have questions for the hos...
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