Podcast
Expedition Money Financial Coaching
Hosted by Peter Waitzman · EN
Many people are starting financial coaching businesses. I've helped start financial coaching and financial wellness programs on my own and for businesses. I'll share my thoughts and insights here to help you have the best chance at success in your financial coaching practice.
20episodes
Episodes
Newest firstAll episodes
Is Financial Coaching Right for You? A Hard-Hitting Reality Check
Oct 2300:02:10Tap to summarizeWelcome to the real talk about financial coaching. In this episode, Pete shares why most people struggle to find success in this field and offers a no-nonsense breakdown of what it takes to thrive. Are you the right personality for this career? Do you have the motivation, education, and grit to make it work? Pete draws on his extensive experience in financial coaching and services to deliver actionable tips, honest advice, and a fresh perspective on what it means to build a sustainable coaching business. If you're ready to hear the truth and get serious about financial coaching, this episode is for you. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Stop Overthinking: Focus on Clients, Not Systems
Oct 2200:03:25Tap to summarizeAre you caught up in the endless cycle of setting up logos, LLCs, and scheduling systems before you even land your first client? In this episode, Peter delivers a wake-up call to aspiring financial coaches: stop worrying about the operational details and start focusing on what really matters—getting clients. Learn why chasing perfection in your setup is a distraction and how to focus your energy on building real connections and solving client problems. This no-nonsense guide will help you cut through the noise, prioritize your time, and grow your coaching practice the right way. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Stop Building Worksheets and Start Building Your Business
Oct 2100:04:00Tap to summarizeAre you spending hours creating custom resources, logos, and worksheets for your coaching business? In this episode, Peter explains why this approach is a trap that distracts you from the real work of growing your business. Learn why most resources you need already exist—often for free—and how focusing on branding early on might be vanity or procrastination in disguise. Peter shares actionable advice to prioritize client needs, avoid unnecessary busy work, and channel your energy into building a thriving coaching practice. Stop reinventing the wheel and start driving your business forward! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Why Your Coaching Feels Scripted (And How to Fix It)
Oct 2000:03:19Tap to summarizeDo your coaching sessions feel stiff, robotic, or overly scripted? In this episode, Peter dives into the pitfalls of over-relying on coaching training checklists and the importance of making sessions feel like natural, engaging conversations. Learn why creating genuine value and building rapport outweighs hitting every coaching milestone. Discover actionable tips to make your sessions more conversational, fun, and impactful so clients feel compelled to come back for more. If you’re ready to let go of the script and connect authentically, this episode is for you. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Stop Saying You’ll ‘Meet Clients Where They’re At’—Here’s Why
Oct 1900:04:23Tap to summarizeIn this episode, Peter challenges the popular coaching phrase, "I'll meet you where you're at," explaining why it may unintentionally come across as judgmental or condescending. He explores how clients already assume personalized support and why focusing on action rather than empty reassurances creates stronger relationships. Learn how to build trust, make real-time adjustments, and communicate more effectively without relying on overused clichés. Tune in for a fresh perspective on engaging with clients authentically and meaningfully. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Passion Isn’t Enough: Avoiding Entitlement as a Financial Coach
Oct 1800:03:18Tap to summarizeIn this episode, Peter uncovers a common pitfall for new financial coaches: letting passion lead to entitlement. He explains why feeling “called” to the profession isn’t enough to guarantee success and how this mindset can cause coaches to neglect the hard work required to build a thriving business. From networking to sales, discover actionable tips to stay proactive, avoid complacency, and sustain your career in financial coaching. Tune in to learn how to balance passion with persistence and truly excel in this field! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →When Clients No-Show: Understanding the Message and Moving Forward
Oct 1700:04:29Tap to summarizeNo-shows can be frustrating for financial coaches, but what do they really mean? In this episode, Peter explores the hard truth behind why clients might not show up—even after prepaying for sessions. Learn how to reflect on your coaching approach, assess the value you’re providing, and grow from client feedback. Peter also shares tips for managing occasional no-shows and maintaining a healthy perspective on your business. Don’t miss this insightful episode to help you turn challenges into opportunities for improvement! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Why Financial Coaches Should Embrace Dave Ramsey’s Impact
Oct 1600:05:52Tap to summarizeIn this episode, Peter explores the widespread influence of Dave Ramsey in the personal finance world and explains why financial coaches should embrace, not bash, his work. From the debt snowball method to Financial Peace University, Ramsey’s programs have transformed millions of lives and even created opportunities for financial coaches to step in with personalized support. Peter highlights how Ramsey’s approach addresses behavioral finance challenges and inspires lasting change while leaving space for coaches to provide customized guidance. Tune in to learn how to leverage Ramsey’s impact as part of your coaching strategy! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Should You Make Financial Coaching a Full-Time Career? The Truth About Earning Potential
Oct 1500:06:23Tap to summarizeIn this episode, Peter shares a candid look at the financial coaching industry and whether it’s realistic to turn it into a full-time career. Drawing from years of experience, he explores why starting as a side hustle might be the smarter move, the challenges of building a steady client base, and the realities of hourly rates in a saturated market. Learn why balancing your main job with financial coaching can lead to greater sustainability and how to assess when (or if) it’s time to go all-in. Don’t miss this essential guide for aspiring financial coaches! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
Transcribe →Stop Judging Financial Products: Helping Clients Find the Right Solutions
Oct 1400:07:32Tap to summarizeIn this episode, Peter addresses a common mistake among financial coaches: being overly judgmental about financial products like payday loans, title loans, or credit cards. Instead of dismissing these tools outright, Peter explains how understanding their role can help clients navigate their financial challenges. Learn why every product serves a specific need, how to focus on finding the best solutions for clients, and why eliminating judgment can make you a more effective coach. Tune in to rethink your approach and better serve your clients’ unique situations! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook: / financialcoachesgroup ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram: / expedition.money ▶ Twitter: / expeditionmoney ▶ LinkedIn: / expeditionmoney
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