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
Why I Said 'Try Something Else': A Guide to Finding Your Coaching Niche
Feb 7, 202500:04:22Tap to summarizeFeeling stuck with your financial coaching business? In this episode, Peter from Expedition Money shares a recent conversation with a coach struggling to attract clients. Discover why sticking to one niche might be holding you back and learn how experimenting with different messages can unlock new opportunities. Peter provides actionable tips on diversifying your approach, testing new markets, and doubling down on what works. Don’t miss this insightful discussion on how to pivot, experiment, and ultimately succeed in your coaching journey. ▶ 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 →Free Financial Goal Worksheets: Boost Your Clients' Success
Feb 6, 202500:02:46Tap to summarizeLooking for effective tools to help your clients achieve their financial goals? Peter of Expedition Money is offering free downloadable worksheets for financial coaches. These resources cover common goals like saving for a home, car, or vacation, and can be used to engage clients and their families in fun, goal-oriented activities. Whether you use them as-is or get inspired to create your own, these worksheets are designed to make financial planning more interactive and successful. Download them today and start helping your clients track their progress! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ Get The Worksheets Here: https://expedition.money/worksheets ▶ 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 →How to Stop Procrastinating: The Power of a Weekly Life Tracker
Feb 5, 202500:04:54Tap to summarizeStruggling with procrastination? Join Peter of Expedition Money as he shares a simple yet powerful tool to kick procrastination to the curb—a 'Weeks of My Life' poster. Learn how visually tracking your life in weeks can create a sense of urgency and help you focus on what truly matters. Peter discusses how this tool can motivate you to maximize your productivity and take advantage of the present. Don’t let time slip away—tune in and discover how to make every week count! ▶ 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 →The Vacation Savings Rent Hack: How to Negotiate Lower Rent & Save Big
Feb 5, 202500:01:34Tap to summarizeWant to cut your rent costs and free up cash for travel, savings, or investments? In this episode, Peter, founder of Expedition Money, shares a game-changing strategy: The Vacation Savings Rent Hack. Learn how negotiating with your landlord and offering upfront rent payments can score you a discount, reduce financial stress, and put hundreds (or thousands!) of dollars back in your pocket. Using real-life examples, Peter explains why landlords love this deal and how you can use it to build your emergency fund, invest, or even take a guilt-free vacation. Hit play now to start saving on rent today! ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ Financial Coaching Book Website: https://expedition.money/be-discovere... ▶ 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 Avoid Saying 'Financial Peace
Feb 4, 202500:02:52Tap to summarizeAre you using the term 'Financial Peace' in your coaching business? Join Peter of Expedition Money as he explains why this phrase, associated with Dave Ramsey’s Financial Peace University, could lead to legal complications. Learn the importance of protecting your business from potential trademark issues and discover alternative ways to convey similar messages without risking a cease-and-desist letter. Tune in for practical advice to keep your branding safe and your business running smoothly. ▶ 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 →The Power Hour Challenge: Save Money & Snack Smarter
Feb 4, 202500:01:04Tap to summarizeWant to save money and make healthy eating effortless? In this episode, Peter introduces The Power Hour Challenge—a simple yet effective way to prep your snacks and lunches in just one hour each Sunday. Learn how to create your own "healthy convenience store" at home, reduce spending on expensive pre-packaged foods, and always have delicious, ready-to-go snacks. Tune in to discover how this small habit can make a big impact on your week! ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ Financial Coaching Book Website: https://expedition.money/be-discovere... ▶ 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 →What to Do When a Prospect Can't Afford Your Services
Feb 3, 202500:05:27Tap to summarizeFacing prospects who need your help but can’t afford your services? Join Peter of Expedition Money as he shares strategies for handling these situations effectively. From offering short, impactful consultations to referring prospects to free or low-cost financial counseling services, Peter outlines ways to provide value without overextending yourself. Learn how to balance helping others with maintaining your business sustainability. This episode is packed with practical advice for financial coaches navigating this common challenge. ▶ 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 →Mastering Joint Presentations: Tips for Financial Coaches
Feb 2, 202500:04:43Tap to summarizeEver wondered how to effectively collaborate on joint presentations? Join Peter, founder of Expedition Money, as he shares his experience partnering with industry experts like mortgage brokers to deliver impactful workshops. Learn how focusing on specific topics like first-time home buying can boost engagement, and discover why balancing presentation time isn’t always necessary for success. Peter breaks down the best strategies for creating value-packed joint presentations that generate leads and foster trust. Tune in for insights to enhance your next collaborative event! ▶ 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 →Affordable Social Media Management: How to Post to Multiple Channels with Hero Post
Feb 1, 202500:06:57Tap to summarizeLooking for a budget-friendly way to manage your social media presence? In this episode of Expedition Money, Peter introduces Hero Post, an affordable tool that lets you post across multiple social media channels like Facebook, Instagram, LinkedIn, and even Tumblr and Daily Motion. Discover the pros and cons of Hero Post compared to pricier options like Hootsuite and Buffer, and learn practical tips for handling format adjustments and maximizing visibility without the high costs. Perfect for financial coaches and small business owners looking to simplify social media management and reach a wider audience. ▶ 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 →How I Scored 80% Off a Winter Coat: Tips for Finding Hidden Retail Gems
Jan 31, 202500:06:17Tap to summarizeLooking for ways to save big on winter wear? In this episode of Expedition Money Financial Coaching, Peter shares how he found a brand-new winter coat for 80% off by shopping at local liquidator stores. Learn how liquidators differ from thrift stores, why they’re a great option for high-quality, low-cost items, and how to spot the best deals. Tune in to find out how you can use these stores to find hidden gems—whether for clothing, household goods, or furniture—without breaking the bank. Perfect for budget-conscious shoppers looking for big savings on essential items! ▶ 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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