Podcast
The Financial Coaches Podcast
Hosted by Maria Casillas and Cody Sizemore · EN
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 brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being.
Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Whether you're just starting your coaching journey or have years of experience under your belt, this podcast is your go-to destination for continuous learning, professional development, and staying ahead in the industry.
Topics covered on the podcast include client relationship building, goal setting, financial planning, mindset coaching, marketing strategies, pricing structures, technology integration, and much more. With a focus on practical advice and tangible takeaways, you'll gain the knowledge and skills to elevate your coaching practice, attract more clients, and deliver exceptional results.
Join Maria, Cody, and an array of industry experts as they share their insights, best practices, and success stories. Tune in to The Financial Coaches Podcast and be inspired, educated, and motivated to take your coaching practice to new heights.
Whether you're a seasoned financial coach or aspiring to become one, The Financial Coaches Podcast is your trusted companion on the journey to financial coaching excellence. Stay connected with the latest episodes on our website, or subscribe and listen on your preferred podcast platform.
Let's empower individuals, transform lives, and make a positive impact on the world of personal finance through the power of coaching.
29episodes
Episodes
Newest firstAll episodes
Bringing Your Program to the Marketplace | EP 242
2w ago00:17:33Tap to summarizeA lot of coaches think about growing their practice by getting more one-on-one clients. But sometimes growth looks different than that. In this episode, Maria and Cody talk about taking what you already know and bringing it into other spaces like churches, businesses, workplaces, and community groups. The conversation explores why many coaches wait until everything feels fully built out before they start, and why growth often begins with simple conversations and opportunities that are already around you. They also talk about the difference between trying to have everything figured out ahead of time versus being willing to build as you go. If you’ve ever wondered what it could look like to take your coaching beyond traditional one-on-one sessions, this conversation will probably spark some ideas. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about where your coaching could go next, here are a few ways we can support you. Start with THE Financial Coaches Network, our private space for coaches to connect, ask questions, and keep growing alongside others who understand the work. If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach. You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation. If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here. Have a question for the podcast? Email us at podcast@newmoneyhabits.com. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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Coaching Clients Through Addiction (Where Your Role Begins and Ends) | EP 241
3w ago00:39:44Tap to summarizeWhat do you do when a client’s financial struggles are tied to addiction? In this episode, Cody brings a real question from a listener about coaching a client who had been making strong financial progress—only to suddenly fall backwards due to substance addiction. What follows is a deeper conversation about how to respond when the issue goes beyond money. Maria shares insight from her background in substance abuse counseling, unpacking how addiction impacts both income and spending, and why progress can quickly reverse when underlying behaviors aren’t addressed. They also talk through one of the most important things for coaches to understand: where your role begins—and where it should stop. From the stages of change to the importance of accountability, this episode helps you support your client without stepping outside your lane. If you’ve ever had a client where the challenge felt bigger than money, this conversation will give you a clearer framework for how to move forward. 🎧 Resources & Links Mentioned in This Episode If you’re a financial coach—or working toward it—here are a few ways we can support you: 🚨 Start with The Financial Coaches NetworkThis is our private community where coaches connect, ask questions, and grow together:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Want a clear path to build your coaching business?Check out Getting Started as a Financial Coach:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration 🤝 Prefer something free to start?Join our Facebook group and connect with other coaches:👉 www.facebook.com/groups/nmhcoaches 📞 Want to talk it through with us?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🙋 Have a question for the podcast?Email us at: podcast@newmoneyhabits.com 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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When a Client Wants to Quit Early (What Coaches Should Do) | EP 240
4w ago00:26:25Tap to summarizeWhat do you do when a client wants to stop coaching before they finish? In this episode, Cody shares a real situation from his coaching practice where a client—who was actually doing well—decided he wanted to step away before completing the full program. What followed was a thoughtful and intentional response that ultimately led the client to reconsider and finish what he started. This conversation goes beyond just “saving a client” and gets to the deeper issue: identity. You’ll hear how Cody approached the situation by calling the client into alignment with who he said he wanted to be, rather than trying to convince or pressure him to stay. Maria expands on this by highlighting the role of integrity, values, and self-perception in decision-making. If you’ve ever had a client question the value of continuing—or felt unsure how to respond in that moment—this episode will give you a practical and powerful framework to handle it with confidence. 🎧 Resources & Links Mentioned in This Episode If you’re a financial coach—or working toward it—here are a few ways we can support you: 🚨 Start with The Financial Coaches NetworkThis is our private community where coaches connect, ask questions, and grow together:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Want a clear path to build your coaching business?Check out Getting Started as a Financial Coach:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration 🤝 Prefer something free to start?Join our Facebook group and connect with other coaches:👉 www.facebook.com/groups/nmhcoaches 📞 Want to talk it through with us?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🙋 Have a question for the podcast?Email us at: podcast@newmoneyhabits.com 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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Be Authentic in Your Coaching Experience | EP 239
Apr 2000:22:15Tap to summarizeWhat if trying to be the “perfect” financial coach is actually holding you back? In this episode of THE Financial Coaches Podcast, Cody and Maria talk about something that comes up for a lot of newer coaches—and honestly, even experienced ones. The pressure to do things the “right” way, follow a specific system, or fit into a certain mold of what a financial coach is supposed to look like. But the reality is, that approach can create distance between you and your clients. Instead, they unpack what it really looks like to show up as yourself in your coaching. From Cody bringing music and energy into his sessions, to Maria finding creative ways to help clients engage with their finances, this conversation is all about breaking out of the box and leaning into how you’re wired. Because when you do that, a few important things happen. You connect more naturally with the right clients, you create a better experience, and you give your clients permission to be themselves too. If you’ve ever felt like you needed to have it all figured out or “be more professional” to succeed as a coach, this episode will give you a different way to think about it. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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Is Money the ONLY Thing Financial Coaches Help Their Clients With? | EP 238
Apr 1300:24:34Tap to summarizeIs money the only thing financial coaches are supposed to help their clients with? That question came up a couple of times recently, and it led to a really important conversation. Because the reality is, a lot of what shows up in coaching isn’t strictly about money—but it absolutely affects it. In this episode of THE Financial Coaches Podcast, we walk through a couple real scenarios where clients were dealing with things outside of finances, but those situations were directly impacting their ability to make progress. From business challenges to family dynamics, it raises the question of where our role as coaches begins… and where it should stop. We talk through how to approach those moments, how to ask for permission before stepping into more personal territory, and how to recognize when something is within your ability to help with—and when it’s time to refer out. Because helping doesn’t always mean fixing, and knowing that difference matters. If you’ve ever found yourself wondering whether you’re truly helping your client or possibly overstepping, this is a conversation worth listening to. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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When is it Time to Let a Client Go? | EP 237
Apr 600:28:54Tap to summarizeWhat do you do when a client keeps showing up… but nothing seems to be changing? In this episode of The Financial Coaches Podcast, Cody and Maria walk through a real scenario that came up during one of our Financial Coaches Monthly Meetups. A coach is working with a client who consistently attends sessions, continues to pay, and appears engaged—but the results just aren’t there. So the question becomes: At what point do you step back? Together, Cody and Maria unpack: • How to define “value” beyond just measurable financial results• Why clients may continue showing up even without visible progress • The difference between financial progress and emotional/behavioral growth• Practical ways to help clients recognize patterns (without overwhelming them)• When to adjust your coaching approach—and when to consider stepping away• How to have a healthy, honest conversation when things aren’t working They also introduce simple tools like behavioral awareness tracking and the “HALT” method (Hungry, Angry, Lonely, Tired) to help clients better understand what’s driving their decisions. This episode is a must-listen for any coach who has ever questioned whether they’re truly helping their client—and how to navigate that moment with integrity. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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When Your Coaching Practice Starts to Feel Stale | EP 236
Mar 3000:19:41Tap to summarizeEven when you love what you do, there are seasons where things can start to feel… stale. In this episode of The Financial Coaches Podcast, Cody shares a personal reflection from his own coaching practice after noticing that some of his conversations with leads had started to feel routine. After thousands of conversations with potential clients over the years, Cody realized he had slowly slipped into “going through the motions” — responding faster, investing less relational energy, and focusing more on efficiency than connection. That shift started to show up in the results. In this episode, Cody and Maria discuss: • Why the daily work of running a coaching business can start to feel repetitive• How going through the motions impacts lead conversion and relationships• The importance of treating every lead like they’re your only lead• Why slowing down can actually improve results• How entrepreneurs can recognize when things are starting to feel stale• Simple mindset shifts that can reignite passion and focus Every business owner experiences seasons where the work begins to feel routine. The key is recognizing it — and making the adjustments needed to bring the energy and purpose back. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial <p...
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When a Spouse Goes Rogue | EP 235
Mar 2300:28:08Tap to summarizeWhat happens when one spouse makes a major financial decision without the other’s agreement? In this episode of The Financial Coaches Podcast, Cody shares a real coaching case study involving a couple who had made incredible financial progress — paying down tens of thousands in debt and building meaningful savings. But then something unexpected happened. One spouse purchased a $14,000 custom front door without the full approval of the other. What followed became an important coaching moment. In this conversation, Cody and Maria unpack the deeper issues behind the decision, including: • Why people sometimes sabotage progress when they get close to financial freedom• The emotional psychology behind large purchases• How impulse decisions can impact trust inside a marriage• Why “head of household” thinking can create dangerous financial dynamics• How financial coaches should respond when a client goes rogue• The importance of healthy confrontation in coaching conversations Sometimes the most valuable coaching moments happen when things don’t go according to plan. And when handled well, those moments can lead to stronger decision-making and healthier financial relationships moving forward. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:...
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Putting Food on the Table: Coaching Clients Through Grocery Budgets | EP 234
Mar 1600:24:30Tap to summarizeGroceries are one of the most frustrating budget categories for many clients. Prices fluctuate.Needs change week to week.And when money is tight, many families end up paying bills first and figuring out food last. In this episode of The Financial Coaches Podcast, Cody and Maria talk about how financial coaches can help clients approach food spending differently — starting with the idea of “putting food on the table first.” Inside this episode, you’ll learn: • Why many families accidentally prioritize bills over food• The psychology behind grocery spending stress• Simple grocery budget formulas coaches can use with clients• Why separating grocery money into its own account can be powerful• Practical strategies for helping clients stay within their grocery budget• A creative “experiment night” idea that can stretch food dollars while engaging the whole family Because helping families put food on the table with confidence is one of the most practical ways financial coaches create real change. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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Slow Down to Speed Up | EP 233
Mar 900:23:35Tap to summarizeFeeling overwhelmed in your coaching business? You’re not alone. In this episode of The Financial Coaches Podcast, Cody and Maria talk about a concept that sounds counterintuitive but can dramatically improve both your life and your business: Slowing down to speed up. Many coaches naturally say yes to opportunities, responsibilities, and projects because they want to help people. But over time, those commitments can begin to pile up — leaving you feeling stretched thin and unable to focus on the activities that truly move your business forward. Inside this episode, Cody and Maria discuss: Why coaches often take on too much How overwhelm can slow down progress The importance of identifying what truly drives results Why conversations and outreach are often the highest-impact activities How to recognize when it’s time to offload responsibilities Why letting go of good things can sometimes lead to better outcomes Sometimes the best way to grow your coaching practice isn’t by adding more. It’s by removing what no longer serves you so you can focus on what matters most. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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