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.
39episodes
Episodes
Newest firstAll episodes
What's Really Holding You Back? | EP 252
2w ago00:21:07Tap to summarizeIt is easy to convince yourself that you need more before you can begin building your financial coaching practice. A better website. More software. Additional training. More confidence. Maybe just a little more money. In this revisit of an earlier conversation, Cody and Maria talk about what it means to start with the resources already available to you. They explore how limitations can encourage creativity, why an imperfect system does not have to keep you from serving people, and how your practice can grow as your experience and resources grow. They also discuss the value of investing in your own development without believing that you need the most expensive program—or every tool imaginable—before working with your first client. The point is not to remain where you begin. It is to stop waiting for everything to be perfect before you take the first step. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about what may be keeping you from taking your next step, here are a few ways we can support you. Join us for THE Financial Coaches Monthly Meetup on Thursday, July 23 at 4:00 PM ET | 1:00 PM PT. The meetup is free, and it is a place for coaches to bring real questions, share what they are experiencing, and learn from one another. Save your seat for the Monthly Meetup 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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When Creativity Helps Clients Say Yes | EP 251
3w ago00:20:53Tap to summarizeHave you ever had someone who seemed genuinely interested in coaching...but never quite took the next step? In this episode, Cody shares the story of a couple who stayed connected with him for more than two years before finally becoming clients. Along the way, they signed up for webinars, ignored follow-up messages, declined coaching after a consultation, and nearly walked away more than once. Rather than forcing the process, Cody recognized that something deeper was keeping them from moving forward. What followed wasn't a new sales technique. It was a thoughtful adjustment to his coaching process that gave the couple the confidence they needed to begin. As Cody and Maria unpack the story, they explore when it makes sense to get creative, how to recognize fear behind hesitation, and why serving people well sometimes means meeting them where they are instead of expecting them to fit neatly into your process. If you've ever wondered whether a prospect wasn't interested—or simply wasn't ready—this conversation offers a perspective worth considering. 🎧 Resources & Links Mentioned in This Episode If today's conversation has you thinking about your next step as a financial coach, here are a few resources that may help. Start with THE Financial Coaches Network, our private community where coaches connect, ask questions, and continue growing alongside others who understand the work. https://www.patreon.com/c/NewMoneyHabitsFinancialCoaches/home If you're looking for a clear path to build your coaching practice, take a look at Getting Started as a Financial Coach. https://www.newmoneyhabits.com/coaches/webinar/gsfc-registration You can also join THE Financial Coaches Community on Facebook to connect with other coaches, ask questions, and continue the conversation. https://www.facebook.com/groups/nmhcoaches If you'd like to talk through where you are or what your next step might be, you can schedule a conversation with us here. https://www.newmoneyhabits.com/coaches/contact Have a question for the podcast? podcast@newmoneyhabits.com Music by Summer School. Follow us on social: @newmoneyhabits@sizemorefinancialcoaching
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FREEDOM! Where Great Coaching Begins | EP 250
4w ago00:30:13Tap to summarizeFreedom means something different to every client. For some, it's eliminating unwanted debt. For others, it's creating margin, reducing stress, or simply believing that financial peace is possible again. As financial coaches, our role isn't to hand every client the same formula. It's to meet people where they are and help them get to where they want to go. In this episode, Cody and Maria use the Debt Snowball and the Debt Avalanche as the starting point for a much bigger conversation. They discuss the strengths of each approach, explore when a hybrid strategy may make sense, and explain why understanding the client always comes before choosing the method. The episode also begins with a special milestone. As we celebrate the 250th episode of THE Financial Coaches Podcast, Cody shares an exciting announcement: beginning this month, THE Financial Coaches Monthly Meetup is free to attend. Whether you're a new coach or have been serving clients for years, this conversation is a reminder that great coaching begins with the person, not the problem. 🎧 Resources & Links Mentioned in This Episode If today's conversation has you thinking about your next step as a financial coach, here are a few resources that may help. Start with THE Financial Coaches Network, our private community where coaches connect, ask questions, and continue growing alongside others who understand the work. https://www.patreon.com/c/NewMoneyHabitsFinancialCoaches/home If you're looking for a clear path to build your coaching practice, take a look at Getting Started as a Financial Coach. https://www.newmoneyhabits.com/coaches/webinar/gsfc-registration You can also join THE Financial Coaches Community on Facebook to connect with other coaches, ask questions, and continue the conversation. https://www.facebook.com/groups/nmhcoaches If you'd like to talk through where you are or what your next step might be, you can schedule a conversation with us here. https://www.newmoneyhabits.com/coaches/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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Tools Newer Coaches Should Have | EP 249
Jun 2900:16:17Tap to summarizeWhat tools should you have in your coaching practice? You do not need a full website, complicated tech stack, or every system perfectly built before you start financial coaching. But there are a few essential tools that can make things much smoother for both you and your clients as you start and grow your coaching practice. In this episode, Maria and Cody talk through four tool categories newer coaches should consider: schedulers, payment processors, CRMs, and budgeting tools. They discuss why scheduling links can reduce back-and-forth, why a professional payment processor matters, how a CRM can help you manage contacts and communication as your business grows, and why coaches need a budgeting tool that both they and their clients can access. They also talk about why a full website is not always the first thing a new coach needs, how free versions of tools can help you get started, and why the best tool is often the one that fits the way you actually work. If you are new to coaching, this episode will help you think through what you may need to get started. And if you have been coaching for a while, it may be a good opportunity to review the tools you are already using and decide what needs to be adjusted. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about the tools and systems behind your coaching practice, 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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Helping Clients Through a Mid-Year Reset | EP 248
Jun 2200:18:57Tap to summarizeThe middle of the year is a natural time for clients to feel frustrated with their money plans. They may have started strong in January, felt excited about their budget, and believed this was finally going to be the year things changed. But then life happened. Unexpected expenses came up, categories did not work the way they thought they would, groceries or gas cost more than expected, and the plan started to feel harder to follow. In this episode, Maria and Cody talk about how financial coaches can help clients reset without giving up. The conversation explores why some “unexpected” expenses are actually expected but unplanned, how to help clients decide what needs to be adjusted, and why different clients may need different levels of preparation, peace of mind, and intensity. They also revisit a helpful reset exercise built around four questions: what is working, what is not working, what is missing, and what are you tolerating that maybe you should not be? If you have clients who are discouraged because their plan has not gone the way they hoped, this conversation will help you guide them back toward clarity, adjustment, and continued progress. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about how to help clients reset without giving up, 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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Helping Clients Plan for Travel | EP 247
Jun 1500:21:05Tap to summarizeHow do you help clients plan for travel while they are still working on financial goals? In this episode, Cody and Maria talk about how financial coaches can help clients think through travel with clarity, confidence, and intentionality. The conversation starts with a question many clients wrestle with: are they allowed to travel while paying off debt, rebuilding savings, or trying to stay focused on a financial plan? Cody and Maria unpack why travel does not have to be an automatic yes or no. Instead, coaches can help clients understand the tradeoffs, look at the real numbers, and decide what matters most to them. They also talk about why the coach’s role is not to make the decision for the client, but to help the client see their options clearly enough to make a confident choice. The episode also walks through practical planning details like transportation, lodging, food, activities, missed income, credit card points, miscellaneous costs, and why building in a little extra cushion can help clients enjoy the trip without feeling frustrated when they get home. If you have ever had a client ask whether they should take a trip while working on their finances, this conversation will help you guide that process with more balance, confidence, and clarity. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about how to help clients make intentional decisions without losing momentum, 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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Becoming a Full-Time Financial Coach with Guest Sharon Kamas | EP 246
Jun 800:42:15Tap to summarizeA lot of coaches wonder what it would take to become a full-time financial coach. In this episode, Cody and Maria are joined by Sharon Kamas, a financial coach who recently transitioned from a full-time career in education into full-time coaching. Sharon shares how she got started, why financial coaching became such a natural fit for the work she was already doing with people, and what she learned as she began practicing, finding clients, and building her coaching practice. The conversation also gets into some of the misconceptions that can hold coaches back. You do not need every tool, system, website, or business detail figured out before you start. Sharon shares how she started coaching before everything was polished, how she learned through real conversations, and why getting out there and building relationships matters more than waiting for clients to come to you. If you have been thinking about becoming a full-time financial coach, or you are trying to find your first few clients, this episode will help you think through the path with more honesty, patience, and encouragement. Connect with Sharon: kamascoaching.com 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about what it could look like to keep building your coaching practice, 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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When a Prospect Says, “I’m Not Looking to Invest in Coaching”| EP 245
Jun 100:26:31Tap to summarizeSometimes a prospect tells you right away that they are not looking to invest in coaching. That can be a hard moment to navigate, especially when you know the purpose of a consultation is to understand where they are, serve them well, and see whether coaching might be a good fit. It can be tempting to pull back, protect your time, or assume the conversation is not going anywhere. In this episode, Cody and Maria talk through a real consultation where that exact thing happened. The prospect said early in the call that he was not looking to invest in anything and only wanted to learn. Cody shares how he responded without pressure, how he continued serving the person in front of him, and how the conversation eventually shifted. The episode also looks at why listening well, speaking the prospect’s language, and helping them see what is really going on can create trust without making the conversation feel salesy. If you have ever had a prospect say they are not ready to invest, this episode will help you think through that moment with more patience, confidence, and clarity. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about how you handle consultations and client conversations, 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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When a Client Doesn’t See the Value Anymore | EP 244
May 2500:24:06Tap to summarizeWhen a client says they do not see the value anymore, it can feel personal. That reaction makes sense. Coaching is relational, and when someone questions the value of the work, it can be easy to feel defensive or start trying to prove why the coaching matters. But that may not be the most helpful place to begin. In this episode, Maria and Cody talk about what to do when a client no longer seems to see the value in your coaching. They explore why asking better questions can help you get to the real reason behind the disconnect, why the issue may not always be what it first appears to be, and how these moments can become opportunities to learn, serve the client better, and improve your work as a coach. Cody also shares a simple exercise he uses with clients to stay ahead of this issue by asking what is working, what is not working, what is missing, and what they may be tolerating. If you have ever had a client question the value of coaching, this episode will help you think through that moment with more curiosity and less defensiveness. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about how you handle hard client feedback, 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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When a Client Asks a Question You Can’t Answer | EP 243
May 1800:17:51Tap to summarizeEvery coach eventually gets asked a question they do not know how to answer. In this episode, Maria and Cody talk about what to do in that moment, and why not knowing the answer does not have to damage trust with your client. In fact, handled well, it can become one of the more helpful moments in the coaching relationship. The conversation explores why coaches often feel pressure to know everything, why your role is not to be the savior, and how honesty, curiosity, and a willingness to keep learning can serve your client better than pretending to have every answer. If you’ve ever worried that not knowing enough could hold you back as a coach, this episode is a good reminder that you do not need to know everything to coach well. 🎧 Resources & Links Mentioned in This Episode If this conversation reminded you that you do not have to figure everything out alone, 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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