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.
34episodes
Episodes
Newest firstAll episodes
Helping Clients Plan for Travel | EP 247
3d ago00:21:05Tap 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
Transcribe →
Becoming a Full-Time Financial Coach with Guest Sharon Kamas | EP 246
1w ago00:42:15Tap 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
Transcribe →
When a Prospect Says, “I’m Not Looking to Invest in Coaching”| EP 245
2w ago00:26:31Tap 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
Transcribe →
When a Client Doesn’t See the Value Anymore | EP 244
3w ago00:24:06Tap 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
Transcribe →
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
Transcribe →
Bringing Your Program to the Marketplace | EP 242
May 1100:17:33Tap 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
Transcribe →
Coaching Clients Through Addiction (Where Your Role Begins and Ends) | EP 241
May 400:39:44Tap 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
Transcribe →
When a Client Wants to Quit Early (What Coaches Should Do) | EP 240
Apr 2700:26:25Tap 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
Transcribe →
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
Transcribe →
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
Transcribe →