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Explore every episode of the podcast The Financial Coaches Podcast

Dive into the complete episode list for The Financial Coaches Podcast . Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
When Faster Progress Isn’t Better Coaching | EP 25907 Sep 202600:22:23

As financial coaches, it can be easy to measure success by how quickly the numbers move. 

More debt paid off. More money saved. A goal reached sooner.

But what if getting there as quickly as possible isn’t actually the best plan for the client?

Maria and Cody revisit a real coaching situation involving a couple who received a raise while working toward debt payoff and future goals. Instead of putting every additional dollar toward the debt, they chose to increase their giving and give themselves more room for Fun Money.

At first glance, that might look like slowing down their financial progress. But as Maria and Cody unpack the situation, something deeper becomes visible. The couple had been feeling guilty whenever they spent money on themselves. The issue wasn’t simply how much they were spending. Cody eventually recognizes that they may not have felt they deservedto enjoy the money at all.  

The conversation explores the difference between rigidity and intentionality, why an aggressive financial plan can sometimes create burnout, guilt and avoidance, and how coaches can help clients build a plan around what actually matters to them rather than someone else’s definition of financial success.

Because sometimes the fastest route to the destination isn’t the healthiest journey for the person taking it.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about how you define progress with your own clients, here are a few ways we can support you.

Start with THE Financial Coaches Network, our 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

Why Great Coaches Ask More Than They Answer | EP 25831 Aug 202600:24:44

When a client brings you a problem, it can be tempting to start looking for the answer. 

But sometimes the most helpful thing a coach can do is ask a question that helps the client keep thinking.

Maria and Cody explore the difference between questions that move a conversation forward and questions that quietly put all of the work back on the coach. They look at some questions coaches use almost automatically—like “Did I get that right?”, “Is it possible that…?”, and even “Tell me more”—and consider how small changes in language can create more room for the client to reflect, explain, and discover what may actually be happening.

The conversation also gets into why the details of a client’s story aren’t always the most important thing to pursue, how open-ended questions can help uncover the themes underneath the story, and why asking good questions is a skill that gets better with practice.

You don’t need a perfectly scripted list of coaching questions. But becoming more intentional about what you ask—and noticing when you’re doing more of the thinking than the client—is one of the ways we become better coaches.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about the questions you ask in your own coaching sessions, here are a few ways we can support you.

Start with THE Financial Coaches Network, our 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

When You Have to Choose Between Good Things | EP 25724 Aug 202600:31:40

Sometimes the hardest decisions aren’t between something good and something bad. They’re between several good things that all matter, when there simply isn’t enough time, energy, or capacity to give yourself fully to all of them. 

Maria and Cody are both entering seasons of change, and in this conversation they share what that means for them personally and for THE Financial Coaches Podcast.

Maria explains why she has made the difficult decision to step away from the podcast for an indefinite period of time so she can be more present for her family and the work she feels called to do there. What makes the decision especially difficult is that she still loves the podcast. It’s good work, it’s producing fruit, and it’s something she genuinely enjoys. But sometimes choosing what matters most means letting go of something that still matters.

Cody shares a different but related season. After an unusually difficult year personally and financially, he has decided to take some time away as well. He talks candidly about surrender, becoming comfortable when things were going well, and being reminded what financial uncertainty actually feels like from the other side of the coaching relationship.

Together, they reflect on what it means to recognize the season you’re actually in, make space for what that season requires, and accept that letting go of something good doesn’t mean it was a mistake.

They also talk about where THE Financial Coaches Podcast goes from here. The podcast isn’t ending. Over the coming weeks and months, you’ll hear some intentionally revisited conversations along with new voices from trusted coaches Maria and Cody have known and worked with for years.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about the season you’re in and what it may be asking of you, this is the kind of thing that can be helpful to talk through with other coaches.

THE Financial Coaches Monthly Meetup is a place to bring real coaching and practice questions into conversation with other financial coaches.

You can also start with THE Financial Coaches Network to stay connected to the conversations and resources we’re building for coaches.

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

Not Yet Isn’t No | EP 25617 Aug 202600:37:28

Sometimes a prospective client genuinely wants help but simply isn’t ready for coaching yet. Maybe the financial margin isn’t there. Maybe they’re still working through whether they’re ready to change. Either way, it can be easy to finish the consultation, say “let’s keep in touch,” and then move on to the next person. 

Cody shares the story of someone he stayed connected with for nearly ten months before the timing was right for coaching. The relationship didn’t begin with repeated sales pitches. It looked more like occasional check-ins, helping him think through immediate next steps, and continuing to be available while his circumstances changed. Eventually he became a client, continued beyond his initial coaching term, and referred other people to Cody as well.   

But the more important part of the conversation isn’t the eventual revenue. Maria and Cody talk about what it means to keep the focus on the person rather than immediately moving into a “who’s next?” mindset. Sometimes someone saying no doesn’t mean the relationship has reached its end. It simply means the answer is not right now.

Playing the long game requires patience, good follow-through, and a willingness to keep serving people even when you don’t know what will eventually come from the relationship.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about the relationships you may have given up on too quickly, here are a few ways we can support you.

Start with THE Financial Coaches Network, our 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

When Progress Doesn’t Look Like Progress | EP 25510 Aug 202600:30:38

Sometimes a client knows something needs to change, but that does not necessarily mean they are ready to change it yet. Other times they seem to be making real progress and then suddenly slip back into old habits. As a coach, those moments can be frustrating if we expect change to move in a straight line. 

Maria and Cody walk through the six stages of change—pre-contemplation, contemplation, preparation, action, maintenance, and relapse—and explore what those stages can teach us about meeting clients where they actually are. They also spend time on an important distinction that can be easy to miss: preparing to change can sometimes feel a lot like taking action, even when the real change has not started yet.   

Cody also shares a practical exercise he uses to help clients think ahead about a possible financial relapse, including what it might look like, how it could affect them, and what they could do to respond. Maria adds another layer by encouraging clients to think about what might lead up to the relapse in the first place so they can begin recognizing the pattern earlier.   

Understanding the stages does not give us control over someone else's change. It gives us language for understanding the process, helps us ask better questions, and can give both the coach and the client a little more patience and grace along the way.  

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about how you help clients navigate change, 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

Don't Take It Personally | EP 25403 Aug 202600:26:03

A consultation can feel great right up until the person decides not to move forward. 

When that happens once, it can be disappointing. When it happens several times in a row, it can leave even an experienced coach wondering what changed, what they did wrong, or whether they are as good at this as they thought they were.

In this episode of THE Financial Coaches Podcast, Cody shares what happened when a stretch of seven or eight new clients was followed by five consecutive noes. Maria helps him look beneath the rejection and recognize how easily coaches can make both the yeses and the noes about themselves. When we take too much credit for a client’s decision to move forward, we may also accept too much responsibility when another person chooses not to.

The conversation explores why a potential client’s no may have more to do with their own fear, uncertainty, or belief in what is possible than with the coach sitting across from them. Maria and Cody also talk about remaining genuinely helpful without becoming attached to the outcome, remembering that the coach is not the product, and responding to success and disappointment with gratitude and grace.

Rejection is part of building a coaching practice. It may still hurt, but it does not have to define your ability, your value, or what happens next.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about how you handle consultations, rejection, and the emotional side of building your 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

Build the Coaching Practice You're Called to Build | EP 25327 Jul 202600:21:14

One of the first questions many financial coaches wrestle with is also one of the hardest: How can I charge people for coaching when they are already struggling with money? 

That question can lead coaches to believe they must choose between the people they genuinely want to serve and the clients who appear most able to pay. But building a practice around the wrong people simply because they seem more profitable can create a business that feels disconnected from the coach—and from the clients they are trying to help.

In this Financial Coaches Classic, Maria and Cody talk about why a sustainable coaching practice begins with being honest about who you want to serve and the kind of work you want to do. Cody shares what his first year in coaching actually looked like, why choosing the quickest path to revenue may not create lasting success, and how financial coaching can become an investment that helps clients move forward rather than another expense holding them back.

They also explore practical ways to make coaching accessible without undervaluing the work, including group programs, assistant coaches, church partnerships, employer-sponsored coaching, and other creative arrangements.

You do not necessarily have to abandon the people you care about serving in order to build a viable practice. You may need patience, clarity, and creativity—but those are very different from compromise.

🎧 Resources & Links Mentioned in This Episode

If this conversation has you thinking about who you want to serve and how to build a sustainable practice around that work, 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

What's Really Holding You Back? | EP 25220 Jul 202600:21:07

It 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

When Creativity Helps Clients Say Yes | EP 25113 Jul 202600:20:53

Have 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

FREEDOM! Where Great Coaching Begins | EP 25006 Jul 202600:30:13

Freedom 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

Tools Newer Coaches Should Have | EP 24929 Jun 202600:16:17

What 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

Helping Clients Through a Mid-Year Reset | EP 24822 Jun 202600:18:57

The 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

Helping Clients Plan for Travel | EP 24715 Jun 202600:21:05

How 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

Becoming a Full-Time Financial Coach with Guest Sharon Kamas | EP 24608 Jun 202600:42:15

A 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

When a Prospect Says, “I’m Not Looking to Invest in Coaching”| EP 24501 Jun 202600:26:31

Sometimes 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

When a Client Doesn’t See the Value Anymore | EP 24425 May 202600:24:06

When 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

When a Client Asks a Question You Can’t Answer | EP 24318 May 202600:17:51

Every 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

Bringing Your Program to the Marketplace | EP 24211 May 202600:17:33

A 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

Coaching Clients Through Addiction (Where Your Role Begins and Ends) | EP 24104 May 202600:39:44

What 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 Network
This 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

When a Client Wants to Quit Early (What Coaches Should Do) | EP 24027 Apr 202600:26:25

What 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 Network
This 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

Be Authentic in Your Coaching Experience | EP 23920 Apr 202600:22:15

What 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Is Money the ONLY Thing Financial Coaches Help Their Clients With? | EP 23813 Apr 202600:24:34

Is 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

When is it Time to Let a Client Go? | EP 23706 Apr 202600:28:54

What 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

When Your Coaching Practice Starts to Feel Stale | EP 23630 Mar 202600:19:41

Even 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

When a Spouse Goes Rogue | EP 23523 Mar 202600:28:08

What 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Putting Food on the Table: Coaching Clients Through Grocery Budgets | EP 23416 Mar 202600:24:30

Groceries 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Slow Down to Speed Up | EP 23309 Mar 202600:23:35

Feeling 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Let’s Play a Game: Engagement Challenge | EP 23202 Mar 202600:18:21

Tax season isn’t just about refunds.

It’s about conversations.

In this episode of The Financial Coaches Podcast, Cody and Maria lay out a simple engagement challenge designed to help you spark conversations, build relationships, and potentially book consultations — all by asking one strategic question on social media.

Inside this episode, you’ll learn:

  • The exact post to make during tax season

  • Why personal pages outperform business pages

  • How to respond to every comment (and why it matters)

  • When and how to move the conversation into direct messages

  • A simple 4-step framework for turning engagement into consultations

  • What to say to people who owe on their taxes instead of receiving a refund

This isn’t about being pushy.

It’s about starting conversations.

And if you’re serious about growing your financial coaching practice, conversations are the gateway.

Take the challenge.
Track your results.
Share them inside The Financial Coaches Community by New Money Habits.

Let’s see what happens.

 🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Don’t Plan It for Them: Helping Clients Decide What to Do With a Tax Refund | EP 23123 Feb 202600:23:06

Tax refund season brings opportunity.

And for financial coaches, it also brings temptation.

When a client receives a large windfall — $3,000, $7,000, even $20,000 — it’s easy to get excited about the progress they could make. Debt payoff. Emergency funds. Investments. Big wins.

But sometimes in that excitement, we forget to pause and ask:

What do they want?

In this episode, Cody and Maria unpack a subtle but important coaching lesson — one that often surfaces during tax season:

  • Why coaches can unintentionally overstep when windfalls arrive

  • How goal-chasing can override client ownership

  • The importance of asking before advising

  • Why splitting a refund may increase long-term engagement

  • How mature coaches measure success differently

This conversation isn’t really about tax refunds.

It’s about leadership.
It’s about restraint.
It’s about remembering that great coaching helps clients make confident decisions — not just efficient ones.

Because it’s not about what’s mathematically optimal.

It’s about what they’re ready to own.

 🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Why Some Clients Don’t Make Progress (And How to Fix It) | EP 23016 Feb 202600:30:06

Are your clients technically improving… but not actually moving forward?

In this episode of The Financial Coaches Podcast, Cody and Maria unpack a subtle but powerful shift in strategy that has helped certain clients break out of stagnation and finally start making meaningful progress.

Traditionally, Cody has taught clients to “backload” their goals — waiting until the end of the month to apply surplus toward debt, savings, or investing. And for many people, that works well.

But for clients who struggle with consistency and spending habits, that structure can unintentionally keep them stuck.

So what’s the alternative?

In this episode, you’ll learn:

  • The difference between backloading and frontloading financial goals

  • Why some clients plateau even when they stop going backward

  • How to identify which clients need a strategic shift

  • The psychology behind “which hard would you rather choose?”

  • How to balance risk with forward momentum

  • When deeper mindset work is required (and not just a tactic tweak)

This conversation is about more than cash flow timing.

It’s about knowing your client, recognizing patterns, and adjusting your coaching approach so progress actually sticks.

Because sometimes the breakthrough isn’t working harder.

It’s structuring the plan differently.

🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Real Talk: Cody’s Confession | EP 22909 Feb 202600:37:38

What happens when your income suddenly drops — not because of poor performance, but because life happens?

In this candid episode of The Financial Coaches Podcast, Cody Sizemore and Maria Casillas pull back the curtain on the real financial and emotional challenges of running a coaching business. After battling illness and facing two slower-than-expected months, Cody shares the stress, mindset shifts, and leadership decisions required to stay grounded when revenue fluctuates.

Together, they explore the natural ebbs and flows of entrepreneurship, how to prepare financially for unpredictable seasons, and why these experiences ultimately make you a stronger — and more empathetic — coach.

If you’re building a coaching practice, thinking about going full-time, or navigating inconsistent income, this conversation will help you stay focused, resilient, and prepared for whatever comes next.

In This Episode, You’ll Learn:
  • Why income volatility is normal in coaching and entrepreneurship

  • How to prepare financially for slower seasons

  • The mindset required to handle financial stress

  • How difficult seasons can increase empathy for your clients

  • Why transparency builds trust and leadership

  • Practical insights for paying yourself as a coach

This is an honest look at the realities behind the business — because success isn’t about avoiding hard seasons… it’s about learning how to navigate them.

🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

The Rise of Money Fatigue | EP 22802 Feb 202600:18:34

Are your clients feeling overwhelmed, stressed, or completely exhausted when it comes to money? You’re not alone — and neither are they. Money fatigue is becoming increasingly common as financial pressure, decision overload, and constant economic noise leave many people mentally drained.

In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore unpack why so many individuals are experiencing financial burnout and what financial coaches can do to help. Learn how simplifying financial decisions, reducing overwhelm, and meeting clients exactly where they are can create momentum and lasting progress.

Whether you are a new financial coach or an experienced professional, this conversation will equip you with practical strategies to guide clients out of exhaustion and into clarity and confidence.

In this episode, you’ll learn:

  • What money fatigue is and why it’s on the rise

  • How overwhelm impacts financial decision-making

  • Why simplicity is one of the most powerful coaching tools

  • Practical ways to support emotionally drained clients

  • How meeting clients where they are leads to stronger outcomes

If your clients are stuck, discouraged, or mentally worn out by their finances, this episode will help you lead them toward a calmer and more sustainable path forward.

🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Holding Your Clients Accountable | EP 22726 Jan 202600:30:38

Struggling to keep your financial coaching clients consistent and engaged between sessions? In this episode of The Financial Coaches Podcast, Cody Sizemore breaks down a proven accountability system designed to help clients follow through and make lasting progress on their financial journey.

Cody explains why consistency is often the missing link in client success, the behavioral science behind accountability, and how small, structured check-ins can dramatically improve client outcomes. You’ll also hear a step-by-step framework you can implement immediately to help clients stay motivated, take action, and build better financial habits over time.

Whether you’re a new financial coach or an experienced practitioner, this episode will help you strengthen client relationships, improve results, and create a more effective coaching process.

 🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

Helping Clients Navigate Emotions Around Money | EP 22619 Jan 202600:30:17

Do your clients struggle with their emotions around money? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore explore why financial challenges often go beyond budgeting or financial knowledge and are deeply tied to emotional responses. Learn practical strategies to help clients identify emotional spending, overcome financial fears, and develop a healthier relationship with money. This episode is perfect for financial coaches, money mentors, and advisors who want to enhance their coaching skills and provide meaningful, lasting impact for their clients.

🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

 

 

Scaling Your Practice Through The Clients You Already Have | EP 22512 Jan 202600:30:59

Are you overlooking one of the simplest ways to scale your financial coaching practice? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore break down how you can grow your income and impact right now—without more marketing, more leads, or more one-on-one hours.

The key? Leveraging group coaching for alumni clients.

You’ll learn how to serve past clients at a deeper level while creating a scalable, sustainable revenue stream. Maria and Cody walk through why alumni group coaching works, how it strengthens client outcomes, and what to consider when structuring a group offer that benefits both you and your clients.

If you’re a financial coach looking to scale your practice, increase lifetime client value, and work smarter (not harder), this episode will give you practical insights you can apply immediately.

🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

New Year Goal Setting | EP 22405 Jan 202600:45:55

Trying to figure out your goals for 2026? In this episode of The Financial Coaches Podcast, Maria and Cody talk about different types of goal setting strategies, and even some mindset shifts around them too. Is this your year? Make the most of it!

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

 

 

Self-Care for Financial Coaches | EP 22329 Dec 202500:22:39

Have you ever considered your self-care when building your practice? In this episode of The Financial Coaches Podcast, the hosts talk about how taking some time off for the holidays can lead to you being extra busy surrounding it, and how to manage that. Taking care of yourself so that you show up as your best for your clients, your family, and your friends is extremely important.

 🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

 

The Art of Follow Up | EP 22222 Dec 202500:34:30

Are you nervous to follow up with prospects? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the barriers that may be holding you back from consistently following up, how to perfect the art of follow up, and why it is actually a service to your potential prospects to do this, as compared to not. 

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

 

How to Network with other Financial Professionals | EP 22115 Dec 202500:33:01

Having trouble filling professionals in your network? In this episode of The Financial Coaches Podcast, Maria and Cody talk through how to communicate value with other financial professionals on how you can help their clients, as well as sharing their experiences with the success of referrals from these types of relationships.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

 

How to Avoid Clients Dropping Out | EP 22008 Dec 202500:23:08

Afraid of having clients drop out? In this episode of The Financial Coaches Podcast, the hosts discuss a topic from a listener that was a part of our monthly coaches meetup around clients cropping out of his program before they complete it. After a few key shifts, the dropout rate reduced dramatically, so the hosts discussed that as well as other strategies to implement to keep the client retention rate as high as possible.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

 

How to Find Leads | EP 21901 Dec 202500:27:48

Having trouble finding leads? In this episode of The Financial Coaches Podcast, the hosts take a question that came from our monthly financial coaches meetup around how to find new prospects (leads) to talk to. Where do they come from? How do you approach them? All of this is answered in this one episode.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

Tell Your Clients What They Need To Hear | EP 21824 Nov 202500:31:36

Have you been bold enough to tell your clients what they actually need to hear? In this episode of The Financial Coaches Podcast, Cody shares an experience with some of his clients where he told them what they needed to hear, and not what would keep them happy, and ultimately it led to their coaching being terminated. Which may seem like a bad thing as you read this description, but it was actually a good thing for many reasons.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

Be Vulnerable With Your Clients | EP 21717 Nov 202500:22:48

Have you ever been vulnerable with your clients? In this episode of The Financial Coaches Podcast, Cody and Maria share why it is important to be vulnerable with your clients about even some of your financial struggles, and how they can get a ton of value from that and it can deepen and enrich your relationship with them.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

WHY are You a Financial Coach? | EP 21610 Nov 202500:32:10

WHY are You a Financial Coach? In this episode of The Financial Coaches Podcast, Maria and Cody share their stories of why they became Financial Coaches, and they also talked about the importance of sharing that often with yourself, your clients, and your community.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

What Tech Do You Need for Your Practice? | EP 21503 Nov 202500:22:18

Are you unsure of what kind of tech you need for your practice? In this episode of The Financial Coaches Podcast, the hosts took a question from a listener asking about what kind of tech is needed to run a successful coaching practice.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

Helping Parents with Financial Tension & Kids | EP 21420 Oct 202500:28:46

Do your clients have a hard time saying “No” to their kids? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with one of his clients where they had to say “No” to their kid over a $2000 sports investment as they are trying to get themselves out of debt. As you may imagine, the initial conversation between parent and child didn’t go well, so the hosts discussed how to handle those moments moving forward to provide a quality outcome.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

Push Yourself to Pull Prospects | EP 21313 Oct 202500:40:45

Are you actually reaching out to your prospects? In this episode of The Financial Coaches Podcast, the hosts talk about not only why it’s so important to reach out to prospects and start a conversation, but also do a deep dive on how to do that highly effectively as well. This can be the one shift that you make in your practice, to allow it to explode. So, don’t miss it.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

The Importance of Lead Magnets | EP 21206 Oct 202500:23:40

What even are lead magnets? In this episode of The Financial Coaches Podcast, Cody and Maria talk about what lead magnets are, go into a couple of examples, and talk about how they can be a pivotal tool in your practice to help generate new prospects.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

The Die With Zero Concept | EP 21129 Sep 202500:25:55

What if what you’ve been told about retirement has been skewed? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the intentionality between preparing for your future, and embracing and enjoying the present. A concept that a lot of people in the financial industry tend to skew too far in one direction, when really the magic happens somewhere in the middle.

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

Using Giveaways to Convert Clients | EP 21022 Sep 202500:17:57

Have you ever considered doing giveaways? In this episode of The Financial Coaches Podcast, Cody shares how he has utilized giveaways to get prospects on the phone and potentially convert them into clients. Getting creative and having fun with it, is a great way to help propel your business forward. 

🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration

✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches 

✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial

✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list

🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com 

📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact

🎵 Music by Summer School

@newmoneyhabits / @sizemorefinancialcoaching

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