All Episodes
Episodes
When a Client Wants to Quit Early (What Coaches Should Do) | EP 240
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...
View Episode
Be Authentic in Your Coaching Experience | EP 239
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...
View Episode
Is Money the ONLY Thing Financial Coaches Help Their Clients With? | EP 238
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...
View Episode
When is it Time to Let a Client Go? | EP 237
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...
View Episode
When Your Coaching Practice Starts to Feel Stale | EP 236
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...
View Episode
When a Spouse Goes Rogue | EP 235
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...
View Episode
Putting Food on the Table: Coaching Clients Through Grocery Budgets | EP 234
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...
View Episode
Slow Down to Speed Up | EP 233
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...
View Episode
Let’s Play a Game: Engagement Challenge | EP 232
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...
View Episode
Don’t Plan It for Them: Helping Clients Decide What to Do With a Tax Refund | EP 231
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...
View Episode
Why Some Clients Don’t Make Progress (And How to Fix It) | EP 230
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...
View Episode
Real Talk: Cody’s Confession | EP 229
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...
View Episode
