
All Episodes
Episodes
Helping Clients with Their Relationship with Money | EP 209
Have you ever dived into your clients relationship with money? In this episode of The Financial Coaches Podcast, Maria and Cody talk about what a relationship with money actually is, and how to help your clients find...
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Transformational Coach or Budget Coach? | EP 208
What does it mean to get “beyond the numbers” with your clients? In this episode of The Financial Coaches Podcast Cody and Maria talk about how to get behind the numbers and get to the root of some of the issues that...
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Helping Clients Find What’s Missing | EP 207
Are your clients and prospects frustrated as to why their financial plan hasn’t been working up until this point? In this episode of The Financial Coaches Podcast, the hosts talk about how often it's not just the...
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Helping Clients with Spousal Friction | EP 206
Do you have a client that has a difficult spouse? In this episode of The Financial Coaches Podcast Cody shares a case study of a client that he is working with that has a spouse that is not working the plan at all,...
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First Steps to Helping Clients Craft a Budget | EP 205
Not sure where to start with budgeting? In this episode of The Financial Coaches Podcast, Cody and Maria discuss the first steps to helping you craft a budget for your clients. This is a critical piece to your...
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Planning vs Doing | EP 204
Have you ever had a hard time getting out of the planning stage? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the difference between planning for something and actually doing it, and...
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Persistence & Goal Setting | EP 203
Are your goals realistic? In this episode of The Financial Coaches Podcast, Cody shares how he finally hit a goal that he has been chasing for the better half of 3 years. The process of how he set his goals, is...
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Fixing Problems vs Solving Problems | EP 202
Have you ever considered the difference between fixing the problem or solving the problem? In this episode of The Financial Coaches Podcast, Cody shares an experience he had where he a realization on this topic and...
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Investing in Yourself & Your Practice | EP 201
Is investing in yourself really worth it? In this episode of The Financial Coaches Podcast, Maria and Cody dive into why personal and professional investment is essential for growth as a coach. From improving your...
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Celebrating 200 Episodes! | EP 200
Celebrate 200 episodes with us! In this episode of The Financial Coaches Podcast, Maria and Cody take a look back at a handful of episodes that stood out to them, and discussed them more in detail. The conversation...
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The Dangers of Comparison (And What to do Instead) | EP 199
Have you or your clients ever compared yourselves to others? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a topic that came up in one of our monthly Coaches Meetups around comparison. The...
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Taking Ownership | EP 198
Taking full ownership of your coaching practice—and your mindset—is one of the most powerful things you can do for your growth. In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore...
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