The Financial Coaches Podcast

The Financial Coaches Podcast

Hosted by: Maria Casillas and Cody Sizemore

Welcome to the Financial Coaches Podcast, where we talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. Finally, a podcast for Financial Coaches....

All Episodes

Episodes

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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Clients and Bankruptcy | EP 197

What do you do if a client wants to file for bankruptcy? In this episode of The Financial Coaches Podcast, Cody shares a case-study of one of his clients that is going to be filing for bankruptcy. The events that led...
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Distractions | EP 196

Are you being distracted from building your practice into what it truly can be? In this episode of The Financial Coaches Podcast, Cody and Maria discuss a post that happened in our Facebook Group (The Financial...
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Persistence & Principles | EP 195

Setting boundaries for your clients and leads? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with a lead that told him “No” twice, and came back for a third time around. The...
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