All Episodes
Episodes
When You Have to Choose Between Good Things | EP 257
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...
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Not Yet Isn’t No | EP 256
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...
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When Progress Doesn’t Look Like Progress | EP 255
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...
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Don't Take It Personally | EP 254
A consultation can feel great right up until the person decides not to move forward.Â
When that happens once, it can be disappointing. When it happens several times in a row, it can leave even an experienced coach...
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Build the Coaching Practice You're Called to Build | EP 253
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?Â
That question can lead coaches to believe...
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What's Really Holding You Back? | EP 252
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...
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When Creativity Helps Clients Say Yes | EP 251
Have you ever had someone who seemed genuinely interested in coaching...but never quite took the next step?Â
In this episode, Cody shares the story of a couple who stayed connected with him for more than two years...
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FREEDOM! Where Great Coaching Begins | EP 250
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...
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Tools Newer Coaches Should Have | EP 249
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...
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Helping Clients Through a Mid-Year Reset | EP 248
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...
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Helping Clients Plan for Travel | EP 247
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,...
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Becoming a Full-Time Financial Coach with Guest Sharon Kamas | EP 246
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...
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