The Financial Coaches Podcast

266 Episodes

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Why Financial Coaches Shouldn’t Coach Alone | EP263

2026-10-0520:32

Financial coaching can be lonely work. You may be building a practice by yourself, making decisions you’ve never made before, watching other coaches who seem much further ahead, and wondering whether you’re doing any of it right. In this Financial Coaches Classic, Maria and Cody revisit why relationships with other coaches can matter far beyond networking. Cody shares what changed when he finally began connecting with other financial coaches—and why those relationships became important enough that he isn’t sure he would still be coaching without them. ep136-20240422 ep136-20240422 They also explore some of what can keep us isolated in the first place: pride, fear, embarrassment, imposter syndrome, and the vulnerability of admitting that we don’t know something. Sometimes another coach can see what we can’t see while we’re buried in our own practice. And sometimes one good conversation with someone we trust is enough to help us see the next step differently. ep136-20240422 You don’t have to build your coaching practice alone. THE Financial Coaches Networkhttps://www.patreon.com/NewMoneyHabitsFinancialCoaches Getting Started as a Financial Coachhttps://www.newmoneyhabits.com/coaches/webinar/gsfc-registration THE Financial Coaches Communityhttps://www.facebook.com/groups/nmhcoaches Schedule a Callhttps://www.newmoneyhabits.com/coaches/fcpodcast_contact Questions or ideas for the [email protected] Music by Summer School. Follow us:@newmoneyhabits | @sizemorefinancialcoaching

What Kind of Coach Are You Becoming? | EP262

2026-09-2820:00

Sometimes the question isn’t whether you should be a financial coach. It’s whether the version of financial coaching you’ve been picturing actually fits the kind of work you feel called to do. In this Financial Coaches Classic, Maria shares a conversation with a coach who was trying to decide whether financial coaching really aligned with what she valued. Maria understood the tension because she had wrestled with something similar herself. Early in her coaching journey, she thought financial coaching meant staying close to budgets, numbers, and telling people what they should or shouldn’t do. Over time, she realized that the work she was most drawn toward had much more to do with how people think, what they believe, how they behave, and what they value. Money still mattered, but it touched all of those things rather than replacing them. ep147-20240708 (1) Maria and Cody begin to describe financial coaching less as one narrowly defined role and more as a spectrum. Some coaches are deeply numbers-oriented. Others spend more time helping clients understand the behavior and beliefs connected to their money. Many live somewhere in between. The question isn’t where a financial coach is supposed to sit on that spectrum. It’s where your strengths, interests, experience, and the people you serve naturally place you. ep147-20240708 (1) And that may change as you grow. Cody eventually turns the conversation from simply identifying what kind of coach you are into considering what kind of coach you want to become. If the clients in front of you keep revealing questions you don’t yet know how to help them explore, that may not mean you’re doing financial coaching wrong. It may be showing you where you want to keep developing. ep147-20240708 (1) 🎧 Resources & Links Mentioned in This Episode THE Financial Coaches Networkhttps://www.patreon.com/NewMoneyHabitsFinancialCoaches Getting Started as a Financial Coachhttps://www.newmoneyhabits.com/coaches/webinar/gsfc-registration THE Financial Coaches Communityhttps://www.facebook.com/groups/nmhcoaches Schedule a Callhttps://www.newmoneyhabits.com/coaches/fcpodcast_contact Questions or ideas for the [email protected] Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

What Do Your Clients Actually Want? | EP261

2026-09-2127:34

A client comes to you asking for a plan. Maybe they want to get out of debt, figure out how to say no to a family member asking for money, or solve some other problem that feels specific and measurable. As coaches, it can be tempting to start building the strategy right away. After all, they told us what they want. But what happens when the thing they are asking for isn’t quite the thing they are actually trying to accomplish? In this Financial Coaches Classic, Maria and Cody talk about slowing down long enough to understand what may be underneath a client’s request before moving into problem-solving. Maria shares the story of a client who repeatedly asked for help figuring out what to say when family members came to her for money. The immediate request was strategy: help me craft the email, help me say no, help me handle the next conversation. Over time, their coaching moved toward understanding why saying no was so difficult in the first place—and eventually the client recognized that she wanted to spend less time on the strategy and more time understanding herself. Maria and Cody also explore how questions can keep that discovery with the client. Instead of immediately asking how to accomplish the stated goal, a coach might stay with something as simple as, “What makes that important to you?” Sometimes what a client says they want is only the first layer of the conversation. The work is not deciding what they really need for them. It is helping them stay with the question long enough to understand what they actually want. 🎧 Resources & Links Mentioned in This Episode THE Financial Coaches Networkhttps://www.patreon.com/NewMoneyHabitsFinancialCoaches Getting Started as a Financial Coachhttps://www.newmoneyhabits.com/coaches/webinar/gsfc-registration THE Financial Coaches Communityhttps://www.facebook.com/groups/nmhcoaches Schedule a Callhttps://www.newmoneyhabits.com/coaches/fcpodcast_contact Questions or ideas for the [email protected] Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

When the Money Problem Isn’t Really About Money | EP 260

2026-09-1425:34

A client keeps using the credit card they’re trying to pay off. Another is remarkably good at saving money, but once the balance grows, she becomes anxious and spends it back down. From the outside, both behaviors can look like financial problems waiting for a financial solution. But what happens when the behavior makes considerably more sense once we understand the story behind it? In this Financial Coaches Classic, Maria and Cody explore what it means to coach beyond the numbers. They talk through the beliefs and experiences that can become tangled up with money, why similar experiences don’t necessarily affect two people the same way, and how questions like “How do you know that to be true?” can help clients examine assumptions for themselves rather than having the coach supply the answer. The budget still matters. The numbers still matter. But sometimes they tell us where to look without telling us what is really happening. 🎧 Resources & Links Mentioned in This Episode THE Financial Coaches Networkhttps://www.patreon.com/NewMoneyHabitsFinancialCoaches Getting Started as a Financial Coachhttps://www.newmoneyhabits.com/coaches/webinar/gsfc-registration THE Financial Coaches Communityhttps://www.facebook.com/groups/nmhcoaches Schedule a Callhttps://www.newmoneyhabits.com/coaches/fcpodcast_contact Questions or ideas for the [email protected] Music by Summer School @newmoneyhabits | @sizemorefinancialcoaching

When Faster Progress Isn’t Better Coaching | EP 259

2026-09-0722:23

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 [email protected]. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

#box-pro-ellipsis-179123949681896{-webkit-line-clamp:2;}The Financial Coaches Podcast