Clients and Bankruptcy | EP 197 episode artwork

EPISODE · Jun 23, 2025 · 33 MIN

Clients and Bankruptcy | EP 197

from The Financial Coaches Podcast · host Maria Casillas and Cody Sizemore

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 up to this, and how he handled it are important insights to know if you ever have your own client approach you with the same thing. 🚨Join us on Patreon. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches  ✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list 🙋‍♂️ Have questions for the hosts? Submit them to: [email protected]  📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

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Clients and Bankruptcy | EP 197

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This episode was published on June 23, 2025.

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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 up to this, and how he handled...

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