Should You Become a Financial Coach?

Episode 370 of the It's Not About The Money podcast, hosted by Catherine Morgan, titled "Should You Become a Financial Coach?" was published on March 2, 2026 and runs 25 minutes.

March 2, 2026 ·25m · It's Not About The Money

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Episode Description

In this episode I explores the profound relationship individuals have with money, emphasizing the importance of financial coaching in addressing deeper emotional and psychological issues surrounding financial behaviors.

I discuss the need for financial professionals to integrate coaching techniques into their practices to better support clients in navigating their financial identities and challenges.

Through personal anecdotes and practical advice, I highlight the transformative power of understanding one's relationship with money and the necessity of addressing underlying beliefs to foster lasting change.

Chapters

00:00 Understanding the Relationship with Money

02:48 The Need for Financial Coaching

05:29 The Impact of Identity on Financial Decisions

08:30 The Role of Financial Coaching in Transformation

11:18 Techniques in Financial Coaching

14:09 Language Patterns in Money Conversations

17:02 Integrating Financial Coaching into Existing Practices

19:35 The Future of Financial Coaching22:22 Personal Journey and Call to Action

Resources:

Get my FREE book 'It's Not About The Money'

Take the Money StoryTypes® Quiz

Become a Certified Financial Coach

Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

Watch the Full AI Series Here

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