PODCAST · business
The Financial Coaches Podcast
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. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and Sizemore Financial Coaching. The Financial Coaches Podcast is the ultimate resource for financial coaches and professionals dedicated to empowering individuals and transforming lives through financial education and coaching. Hosted by industry experts, Maria Casillas and Cody Sizemore, this podcast brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being.Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Wh
Episodes
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When the Money Problem Isn’t Really About Money | EP 260
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...
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When Faster Progress Isn’t Better Coaching | EP 259
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...
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Why Great Coaches Ask More Than They Answer | EP 258
When a client brings you a problem, it can be tempting to start looking for the answer. But sometimes the most helpful thing a coach can do is ask a question that helps the client keep thinking. Maria and Cody explore the difference between questions that move a conversation forward and questions...
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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 all of them. Maria and Cody are both entering seasons of change, and in this...
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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 can be easy to finish the consultation, say “let’s keep in touch,” and then move...
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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 a coach, those moments can be frustrating if we expect change to move in a...
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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. When that happens once, it can be disappointing. When it happens several times in a row, it can leave even an experienced coach wondering what changed, what they did wrong, or whether they are as good at this as...
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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? That question can lead coaches to believe they must choose between the people they genuinely want to serve and the clients…
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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 money. In this revisit of an earlier conversation, Cody and Maria talk about what it...
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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? In this episode, Cody shares the story of a couple who stayed connected with him for more than two years before finally becoming clients. Along the way, they signed up for webinars, ignored...
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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 coaches, our role isn't to hand every client the same formula. It's to meet…
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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 that can make things much smoother for both you and your clients as you start and...
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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 year things changed. But then life happened. Unexpected expenses came up,...
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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, and intentionality. The conversation starts with a question many clients…
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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 education into full-time coaching. Sharon shares how she got started, why financial...
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When a Prospect Says, “I’m Not Looking to Invest in Coaching”| EP 245
Sometimes a prospect tells you right away that they are not looking to invest in coaching. That can be a hard moment to navigate, especially when you know the purpose of a consultation is to understand where they are, serve them well, and see whether coaching might be a good fit. It can be…
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When a Client Doesn’t See the Value Anymore | EP 244
When a client says they do not see the value anymore, it can feel personal. That reaction makes sense. Coaching is relational, and when someone questions the value of the work, it can be easy to feel defensive or start trying to prove why the coaching matters. But that may not be the most helpful...
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When a Client Asks a Question You Can’t Answer | EP 243
Every coach eventually gets asked a question they do not know how to answer. In this episode, Maria and Cody talk about what to do in that moment, and why not knowing the answer does not have to damage trust with your client. In fact, handled well, it can become one of the more helpful moments in...
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Bringing Your Program to the Marketplace | EP 242
A lot of coaches think about growing their practice by getting more one-on-one clients. But sometimes growth looks different than that. In this episode, Maria and Cody talk about taking what you already know and bringing it into other spaces like churches, businesses, workplaces, and community...
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Coaching Clients Through Addiction (Where Your Role Begins and Ends) | EP 241
What do you do when a client’s financial struggles are tied to addiction? In this episode, Cody brings a real question from a listener about coaching a client who had been making strong financial progress—only to suddenly fall backwards due to substance addiction. What follows is a deeper...
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When a Client Wants to Quit Early (What Coaches Should Do) | EP 240
What do you do when a client wants to stop coaching before they finish? In this episode, Cody shares a real situation from his coaching practice where a client—who was actually doing well—decided he wanted to step away before completing the full program. What followed was a thoughtful and...
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Be Authentic in Your Coaching Experience | EP 239
What if trying to be the “perfect” financial coach is actually holding you back? In this episode of THE Financial Coaches Podcast, Cody and Maria talk about something that comes up for a lot of newer coaches—and honestly, even experienced ones. The pressure to do things the “right” way, follow a...
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Is Money the ONLY Thing Financial Coaches Help Their Clients With? | EP 238
Is money the only thing financial coaches are supposed to help their clients with? That question came up a couple of times recently, and it led to a really important conversation. Because the reality is, a lot of what shows up in coaching isn’t strictly about money—but it absolutely affects it.…
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When is it Time to Let a Client Go? | EP 237
What do you do when a client keeps showing up… but nothing seems to be changing? In this episode of The Financial Coaches Podcast, Cody and Maria walk through a real scenario that came up during one of our Financial Coaches Monthly Meetups. A coach is working with a client who consistently…
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When Your Coaching Practice Starts to Feel Stale | EP 236
Even when you love what you do, there are seasons where things can start to feel… stale. In this episode of The Financial Coaches Podcast, Cody shares a personal reflection from his own coaching practice after noticing that some of his conversations with leads had started to feel routine. After...
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When a Spouse Goes Rogue | EP 235
What happens when one spouse makes a major financial decision without the other’s agreement? In this episode of The Financial Coaches Podcast, Cody shares a real coaching case study involving a couple who had made incredible financial progress — paying down tens of thousands in debt and building...
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Putting Food on the Table: Coaching Clients Through Grocery Budgets | EP 234
Groceries are one of the most frustrating budget categories for many clients. Prices fluctuate. Needs change week to week. And when money is tight, many families end up paying bills first and figuring out food last. In this episode of The Financial Coaches Podcast, Cody and Maria talk about how...
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Slow Down to Speed Up | EP 233
Feeling overwhelmed in your coaching business? You’re not alone. In this episode of The Financial Coaches Podcast, Cody and Maria talk about a concept that sounds counterintuitive but can dramatically improve both your life and your business: Slowing down to speed up. Many coaches naturally say…
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Let’s Play a Game: Engagement Challenge | EP 232
Tax season isn’t just about refunds. It’s about conversations. In this episode of The Financial Coaches Podcast, Cody and Maria lay out a simple engagement challenge designed to help you spark conversations, build relationships, and potentially book consultations — all by asking one strategic...
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Don’t Plan It for Them: Helping Clients Decide What to Do With a Tax Refund | EP 231
Tax refund season brings opportunity. And for financial coaches, it also brings temptation. When a client receives a large windfall — $3,000, $7,000, even $20,000 — it’s easy to get excited about the progress they could make. Debt payoff. Emergency funds. Investments. Big wins. But sometimes in...
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Why Some Clients Don’t Make Progress (And How to Fix It) | EP 230
Are your clients technically improving… but not actually moving forward? In this episode of The Financial Coaches Podcast, Cody and Maria unpack a subtle but powerful shift in strategy that has helped certain clients break out of stagnation and finally start making meaningful progress....
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Real Talk: Cody’s Confession | EP 229
What happens when your income suddenly drops — not because of poor performance, but because life happens? In this candid episode of The Financial Coaches Podcast, Cody Sizemore and Maria Casillas pull back the curtain on the real financial and emotional challenges of running a coaching business....
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The Rise of Money Fatigue | EP 228
Are your clients feeling overwhelmed, stressed, or completely exhausted when it comes to money? You’re not alone — and neither are they. Money fatigue is becoming increasingly common as financial pressure, decision overload, and constant economic noise leave many people mentally drained. In this...
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Holding Your Clients Accountable | EP 227
Struggling to keep your financial coaching clients consistent and engaged between sessions? In this episode of The Financial Coaches Podcast, Cody Sizemore breaks down a proven accountability system designed to help clients follow through and make lasting progress on their financial journey. Cody...
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Helping Clients Navigate Emotions Around Money | EP 226
Do your clients struggle with their emotions around money? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore explore why financial challenges often go beyond budgeting or financial knowledge and are deeply tied to emotional responses. Learn practical strategies to...
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Scaling Your Practice Through The Clients You Already Have | EP 225
Are you overlooking one of the simplest ways to scale your financial coaching practice? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore break down how you can grow your income and impact right now—without more marketing, more leads, or more one-on-one hours. The...
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New Year Goal Setting | EP 224
Trying to figure out your goals for 2026? In this episode of The Financial Coaches Podcast, Maria and Cody talk about different types of goal setting strategies, and even some mindset shifts around them too. Is this your year? Make the most of it! 🚨Join The Financial Coaches Network. Just click...
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Self-Care for Financial Coaches | EP 223
Have you ever considered your self-care when building your practice? In this episode of The Financial Coaches Podcast, the hosts talk about how taking some time off for the holidays can lead to you being extra busy surrounding it, and how to manage that. Taking care of yourself so that you show…
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The Art of Follow Up | EP 222
Are you nervous to follow up with prospects? In this episode of The Financial Coaches Podcast, Cody and Maria talk about the barriers that may be holding you back from consistently following up, how to perfect the art of follow up, and why it is actually a service to your potential prospects to…
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How to Network with other Financial Professionals | EP 221
Having trouble filling professionals in your network? In this episode of The Financial Coaches Podcast, Maria and Cody talk through how to communicate value with other financial professionals on how you can help their clients, as well as sharing their experiences with the success of referrals…
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How to Avoid Clients Dropping Out | EP 220
Afraid of having clients drop out? In this episode of The Financial Coaches Podcast, the hosts discuss a topic from a listener that was a part of our monthly coaches meetup around clients cropping out of his program before they complete it. After a few key shifts, the dropout rate reduced...
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How to Find Leads | EP 219
Having trouble finding leads? In this episode of The Financial Coaches Podcast, the hosts take a question that came from our monthly financial coaches meetup around how to find new prospects (leads) to talk to. Where do they come from? How do you approach them? All of this is answered in this one...
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Tell Your Clients What They Need To Hear | EP 218
Have you been bold enough to tell your clients what they actually need to hear? In this episode of The Financial Coaches Podcast, Cody shares an experience with some of his clients where he told them what they needed to hear, and not what would keep them happy, and ultimately it led to their...
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Be Vulnerable With Your Clients | EP 217
Have you ever been vulnerable with your clients? In this episode of The Financial Coaches Podcast, Cody and Maria share why it is important to be vulnerable with your clients about even some of your financial struggles, and how they can get a ton of value from that and it can deepen and enrich…
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WHY are You a Financial Coach? | EP 216
WHY are You a Financial Coach? In this episode of The Financial Coaches Podcast, Maria and Cody share their stories of why they became Financial Coaches, and they also talked about the importance of sharing that often with yourself, your clients, and your community. 🚨Join The Financial Coaches...
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What Tech Do You Need for Your Practice? | EP 215
Are you unsure of what kind of tech you need for your practice? In this episode of The Financial Coaches Podcast, the hosts took a question from a listener asking about what kind of tech is needed to run a successful coaching practice. 🚨Join The Financial Coaches Network. Just click here:...
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Helping Parents with Financial Tension & Kids | EP 214
Do your clients have a hard time saying “No” to their kids? In this episode of The Financial Coaches Podcast, Cody shares an experience that he had with one of his clients where they had to say “No” to their kid over a $2000 sports investment as they are trying to get themselves out of debt. As…
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Push Yourself to Pull Prospects | EP 213
Are you actually reaching out to your prospects? In this episode of The Financial Coaches Podcast, the hosts talk about not only why it’s so important to reach out to prospects and start a conversation, but also do a deep dive on how to do that highly effectively as well. This can be the one…
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The Importance of Lead Magnets | EP 212
What even are lead magnets? In this episode of The Financial Coaches Podcast, Cody and Maria talk about what lead magnets are, go into a couple of examples, and talk about how they can be a pivotal tool in your practice to help generate new prospects. 🚨Join The Financial Coaches Network. Just...
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The Die With Zero Concept | EP 211
What if what you’ve been told about retirement has been skewed? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the intentionality between preparing for your future, and embracing and enjoying the present. A concept that a lot of people in the financial industry tend…
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ABOUT THIS SHOW
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. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and Sizemore Financial Coaching. The Financial Coaches Podcast is the ultimate resource for financial coaches and professionals dedicated to empowering individuals and transforming lives through financial education and coaching. Hosted by industry experts, Maria Casillas and Cody Sizemore, this podcast brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being.Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Wh
HOSTED BY
Maria Casillas and Cody Sizemore
CATEGORIES
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Frequently Asked Questions
How many episodes does The Financial Coaches Podcast have?
The Financial Coaches Podcast currently has 265 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Financial Coaches Podcast about?
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. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and...
How often does The Financial Coaches Podcast release new episodes?
The Financial Coaches Podcast publishes regularly with 265 episodes available. Check the episode list for the typical release schedule.
Where can I listen to The Financial Coaches Podcast?
You can listen to The Financial Coaches Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Financial Coaches Podcast?
The Financial Coaches Podcast is created and hosted by Maria Casillas and Cody Sizemore.
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