The Financial Coaches Podcast Podcast Por Maria Casillas and Cody Sizemore arte de portada

The Financial Coaches Podcast

The Financial Coaches Podcast

De: Maria Casillas and Cody Sizemore
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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. Whether you're just starting your coaching journey or have years of experience under your belt, this podcast is your go-to destination for continuous learning, professional development, and staying ahead in the industry. Topics covered on the podcast include client relationship building, goal setting, financial planning, mindset coaching, marketing strategies, pricing structures, technology integration, and much more. With a focus on practical advice and tangible takeaways, you'll gain the knowledge and skills to elevate your coaching practice, attract more clients, and deliver exceptional results. Join Maria, Cody, and an array of industry experts as they share their insights, best practices, and success stories. Tune in to The Financial Coaches Podcast and be inspired, educated, and motivated to take your coaching practice to new heights. Whether you're a seasoned financial coach or aspiring to become one, The Financial Coaches Podcast is your trusted companion on the journey to financial coaching excellence. Stay connected with the latest episodes on our website, or subscribe and listen on your preferred podcast platform. Let's empower individuals, transform lives, and make a positive impact on the world of personal finance through the power of coaching.© 2026 2021 MNM Money Team (dba New Money Habits) Desarrollo Personal Economía Gestión y Liderazgo Liderazgo Éxito Personal
Episodios
  • When is it Time to Let a Client Go? | EP 237

    When is it Time to Let a Client Go? | EP 237
    Apr 6 2026

    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 attends sessions, continues to pay, and appears engaged—but the results just aren’t there.

    So the question becomes: At what point do you step back?

    Together, Cody and Maria unpack:

    • How to define “value” beyond just measurable financial results
    • Why clients may continue showing up even without visible progress
    • The difference between financial progress and emotional/behavioral growth
    • Practical ways to help clients recognize patterns (without overwhelming them)
    • When to adjust your coaching approach—and when to consider stepping away
    • How to have a healthy, honest conversation when things aren’t working

    They also introduce simple tools like behavioral awareness tracking and the “HALT” method (Hungry, Angry, Lonely, Tired) to help clients better understand what’s driving their decisions.

    This episode is a must-listen for any coach who has ever questioned whether they’re truly helping their client—and how to navigate that moment with integrity.

    🎧 Resources & Links Mentioned in This Episode

    Ready to grow your coaching practice with the right support and community?

    🚨 Join The Financial Coaches Network
    Connect with other Financial Coaches inside our private Patreon community:
    👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

    🔥 Launch or Level Up Your Coaching Practice
    Learn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:
    👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration

    ✅ Join Our Free Facebook Community
    Find support, encouragement, collaboration, and real conversations with aspiring and established coaches:
    👉 www.facebook.com/groups/nmhcoaches

    ✅ Get Connected Inside Financial Coaches+
    Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:
    👉 www.newmoneyhabits.com/coaches/memberships/trial

    🙋‍♂️ Have a Question for the Hosts?
    Email us at: podcast@newmoneyhabits.com

    📞 Want to Talk With Maria or Cody?
    Schedule a call here:
    👉 www.newmoneyhabits.com/coaches/fcpodcast_contact

    🎵 Music by Summer School

    Follow us on social:
    @newmoneyhabits | @sizemorefinancialcoaching
    Más Menos
    29 m
  • When Your Coaching Practice Starts to Feel Stale | EP 236

    When Your Coaching Practice Starts to Feel Stale | EP 236
    Mar 30 2026
    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 thousands of conversations with potential clients over the years, Cody realized he had slowly slipped into “going through the motions” — responding faster, investing less relational energy, and focusing more on efficiency than connection. That shift started to show up in the results. In this episode, Cody and Maria discuss: • Why the daily work of running a coaching business can start to feel repetitive• How going through the motions impacts lead conversion and relationships• The importance of treating every lead like they’re your only lead• Why slowing down can actually improve results• How entrepreneurs can recognize when things are starting to feel stale• Simple mindset shifts that can reignite passion and focus Every business owner experiences seasons where the work begins to feel routine. The key is recognizing it — and making the adjustments needed to bring the energy and purpose back. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
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    20 m
  • When a Spouse Goes Rogue | EP 235

    When a Spouse Goes Rogue | EP 235
    Mar 23 2026
    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 meaningful savings. But then something unexpected happened. One spouse purchased a $14,000 custom front door without the full approval of the other. What followed became an important coaching moment. In this conversation, Cody and Maria unpack the deeper issues behind the decision, including: • Why people sometimes sabotage progress when they get close to financial freedom• The emotional psychology behind large purchases• How impulse decisions can impact trust inside a marriage• Why “head of household” thinking can create dangerous financial dynamics• How financial coaches should respond when a client goes rogue• The importance of healthy confrontation in coaching conversations Sometimes the most valuable coaching moments happen when things don’t go according to plan. And when handled well, those moments can lead to stronger decision-making and healthier financial relationships moving forward. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches 🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial 🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com 📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching
    Más Menos
    28 m
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Love this podcast! I especially love the emotional / psychology perspective they bring to coaching.

Fantastic!

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