The Financial Coaches Podcast

Updated: 15 Sep 2025 • 212 episodes
www.newmoneyhabits.com/podcasts/the-financial-coaches-podcast

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.

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Have you ever dived into your clients relationship with money? In this episode of The Financial Coaches Podcast, Maria and Cody talk about what a relationship with money actually is, and how to help your clients find out what theirs is, and how to channel it in a way that really serves them moving forward to accomplish

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What does it mean to get “beyond the numbers” with your clients? In this episode of The Financial Coaches Podcast Cody and Maria talk about how to get behind the numbers and get to the root of some of the issues that are actually holding your clients back, and how to empower them to crush it moving forward. 🚨Join The

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Are your clients and prospects frustrated as to why their financial plan hasn’t been working up until this point? In this episode of The Financial Coaches Podcast, the hosts talk about how often it's not just the numbers that you need to focus on with your clients, but instead the bigger picture. The numbers are great,

27 min
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Do you have a client that has a difficult spouse? In this episode of The Financial Coaches Podcast Cody shares a case study of a client that he is working with that has a spouse that is not working the plan at all, and may even be financially abusing their partner. The hosts talk through the situation and give their pe

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Not sure where to start with budgeting? In this episode of The Financial Coaches Podcast, Cody and Maria discuss the first steps to helping you craft a budget for your clients. This is a critical piece to your business, and if you aren’t completely confident in how you’re doing it now, then this is the episode for you.

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11 Aug 2025 • EN

Planning vs Doing | EP 204

Have you ever had a hard time getting out of the planning stage? In this episode of The Financial Coaches Podcast, Maria and Cody talk about the difference between planning for something and actually doing it, and what it takes to cross that threshold to get it into the space of ACTION and out of PREPARATION. 🚨Join Th

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