Podcasts about financial coaching

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Best podcasts about financial coaching

Show all podcasts related to financial coaching

Latest podcast episodes about financial coaching

Optimal Finance Daily
3192: 7 Reasons to Consider Financial Coaching Services by David Baughier of Fiology on Money Management

Optimal Finance Daily

Play Episode Listen Later Jun 27, 2025 9:07


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3192: David Baughier lays out seven powerful reasons to bring a financial coach into your life from receiving unbiased advice and tailored strategies to building better habits and staying accountable. If you've struggled with debt, financial anxiety, or simply want to reach your money goals faster, this practical breakdown shows how coaching could be the missing piece. Read along with the original article(s) here: https://www.fiology.com/financial-coaching/ Quotes to ponder: "A financial coach is going to be able to give you the best advice based on your needs." "A financial coach will be able to tailor a custom financial plan to each person's individual situation." "A financial coach will also help you stay on the right path when it comes to paying down your debt, saving money on a regular basis, and maintaining your budget." Episode references: The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 Mr. Money Mustache: https://www.mrmoneymustache.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The Financial Coach Academy® Podcast
113. Why Doing More Marketing Isn't the Answer (And What to Do Instead)

The Financial Coach Academy® Podcast

Play Episode Listen Later Jun 26, 2025 12:05


Have you been spinning your wheels with marketing, doing all the things you're supposed to do…but feeling like you're getting nowhere? You're showing up on social media, going to networking events, having coffee chats, but your client list isn't budging. Most of us think the solution is to do more—add another platform, attend more events, schedule more meetings.What if that's actually making things worse?There's this pattern that happens with so many financial coaches. They start with Instagram, post for a couple months without much to show for it, then decide they need LinkedIn too. Maybe YouTube. Before they know it, they're spread so thin that nothing works well. Their content gets watered down, their message gets muddy, and they're exhausted without the clients they want.The same thing happens with networking. A few events don't lead to clients, so the response is to book more coffee chats and attend more events. But here's the thing (and you probably already know this): quantity rarely solves a quality problem. If your Instagram posts aren't connecting with the right people, making more of them won't fix that. If your networking conversations aren't turning into business, having more of the same conversations probably won't change much either.We get caught up in mistaking activity for progress. We feel busy, we're checking boxes, but we're not actually moving anything forward in our business.There's a different way to think about this. Instead of asking, “what else should I be doing,” what if you asked, “how can I make what I'm already doing more effective?” That shift changes everything.This episode breaks down how to stop the marketing hamster wheel and start seeing real results without burning yourself out. We'll talk about why doing fewer things better often leads to more growth than trying to be everywhere at once, and how to create what I call a learning loop that actually moves your business forward.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Quantity rarely solves a quality problem. If your Instagram posts aren't resonating, making more won't fix the disconnect with your ideal clients.Stop asking “what else should I be doing” and start asking “how can I make what I'm already doing more effective.” This one question shift changes your entire marketing approach.You're mistaking activity for progress when you feel busy checking marketing boxes but your client roster isn't growing.True scaling often means doing fewer things better. The most successful coaches aren't doing more marketing activities than you, they're being more intentional with what they choose.Sometimes the best way to help a plant thrive isn't to plant more seeds, but to prune what's already growing. Your marketing needs refinement, not expansion.A simple shift from “DM me if you have questions” to “DM me with the word ‘budget' to receive my free guide” can make all the difference in your conversion rates.Create a learning loop: action, evaluation, refinement, then action again. Real growth happens when you get better at the fundamentals, not when you constantly try new things.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

We began a new series about analyzing the gurus! We'll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Emily discuss Ramit Sethi, his philosophy of a “rich life,” his “conscious spending plan,” and his take on investing. Top takeaways: Broad-based percentage-based structures just don't work for everyone. The emphasis on a rich life and guilt-free spending can lead to people to focus on necessities and fun money at the expense of savings. Automation can be great as long as you reevaluate and adjust things over time. Houses are great hedges against inflation in retirement. Ramit's rant against AUM and financial advisers just doesn't make sense. Related episodes: Episode #130: The 411 on HSAs Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Financial Coach Academy® Podcast
What Gives Coaching a Bad Name

The Financial Coach Academy® Podcast

Play Episode Listen Later Jun 19, 2025 28:51


What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we're tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It's the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and being open and transparent with clients.In this episode, you'll hear some real-life examples of the vulnerable (and the ick) when it comes to coaches coaching coaches and I hope you hear my invitation to really think about your own role as a financial coach. How do you balance ambition with honesty? How do you navigate the complexities of scaling a business while staying true to your mission? These are just a few of the ideas you'll hear, as well as my own answers to these questions.So, if you're curious about what it really takes to uphold integrity in financial coaching, if you're looking to find a balance between your financial acumen and your coaching spirit, or if you're simply seeking a heart-centered approach to this profession, this episode is for you.Tune in to discover insights that could redefine your approach to financial coaching. Trust me, you don't want to miss this one!Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Don't be afraid to step outside your comfort zone, but never step outside your integrity zone - the distinction between growth and compromise matters more than you think.The coaches coaching coaches industry often becomes a pyramid where the only six-figure business they've built is teaching others to build the business they never actually built themselves.Ask this critical question before hiring any business coach: Have they succeeded at the actual thing they're teaching, or only at teaching it?Over-promising is the supplement industry of coaching - claiming your program cures everything while delivering results you can't control.Two sides make financial coaches powerful: the dreamer who believes in potential and the realist who sees the hard work required.The life coaching pyramid targets you as the easier sale - coaches buy faster than real clients because hope sells better than results.Truth in marketing means being honest about what you haven't achieved, not just highlighting what you have - transparency builds more trust than hype ever will.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

We begin a new series about analyzing the gurus! We'll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. First up, arguably the biggest–Dave Ramsey! Josh and Amelie tackle the baby steps. Top takeaways: His foundational advice is not bad, it's just overly simplistic/broad. Because of the nature of inflation, $1000 today is much less than it was when he originally came up with it. Not all debt is bad. It basically never makes financial sense to pay student loans or a mortgage off earlier. Dave's investment advice is not good and his return estimate is way too high. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Financial Therapy Podcast - It's Not Just About The Money
#199 - The Limits and Promise of IFS Financial Coaching

The Financial Therapy Podcast - It's Not Just About The Money

Play Episode Listen Later Jun 17, 2025 29:46


In this episode, Rick dives into the evolving and sometimes murky intersection of Internal Family Systems (IFS) and financial coaching, raising critical questions about where the line is drawn between coaching and therapy. He explores the growing interest in using IFS-informed language and concepts—like parts work—in coaching settings, even as concerns mount about untrained coaches inadvertently wading into therapeutic territory. With transparency about the current shifts in IFS training access, Rick offers a thoughtful look at both the promise and pitfalls of this integration. Whether you're a coach, therapist, or simply IFS-curious, this episode sheds light on how the language of parts can deepen financial conversations—while reminding us that healing exiles may require more than curiosity alone.A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.

The Financial Coach Academy® Podcast
112. How to Stop Controlling Your Financial Coaching Clients (And Why It's Hurting Their Growth)

The Financial Coach Academy® Podcast

Play Episode Listen Later Jun 12, 2025 7:54


Ever tried to talk a client out of a risky decision? Found yourself pushing harder when they won't listen to your advice? If you've ever felt your stomach drop when a client chose the path you knew was wrong, this episode is for you.Here's the uncomfortable truth: when we try to control our clients' choices, it's usually not about them. It's about us. Our insecurity that their mistakes will reflect badly on our coaching. Our arrogance in thinking we can predict the future and know what's best for everyone.But here's what I learned after years of doing this: trying to shelter clients from consequences actually slows down their growth. The very skills they came to us for - making intentional, informed decisions and learning to pivot when things go sideways - only develop when they experience real world outcomes, both good and bad.In this episode, I share the mindset shift that changed everything for me. My job isn't to be right or protect clients from ever feeling regret. It's to help them become more resourceful and confident in their ability to respond when life throws them a curve ball.You'll hear the exact approach I use when clients insist on strategies I think are risky. How to create extreme clarity by mapping out best case, worst case, and most likely scenarios. The questions that illuminate financial, emotional, and logistical impacts without fear mongering. And how to help clients build contingency plans that make risky moves safer.This isn't about becoming a yes-person who just smiles and nods. It's about the difference between coaching and controlling. Between building resilient clients and making their success about your ego.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Your need to control client decisions isn't about protecting them - it's about protecting your ego from their potential mistakes.Real progress happens when clients learn to make intentional decisions and pivot when needed, not when they follow your blueprint perfectly.Stop robbing clients of consequences because that's exactly what they need to build the skills they came to you for.When a client wants to take a risky path: Map out best case, worst case, and most likely scenarios - then let them choose with eyes wide open.Ask yourself: Am I making their success about my comfort or their growth?The goal isn't for clients to make the same decision you would - it's for them to make clear, confident decisions they can handle.Ethical coaching means walking beside clients with your eyes open and theirs, not telling them which direction to go.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business
#182: Chapter 4 - A Systemic Approach to Understanding Diversity in Financial Counseling

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later Jun 10, 2025 36:06


Josh and Emily discuss the fourth chapter of the Financial Counseling textbook, A Systemic Approach to Understanding Diversity in Financial Counseling. Top takeaways: Our systems have a huge impact on us. Your race, sexuality, gender, relationship status, background, socio-economic status, abilities/disabilities, religion etc. all have huge impacts. We come at things believing that what's normal to us is normal to everyone. Anything that creates a superior-inferior, “I know more than you” dynamic needs to be handled VERY carefully. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Retirement Playbook
More Than Money: Finding Purpose After the Paychecks Stop

The Retirement Playbook

Play Episode Listen Later Jun 10, 2025 29:24


In this episode of The Retirement Playbook, Granger Hughes goes beyond the spreadsheets to talk about what retirement means: freedom with purpose. He will explore how today’s market ups and downs make personalized retirement planning more critical than ever—and how the right financial coach can be your greatest asset in building a strategy that’s balanced, stable, and built for you. From demystifying annuities to confronting the rising costs of long-term care, the Hughes duo provides listeners with a practical roadmap while also exploring the often-overlooked emotional aspects of retirement. What happens when the paychecks stop, but life keeps going? What’s your why after work? Whether you’re five years out or already retired, this episode is your reminder: Retirement isn’t the end—it’s your next beginning. Don’t leave it to chance! Get to know the Hughes team and schedule a time to speak with them or see the upcoming events at https://hughesretirementgroup.com/ See omnystudio.com/listener for privacy information.

Federal Employee Financial Planning Podcast
Episode 93: Inside the Strategy Room: Growing with Purpose at Mason & Associates

Federal Employee Financial Planning Podcast

Play Episode Listen Later Jun 9, 2025 29:35


What does it take to grow a financial advisory firm the right way, without sacrificing client experience? In this episode, John and Tommy pull back the curtain on the strategic direction of Mason & Associates, sharing how they're enhancing services, refining internal systems, and ensuring their clients feel heard, supported, and empowered. Whether you're already a client or someone searching for the right financial advisor, this episode offers valuable insights into the kind of care and intentionality you should expect from your advisor. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn:  LinkedIn John Mason: LinkedIn SPECIAL EPISODE: New Client Process & Client Experience

Charleston's Retirement Coach
Unlocking Retirement: The Journey to Financial Freedom

Charleston's Retirement Coach

Play Episode Listen Later Jun 9, 2025 12:01


In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the rewarding aspects of helping clients achieve retirement readiness, the challenges faced in communicating financial plans, and the future vision for Bowen Wealth. He emphasizes the importance of personal connections with clients and shares insights into his personal life and values. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Investors Coffee Shop
Investing In A Money Coach

Investors Coffee Shop

Play Episode Listen Later Jun 9, 2025 45:53


Send us a textIn this episode, Brian sits down with Jeannie Dougerty to explore the real value of working with a money coach. Jeannie brings her expertise in financial behavior, mindset, and emotional intelligence to the table, helping individuals, couples, and business owners transform their relationship with money. We also dive into her work designing retirement and caregiving readiness programs for federal employees. Whether you're curious about what a money coach does or considering hiring one for yourself, this episode provides a roadmap.Support the show

The Financial Coach Academy® Podcast
111. Finding Your Authentic Voice: Why Being Yourself is Your Greatest Business Asset

The Financial Coach Academy® Podcast

Play Episode Listen Later Jun 5, 2025 17:26


Have you ever met someone in person after following their content and thought, “Wow, they're exactly who I thought they'd be”? That's the power of authenticity, and it's what your clients are looking for too.Today we're talking about something I see happening a lot in our profession—coaches trying to sound like someone else instead of developing their own voice. I'll share why this matters more than you think, where the line is between inspiration and copying, and how to create content that sounds like you.I'll also share something else I've been ruminating on for the last year or so: We've somehow lost the art of giving credit where it's due. There used to be blog circles where content creators would openly build on each other's ideas, linking back and adding their own perspectives. But somewhere along the way, we stopped doing this.Here's what I know for sure: Your clients don't expect you to generate every idea in isolation. They want to work with someone real; someone who speaks their truth, shares their experiences, and isn't afraid to acknowledge where their inspiration comes from.I'll walk you through practical ways to develop your authentic voice, including how to start with real conversations instead of other people's content, and why your vulnerability creates connection in ways that polished, generic content never will.Plus, I'll share why I took a three-month content consumption break and how it helped me find my voice again. Sometimes the most distinctive coaches consume less content from their direct competitors and find inspiration elsewhere entirely.This conversation will help you show up as yourself in your business, which truly is your greatest asset as a coach.Listen in to discover how authenticity isn't just about integrity; it's about building a sustainable business that attracts the right clients and creates meaningful transformations.Links & Resources:Financial Coach Academy Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Your clients hire you for your perspective, not your ability to sound like someone else. They can sense when something feels off even if they can't put their finger on it.Start with conversations you've actually had with clients or friends instead of starting with other people's content; real questions create real connections.Giving credit doesn't diminish your authority—it actually shows you're engaged with your field and humble enough to acknowledge others.The most distinctive coaches often consume less content from their direct competitors and find inspiration from psychology, behavioral economics, or leadership development instead.If you have to ask yourself “would I be comfortable if someone changed my content this way?” then the simplest solution is to give credit.Your vulnerability creates connection in ways that polished, generic content never will; share your money mistakes, lessons, and turning points.Content creation becomes easier and more enjoyable when you're drawing from your own well of experience rather than trying to maintain someone else's voice.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business
#181: Chapter 3 - The Practice of Financial Counseling

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later Jun 3, 2025 26:33


Josh and Emily discuss the third chapter of the Financial Counseling textbook, The Practice of Financial Counseling. Top takeaways: Relationship building is key. There's a fine line between being supportive and being an enabler. Make sure you set boundaries around what you can and cannot do for clients. It's important to leave space for clients to suggest their own ideas. The more time you spend listening, the better you're able to help your clients. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina
Jefas y Mamás: Building Wealth as a Breadwinning Mom | Nathalia Segoviano | Chapina Building Wealth Financial Coaching

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina

Play Episode Listen Later Jun 2, 2025 59:04


Episode 326 talks about building wealth as a breadwinning mom, featuring Nathalia Segoviano. Listen now!Nathalia Segoviano is a Guatemalan immigrant, first-gen wealth builder, and money coach. After paying off over $18,000 in credit card debt and becoming the sole provider for her family, she transformed her financial life through budgeting and self-education.Now, she helps others take control of their money, build wealth, and create financial freedom with confidence and intention.For full episode show notes, visit here.Watch the full interview on our YouTube channel! Subscribe here.My new book is officially available to buy! Order Financially Lit! Today!Want to join our signature programs? Click here to learn more!Check out this YQD™ Sponsor:BetterHelp—Professional support when you need it, at a fraction of the cost of in-person therapy. Get 10% off your first month with our sponsor: https://betterhelp.com/dinero. Become a member at https://plus.acast.com/s/YoQuieroDinero. Hosted on Acast. See acast.com/privacy for more information.

The Financial Coach Academy® Podcast
110. Difficult Conversations: Tough Talks That Build Trust

The Financial Coach Academy® Podcast

Play Episode Listen Later May 29, 2025 17:43


I used to lose sleep before coaching sessions where I knew I had to deliver tough news. If I saw someone's finances and they were way over budget every month, I felt like, oh my gosh, I'm going to have to be the messenger of terrible news. What are they going to think? How are they going to react?Today we're talking about those conversations that make your stomach tighten—the ones many coaches want to avoid because they think their client will be unhappy or uncomfortable. But when we avoid these conversations, problems compound, resentment builds, and most importantly, we fail to serve our clients with the honesty they deserve.We'll cover the specific language that transforms these dreaded moments into opportunities for deeper connection. Instead of saying “at this rate, it will take you 13 years to pay off your debt,” you'll learn how a simple reframe can shift everything. Plus, I'll share how asking clients to rate their financial health on a scale of one to ten changed my entire approach to difficult conversations.Whether it's discussing negative cash flow, addressing spending habits that don't align with goals, or talking about business finances that aren't working, you'll get concrete phrases and questions that create openness instead of defensiveness. We'll also talk about what happens when clients get emotional (because money is emotional) and how to handle those vulnerable moments in ways that deepen trust rather than damage it.If you've ever felt uncomfortable having to tell a client something they don't want to hear, this episode gives you the tools to approach these conversations with confidence. Because the truth is, delivering tough news with care is one of the most valuable services we provide as financial coaches.Links & Resources:Ultimate Growth GuideJoin the Facebook groupEpisode 27: The Stages of Learning for Financial CoachesKey Takeaways:Preparation beats panic: Practice what you'll say before tough conversations, because delivering bad news with care is one of the most valuable services you provide as a coach.Questions starting with “why” create defensiveness, but “what” and “how” create openness. Choose your question words carefully to unlock client insights.“You should have” focuses on a past that can't be changed, while “Let's explore what's working” builds on strengths that already exist.Emotional moments aren't interruptions to coaching. They're opportunities to create profound trust by staying present without trying to fix or change the feelings.Ask clients to rate their financial health 1-10 before delivering tough news; often they already know something's wrong and just don't want to face it alone.Every problematic financial habit began as an attempt to meet a legitimate need. Acknowledge this and clients feel seen rather than judged.Your comfort with client emotions directly impacts your effectiveness as a coach; when you can hold space for tears without rushing to solutions, real transformation begins.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Josh and Emily discuss the idea of an authentic brand, how to build one, and some common misconceptions! Top takeaways: Don't shy away from sharing potentially controversial opinions. You have to be clear on yourself before you can have an authentic brand. The overlap between your personality/interests and your niche is the low-hanging fruit for content. Think about your non-money-related core stories. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Financial Coach Academy® Podcast
109. Why Leverage Email Marketing Over Social Media

The Financial Coach Academy® Podcast

Play Episode Listen Later May 22, 2025 17:47


Many coaches think they need to be everywhere on social media, posting constantly and hoping their ideal clients will find them. But there's a problem with putting all your eggs in the social media basket: social media in 2025 is not the same social media from 10 years ago. And that means that growing a business on social media is leaving too much to chance.This week, we're talking about why email marketing matters more than ever for financial coaches (and, honestly, any business). You'll hear why your social media following isn't really yours and how one of the contractors in my business lost her entire Facebook account overnight. We'll also cover the six strategies that actually work for growing your email list, including the one approach that we often see coaches completely overlook.If you've been wondering how to get people to actually sign up for your list, or why your current strategy isn't working, this episode breaks down exactly what you need to know. From creating lead magnets that people actually want to understanding the psychology of what makes someone open your emails week after week.Plus, I'll share the biggest mistake coaches make with their email lists and the simple fix that can change everything. Whether you're just starting to build your list or looking to breathe new life into an existing one, you'll walk away with practical steps you can implement right away.Links & Resources:Ultimate Growth GuideJoin the Facebook groupEpisode 93: Client Conversations with Nora SudduthEpisode 94: Build Trust to Attract Financial Coaching ClientsKey Takeaways:Your social media following is rented space, but your email list is property you actually own—and no algorithm change can take it away from you.Nobody wants another newsletter in their overflowing inbox. They want solutions to their problems, so lead with value, not volume.Email marketing delivers $35 for every $1 spent, while social media posts disappear into the void. That's why email is the foundation of a sustainable coaching business.The best lead magnet creates an immediate win: don't give them 17 steps to transformation, give them one thing they can implement today and see results.Stop asking, “Will you join my newsletter?” and start saying, “I have a resource that helps with exactly what you just mentioned. Can I send it to you?”Financial coaching requires nuance and depth that a social post can't deliver, but an email creates the private space people need to engage with sensitive money topics.The most important email strategy isn't how often you send or what day you choose; it's consistency and value in every single message that hits their inbox.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business
#179: What if I can't have more than $3000 in my savings due to governmental benefits?

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later May 20, 2025 22:12


Josh and Amelie discuss various situations where people have limits to savings amounts due to governmental programs such as Medicaid or Disability. Top takeaways: Many of the limits are state-specific. Figure out what someone in this situation would need an emergency fund for–it might be fewer things than you think. Do not think of “savings” as a monolith–each individual problem should be tackled individually. ABLE accounts are similar to retirement accounts except that they're for disabled people and their families to be able to pay for specific expenses. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Financial Coach Academy® Podcast
Behind the Scenes: A Real-Life Financial Coaching Session

The Financial Coach Academy® Podcast

Play Episode Listen Later May 15, 2025 109:34


Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session. So I was thrilled when a member of our online community agreed to allow me to record a coaching session as I coached her around a financial decision she was trying to make. See, she had asked for input from our online community but received so many different responses she was actually further from a decision than before.I hope you'll tune in to this bonus episode and hear how we walk through Lydia's decision. I share a bit of what pre-work I did before the session and why I approached the session like I did. Please pardon the audio quality; this is the first of what I hope to be a number of examples of what a coaching session looks like in real time.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:The clarity required to make a confident financial decision comes not from avoiding the worst-case scenario, but from being fully prepared for it.When facing a major financial choice, ask yourself: Am I making this decision from a place of fear or from a place of purpose-driven growth?True financial courage isn't eliminating all risk—it's understanding exactly what you're risking and deciding it's worth the potential gain.Your relationship with money reveals itself most clearly when you articulate what you believe you'll gain from spending it.Indecision is exhausting; a clear “no” is often more empowering than a perpetual “maybe.”Financial coaching isn't about telling someone what's mathematically optimal; it's about guiding them to clarity through their own values and circumstances.The next time you're stuck in financial uncertainty, remember: The decision isn't the point. The process is the point.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business
#178: Financial Counseling Chapter 2 - Personal Finance Competencies in the Practice of Financial Counseling

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later May 13, 2025 26:16


Josh and Amelie discuss the second chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini. Top takeaways: Financial knowledge is very baseline (what is a savings account). Financial literacy is the understanding of how to apply the knowledge. Financial literacy only really works when you're teaching people about things that are directly relevant to their lives at that point in time. Financial capability is the ability to actually implement the knowledge. Financial ratios are great, but many guidelines are situation-specific. It's important to be aware of potential scams to help your clients protect themselves. Be aware of the topics (taxes, insurance, investing, estate planning, etc.) that bring higher liability and may be legally regulated as far as what you are and are not allowed to discuss. Make sure you do some kind of continuing ed to stay on top of research, methods, scams, etc. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

HopeFilled Financial Podcast
2025 HopeFilled Financial Podcast Life Update

HopeFilled Financial Podcast

Play Episode Listen Later May 13, 2025 6:50


We hoped to have many episodes created already in 2025, but life had other plans! Jay explains the exciting news that has slowed our progress on the podcast. Please stay tuned for more HopeFilled Financial Podcasts, but please be patient as we navigate this new season of life. See you next year?!  Please don't forget to like, share, and subscribe! Doing so helps us grow and share HopeFilled financial wisdom. Subscribe if you don't want to miss our return! You can submit a question on our website (hopefilledfinancial.com) or message us on Facebook (@HopeFilledFinancial).  Disclaimer: This podcast serves as educational entertainment only. Any and all opinions relating to real estate, law, taxes, insurance, and/or securities investing that may be contained within this podcast should not be interpreted or implemented as recommendations nor advice. The opinions related to these topics – especially those regulated by state and/or federal entities – should never be taken as replacement for advice from a competent, licensed professional. HopeFilled Financial Coaching is not liable for any individual acting on any understanding of topics directly or indirectly related to real estate, legal practice, taxes, insurance, or investing even if an individual in question changed their understanding after listening to this podcast. All listeners are entirely responsible for seeking advice from licensed professionals before taking any action of their own.  Our Website: HopeFilledFinancial.com Music: "Take Me Higher" by Jahzzar Music Copyright License: This music is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/4.0/ or send a letter to Creative Commons, PO Box 1866, Mountain View, CA 94042, USA.

The Art of Money with Art McPherson
Navigating Market Volatility: A Pre-Retirement Guide

The Art of Money with Art McPherson

Play Episode Listen Later May 13, 2025 25:10


In this episode of The Art of Money, Art McPherson discusses the impact of market volatility on retirement planning, particularly for those nearing retirement. He emphasizes the importance of de-risking portfolios and balancing investments in stocks and safer assets. The conversation also covers the role of financial advisors versus coaches, the complexities of social security benefits, and the necessity of planning for long-term care costs. Additionally, Art shares insights from an interview with The Goo Goo Dolls, highlighting the evolution of the music industry and the importance of adapting to change. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

The Financial Coach Academy® Podcast
108. From Hesitant Accountant to Confident Coach: How Amber Joy Pietrangelo Found Her Way

The Financial Coach Academy® Podcast

Play Episode Listen Later May 8, 2025 31:28


Financial coach and bookkeeper Amber Joy Pietrangelo never planned on having her own business after business classes in college completely turned her off from entrepreneurship.But now, Amber has created a unique coaching approach where bookkeeping and financial guidance blend seamlessly. In her own business. After struggling through multiple career and business shifts, Amber discovered her “magic sauce,” getting financial data organized and then helping clients truly understand what the numbers mean for their future decisions. What started as a search for purpose after personal struggles has evolved into her own authentic business model.Working as a CFO for a nonprofit while maintaining her coaching practice, Amber shares in this week's episode how she finally stopped trying to do business “the right way” and instead trusted her intuition. She says she's surrendered and allowed things to be what they are, contrasting her current confidence with her early days of trying to copy other successful coaches.For new financial coaches, Amber offers this wisdom: “Really listen to your own intuition and give yourself permission to follow it.” She believes businesses achieve longevity precisely because they embrace change rather than rigidly sticking to predetermined formulas.Listen in to hear how finding your own path, even when it's messy, leads to both personal fulfillment and a thriving practice that genuinely serves others.Links & Resources:Ultimate Growth GuideJoin the Facebook groupAmber's WebsiteKey Takeaways:Embrace your unique combination of skills rather than forcing yourself into a single professional identity.Trust your gut when building your business; the sooner you listen to your intuition instead of following others' formulas, the faster you'll find your authentic path.Connection beats promotion. One-on-one relationships and referrals create more stability than aggressive marketing tactics that don't align with your natural style.Your business model should make you feel good; if juggling multiple roles drains you, it's unsustainable, regardless of what the numbers say.Is your approach working? Ask yourself “How does this feel?” instead of just “Is this profitable?” to build a business that energizes rather than exhausts you.Businesses achieve longevity through embracing change, not by rigidly following initial plans when they no longer serve you.The magic isn't in getting the numbers right—it's translating those numbers into meaningful insights that help clients make better decisions.About Amy Joy PietrangeloAmber Joy Pietrangelo is a financial coach and bookkeeper who lives in Michigan's Upper Peninsula. After joining the Financial Coach Academy® in 2019 while searching for more purpose in her life, Amber has built a unique coaching practice that combines her accounting background with intuitive coaching. She currently works as a CFO for a local nonprofit while supporting women with service-based businesses through her coaching and bookkeeping services. In this interview, she shares insights about her business model, her journey of finding her authentic coaching style, and advice for new coaches.

entrepreneurjourney
How to Escape Debt and Build Generational Wealth | Faith, Finances & Freedom with Andy Bennetts

entrepreneurjourney

Play Episode Listen Later May 8, 2025 54:41 Transcription Available


  In this episode of the Profitable Christian Business Podcast, host Doug Greathouse sits down with his good friend and financial coach Andy Bennetts to discuss two of the most misunderstood and mission-critical topics in the Christian entrepreneur world: faith and finances. With humor, depth, and practical wisdom, Andy shares how Christians can break free from debt, avoid the hidden traps of the traditional banking system, and walk in true financial stewardship. From uncovering the meaning behind the word mortgage to introducing his "Financial GPS" system, this episode is a must-listen for anyone who wants to honor God with their finances while building a lasting legacy. This isn't just about money—it's about obedience, sacrifice, and freedom.

WealthTalk
Unlocking Exclusive Deals for Landlords: Anthony Bailey-Grice on LNPG's Secret to Saving Thousands

WealthTalk

Play Episode Listen Later May 7, 2025 38:50


In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK's largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a sustainable business. He also highlights how onboarding and education—through monthly webinars and a thriving Facebook community—play a crucial role in helping members maximise the value of their membership.Whether you're a seasoned landlord or just starting out, this episode offers a behind-the-scenes look at how LNPG empowers its members with access, knowledge, and a supportive community—ultimately helping landlords save money, improve their properties, and grow their portfolios with confidence.Tune in to discover how LNPG is reshaping the landlord experience through collaboration, quality, and smarter buying power.Resources Mentioned In This Episode: >> LNPG [WEBSITE]>> LNPG [FACEBOOK GROUP]>> LNPG's monthly Non-Members Webinar>> Recommended PaintNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Financial Coaches Network - The Podcast: Build your Financial Coaching Business
#177: Financial Counseling Chapter 1 - The Financial Counseling Profession

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later May 6, 2025 41:06


Josh and Amelie discuss the first chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini. Top takeaways: Many AFCs work on military bases, in non-profits, or in private practice, but there are also opportunities in banks, schools, hospitals, and more. For one-time engagements, technology isn't as important, but for longer-term engagements, most clients are going to expect some kind of budgeting technology. Counselors should be careful about building codependent, ongoing relationships with clients. Building relationships with other professionals is important so you can refer out. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Patti Brennan Show
Ep. 177 Money, Mindset, and Meaning: Natalie Angeloni on Financial Confidence

The Patti Brennan Show

Play Episode Listen Later May 2, 2025 26:00


In this episode, Patti Brennan is joined by embodiment coach Natalie Angeloni to discuss how personal experiences can influence financial decision-making. Patti shares how the Key Financial approach helps clients feel empowered, prepared, and confident about their future, no matter where they are starting from.

The Financial Coach Academy® Podcast
107. Beyond Goodbye: How to Transform Past Clients into Your Biggest Growth Engine

The Financial Coach Academy® Podcast

Play Episode Listen Later May 1, 2025 12:38


Are you wrapping up clients' final sessions with an awkward “goodbye and good luck”? You might be missing the biggest opportunity in your coaching business.We continue our series on delighting clients this week by focusing on what happens after their formal program ends. Financial wellness isn't a destination—it's a lifelong journey with new challenges at every stage. By maintaining meaningful relationships with past clients, you create both ongoing value for them and sustainable growth for your practice.Think about it: your past clients already know your value. They've experienced the transformation you provide firsthand. When you create intentional ways to stay connected, these relationships become the foundation of a thriving, sustainable business where you're not constantly chasing new leads.In this episode, we break down the three essential components of a great off-boarding process: the celebration session that highlights client progress, documenting their journey as a touchstone they can return to, and providing a success toolkit that equips them for continued growth on their own.We also explore two proven models for ongoing support. The periodic coaching program offers flexible check-ins that evolve as clients progress—starting monthly, then quarterly, and eventually semi-annual—focusing on strategic planning rather than budgeting basics. For some practices, a community membership program creates connections between clients on similar journeys.Beyond these formal touch points, we share practical ways to stay meaningfully connected through your connection calendar and regular communication that feels personal, not promotional.The most powerful outcome of these strategies? A natural referral culture where clients enthusiastically share their experience with others. Links & Resources:Ultimate Growth GuideJoin the Facebook groupGet your Client Journey RoadmapKey Takeaways:The celebration session transforms a final meeting into a powerful launch pad for clients' independent success by highlighting their growth journey and newfound skills.Document your clients' progress throughout the coaching relationship—it becomes their touchstone during future financial challenges when you're not there.Periodic coaching evolves with your clients' needs: monthly → quarterly → semi-annual, focusing less on budgeting mechanics and more on being their strategic thinking partner.Your clients don't stop needing guidance after their program. Rather, they need different guidance as new life stages bring fresh financial challenges they've never navigated before.To increase your referral rate, stop asking for referrals and start creating client experiences so transformative they naturally want to share you with others.The most meaningful client communications aren't about your business news. They address the specific financial concerns of people already managing money well.Financial stability in your coaching business starts with client relationship stability; when past clients become your marketing department, algorithm changes can't touch your growth.

Financial Coaches Network - The Podcast: Build your Financial Coaching Business
#176: What questions should I ask in an "end of service" questionnaire?

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later Apr 29, 2025 26:16


Josh and Emily discuss how to collect feedback from clients at the end of your work together. Top takeaways: Have a plan for what to do with ALL the data you gather–don't ask a question if there's not something specific to do with that info. People who loved you or hated you are the most likely to fill the survey out. The shorter a survey is, the more likely it is that people will fill it out. You need to think about how to ask the question as much as what to ask. Consider getting an unbiased opinion on your questions so they're less emotionally charged. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

Your Daily Scholarship
Saving, Budgeting, and Paying for College + A Scholarship Open to Elementary, Middle School, High School, and College Students + 5 Other Scholarships

Your Daily Scholarship

Play Episode Listen Later Apr 28, 2025 43:12


I recently spoke with Suzanne Scullion. Suzanne is the Head Coach of G.R.A.C.E. Financial Coaching. Over the past ten years, she has helped hundreds of clients reprioritize their spending, pay down debt, and master their income without dismantling their lifestyle. Suzanne also hosts a podcast and YouTube show called, “Lessons Learned: The Dumbest Thing I've Ever Done with Money.” In our conversation, Suzanne and I discussed: What to do when your student is headed to college soon and you haven't saved enough to pay for it What to do when you have a young child and you want to start planning for college Changes in 529 college savings plans that you need to know about Alternatives to 529 plans for college savings How scholarships can fit into a plan to pay for college, including more than just tuition The need for parents to protect their kids from their lack of understanding on the dangers of student loans And much more… To connect with Suzanne and learn how she works with her clients, go to gracefinancialcoaching.com ---------- We know sending your student off to college is equal parts exciting and anxiety-producing; both for you and for them. Cards2College series of cards was created to allow you to pour your words of wisdom into your student one weekly card at a time. Each card has an inspirational quote and motivational message on one side, leaving the other side of the card for your weekly words! We know how busy life gets, so they've automated the process for you. When the intention is there, but the time isn't, Cards2College can help! Click here to learn more. ---------- Back by popular demand for Summer 2025! Start your scholarship journey this summer with the Scholarship Summer Camp! Your student will learn the skills needed for scholarship success by applying for real scholarships, including a $35,000 scholarship capstone project! Every Monday through Thursday, a new, pre-recorded lesson will be released. On Thursday evenings, we will be live (but recorded for future viewing), discussing the week's lessons and taking Q&A. This online program provides both on-demand and live learning opportunities. Best of all your student will apply for real scholarships during the course of the camp! In fact, your student will apply for scholarships offering more than $40,000 in potential winnings! The Scholarship Summer Camp starts June 2, 2025, and runs for 6 weeks. Here's an overview of what will be covered each week: Week 1: The Basics: The tools, documents, and resources you need for scholarship success. Week 2: Your Personal Narrative: Learn how to build your Personal Narrative, a key component for scholarship success. Week 3: Finding The Right Scholarships For You: Learn where to look and how to determine which scholarships are the best ones to apply for. Week 4: Why Do You Deserve To Win This Scholarship? (Apply for a Real Scholarship This Week!) Week 5: Topical Scholarships (Apply for Another Real Scholarship This Week!) Week 6: $35,000 Capstone Scholarship Project! The Scholarship Summer Camp is for high school students in the Classes of 2026, 2027, 2028, and 2029. Click here to register today: https://www.scholarshipgps.com/summercamp and save $30 with coupon code PODCAST ---------- This Week's Featured Scholarships: $1000 Review It Scholarship $1000 Momentrix Scholarship $1000 College is Power Scholarship $1000 Access to Education Scholarship We the Future Contest (For Elementary, Middle School, High School and College Students) CollegeXpress Favorite TV Show Scholarship ---------- Subscribe to our free newsletter, Your Daily Scholarship, here: https://nodebtcollege.substack.com/

The Financial Coach Academy® Podcast
106. 5 Essential Systems to Streamline Your Financial Coaching Business and Reclaim Your Time

The Financial Coach Academy® Podcast

Play Episode Listen Later Apr 24, 2025 24:14


Are you caught checking client emails on family movie night or waking up at 3 a.m. worried you forgot to send that follow-up? Your love for financial coaching might be getting buried under a mountain of admin tasks.As coaches, we're drawn to this work because we want to help people transform their relationship with money. But the reality is that running a business involves so much more than just coaching sessions. There's follow-ups, reminders, contracts, payments, forms, and dozens of other little tasks that can quickly overwhelm you.The good news? You don't need to figure this all out on day one. When you're just starting out, keeping things simple is actually better. Don't let tech distract you from what will truly move the needle in your business: talking with people, marketing, and focusing on getting results for your clients.But as your coaching practice grows, you'll start to notice the warning signs that it's time to level up your systems. Maybe you feel anxious that you're forgetting important client details. Perhaps you've caught yourself missing emails or deadlines because the small tasks are falling through the cracks. Or you might find yourself constantly pulled away from family time because you suddenly remembered something urgent you forgot to do for a client.In this week's episode, I walk through the essential tech tools that can transform how your business runs, when exactly to add each one, and how much they really cost. I'll also share why I don't recommend the all-in-one options that initially seem so appealing (and why I'm grateful they weren't available when I started).Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Start with just a scheduling software. Everything else can wait until you actually need it, so you can focus on what moves the needle: talking to people and getting results.Feeling anxious about forgetting client details? That's not just stress—it's your business telling you it's time for better systems.Don't put all your tech eggs in one basket; separate tools that communicate with each other provide better service and less risk than all-in-one platforms.Your business deserves proper tools—$47-67 monthly for professional systems is a small price to pay for hours saved and stress avoided.Systems are about organization creating the mental space to actually enjoy coaching again instead of drowning in admin tasks.When family time gets interrupted because you suddenly remembered a client task, it's not a work ethic problem; it's a systems problem.The right tech tools don't just make your life easier, they will transform your client experience from “she seems disorganized” to “wow, she's incredibly professional.”

WealthTalk
Defining Your ONE THING to Transform Your Daily Productivity w/ Jay Papasan

WealthTalk

Play Episode Listen Later Apr 23, 2025 40:37


In this episode of WealthTalk, we're joined by Jay Papasan, bestselling co-author of The One Thing, who reveals how mastering focus and embracing fear can be powerful drivers of success in business and life. With host Christian Rodwell, Jay shares his journey from being a book editor to building wealth as an entrepreneur, and how shifting his mindset was the first step towards lasting transformation.Jay explains how fear is often a signal pointing us toward growth and opportunity, and why learning to focus on just “one thing” can create extraordinary results. He dives into the core concepts behind his book, including the importance of clarity, daily discipline, and aligning your actions with your highest priority. Along the way, he opens up about the real challenges of entrepreneurship, the role of willpower and habit-building, and how integrity and mentorship played pivotal roles in his own success.This episode is packed with practical advice for anyone on the entrepreneurial path—whether you're feeling overwhelmed by too many choices, unsure where to start, or struggling to maintain momentum. Jay's insights will help you cut through the noise, take focused action, and build a business and life with purpose.Tune in now to discover how fear, when met with clarity and courage, can become your greatest ally on the journey to wealth and fulfilment.Resources Mentioned In This Episode: Next Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Josh and Amelie discuss credit cards–how do you build good habits? The strategies are slightly different Top takeaways: The proper way to use a credit card is to use it exactly like a debit card–use it for everyday purchases and pay it off every month. For new users (whether brand new or people who have had debt recently), start with something small and simple–put gas purchases on your card, pay the statement in full every month. For new users, keep the limit relatively low and don't necessarily increase the limit. For experienced users (made full payments every month for 24 months), you can start adding in multiple cards and rewards and all of that kind of thing. If you're trying to start over, stop using cards and get to the point where balances are consistently going down. Then get a new card with a low limit or a paid off card with a low limit and go back to using it for one type of simple purchase each month (like gas). Related episodes: - #119: Is the snowball method the best way to pay off debt? - #133: Credit versus Debit Cards Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

Stewardship Leader
Improving Your Financial Coaching Ministry - Small Shifts that Create Large Results

Stewardship Leader

Play Episode Listen Later Apr 22, 2025 53:52


Center for Financial DiscipleshipContact Courtney Markley - email

The Financial Coach Academy® Podcast
105. The One Marketing Strategy All Financial Coaches Need

The Financial Coach Academy® Podcast

Play Episode Listen Later Apr 17, 2025 14:46


I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain.It's too much to keep up with, and even if you understand the “rules,” they're bound to change in the coming months. While there's still value in social media, we can't really rely on it.In this episode, I'm sharing why email marketing needs to be the absolute foundation of your financial coaching business—not social media. While social media platforms constantly shift and change, email marketing remains rock solid, giving you direct relationships with your audience that you actually own and control.I've watched coaches pour endless hours into building their social media following, using all the right hashtags and following trends, but struggle to convert followers into paying clients. Email marketing changes that equation completely. When someone checks their email, they're in a completely different mindset than when scrolling social media—more focused and intentional with their time.Ready to build your email marketing foundation? Listen in for two practical approaches you can start using today, plus a third option to work toward as your business grows.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Building your business on social media? You're renting property on shaky ground where the landlord changes rules without notice.Your email list is the only marketing asset you truly own—take control of your business future by starting to build it today.When was the last time someone replied to your social post? One email brought me 78 replies from engaged potential clients.Financial decisions require privacy—email creates the safe space your audience needs to engage with sensitive money topics.Want to welcome new subscribers properly? Create a simple 3-email sequence that delivers value, shares your approach, and offers a quick win.Email marketing creates consistency. Replace feast-or-famine client acquisition with steady relationship building that keeps you top of mind.Start where you are: begin with regular emails OR a welcome sequence, then work toward the hybrid approach as your confidence grows.

Podcast Business News Network Platinum
13580 Steve Harper Interviews Chris Harcksen Lucero Financial Coach at Beyond the Number$ Financial Coaching

Podcast Business News Network Platinum

Play Episode Listen Later Apr 16, 2025 26:25


https://beyondthenumbersbn.com Listen to us live on mytuner-radio, onlineradiobox, fmradiofree.com and streema.com (the simpleradio app)https://onlineradiobox.com/search?cs=us.pbnnetwork1&q=podcast%20business%20news%20network&c=ushttps://mytuner-radio.com/search/?q=business+news+networkhttps://www.fmradiofree.com/search?q=professional+podcast+networkhttps://streema.com/radios/search/?q=podcast+business+news+network

WealthTalk
How to Make Your Property Portfolio Work Harder with LHA Strategies

WealthTalk

Play Episode Listen Later Apr 16, 2025 55:12


In this episode of WealthTalk, we're joined by Raj Beri, a former scientist turned full-time property investor, who reveals how he built a successful portfolio using innovative strategies—including the Local Housing Allowance (LHA) model) to maximise rental income. With hosts Christian Rodwell and Kevin Whelan, Raj unpacks the complexities of navigating housing benefit tenants, government regulations, and tenant relationships, while debunking common myths that deter many investors from exploring this path.Raj shares the ups and downs of leaving behind a stable career, the importance of having a financial safety net, and how mentorship and community support have been key pillars in his property journey. He speaks candidly about the challenges of tenant management, the need for adaptability in an ever-changing market, and how leveraging his corporate skills helped him become a more effective landlord and investor.The episode also highlights Raj's belief that anyone can succeed in property with the right mindset, education, and support. Whether you're just getting started or looking to expand your strategy, this conversation offers practical insights into achieving long-term wealth through property.This episode is essential listening for aspiring and experienced property investors alike—especially those curious about high-cashflow models, buy-to-let, HMOs, and building resilience in the face of regulatory change.Tune in now to learn how Raj Beri transformed his life through property investment—and how you can too.Resources Mentioned In This Episode: >> Raj Beri [LinkedIn]>> Raj Beri [Website]>> Brand New! Wheel of WealthNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Josh and Emily discuss discounts. What happens when you offer discounts, when to offer discounts, alternatives to discounts…and so much more! Top takeaways: Offering a discount can lead to a lot of different places, both positive or negative. If you want to offer pro bono services, have a policy in place about what criteria might need to be met; do not decide on the spot. Lowering your pricing or offering discounts will not increase the number of people who see your business. Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Financial Coaches Podcast
Playing The Long Game | EP 187

The Financial Coaches Podcast

Play Episode Listen Later Apr 14, 2025 24:01


Have you ever been told NO to your coaching? In this episode of The Financial Coaches Podcast, the hosts talk about how sometimes people just aren't ready to start with Financial Coaching. Maybe it is a mental/emotional reason, or maybe it's a financial reason. Whatever the case, we cannot just sit back and allow those leads to slip through the cracks, because when we nurture them, the long-term benefits of it can shine through.

THE SOCIAL WORK RANTS PODCAST
Financial Coaching & Social Work

THE SOCIAL WORK RANTS PODCAST

Play Episode Listen Later Apr 11, 2025 40:53


Teddy Nguyen is a financial coach for the past 2 years. We discuss the importance of having a mentor if you have a business. We discuss ways to save money with your current salary. #financialliteracymonth #financestrategies #socialwork

The Financial Coach Academy® Podcast
How to Spend Your Time as a Financial Coach

The Financial Coach Academy® Podcast

Play Episode Listen Later Apr 10, 2025 23:09


If you've ever felt like there's not enough time to get everything done in your financial coaching business, you're not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5. This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: working ON your business, snagging those crucial clients, delivering knockout coaching sessions, and keeping your own learning game strong. Plus, we've got a killer time allocation strategy that's perfect for anyone in the early stages of their coaching journey.We're challenging the notion that more hours equals better results. With our practical tips, you can make those precious hours count, focusing on what truly moves the needle in your business.From the must-do client attraction activities to avoiding the common pitfalls that trap new coaches, we're laying it all out there. And because we know how overwhelming it can be, we're also sharing a list of key podcast episodes that are game-changers for upping your client game (you can check out the links to those below!).Links & Resources:Episode 49: The Power of a Financial Coaching ProgramSpecialty Toolkit: A 90-Day Financial Coaching ProgramUltimate Growth GuideEpisode 9: How Do I Get Clients as a Financial Coach?Episode 25: Building Trust in Financial Coaching with the Trust TriadEpisode 28: Why Aren't You Getting More Clients?Episode 34: How to Talk About What You Do as a Financial CoachEpisode 43: How to Get More Coaching Clients from Social MediaEpisode 44: Identify & Craft Your Why for Financial CoachesEpisode 52: Real Talk on Social Media for Financial CoachesEpisode 53: How to Get More Referrals from Your BNI MembershipEpisode 56: How to Use YouTube as a Marketing Strategy

WealthTalk
1 Product, 2 Customers: Donnie's Blueprint to a Multi-Million Pound Business with Minimal Hours

WealthTalk

Play Episode Listen Later Apr 9, 2025 60:05


In this episode of WealthTalk, we're joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don't compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he's learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.The episode also explores Donnie's transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture, Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.Tune in now to hear Donnie's incredible journey and gain valuable insights that could transform your own business path.Resources Mentioned In This Episode: >> Donnie Maclean [LinkedIn]>> Health by Stealth [Website]>> Take the quiz to see if your business is ready to sellNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Save 6 Figures with Gina Knox
196. The Recession Playbook: What Wealthy Women Do When the Economy Dips with Dielle Charon & Gina Knox

Save 6 Figures with Gina Knox

Play Episode Listen Later Apr 9, 2025 66:18


Free wealth masterclass: learn how to create 10k per month in passive income using the stock market: https://ginaknox.co/masterclass Join me every Monday for my FREE business debt pay off class: https://ginaknox.co/masterclass-ad Join Small Business Money School: https://ginaknox.co/school Join the waitlist for the 7 Figure Wealth Mastermind: https://ginaknox.co/mastermind Episode Synopsis: In this conversation, Gina Knox and Dielle Charon discuss the current economic climate, focusing on the mindset needed to navigate financial challenges. They explore the difference between stock market recessions and on-the-ground economic impacts, share personal experiences with financial hardship, and emphasize the importance of taking risks and seizing opportunities during downturns. The discussion also highlights strategies for growing a business and audience in uncertain times, encouraging listeners to act with agency and creativity. In this conversation, Dielle and Gina discuss the importance of adapting to economic challenges, focusing on growth rather than maintenance, and the significance of community support in business. They emphasize the need for a positive mindset, innovative marketing strategies, and the value of personal development to navigate through tough times. The discussion also highlights the role of objections in sales and the necessity of addressing them effectively to convert leads into clients. Timestamps: 00:00 - Introduction to Financial Coaching and Economic Context03:00 - The Hunkered Down Mentality and Its Implications06:07 - Understanding Recessions: Precedented vs. Unprecedented09:13 - On the Ground vs. Stock Market Recessions11:46 - Personal Experiences with Financial Hardship14:47 - Transforming Financial Trauma into Opportunity17:59 - The Importance of Agency in Economic Downturns20:54 - Investing During a Recession: The Long Game23:50 - Opportunism in Business: Seizing the Moment27:05 - Growing Your Audience and Expanding Offerings33:55 - Exploring New Opportunities in Sales Training38:06 - Mindset Shifts: Growth vs. Maintenance in Business44:42 - The Importance of Community in Business52:10 - Navigating Economic Challenges with Optimism01:00:05 - Empowerment Through Personal Development and Community About Dielle Charon: I empower women of color with high-converting sales strategies and generational changing mindset work all over the world to dismantle white supremacy, the patriarchy, and societal norms, by helping them build wildly profitable online coaching businesses. Those clients who have committed to doing the work, have seen the results that I have and are on their way to building the empires, legacies, and generational wealth they so deserve. Where to find Dielle Charon: Website: https://diellecharon.com/ Social: https://www.instagram.com/diellecharon/ Podcast: https://diellecharon.com/podcast/ Category: Entrepreneurship Keywords: financial coaching, economic downturn, recession, investing, business growth, financial trauma, stock market, entrepreneurship, audience growth, sales strategies, sales training, business growth, recession mindset, community support, personal development, economic challenges, sales strategies, client relationships, mindset shifts, innovative marketing

Your Fitness Money Coach Podcast
Unlocking Success with Andrew Coates: Focus, Growth, and the Power of Not "Scaling"

Your Fitness Money Coach Podcast

Play Episode Listen Later Apr 8, 2025 45:35


#265  In this episode of Your Fitness Money Coach Podcast, I'm joined by fitness coach and writer Andrew Coates for a thought-provoking discussion about focusing on the person in front of you, rather than getting caught up in the pressure to "scale." Andrew dives into the importance of listening to your clients and using their questions to inspire your content. We also talk about the value of investing in yourself, which Andrew sees as essential for unlocking your true earning potential. What You'll Learn: Why "scaling" might not be the answer—focusing on quality over quantity and the benefits of serving clients directly. How client questions can be a powerful content creation tool to connect deeper with your audience. The importance of investing in yourself—how personal growth and learning can directly translate into business success and higher earnings. The role of financial mastery in building a sustainable fitness business that thrives long term. The Power of Live Events The BEST way to set up one-on-one client payments Resources Mentioned: Andrew Coates' website Andrew's Instagram

Financial Coaches Network - The Podcast: Build your Financial Coaching Business
#173: State of Financial Coaching High Level Summary

Financial Coaches Network - The Podcast: Build your Financial Coaching Business

Play Episode Listen Later Apr 8, 2025 19:15


Amelie and Josh discuss top takeaways from the inaugural State of Financial Coaching survey! Top takeaways: Coaches with niches have more paying clients and higher prices. Counselors with high revenue have niches. Year 1 revenue is REALLY BAD across the board (less than minimum wage bad). Many coaches with high revenue have some form of training and recognized credentials. Counselors with high revenue growth use active prospecting–networking events, contacting referral partners, etc. Coaches with high revenue growth usually have structured programs. Coaches with high revenue growth invest in their businesses. Resources: - Watch this video to see the graphs AND purchase the report here: https://www.financialcoachesnetwork.com/state-of-financial-coaching-counseling-study - Participate in the 2025 survey here: https://form.jotform.com/250657386207159 Want help building or growing a successful financial coaching business? Find resources below based on where you're at in your journey: - Deciding whether Financial Coaching is right for you? Join our free Facebook Community with over 5000 current and aspiring financial coaches! https://www.facebook.com/groups/financialcoachescommunity - Already decided you're going to be a Financial Coach and want to learn more? Get 30+ tips and best practices in our free 8-part email series! https://www.financialcoachesnetwork.com/pre-launch-email-series - Ready to Launch your Financial Coaching business? Join FCN Launch, our step-by-step program that will help you successfully launch your business in four months and grow it to a consistent part-time income. https://www.financialcoachesnetwork.com/launch - Are you already coaching clients and want to grow your business to a full-time income? Join FCN Grow, our program that helps you scale your business to a full-time income. https://www.financialcoachesnetwork.com/grow

The Financial Coach Academy® Podcast
104. Finding Purpose Beyond Wealth: Key Insights from Dr. Jordan Grumet

The Financial Coach Academy® Podcast

Play Episode Listen Later Apr 3, 2025 34:50


"Not a single person on their deathbed says, 'I really wanted to get to a net worth of $1.5 million and I only got to 1 million, and I'm so upset.'" Dr. Jordan Grumet, author of "The Purpose Code," challenges us to rethink what truly matters when it comes to money and purpose.Jordan found his path to medicine after losing his father unexpectedly, and this personal experience gave him a unique perspective that now shapes how he helps others think about wealth, purpose, and what truly matters.This week on the podcast, Jordan, a hospice doctor, shares what people actually regret at the end of their lives (hint: it's never about not having enough money). Instead, they wish they had found the courage to pursue experiences and activities that lit them up.We explore the difference between "big P purpose" (those anxiety-inducing, goal-oriented dreams) and "little p purpose" (the everyday activities that bring us joy and fulfillment). Jordan explains why focusing on the process rather than the outcome often leads to more satisfaction.For financial coaches, this conversation offers a great perspective on how to help clients balance their pursuit of financial goals with living purposefully today. Jordan challenges the idea that spending money must always have a direct financial ROI and suggests instead that "happy money comes in, and then it behooves you to put happy money back out there."Whether you're a financial coach looking to better serve your clients or someone searching for more meaning in your own life, this conversation will help you rethink your approach to purpose and wealth.Links & Resources:Ultimate Growth GuideJoin the Facebook groupThe Purpose Code by Dr. Jordan Grumet Visit Dr. Jordan Grumet's website  Listen to Earn and InvestHappy Money by Ken HondaKey Takeaways:Purpose isn't something you find after achieving financial goals—it's what you create through small, everyday activities that light you up.Check your calendar: Are most entries activities you loathe or activities that energize you? Your answer reveals how purposeful your life truly is.Money isn't the goal; it's simply a tool to help you spend more time doing things that matter and less time doing things you hate.No one on their deathbed regrets not reaching a higher net worth—they regret not having the courage to pursue experiences that mattered to them.When clients say "I want financial freedom," ask "why?" repeatedly until you uncover the real purpose they're seeking beneath the numbers.The achievement treadmill keeps you chasing bigger goals while never feeling "enough"—step off by finding joy in the process rather than fixating on outcomes.Little purpose creates big happiness when it connects you with others—the strongest predictor of a fulfilled life isn't wealth but meaningful relationships.

The Financial Coach Academy® Podcast
103. 7 Steps to Effectively Train Your Assistant and Focus on Coaching Clients

The Financial Coach Academy® Podcast

Play Episode Listen Later Mar 27, 2025 16:38


You know that sneaky trap called the “excellence zone”? It's those tasks you're pretty good at, maybe even enjoy a little? For me, it was organizing client financials into spreadsheets and setting up systems. The trap is that because you're good at it, it's easy to keep doing it yourself. Even when it's time to let it go.But every minute you spend there is a minute you're not spending in your true zone of genius. That's the sweet spot where you're making the impact you wanted to make when you first went into business.This week, I'm sharing what happens in these two zones after you hire your first team member. And it might not be what you think. I learned the hard way that trying to train my first hire while maintaining my full client load was like trying to build a house while also running a marathon. Something's got to give.I'll walk you through our practical seven-step training process that takes more time up front but means you're catching fewer errors on the back end and putting out a lot fewer fires later. You'll learn why blocking off 20% of your client hours during training is actually an investment in an amazing new team member, not a loss of time or revenue.Some of our biggest leaps forward at Fiscal Fitness, my own coaching practice, happened after I learned to let go and trust my team. Now imagine if all your time was spent just coaching clients. How would that feel? That is possible for you, and I'll show you how to get there step by step.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Hiring your first support person might actually be harder than launching your business because you're learning a completely new skill set while still running everything.Your “excellence zone” is a sneaky trap. Those tasks you're good at keep you from your true zone of genius where your business actually grows.Create a “rainy day project” for your new hire. They need productive work when waiting for your input, not just idle time.Before bringing someone on, set up a growth fund. Small savings now will cushion the temporary revenue dip later.Scheduled check-ins work better than constant availability. Try 9 a.m., noon, and 4 p.m. meetings instead of answering questions all day.Let them teach it back to you. When they demonstrate what they've learned, you'll see what they've truly absorbed.Trust unlocks growth. Some of your biggest business leaps will happen only after you learn to let go and truly trust your team.

The Thought Card
189. Feel Financially Unbothered Managing Your Business Finances with Gina Knox

The Thought Card

Play Episode Listen Later Mar 27, 2025 47:44


Without the right systems and mindset, managing your business finances as an entrepreneur or small business owner can be a nightmare.   It's time to live debt-free, have your taxes paid, and have a thriving business even with inconsistent income! Money Coach for Small Business Owners Gina Knox shares her insights on achieving financial security despite the unpredictability of variable income. In this episode, Gina breaks down:  The biggest factors contributing to entrepreneurs getting into debt, including poor expense management Why we should prioritize saving over debt repayment Introduces her innovative "Cash Flow Waterfall" method, which helps business owners build savings while managing their expenses effectively. In her 12-month coaching program, Small Business Money School, Gina teaches entrepreneurs how to build their business savings using her proprietary “Cash Flow Waterfall” saving method, which she breaks down beautifully in this episode.  For more information about Gina's coaching program, Small Business Money School, visit thoughtcard.com/gina   Other Episodes You'll Enjoy How To Find Grants and Fund Your Business - Episode 107 Lucrative Side Hustles to Make More Money with Daniella Flores - Episode 72 How To Start a Purposeful and Profitable Side Hustle with Dielle Charon - Episode 43   Connect with Gina Knox Listen to Podcast: Save Six Figures With Gina Knox Follow on Instagram: @ginaknox    Connect With Danielle Corbett  Join my newsletter: https://thethoughtcard.substack.com/  Website: www.thoughtcard.com  Follow on Instagram: @thedanielledesir   Work With Me: Email thethoughtcard@gmail.com for brand partnerships and business inquiries.

She Believed She Could Podcast
Smart Money Moves for Women: Build, Protect & Grow Your Wealth wwith Michelle Taylor

She Believed She Could Podcast

Play Episode Listen Later Mar 18, 2025 35:37


In this episode of The She Believed She Could podcast, host Allison Walsh sits down with financial strategist Michelle Taylor, founder of Women in Wealth, to talk about the keys to financial empowerment for ambitious women. Michelle shares expert advice on wealth-building, tax strategies, investment planning, and estate protection, helping you take control of your financial future. Whether you're a business owner, executive, or someone ready to make smarter money moves, this conversation will give you the tools to build lasting wealth, gain financial confidence, and create a legacy that lasts for generations.