Podcasts about financial coaching

  • 386PODCASTS
  • 1,355EPISODES
  • 35mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Jul 17, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about financial coaching

Show all podcasts related to financial coaching

Latest podcast episodes about financial coaching

The Financial Coach Academy® Podcast
116. When Support Systems Shape Financial Success

The Financial Coach Academy® Podcast

Play Episode Listen Later Jul 17, 2025 45:13


Brian Haney has watched it happen more times than he can count. A client comes to him with what looks like a straightforward financial situation, but six months later, they're calling his office feeling completely overwhelmed. Not because the plan was wrong, but because something fundamental was missing.In Brian's case, one example was a recently retired client who had plenty of money and a solid income plan. She should have been celebrating, but instead she was paralyzed. The issue wasn't her portfolio or her budget—it was that she'd never actually managed her own spending before. Her late husband had handled it, then her kids stepped in to help. Now she was on her own and terrified to spend a dime of her own money.This conversation digs into what happened next and why it changed how Brian thinks about partnerships in financial services. We talk about the moment he realized he wasn't the right person to help her with this specific challenge, and what it felt like to tell a client she needed to work with someone else.Brian shares his perspective on why some advisors still operate in silos while others actively build their bench of trusted professionals. He explains what makes a coach outreach actually worth his time versus the messages that get ignored, and why he thinks the future of financial services looks more like a law firm than the current model.And we explore his four financial concern areas framework and why he believes most people in the financial industry suffer from the same training gap. Plus, you'll hear about the million-dollar-earning surgeon who couldn't get approved for a loan and what that taught Brian about the difference between earning money and handling it.If you've been thinking about reaching out to build partnerships with others in the financial industry but aren't sure how to start, or if you're curious about what collaboration actually looks like when it's working well, this conversation gives you a behind-the-scenes look at how these relationships really develop.Links & Resources:Ultimate Growth GuideJoin the Facebook groupBrian HaneyFinancial Guy PodcastKey Takeaways:“I'm not the person to help you with that, or at least I'm not the best person to help you with that.” Learning to say this to clients isn't a weakness, it's the foundation of excellent service.Stop trying to be the expert in everything. Just like law firms have specialists, financial practices work better when you master your lane and partner for everything else.The million-dollar surgeon with terrible credit proves this truth: It doesn't matter how much money you make if you don't know how to handle it.When reaching out to potential partners, lead with curiosity, not your pitch. “I'm really interested in understanding what a day in your life is all about” beats any sales script.Blue ocean thinking: There are plenty of fish in the sea for all of us. Focus on adding value to the marketplace instead of competing for the same clients.Your clients should use you as a resource to find other professionals. When they call asking for referrals to specialists you don't know, that's a sign you're doing partnership right.Four financial domains everyone needs help with: daily money management, major purchases, planning for the future, and planning for the unexpected. No single professional can master all four—and they shouldn't try.

Decision Masters
#164: EXPERT INTERVIEW! How to Make Better Money Decisions with Financial Coach Christina Edel

Decision Masters

Play Episode Listen Later Jul 17, 2025 37:52


If you've ever felt stuck between “being good with money” and actually enjoying your life — this conversation is for you. In this episode, I'm joined by Financial Coach Christina Edel, who helps her clients pay off debt, build savings, and hit their money goals without sacrificing joy, values, or real life in the process. This juicy conversation includes: How to define your money vision so your goals feel grounded and motivating Why identifying your core values is essential to following through financially What questions to ask yourself before a purchase to avoid buyer's remorse Why “logic” alone isn't enough to change your money habits This is a practical, compassionate take on personal finance — and a great reminder that you don't need to become a different person to feel confident with money. You just need tools that actually work for you. LINKS! ❓Take the Decision Style Quiz now for free, personalized tips for easier decisions!

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 Amelie discuss Suze Orman's philosophy of debt, preparing for retirement, and investing. Top takeaways: Overly simplistic advice (supposedly for everyone), doesn't actually work for anyone. People generally need a softer approach to personal finance in order to encourage change. Paying off your mortgage early doesn't lower your living costs as much as you think it will and can cause financial issues. The avalanche and snowball method of debt payment are both overly simplistic and aren't ideal for anyone. A 20% downpayment on a home isn't always (or ever) necessary. Look at the ROI before taking out student loans, but remember that it needs to be a personal analysis. Research a potential financial advisor to verify their credentials. Do-it-Yourself investing may be okay for a start, but comprehensive financial planning is better for more complex situations. Age 70 may not be the most optimal age to start taking Social Security. When to start taking Social Security is not reversible and will impact the rest of your life. A specific retirement goal of $1 million or $2 million is arbitrary, as each person's goal is unique based on their circumstances, goals, and needs. Related episodes: - Episode #42: When is debt good? - Episode #119: Is the snowball method the best way to pay off debt? - Episode #160: Should I buy a house now or wait? - Episode #157: Does a mortgage make sense with high interest rates? - A Nonprofit Guide to Choosing and Interviewing a Financial Planner 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 Steve Harvey Morning Show
Uplift: He offers strategies for breaking free from debt and building long-term wealth.

The Steve Harvey Morning Show

Play Episode Listen Later Jul 13, 2025 31:25 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Mujahid Muhammad. A financial coach specializing in wealth-building, shares his insights on personal finance, real estate investing, and financial independence. He discusses his journey, strategies for managing wealth, and the importance of financial literacy.

Strawberry Letter
Uplift: He offers strategies for breaking free from debt and building long-term wealth.

Strawberry Letter

Play Episode Listen Later Jul 13, 2025 31:25 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Mujahid Muhammad. A financial coach specializing in wealth-building, shares his insights on personal finance, real estate investing, and financial independence. He discusses his journey, strategies for managing wealth, and the importance of financial literacy.

Best of The Steve Harvey Morning Show
Uplift: He offers strategies for breaking free from debt and building long-term wealth.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Jul 13, 2025 31:25 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Mujahid Muhammad. A financial coach specializing in wealth-building, shares his insights on personal finance, real estate investing, and financial independence. He discusses his journey, strategies for managing wealth, and the importance of financial literacy.

The Financial Coach Academy® Podcast
115. Should You Coach Friends and Family? The Truth About Mixing Business with Personal Relationships

The Financial Coach Academy® Podcast

Play Episode Listen Later Jul 10, 2025 13:30


When you're starting your coaching business, your friends and family feel like the obvious first clients. They already trust you, they want to support your new venture, and honestly, it feels way less scary than reaching out to complete strangers.But what happens when your sister stops sharing her real spending habits because she doesn't want you judging her credit card debt at Thanksgiving dinner? Or when your best friend expects free advice every time you grab coffee together?The thing is, financial coaching requires complete honesty and vulnerability. With strangers, there's less at stake emotionally. But when it's your college roommate or your cousin, suddenly they're holding back information because they don't want to change how you see them at family gatherings.And then there's the flip side: you might find yourself going easier on them because you don't want to create tension in your friendship. You avoid the hard conversations about their shopping habits because you're worried about protecting the relationship, which impacts your ability to be an effective coach.In this episode, I'm sharing the real pros and cons of coaching friends and family, including practical strategies if you do decide to work with your inner circle. But the bigger question is this: Is this actually sustainable for building the business you really want?If you've been wondering whether you should coach the people closest to you, or if you're already doing it and feeling stuck, this episode will help you make intentional decisions about your business that honor both your relationships and your professional goals.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Your inner circle might trust you, but that doesn't mean they'll tell you the whole truth about their finances.The problem with coaching friends: You may go easier on them to protect the relationship, which means they don't get the coaching they actually need.Question to ask yourself: Am I building a business or just helping people I already know?If you coach friends and family, treat them more professionally than your regular clients, not less.Your personal network has an expiration date as a client source—eventually you'll need to look beyond people who already know you.The most successful coaches use friends and family as practice, not as their business model.Here's how to keep the relationship with friends and family: Let them refer people to you instead of becoming clients themselves.

The NewRetirement Podcast
Money, Marriage, & Raising Financially Fit Kids

The NewRetirement Podcast

Play Episode Listen Later Jul 10, 2025 58:58


In this episode of Boldin Your Money, Steve Chen talks with Andy Hill, creator of Marriage, Kids and Money, about Andy's journey from having a negative net worth to achieving financial independence through intentional saving, living on one income, and aligning money decisions with family goals. Andy shares how reaching “Coast FI” allowed his family to work less and enjoy life more, the importance of early financial conversations with a partner, and his strategies for teaching kids about money by making it a regular, open topic. He also reflects on how purposeful time use can lead to a happier, healthier life and discusses his upcoming book Own Your Time, which helps parents build financial security while prioritizing family.

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

Today, join Josh and Garrett as they discuss what Paid Search Advertising is and when it's relevant to financial coaches! 3 (+2!) key takeaways: The benefit of paid search is that IF (big if) you do it right, it gets you in front of people who are actively looking for a solution to a problem that you solve through your coaching. Paid search gives you keyword targeting abilities AND audience targeting capabilities. Three things that impact where your ad is placed: price (how much are you paying), competition (how many others and how much are they paying), “quality score” (does this ad actually answer the person's question that they were searching for? Is there value on the page? How trustworthy is the website?) Use key phrases, NOT key words. The fewer people who see your ad, the better, because that means you've targeted it exactly to those people who are actually potential prospects, not those who will never be prospects. Resources mentioned in this episode: What is a Marketing Funnel and How Do I Create One? FCN's Grow service should be live by the end of the year! Sign up for the interest list here. What is Marketing vs. Advertising vs. Sales? 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

Shifting Culture
Ep. 319 Doug Lynam - Taming Your Money Monster

Shifting Culture

Play Episode Listen Later Jul 7, 2025 49:05


Today, we're sitting down with Doug Lynam - Marine, monk, money coach, and author of Taming Your Money Monster. Doug doesn't just help people build better budgets. He helps them untangle the deep wounds, attachment patterns, and spiritual beliefs that shape how we handle money. We talk about money not as a neutral tool, but as something we carry stories about - stories that often go back to childhood, shaped by shame, fear, or control. Doug shares how the Enneagram and attachment theory can help us make sense of our financial habits and, more importantly, heal them. He offers a vision of financial health that's rooted in authenticity, generosity, and service to a broken world. If you've ever felt anxious around money, avoided looking at your bank account, or struggled to align your finances with your deepest values join us. Doug Lynam graduated at the top of his class from Marine Corps Officer Candidate School in 1995, then turned down his commission to become a Benedictine monk. During his 20-year monastic journey, he headed the mathematics department at a prestigious private school while helping his community recover from bankruptcy. After leaving the monastery in 2017, he joined LongView Asset Management in Santa Fe, New Mexico—a sustainability-focused B Corp—where he helped manage over a quarter-billion in assets. A sought-after authority on conscious wealth creation, Doug is the author of From Monk to Money Manager and Taming Your Money Monster: Nine Paths to Money Mastery with the Enneagram.Doug's Book:Taming Your Money MonsterDoug's Recommendation:12 Rules for LifeSubscribe to Our Substack: Shifting CultureConnect with Joshua: jjohnson@allnations.usGo to www.shiftingculturepodcast.com to interact and donate. Every donation helps to produce more podcasts for you to enjoy.Follow on Facebook, Instagram, Twitter, Threads, Bluesky or YouTubeConsider Giving to the podcast and to the ministry that my wife and I do around the world. Just click on the support the show link belowSubscribe on Substack for Early, Ad-Free Episodes and More Support the show

The Financial Coach Academy® Podcast
114. When Clients Call You Their “Financial Therapist”: Setting Professional Boundaries

The Financial Coach Academy® Podcast

Play Episode Listen Later Jul 3, 2025 14:58


If you've been coaching for any length of time, you've probably experienced this. A client introduces you as their financial therapist or thanks you for their financial therapy session. It might seem like a compliment, but there's something important we need to address.Money is deeply emotional. When we help clients work through their financial challenges, we're often helping them process feelings like shame, fear, anxiety, and guilt. This emotional component can make our work feel therapeutic, even though we're not providing therapy.But there's an important distinction between what we do as financial coaches and what therapists do. Understanding that difference actually makes us better at our job and helps us serve our clients more effectively.Some coaches feel uncomfortable when clients call them therapists because they worry about overstepping professional boundaries. Others feel flattered and take it as a sign they're providing meaningful support. Both responses make sense, but these moments are actually opportunities.When someone calls you their financial therapist, it's a chance to help them understand what coaching really is and set clear expectations about how you work together. And it's important to be crystal clear about your role and be confident in what you do (and don't do).This isn't about diminishing the support we offer or making our work seem less meaningful. Financial coaching absolutely changes lives. It's about being intentional with our professional boundaries in a way that actually serves our clients better.The coaches who thrive understand when their clients might need something they can't provide, and they see making referrals as professional integrity, not failure. They've learned how to acknowledge the emotional aspects of money while staying firmly within their coaching role.Being clear about the distinction between coaching and counseling doesn't take away from what we do. It actually helps us do it better.Links & Resources:Ultimate Growth GuideJoin the Facebook groupKey Takeaways:Coaching focuses on the present and future while counseling explores the past. This timeline difference shapes everything about how you work with clients.You don't tell clients what to do, you help them discover what they want to do. Financial coaches act as sounding boards, not financial advisors making recommendations.The basic presumption of coaching is that clients are mentally and emotionally ready to receive guidance. They're in a good place to make changes toward their goals.Money is deeply emotional, which makes coaching feel therapeutic even though it's not therapy. Acknowledge the emotions without stepping into a therapeutic role.Making a referral isn't a failure, it's professional integrity. Recognizing when clients need mental health support shows genuine care for their wellbeing.Use it as a teaching moment when clients call you their therapist. Say, “I appreciate that our work feels supportive, though as a coach, my focus is helping you build financial skills.”Include the coaching vs therapy distinction in your onboarding materials. Set appropriate expectations from the start with clear explanations in your welcome packet.

Q&A with S&A
Playing to Win: Financial Coaching That Levels the Field with Chris Risteski

Q&A with S&A

Play Episode Listen Later Jun 29, 2025 44:08


In this episode, Shane and Andrea sit down with Chris Risteski, founder of itsagame, who shares how he is using sport and coaching principles to make financial literacy more accessible.After a successful career in financial planning, Chris launched itsagame to help rebuild financial literacy in Australia through affordable, community-focused education. He explains how treating money management like a game - complete with coaching, strategy, and skill-building, can empower people to take control of their finances and build independence.Find out more about Chris and itsagame: https://itsagame.com.au/Find out more about what we do at Aintree Group on our website: aintreegroup.com.au, or follow us on social media @aintreegroup to stay connected.

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

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
3192: 7 Reasons to Consider Financial Coaching Services by David Baughier of Fiology on Money Management

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

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

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
3192: 7 Reasons to Consider Financial Coaching Services by David Baughier of Fiology on Money Management

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

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.

Getting Rich Together
Transforming Financial Hardship into Empowering Others with Laurie Wood of Evolution Financial Coaching

Getting Rich Together

Play Episode Listen Later Jun 24, 2025 40:13


I am joined this week by the inspiring Laurie Wood of Evolution Financial Coaching. Laurie is a dedicated financial coach who has transformed her early experiences with financial hardship into a mission to help others achieve financial independence and break the taboo around money conversations. Today, we dive deep into Laurie's journey from growing up in a single-parent household reliant on public assistance to becoming a successful financial coach helping others navigate their money stories. You'll hear about Laurie's early exposure to corporate finances as a budget manager, her real estate investing adventures with her sister, and how she discovered her calling to help others with their financial lives. Listen as Laurie shares her transition from a 30+ year corporate career to launching Evolution Financial Coaching, the importance of "paying your future self," and her philosophy around using money as a tool for both security and joy. Laurie's story demonstrates the power of turning personal challenges into purposeful work that creates lasting impact in the lives of others. Key Topics: Growing up with financial hardship after her parents' divorce and learning early lessons about money and survival Early career exposure to corporate finances as a budget manager and discovering salary disparities and gender pay gaps First steps into investing through company programs, early losses, and building consistent 401k contributions Real estate investing journey inspired by Rich Dad Poor Dad, partnering with her sister, and overcoming fear to purchase property in San Francisco The natural evolution from helping friends with money decisions to moonlighting as a financial coach Formal training and launching Evolution Financial Coaching while working full-time, including her first beta client success story Building a coaching practice through networking, referrals, and helping clients transform their financial lives Money philosophy around "de-cumulation strategy," using money for self-care and joy, and creating philanthropic legacy through donor advised funds Connect with Laurie online: Evolution Financial Coaching: https://www.evolutionfinancialcoaching.com/ Instagram: https://www.instagram.com/evolution_financial_coaching LinkedIn: https://www.linkedin.com/company/evolution-financial-coaching/?viewAsMember=true   Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: https://syamabunten.com/ Download Syama's Guide to Getting Rich: www.syamabunten.com Big Delta Capital: www.bigdeltacapital.com    

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 Business as Mission Podcast with Mike Baer
Financial Coaching for Kingdom Impact: A Conversation with Chad Hufford

The Business as Mission Podcast with Mike Baer

Play Episode Listen Later Jun 23, 2025 48:06


In this episode of the Business as Mission podcast, Mike Baer sits down with Chad Hufford—wealth manager, author of Forging Financial Freedom, and a passionate voice for Biblical stewardship. From his roots in Alaska to his calling in financial coaching, Chad unpacks the powerful mindset shift Christians need to break free from scarcity and anxiety around money.They explore how poor financial stewardship can derail even the most passionate missions, the importance of discipline, and how financial freedom isn't about early retirement—but unlocking your God-given purpose. Whether you're in ministry, business, or somewhere in between, this conversation offers practical and spiritual wisdom for stewarding finances with eternal impact.If you've enjoyed the Business as Mission podcast, please follow us so you won't miss any episodes and give us a rating wherever you listen. We'd also ask you to consider underwriting the costs of the podcast by supporting us at the Spotify link below, on Patreon (https://www.patreon.com/thebusinessasmissionpodcast), or Buy Me a Coffee (https://buymeacoffee.com/businessasmissionpodcast).

Federal Employee Financial Planning Podcast
EP 94: An Inside Look at Strategic Planning Season: Real Conversations, Real Impact

Federal Employee Financial Planning Podcast

Play Episode Listen Later Jun 23, 2025 62:06


What does it really look like to work with a financial planning team that knows your federal benefits inside and out—and shows up for you year after year? In this episode, John and Tommy take you behind the scenes of Mason & Associates' Strategic Planning Meeting Season (SPM), where they conduct over 400 client meetings in just six weeks. They share real conversations, real actions, and the process that makes it all work. Access the full show notes at Mason & Associates, LLC Resources Mentioned: Mason & Associates: LinkedIn Tommy Blackburn:  LinkedIn John Mason: LinkedIn

Financial Coaching Radio Podcast
Financial Coaching Radio | June 20th, 2025

Financial Coaching Radio Podcast

Play Episode Listen Later Jun 23, 2025 33:55


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

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

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.”

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