Expedition Money Financial Coaching

Peter Waitzman
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Many people are starting financial coaching businesses. I've helped start financial coaching and financial wellness programs on my own and for businesses. I'll share my thoughts and insights here to help you have the best chance at success in your financial coaching practice.

  1. 10/23/2025

    Is Financial Coaching Right for You? A Hard-Hitting Reality Check

    Welcome to the real talk about financial coaching. In this episode, Pete shares why most people struggle to find success in this field and offers a no-nonsense breakdown of what it takes to thrive. Are you the right personality for this career? Do you have the motivation, education, and grit to make it work? Pete draws on his extensive experience in financial coaching and services to deliver actionable tips, honest advice, and a fresh perspective on what it means to build a sustainable coaching business. If you're ready to hear the truth and get serious about financial coaching, this episode is for you. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    2 min

  2. 10/22/2025

    Stop Overthinking: Focus on Clients, Not Systems

    Are you caught up in the endless cycle of setting up logos, LLCs, and scheduling systems before you even land your first client? In this episode, Peter delivers a wake-up call to aspiring financial coaches: stop worrying about the operational details and start focusing on what really matters—getting clients. Learn why chasing perfection in your setup is a distraction and how to focus your energy on building real connections and solving client problems. This no-nonsense guide will help you cut through the noise, prioritize your time, and grow your coaching practice the right way. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    3 min

  3. 10/21/2025

    Stop Building Worksheets and Start Building Your Business

    Are you spending hours creating custom resources, logos, and worksheets for your coaching business? In this episode, Peter explains why this approach is a trap that distracts you from the real work of growing your business. Learn why most resources you need already exist—often for free—and how focusing on branding early on might be vanity or procrastination in disguise. Peter shares actionable advice to prioritize client needs, avoid unnecessary busy work, and channel your energy into building a thriving coaching practice. Stop reinventing the wheel and start driving your business forward! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    4 min

  4. 10/20/2025

    Why Your Coaching Feels Scripted (And How to Fix It)

    Do your coaching sessions feel stiff, robotic, or overly scripted? In this episode, Peter dives into the pitfalls of over-relying on coaching training checklists and the importance of making sessions feel like natural, engaging conversations. Learn why creating genuine value and building rapport outweighs hitting every coaching milestone. Discover actionable tips to make your sessions more conversational, fun, and impactful so clients feel compelled to come back for more. If you’re ready to let go of the script and connect authentically, this episode is for you. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    3 min

  5. 10/19/2025

    Stop Saying You’ll ‘Meet Clients Where They’re At’—Here’s Why

    In this episode, Peter challenges the popular coaching phrase, "I'll meet you where you're at," explaining why it may unintentionally come across as judgmental or condescending. He explores how clients already assume personalized support and why focusing on action rather than empty reassurances creates stronger relationships. Learn how to build trust, make real-time adjustments, and communicate more effectively without relying on overused clichés. Tune in for a fresh perspective on engaging with clients authentically and meaningfully. ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    4 min

  6. 10/18/2025

    Passion Isn’t Enough: Avoiding Entitlement as a Financial Coach

    In this episode, Peter uncovers a common pitfall for new financial coaches: letting passion lead to entitlement. He explains why feeling “called” to the profession isn’t enough to guarantee success and how this mindset can cause coaches to neglect the hard work required to build a thriving business. From networking to sales, discover actionable tips to stay proactive, avoid complacency, and sustain your career in financial coaching. Tune in to learn how to balance passion with persistence and truly excel in this field! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    3 min

  7. 10/17/2025

    When Clients No-Show: Understanding the Message and Moving Forward

    No-shows can be frustrating for financial coaches, but what do they really mean? In this episode, Peter explores the hard truth behind why clients might not show up—even after prepaying for sessions. Learn how to reflect on your coaching approach, assess the value you’re providing, and grow from client feedback. Peter also shares tips for managing occasional no-shows and maintaining a healthy perspective on your business. Don’t miss this insightful episode to help you turn challenges into opportunities for improvement! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    4 min

  8. 10/16/2025

    Why Financial Coaches Should Embrace Dave Ramsey’s Impact

    In this episode, Peter explores the widespread influence of Dave Ramsey in the personal finance world and explains why financial coaches should embrace, not bash, his work. From the debt snowball method to Financial Peace University, Ramsey’s programs have transformed millions of lives and even created opportunities for financial coaches to step in with personalized support. Peter highlights how Ramsey’s approach addresses behavioral finance challenges and inspires lasting change while leaving space for coaches to provide customized guidance. Tune in to learn how to leverage Ramsey’s impact as part of your coaching strategy! ▶ Get HOW TO MARKET YOUR FINANCIAL COACHING BUSINESS Book Here: https://geni.us/BervU ▶ HOW TO MARKET FINANCIAL COACHING COURSE: https://geni.us/hpUWZe ▶ Get Amazon Money Stories Book here: https://geni.us/7SF6rDf ▶ How I Make A Six-Figure Income On YouTube Book: https://geni.us/UZ2bnyd ▶ How To Get Out Of Debt Fast Book: https://geni.us/HeWdQi1 ---------- FOLLOW MY OTHER SOCIAL MEDIA PLATFORMS: ▶ Facebook:   / financialcoachesgroup   ▶ Podcast: https://geni.us/aAYgyF ▶ Instagram:   / expedition.money   ▶ Twitter:   / expeditionmoney   ▶ LinkedIn:   / expeditionmoney

    6 min
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About

Many people are starting financial coaching businesses. I've helped start financial coaching and financial wellness programs on my own and for businesses. I'll share my thoughts and insights here to help you have the best chance at success in your financial coaching practice.

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