The Financial Coaches Podcast

Maria Casillas and Cody Sizemore
  • 4.9 (33)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Welcome to the Financial Coaches Podcast, where we talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. Finally, a podcast for Financial Coaches. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and Sizemore Financial Coaching. The Financial Coaches Podcast is the ultimate resource for financial coaches and professionals dedicated to empowering individuals and transforming lives through financial education and coaching. Hosted by industry experts, Maria Casillas and Cody Sizemore, this podcast brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being. Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Whether you're just starting your coaching journey or have years of experience under your belt, this podcast is your go-to destination for continuous learning, professional development, and staying ahead in the industry. Topics covered on the podcast include client relationship building, goal setting, financial planning, mindset coaching, marketing strategies, pricing structures, technology integration, and much more. With a focus on practical advice and tangible takeaways, you'll gain the knowledge and skills to elevate your coaching practice, attract more clients, and deliver exceptional results. Join Maria, Cody, and an array of industry experts as they share their insights, best practices, and success stories. Tune in to The Financial Coaches Podcast and be inspired, educated, and motivated to take your coaching practice to new heights. Whether you're a seasoned financial coach or aspiring to become one, The Financial Coaches Podcast is your trusted companion on the journey to financial coaching excellence. Stay connected with the latest episodes on our website, or subscribe and listen on your preferred podcast platform. Let's empower individuals, transform lives, and make a positive impact on the world of personal finance through the power of coaching.

  1. Don’t Plan It for Them: Helping Clients Decide What to Do With a Tax Refund | EP 231

    1D AGO

    Don’t Plan It for Them: Helping Clients Decide What to Do With a Tax Refund | EP 231

    Tax refund season brings opportunity. And for financial coaches, it also brings temptation. When a client receives a large windfall — $3,000, $7,000, even $20,000 — it’s easy to get excited about the progress they could make. Debt payoff. Emergency funds. Investments. Big wins. But sometimes in that excitement, we forget to pause and ask: What do they want? In this episode, Cody and Maria unpack a subtle but important coaching lesson — one that often surfaces during tax season: Why coaches can unintentionally overstep when windfalls arrive How goal-chasing can override client ownership The importance of asking before advising Why splitting a refund may increase long-term engagement How mature coaches measure success differently This conversation isn’t really about tax refunds. It’s about leadership.It’s about restraint.It’s about remembering that great coaching helps clients make confident decisions — not just efficient ones. Because it’s not about what’s mathematically optimal. It’s about what they’re ready to own.  🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches  🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration  ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches  ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial  🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com  📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact  🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    23 min
  2. Why Some Clients Don’t Make Progress (And How to Fix It) | EP 230

    FEB 16

    Why Some Clients Don’t Make Progress (And How to Fix It) | EP 230

    Are your clients technically improving… but not actually moving forward? In this episode of The Financial Coaches Podcast, Cody and Maria unpack a subtle but powerful shift in strategy that has helped certain clients break out of stagnation and finally start making meaningful progress. Traditionally, Cody has taught clients to “backload” their goals — waiting until the end of the month to apply surplus toward debt, savings, or investing. And for many people, that works well. But for clients who struggle with consistency and spending habits, that structure can unintentionally keep them stuck. So what’s the alternative? In this episode, you’ll learn: The difference between backloading and frontloading financial goals Why some clients plateau even when they stop going backward How to identify which clients need a strategic shift The psychology behind “which hard would you rather choose?” How to balance risk with forward momentum When deeper mindset work is required (and not just a tactic tweak) This conversation is about more than cash flow timing. It’s about knowing your client, recognizing patterns, and adjusting your coaching approach so progress actually sticks. Because sometimes the breakthrough isn’t working harder. It’s structuring the plan differently. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches  🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration  ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches  ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial  🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com  📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact  🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    30 min
  3. Real Talk: Cody’s Confession | EP 229

    FEB 9

    Real Talk: Cody’s Confession | EP 229

    What happens when your income suddenly drops — not because of poor performance, but because life happens? In this candid episode of The Financial Coaches Podcast, Cody Sizemore and Maria Casillas pull back the curtain on the real financial and emotional challenges of running a coaching business. After battling illness and facing two slower-than-expected months, Cody shares the stress, mindset shifts, and leadership decisions required to stay grounded when revenue fluctuates. Together, they explore the natural ebbs and flows of entrepreneurship, how to prepare financially for unpredictable seasons, and why these experiences ultimately make you a stronger — and more empathetic — coach. If you’re building a coaching practice, thinking about going full-time, or navigating inconsistent income, this conversation will help you stay focused, resilient, and prepared for whatever comes next. In This Episode, You’ll Learn: Why income volatility is normal in coaching and entrepreneurship How to prepare financially for slower seasons The mindset required to handle financial stress How difficult seasons can increase empathy for your clients Why transparency builds trust and leadership Practical insights for paying yourself as a coach This is an honest look at the realities behind the business — because success isn’t about avoiding hard seasons… it’s about learning how to navigate them. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches  🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration  ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches  ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial  🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com  📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact  🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    38 min
  4. The Rise of Money Fatigue | EP 228

    FEB 2

    The Rise of Money Fatigue | EP 228

    Are your clients feeling overwhelmed, stressed, or completely exhausted when it comes to money? You’re not alone — and neither are they. Money fatigue is becoming increasingly common as financial pressure, decision overload, and constant economic noise leave many people mentally drained. In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore unpack why so many individuals are experiencing financial burnout and what financial coaches can do to help. Learn how simplifying financial decisions, reducing overwhelm, and meeting clients exactly where they are can create momentum and lasting progress. Whether you are a new financial coach or an experienced professional, this conversation will equip you with practical strategies to guide clients out of exhaustion and into clarity and confidence. In this episode, you’ll learn: What money fatigue is and why it’s on the rise How overwhelm impacts financial decision-making Why simplicity is one of the most powerful coaching tools Practical ways to support emotionally drained clients How meeting clients where they are leads to stronger outcomes If your clients are stuck, discouraged, or mentally worn out by their finances, this episode will help you lead them toward a calmer and more sustainable path forward. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches  🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration  ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches  ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial  🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com  📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact  🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    19 min
  5. Holding Your Clients Accountable | EP 227

    JAN 26

    Holding Your Clients Accountable | EP 227

    Struggling to keep your financial coaching clients consistent and engaged between sessions? In this episode of The Financial Coaches Podcast, Cody Sizemore breaks down a proven accountability system designed to help clients follow through and make lasting progress on their financial journey. Cody explains why consistency is often the missing link in client success, the behavioral science behind accountability, and how small, structured check-ins can dramatically improve client outcomes. You’ll also hear a step-by-step framework you can implement immediately to help clients stay motivated, take action, and build better financial habits over time. Whether you’re a new financial coach or an experienced practitioner, this episode will help you strengthen client relationships, improve results, and create a more effective coaching process.  🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches  🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration  ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches  ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial  🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com  📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact  🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    31 min
  6. Helping Clients Navigate Emotions Around Money | EP 226

    JAN 19

    Helping Clients Navigate Emotions Around Money | EP 226

    Do your clients struggle with their emotions around money? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore explore why financial challenges often go beyond budgeting or financial knowledge and are deeply tied to emotional responses. Learn practical strategies to help clients identify emotional spending, overcome financial fears, and develop a healthier relationship with money. This episode is perfect for financial coaches, money mentors, and advisors who want to enhance their coaching skills and provide meaningful, lasting impact for their clients. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches  🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration  ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches  ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial  🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com  📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact  🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    30 min
  7. Scaling Your Practice Through The Clients You Already Have | EP 225

    JAN 12

    Scaling Your Practice Through The Clients You Already Have | EP 225

    Are you overlooking one of the simplest ways to scale your financial coaching practice? In this episode of The Financial Coaches Podcast, Maria Casillas and Cody Sizemore break down how you can grow your income and impact right now—without more marketing, more leads, or more one-on-one hours. The key? Leveraging group coaching for alumni clients. You’ll learn how to serve past clients at a deeper level while creating a scalable, sustainable revenue stream. Maria and Cody walk through why alumni group coaching works, how it strengthens client outcomes, and what to consider when structuring a group offer that benefits both you and your clients. If you’re a financial coach looking to scale your practice, increase lifetime client value, and work smarter (not harder), this episode will give you practical insights you can apply immediately. 🎧 Resources & Links Mentioned in This Episode Ready to grow your coaching practice with the right support and community? 🚨 Join The Financial Coaches NetworkConnect with other Financial Coaches inside our private Patreon community:👉 www.patreon.com/NewMoneyHabitsFinancialCoaches  🔥 Launch or Level Up Your Coaching PracticeLearn more about our signature course, Getting Started as a Financial Coach, from New Money Habits:👉 www.newmoneyhabits.com/coaches/webinar/gsfc-registration  ✅ Join Our Free Facebook CommunityFind support, encouragement, collaboration, and real conversations with aspiring and established coaches:👉 www.facebook.com/groups/nmhcoaches  ✅ Get Connected Inside Financial Coaches+Whether you’re just getting started or already serving clients, you don’t have to do this alone. Join Financial Coaches+ and get your first month FREE:👉 www.newmoneyhabits.com/coaches/memberships/trial  🙋‍♂️ Have a Question for the Hosts?Email us at: podcast@newmoneyhabits.com  📞 Want to Talk With Maria or Cody?Schedule a call here:👉 www.newmoneyhabits.com/coaches/fcpodcast_contact  🎵 Music by Summer School Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    31 min
  8. New Year Goal Setting | EP 224

    JAN 5

    New Year Goal Setting | EP 224

    Trying to figure out your goals for 2026? In this episode of The Financial Coaches Podcast, Maria and Cody talk about different types of goal setting strategies, and even some mindset shifts around them too. Is this your year? Make the most of it! 🚨Join The Financial Coaches Network. Just click here: www.patreon.com/NewMoneyHabitsFinancialCoaches🔥 Are you ready to launch your coaching practice or take your coaching practice to the next level? Learn more about The New Money Habits Financial Coaches Course Getting Started as a Financial Coach: www.newmoneyhabits.com/coaches/webinar/gsfc-registration ✅ Looking for support, insight, inspiration, and collaboration with other aspiring and thriving Financial Coaches? Join our Facebook Community: www.facebook.com/groups/nmhcoaches  ✅ Whether you’re just thinking about becoming a Financial Coach or you have a thriving Coaching Practice, you need other Financial Coaches in your network.  Join Financial Coaches+ and get your first month FREE: www.newmoneyhabits.com/coaches/memberships/trial ✅ The Financial Coaches Book Study: Beyond The Book reading list: www.newmoneyhabits.com/coaches/bookstudy/beyond-the-book/book-list 🙋‍♂️ Have questions for the hosts? Submit them to: podcast@newmoneyhabits.com  📞 Schedule a call with Hosts Maria or Cody: www.newmoneyhabits.com/coaches/fcpodcast_contact 🎵 Music by Summer School @newmoneyhabits / @sizemorefinancialcoaching

    46 min
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4.9
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About

Welcome to the Financial Coaches Podcast, where we talk about how to build your coaching practice from startup to scaleup while being the kind of coach your clients crave. Finally, a podcast for Financial Coaches. Your hosts, Maria Casillas and Code Sizemore. Brought to you by New Money Habits and Sizemore Financial Coaching. The Financial Coaches Podcast is the ultimate resource for financial coaches and professionals dedicated to empowering individuals and transforming lives through financial education and coaching. Hosted by industry experts, Maria Casillas and Cody Sizemore, this podcast brings you insightful discussions, expert interviews, and practical strategies to help you excel in your coaching practice and make a meaningful impact on your clients' financial well-being. Each episode of The Financial Coaches Podcast is carefully curated to provide valuable insights, actionable tips, and real-world examples to help you navigate the evolving landscape of financial coaching. Whether you're just starting your coaching journey or have years of experience under your belt, this podcast is your go-to destination for continuous learning, professional development, and staying ahead in the industry. Topics covered on the podcast include client relationship building, goal setting, financial planning, mindset coaching, marketing strategies, pricing structures, technology integration, and much more. With a focus on practical advice and tangible takeaways, you'll gain the knowledge and skills to elevate your coaching practice, attract more clients, and deliver exceptional results. Join Maria, Cody, and an array of industry experts as they share their insights, best practices, and success stories. Tune in to The Financial Coaches Podcast and be inspired, educated, and motivated to take your coaching practice to new heights. Whether you're a seasoned financial coach or aspiring to become one, The Financial Coaches Podcast is your trusted companion on the journey to financial coaching excellence. Stay connected with the latest episodes on our website, or subscribe and listen on your preferred podcast platform. Let's empower individuals, transform lives, and make a positive impact on the world of personal finance through the power of coaching.

Information

  • Creator
    Maria Casillas and Cody Sizemore
  • Years Active
    2021 - 2026
  • Episodes
    234
  • Rating
    Clean
  • Copyright
    © 2026 2021 MNM Money Team (dba New Money Habits)
  • Show Website
    The Financial Coaches Podcast

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