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. 14h ago

    What Do Your Clients Actually Want? | EP261

    A client comes to you asking for a plan. Maybe they want to get out of debt, figure out how to say no to a family member asking for money, or solve some other problem that feels specific and measurable. As coaches, it can be tempting to start building the strategy right away. After all, they told us what they want.  But what happens when the thing they are asking for isn’t quite the thing they are actually trying to accomplish? In this Financial Coaches Classic, Maria and Cody talk about slowing down long enough to understand what may be underneath a client’s request before moving into problem-solving. Maria shares the story of a client who repeatedly asked for help figuring out what to say when family members came to her for money. The immediate request was strategy: help me craft the email, help me say no, help me handle the next conversation. Over time, their coaching moved toward understanding why saying no was so difficult in the first place—and eventually the client recognized that she wanted to spend less time on the strategy and more time understanding herself. Maria and Cody also explore how questions can keep that discovery with the client. Instead of immediately asking how to accomplish the stated goal, a coach might stay with something as simple as, “What makes that important to you?” Sometimes what a client says they want is only the first layer of the conversation. The work is not deciding what they really need for them. It is helping them stay with the question long enough to understand what they actually want. 🎧 Resources & Links Mentioned in This Episode THE Financial Coaches Networkhttps://www.patreon.com/NewMoneyHabitsFinancialCoaches Getting Started as a Financial Coachhttps://www.newmoneyhabits.com/coaches/webinar/gsfc-registration THE Financial Coaches Communityhttps://www.facebook.com/groups/nmhcoaches Schedule a Callhttps://www.newmoneyhabits.com/coaches/fcpodcast_contact Questions or ideas for the show?podcast@newmoneyhabits.com Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    What Do Your Clients Actually Want? | EP261

  2. Sep 14

    When the Money Problem Isn’t Really About Money | EP 260

    A client keeps using the credit card they’re trying to pay off. Another is remarkably good at saving money, but once the balance grows, she becomes anxious and spends it back down. From the outside, both behaviors can look like financial problems waiting for a financial solution.  But what happens when the behavior makes considerably more sense once we understand the story behind it? In this Financial Coaches Classic, Maria and Cody explore what it means to coach beyond the numbers. They talk through the beliefs and experiences that can become tangled up with money, why similar experiences don’t necessarily affect two people the same way, and how questions like “How do you know that to be true?” can help clients examine assumptions for themselves rather than having the coach supply the answer.   The budget still matters. The numbers still matter. But sometimes they tell us where to look without telling us what is really happening. 🎧 Resources & Links Mentioned in This Episode THE Financial Coaches Networkhttps://www.patreon.com/NewMoneyHabitsFinancialCoaches Getting Started as a Financial Coachhttps://www.newmoneyhabits.com/coaches/webinar/gsfc-registration THE Financial Coaches Communityhttps://www.facebook.com/groups/nmhcoaches Schedule a Callhttps://www.newmoneyhabits.com/coaches/fcpodcast_contact Questions or ideas for the show?podcast@newmoneyhabits.com Music by Summer School @newmoneyhabits | @sizemorefinancialcoaching

    When the Money Problem Isn’t Really About Money | EP 260

  3. Sep 7

    When Faster Progress Isn’t Better Coaching | EP 259

    As financial coaches, it can be easy to measure success by how quickly the numbers move.  More debt paid off. More money saved. A goal reached sooner. But what if getting there as quickly as possible isn’t actually the best plan for the client? Maria and Cody revisit a real coaching situation involving a couple who received a raise while working toward debt payoff and future goals. Instead of putting every additional dollar toward the debt, they chose to increase their giving and give themselves more room for Fun Money. At first glance, that might look like slowing down their financial progress. But as Maria and Cody unpack the situation, something deeper becomes visible. The couple had been feeling guilty whenever they spent money on themselves. The issue wasn’t simply how much they were spending. Cody eventually recognizes that they may not have felt they deservedto enjoy the money at all.   The conversation explores the difference between rigidity and intentionality, why an aggressive financial plan can sometimes create burnout, guilt and avoidance, and how coaches can help clients build a plan around what actually matters to them rather than someone else’s definition of financial success. Because sometimes the fastest route to the destination isn’t the healthiest journey for the person taking it. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about how you define progress with your own clients, here are a few ways we can support you. Start with THE Financial Coaches Network, our space for coaches to connect, ask questions, and keep growing alongside others who understand the work. If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach. You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation. If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here. Have a question for the podcast? Email us at podcast@newmoneyhabits.com. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    When Faster Progress Isn’t Better Coaching | EP 259

  4. Aug 31

    Why Great Coaches Ask More Than They Answer | EP 258

    When a client brings you a problem, it can be tempting to start looking for the answer.  But sometimes the most helpful thing a coach can do is ask a question that helps the client keep thinking. Maria and Cody explore the difference between questions that move a conversation forward and questions that quietly put all of the work back on the coach. They look at some questions coaches use almost automatically—like “Did I get that right?”, “Is it possible that…?”, and even “Tell me more”—and consider how small changes in language can create more room for the client to reflect, explain, and discover what may actually be happening. The conversation also gets into why the details of a client’s story aren’t always the most important thing to pursue, how open-ended questions can help uncover the themes underneath the story, and why asking good questions is a skill that gets better with practice. You don’t need a perfectly scripted list of coaching questions. But becoming more intentional about what you ask—and noticing when you’re doing more of the thinking than the client—is one of the ways we become better coaches. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about the questions you ask in your own coaching sessions, here are a few ways we can support you. Start with THE Financial Coaches Network, our space for coaches to connect, ask questions, and keep growing alongside others who understand the work. If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach. You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation. If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here. Have a question for the podcast? Email us at podcast@newmoneyhabits.com. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    Why Great Coaches Ask More Than They Answer | EP 258

  5. Aug 24

    When You Have to Choose Between Good Things | EP 257

    Sometimes the hardest decisions aren’t between something good and something bad. They’re between several good things that all matter, when there simply isn’t enough time, energy, or capacity to give yourself fully to all of them.  Maria and Cody are both entering seasons of change, and in this conversation they share what that means for them personally and for THE Financial Coaches Podcast. Maria explains why she has made the difficult decision to step away from the podcast for an indefinite period of time so she can be more present for her family and the work she feels called to do there. What makes the decision especially difficult is that she still loves the podcast. It’s good work, it’s producing fruit, and it’s something she genuinely enjoys. But sometimes choosing what matters most means letting go of something that still matters. Cody shares a different but related season. After an unusually difficult year personally and financially, he has decided to take some time away as well. He talks candidly about surrender, becoming comfortable when things were going well, and being reminded what financial uncertainty actually feels like from the other side of the coaching relationship. Together, they reflect on what it means to recognize the season you’re actually in, make space for what that season requires, and accept that letting go of something good doesn’t mean it was a mistake. They also talk about where THE Financial Coaches Podcast goes from here. The podcast isn’t ending. Over the coming weeks and months, you’ll hear some intentionally revisited conversations along with new voices from trusted coaches Maria and Cody have known and worked with for years. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about the season you’re in and what it may be asking of you, this is the kind of thing that can be helpful to talk through with other coaches. THE Financial Coaches Monthly Meetup is a place to bring real coaching and practice questions into conversation with other financial coaches. You can also start with THE Financial Coaches Network to stay connected to the conversations and resources we’re building for coaches. If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach. You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation. If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here. Have a question for the podcast? Email us at podcast@newmoneyhabits.com. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    When You Have to Choose Between Good Things | EP 257

  6. Aug 17

    Not Yet Isn’t No | EP 256

    Sometimes a prospective client genuinely wants help but simply isn’t ready for coaching yet. Maybe the financial margin isn’t there. Maybe they’re still working through whether they’re ready to change. Either way, it can be easy to finish the consultation, say “let’s keep in touch,” and then move on to the next person.  Cody shares the story of someone he stayed connected with for nearly ten months before the timing was right for coaching. The relationship didn’t begin with repeated sales pitches. It looked more like occasional check-ins, helping him think through immediate next steps, and continuing to be available while his circumstances changed. Eventually he became a client, continued beyond his initial coaching term, and referred other people to Cody as well.    But the more important part of the conversation isn’t the eventual revenue. Maria and Cody talk about what it means to keep the focus on the person rather than immediately moving into a “who’s next?” mindset. Sometimes someone saying no doesn’t mean the relationship has reached its end. It simply means the answer is not right now. Playing the long game requires patience, good follow-through, and a willingness to keep serving people even when you don’t know what will eventually come from the relationship. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about the relationships you may have given up on too quickly, here are a few ways we can support you. Start with THE Financial Coaches Network, our space for coaches to connect, ask questions, and keep growing alongside others who understand the work. If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach. You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation. If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here. Have a question for the podcast? Email us at podcast@newmoneyhabits.com. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    Not Yet Isn’t No | EP 256

  7. Aug 10

    When Progress Doesn’t Look Like Progress | EP 255

    Sometimes a client knows something needs to change, but that does not necessarily mean they are ready to change it yet. Other times they seem to be making real progress and then suddenly slip back into old habits. As a coach, those moments can be frustrating if we expect change to move in a straight line.  Maria and Cody walk through the six stages of change—pre-contemplation, contemplation, preparation, action, maintenance, and relapse—and explore what those stages can teach us about meeting clients where they actually are. They also spend time on an important distinction that can be easy to miss: preparing to change can sometimes feel a lot like taking action, even when the real change has not started yet.    Cody also shares a practical exercise he uses to help clients think ahead about a possible financial relapse, including what it might look like, how it could affect them, and what they could do to respond. Maria adds another layer by encouraging clients to think about what might lead up to the relapse in the first place so they can begin recognizing the pattern earlier.    Understanding the stages does not give us control over someone else's change. It gives us language for understanding the process, helps us ask better questions, and can give both the coach and the client a little more patience and grace along the way.   🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about how you help clients navigate change, here are a few ways we can support you. Start with THE Financial Coaches Network, our private space for coaches to connect, ask questions, and keep growing alongside others who understand the work. If you're looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach. You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation. If you'd like to talk through where you are or what your next step might be, you can schedule a call with us here. Have a question for the podcast? Email us at podcast@newmoneyhabits.com. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    When Progress Doesn’t Look Like Progress | EP 255

  8. Aug 3

    Don't Take It Personally | EP 254

    A consultation can feel great right up until the person decides not to move forward.  When that happens once, it can be disappointing. When it happens several times in a row, it can leave even an experienced coach wondering what changed, what they did wrong, or whether they are as good at this as they thought they were. In this episode of THE Financial Coaches Podcast, Cody shares what happened when a stretch of seven or eight new clients was followed by five consecutive noes. Maria helps him look beneath the rejection and recognize how easily coaches can make both the yeses and the noes about themselves. When we take too much credit for a client’s decision to move forward, we may also accept too much responsibility when another person chooses not to. The conversation explores why a potential client’s no may have more to do with their own fear, uncertainty, or belief in what is possible than with the coach sitting across from them. Maria and Cody also talk about remaining genuinely helpful without becoming attached to the outcome, remembering that the coach is not the product, and responding to success and disappointment with gratitude and grace. Rejection is part of building a coaching practice. It may still hurt, but it does not have to define your ability, your value, or what happens next. 🎧 Resources & Links Mentioned in This Episode If this conversation has you thinking about how you handle consultations, rejection, and the emotional side of building your practice, here are a few ways we can support you. Start with THE Financial Coaches Network, our private space for coaches to connect, ask questions, and keep growing alongside others who understand the work. If you’re looking for a clearer path to build your coaching practice, take a look at Getting Started as a Financial Coach. You can also join our free Facebook group, THE Financial Coaches Community, to connect with other coaches, ask questions, and be part of the conversation. If you’d like to talk through where you are or what your next step might be, you can schedule a call with us here. Have a question for the podcast? Email us at podcast@newmoneyhabits.com. Music by Summer School. Follow us on social:@newmoneyhabits | @sizemorefinancialcoaching

    Don't Take It Personally | EP 254
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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
    264
  • Rating
    Clean
  • Copyright
    © 2026 2021 MNM Money Team (dba New Money Habits)
  • Show Website
    The Financial Coaches Podcast

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