Tax season isn’t just about refunds.

It’s about conversations.

In this episode of The Financial Coaches Podcast, Cody and Maria lay out a simple engagement challenge designed to help you spark conversations, build relationships, and potentially book consultations — all by asking one strategic question on social media.

Inside this episode, you’ll learn:

• The exact post to make during tax season

• Why personal pages outperform business pages

• How to respond to every comment (and why it matters)

• When and how to move the conversation into direct messages

• A simple 4-step framework for turning engagement into consultations

• What to say to people who owe on their taxes instead of receiving a refund

This isn’t about being pushy.

It’s about starting conversations.

And if you’re serious about growing your financial coaching practice, conversations are the gateway.

Take the challenge.
Track your results.
Share them inside The Financial Coaches Community by New Money Habits.

Let’s see what happens.

🎧 Resources & Links Mentioned in This Episode

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

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.

• 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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

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 Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

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.

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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

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.

Ready to grow your coaching practice with the right support and community?

🚨 Join The Financial Coaches Network
Connect with other Financial Coaches inside our private Patreon community:
👉 www.patreon.com/NewMoneyHabitsFinancialCoaches

🔥 Launch or Level Up Your Coaching Practice
Learn 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 Community
Find 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