Money Made Human Podcast
Money Made Human is a personal finance podcast hosted by Kelsa Dickey, founder of Financial Coach Academy and creator of the SpendFirst methodology. The show explores the human side of money management, emphasizing clarity over strict rules. Season 2 features a chapter-by-chapter reading of Kelsa's book 'SpendFirst: The Surprisingly Simple System to Stop Stressing About Money.' The podcast aims to help listeners reduce financial stress by improving visibility into their spending and income.
Episodes
Chapter 7: The Simple Payday Rhythm of SpendFirst
What if managing your money came down to one short routine you run every payday, and then you were done? No daily tracking, no checking your balance ten times, no guessing what's left. That's what this chapter is about, and it's the point where the whole system starts to feel light. Once the three waves are in place, every payday follows the same three moves. Your paycheck lands:you
Chapter 6: SpendFuture - Planning for What Doesn't Happen Monthly
Here's the wave that makes so many capable, responsible people feel like they just can't get ahead. You have a good month, put a little toward a card, and then the tires and the vet bill land in the same week and it's gone.In this episode, Kelsa reads Chapter 6 of SpendFirst, about SpendFuture, the money you set aside for the expenses that don't show up every month and always s
Chapter 5: SpendFreely - Where Real Life Happens
If you feel a little pang of guilt almost every time you spend money, that guilt was never really about your choices. It's about a hundred small purchases with no clear place to put them, so every one turns into a question.This chapter is about SpendFreely, the everyday spending that moves with your life. The groceries, the gas, the coffee, the Target run that somehow covers four “categories”
Chapter 4: SpendFixed - Your Monthly Commitments
If you’ve ever felt fine at the start of the month and strangely broke by the middle of it, this is for you. There is a clear reason for that mid-month squeeze, and it comes down to timing you’ve never been shown how to see.Today we're defining SpendFixed, the commitments like rent, utilities, and subscriptions that arrive every month." Most of us carry a loose, stressful map of these in
Chapter 3: The Three Ways Your Money Moves
Some months your money feels calm, and some months it feels like chaos, even when your paycheck stays exactly the same.This week on the podcast I'm reading Chapter 3 of my book, SpendFirst®. It's the chapter where a lot of people finally set down the self-blame and see that their system was the thing missing all along.Most budgeting sorts your spending by category: housing, food, fun. An
Chapter 2: The Heartbeat of SpendFirst - Your Paycheck Rhythm
Does your budget feel like it’s fighting your calendar? Most financial advice tells us to plan in 30-day blocks, but your life happens paycheck to paycheck.In this episode, we dive into Chapter 2 of SpendFirst to explore the Paycheck Rhythm, the simple but transformative shift that turns your budget from a chore into the heartbeat of your financial system.You’ll learn:The Monthly Myth: Why traditi
Chapter 1: Why Traditional Budgeting Keeps Failing You
If you’ve tried budgeting apps, spreadsheets, and rules and still ended up unsure, this is the episode that explains why, and why it was never a flaw in you. Kelsa Dickey reads Chapter 1 of SpendFirst, including the story of Jessie and Joe, a capable couple doing everything “right” and still drowning. The problem was never discipline. It was that traditional budgeting never helped them see how the
What If You Could See Ahead?
This is where it begins. In the Introduction to SpendFirst, I'm reading the opening of my new book and laying out the premise the whole season is built on: You can manage almost anything in your life, so why does money still feel like a guessing game? The answer isn’t more discipline. It’s finally being able to see how your money moves, today, next paycheck, and three months from now.If you’v
Welcome to Money Made Human
The Financial Coach Academy Podcast is now Money Made Human, and Season 2 starts here. In this short welcome episode, Kelsa Dickey shares what the new show is about and what makes this season different from anything she’s done before: an entire season spent reading her book, SpendFirst, one chapter a week, in her own voice. If money has ever felt like a guessing game even though you’re capable eve
Goodbye Season 1
This is the final episode of the Financial Coach Academy Podcast and the final episode of Season 1. Starting June 25, this show becomes Money Made Human.In this episode, we’re talking about what 157 episodes built, sharing the story of a listener who changed how I see this show, explaining why the name is changing, and laying out what’s coming in Season 2: The full SpendFirst® book, read chapter b
Why Conference Fears Are Actually Reasons Financial Coaches Should Attend (with Philip Taylor)
Every year the same hesitations come up when I talk to coaches about conferences:I won't know anyone. It's too expensive. I'm not far enough along. I don't have time. I can probably learn all of it online anyway.This week I'm replaying my conversation with Philip Taylor, CPA, entrepreneur, and founder of FinCon, with a fresh intro and outro for FinCon 2026. Philip has watc
156. How to Prepare for a Conference (So You Don't Waste $4,000)
Someone on Reddit spent more than $4,000 on a conference and came home with six business cards on their desk and nothing else. No meetings booked, no follow-up calls scheduled, no real conversations. They did all the things people tell you to do: They worked the expo floor, sat through the sessions, showed up to the networking cocktail hour. And they still felt like they had lit that money on fire
155. How to Connect With People Who Need You (When You Feel Like You've Tried Everything)
A few weeks ago, an email came across my desk from a financial coach who said she'd never struggled this much to make something work. She'd been posting consistently, running webinars, building a community, and getting engagement on every post.And she had zero coaching clients and six months of runway left. Her friends and family were telling her there wasn't a market for financial
154. The One Question That Simplifies Every Business Decision
Every business decision you make has three stakeholders, and most coaches only think about one or two of them. That's usually why the decisions feel so hard.Pricing, marketing, who to hire, what to say yes to, what to say no to. If you've been going back and forth on a decision for weeks (or months), the problem is rarely the decision itself. It's that you don't have a clear wa
What You Need (and Don't Need) to Be a Financial Coach
If you've been thinking about starting a financial coaching practice, there’s probably a list running in the back of your mind. The certification you should probably get. The website you need to build. The LLC you think you're supposed to file. The handful of topics you still need to master before you'd feel ready to call yourself an expert.I had that same list almost two decades ag
153. The 4-Stage Client Journey Every Financial Coach Needs to See
Every client you work with moves through a journey. The situations are always different, but the stages are remarkably consistent. I’ve watched them unfold across hundreds of clients over nearly two decades, and at some point I started giving them language.In this episode, I walk through the four stages I see every client move through when they start working on their money: See Clearly, Stand Firm
152. The Framework That Changed How I Coach
Your client just made a choice you wouldn't have made.You walked them through the options. You built the understanding. They applied it, reflected on it, and came back with their decision. And it's not the one you would have picked.What you do in the next thirty seconds is the real test of whether you're coaching or telling.This is the kind of moment the Clarity–Application–Commitme
151. Inside the Session: Three Things to Notice in a Real Coaching Session
Last week you listened to a real coaching session with Lauren, a financial coach working through competing goals, limited margin, and a jumbled mind full of priorities she couldn't rank.This week I want to give you something to do with what you heard.I'm pulling three takeaways from Lauren's session: one for newer coaches, one for coaches who've been at this a while, and one fo
150. A Real Coaching Session on Prioritizing Financial Goals (Part 1)
Lauren is a financial coach. She knows exactly what she'd tell a client who was juggling competing financial goals with limited margin. She'd say: pick one. Prioritize. Stop trying to do everything at once.And yet, when it came to her own money (her IVF goal, her emergency fund, her coaching business, her serving job she was ready to leave) everything felt jumbled.In this Client Seat epi
149. How to Make Financial Progress Visible
Coaches are really good at helping clients build plans, organize their money, set goals, and adjust their behavior. These are excellent things.But something that comes up in almost every coaching relationship, usually several months in, is this: “I think things are okay. I mean, we're getting by. But I don't really know if we're ahead or behind.”The client is still doing the work. S
[The Client Seat] When Your Emergency Fund Creates More Stress Than Relief
If you followed the recent series on calibration and the three rhythms that money flows through, this session is where both of those ideas come to life.Mary Ann Stenquist is a spending coach who helps ambitious women break free from the shop-regret-shame cycle and align their spending with their values. She knows money. She teaches it. She coaches on it.And she's stuck.For four years, Mary An
148. The Three Rhythms Your Client's Money Actually Follows
Most clients walk into a session already convinced they failed.The bad month is fresh. They went over budget. The spreadsheet is in the red. And every line item feels like evidence that they just aren't good with money.But here's something to note when you look at months like that: most of the time, nothing actually went wrong. The rent was paid, the groceries were normal, and the everyd
147. What I've Learned About How Practitioners Actually Grow
There's a question many financial coaches don’t stop long enough to ask: What actually makes us better at this?Not what we think makes us better. Not what the industry says we should do. What actually moves the needle when it comes to the craft of coaching.I’ve spent nearly two decades working with coaches at every stage, from training my very first coach to building a team of 50 practitioner
How to Take Feedback
Getting feedback used to make my chest tighten. I'd spend so much energy trying to live a life where I'd never have to hear that I let someone down or disappointed them. The problem? That's impossible. You will inevitably get feedback as a coach and as a business owner.So you need to get good at it. Not just operationally, but emotionally.This episode walks through the three mindset
146. How to Talk About What You Do So People Actually Want It
Something trips up a lot of really good financial coaches, and it has nothing to do with the actual work. It's how they describe it. When someone says, "So what do you do?" the response is often off. And it's not because you don't know what you do. It's because nobody's helped you see the difference between describing your services and describing what your client
145. What Your Client is Really Telling You When They Say “I Just Need to be More Disciplined”
There's a sentence you've almost certainly heard from a client. Maybe more than once. Maybe even in the last week. "I just need to be more disciplined." It sounds like self-awareness. It sounds like accountability. And most coaches nod and move on when they hear it.In this week’s episode, we’re breaking down why that sentence is rarely what it appears to be and why what you do
144. Holding Big Goals Without Making Them Your Identity
You’re secretly afraid that if you set boundaries around when you work or stop applying pressure, you'll collapse. That the drive you have will disappear. That you won't get anything done without urgency forcing you forward.Does that resonate?For a long time, I thought I only had two speeds: all in or completely off. If I slowed down, I was afraid I would stop. Like if I wasn't push
143. How Confidence is Actually Built
Your clients don't need you to make everything feel better. They need you to help them trust themselves while feeling uncertain.This is the line between emotional over-holding and confidence building. It's subtle. And if you're a coach who cares deeply about your clients, you've probably crossed it without realizing.Emotional over-holding looks like carrying more of the emotion
142. [Inside the Session] Targeted Focus That Changes Your Coaching
Last week, our Client Seat episode featured me coaching Michelle through feeling out of control with her money after moving to Guatemala. The cash system felt chaotic. Multiple accounts, inconsistent tracking, and no clear rhythm for how money moved. She wanted stability back.This week, I'm showing you what was happening on my side of that conversation. The coaching decisions I was making whi
141. [The Client Seat] Coaching Through When Life Changes the Rules
This episode is part of our Client Seat series, where financial coaches get real-time financial coaching from Kelsa. It’s a great opportunity to showcase what goes into a financial coaching session. If you’re a financial professional, you can apply to be a guest on a future Client Seat episode.Being a financial coach doesn't mean your own money is always perfect. Different seasons of life req
Five Strategies for Getting Out of Debt
I’m just going to come out and say it: there is NO “right way” to get out of debt. In fact, there are a number of ways that you can support your clients (or yourself) to pay down your debts - and today, we’re going to examine five of those strategies. When I first started coaching clients whose goal was to pay off their debts, I would have ask the client to give me their financial details, which i
140. How to Take Feedback
Getting feedback used to make my chest tighten. I'd spend so much energy trying to live a life where I'd never have to hear that I let someone down or disappointed them. The problem? That's impossible. You will inevitably get feedback as a coach and as a business owner.So you need to get good at it. Not just operationally, but emotionally.This episode walks through the three mindset
139. How to Be a Financial Coach and Work Full-Time
The state of things right now isn't exactly predictable. Costs are up, people feel cautious about spending, and there's this underlying tension around money that's hard to ignore. If you're working full time and thinking about becoming a financial coach this year, or if you're already coaching and trying to figure out how to navigate 2026 without burning out, this episode
138. How to Be a Financial Coach in 2026
Your clients’ budgets absorbed increases they never saw coming this year. A healthcare premium that jumped several hundred dollars per month. Utility bills up $50 at peak usage. Return-to-office mandates that added childcare costs, gas expenses, and convenience spending they didn't budget for. Buy now, pay later options at grocery checkouts, not just for wants but for food.When your clients s
137. [Announcement] Evolution of The Plan Ahead Method™ to SpendFirst®
After almost two decades of watching clients struggle with traditional budgeting advice, one pattern became impossible to ignore: the advice itself was creating the problem.Track every dollar. Cut spending wherever possible. Follow this exact plan. The advice was restrictive, rigid, and built on the assumption that everyone should manage money the same way. No wonder people felt like failures when
First Paid Sessions: Creating an Experience Clients Remember
You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar?In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structure I use to make
136. How to Tackle This Real-Life Coaching Scenario
A client is tearing up about their debt in your first session together. You're feeling good about the progress you're making. Then weeks later, when you use the MeaningFirst Method™ to explore what getting out of debt would mean to them, they say something you didn’t expect: "Even if I were debt free, I'd still be worried about my income. I wouldn't feel much different.&qu
135. The MeaningFirst Method™: Financial Goals You Want To Follow Through On
What if the way you're asking clients about their goals is actually making it harder for them to follow through?Most coaches ask what their client wants to accomplish, get an answer like "I want to get out of debt" or "I want to save more," and then move straight into strategy. Goal identified, check. Time to build the plan.But here's what's missing: connection.
134. Inside the Session: “I Thought I Was Doing Everything Right” - Client Seat Recap
Knowing what to say in a coaching session is one thing. Knowing when to say it, how to pace it, and what to listen for underneath the words… that's where real coaching happens.In this episode, we’re walking you through a coaching session breakdown, pulling back the curtain on the decisions made in real time during last week’s The Client Seat episode. You'll hear what Kelsa was tracking,
133. [The Client Seat] When Your Emergency Fund Creates More Stress Than Relief
Welcome to our first Client Seat episode, because even coaches need coaches.Mary Ann Stenquist teaches people how to break the shop-regret-shame cycle. She's a spending coach who helps ambitious women align their spending with their values instead of their impulses.She knows money. She teaches it. She coaches on it.And she's stuck.For four years, Mary Ann has been caught in a cycle: fund
132. How to Create Buy-in: The Framework for Lasting Financial Change
You've identified the problem. You understand the instinct gap. Now it's time to fix it.In the first two episodes of this series, we talked about why financial content isn't creating change and introduced the conative mind, the missing piece that explains why people don't take action even when they know what to do. We showed you how your natural way of taking action as a financ
131. The Missing Piece of Financial Change: The Conative Mind Explained
You've given your clients the tools. You've shared the knowledge. They say they understand. They even seem motivated. But then nothing changes.This is the knowing-doing disconnect, and in this episode, we're showing you why it happens.In part one of this series, we talked about how more financial content exists than ever before, yet people are more financially stressed than ever. We
130. Why People Don’t Take Action With Money (and How to Fix It)
Financial content is everywhere. Personal finance is the second most talked about topic on the internet. And yet, people are more stressed about money than ever before. American household debt sits at an all-time high of $18.4 trillion and the personal savings rate hit 1.4% in July 2025, the lowest in history.Something isn't working.You've seen it with your own clients: they nod along, s
14 Simple Marketing Tactics to Grow Your Financial Coaching Business
You didn't start your coaching business to become a marketing expert.But marketing is how you get visible and attract the right clients. Without it, even talented coaches struggle to fill their practice and create the impact they want.The good news? Boosting your marketing doesn't require a complete overhaul or endless hours. With focused adjustments to what you're already doing, yo
129. From Information to Transformation: Why Your Clients Aren't Following Through
Financial coaching isn't about giving better advice. Most of your clients already know they should spend less than they earn. They know they need an emergency fund. They've heard the standard recommendations before.So why aren't they making progress?The gap isn't information. It's follow-through. And follow-through doesn't come from another spreadsheet or a clearer ex
Bonus | Raising the Standard: The Future of Financial Coaching
People will tell you they want financial literacy. They'll say they need to understand their numbers better, get organized, learn the right steps. And those things matter, of course they do. But here's what I've learned after almost two decades of doing this work: knowledge isn't the problem anymore. We're drowning in financial education. Books, podcasts, TikToks, workplac
128. Why Financial Coaches Should Talk About Transformation (Not Just Coaching)
Most coaches struggle to talk about their work in a way that makes people want to invest. They know they're getting clients results, but when it comes to marketing, something feels off. They're not sure if they should talk about financial coaching or focus on what actually happens for their clients.This struggle is costing coaches clients every single day. For over 10 years, I fully embr
127. Should You Add More Services to Your Financial Coaching Business?
“Should I add tax prep to my coaching business? What about investment management or insurance?”I hear this question from coaches all the time, especially when they're looking to grow their revenue. You see other financial professionals offering multiple services and it makes sense—more services should mean more income, right?Here's what I've learned after working with hundreds of co
Tackling Imposter Syndrome: A Financial Coach's Guide
First things first, friends: Imposter syndrome is not a thought: “I am an imposter” or a feeling: “I feel like a fake.” It’s a circumstance. And if we want to overcome it, we need to understand it…which means clearly identifying it for what it is, which removes SOME of imposter syndrome’s power. Think of imposter syndrome as the monster behind your closet door: you sit there, covers pulled up to y
126. Why Your Great Q&A Calls Are Ending in Crickets (And How to Fix It)
You hang up from that Q&A call thinking you really connected with that person. They'd be so great to work with. You know you can help them. The conversation went great.And then it's crickets.They didn't give you an answer on the call. They said they'd think about it and get back to you. But then that person ghosted you or just fell off the face of the planet.Does this sound
125. Fear of Failure Is Sabotaging Your Coaching Business: Break the Cycle & Take Action
We've been watching talented, capable financial coaches hold themselves back from doing their best work, and it has nothing to do with skills or caring.They'll create a freebie but never really put it out there. Someone asks about their coaching, but they don't follow up. They get invited to present at a workshop but decide “now's not the right time.”It's not that they don
124. Should You Start a Group Coaching Program? Here's How to Know If You're Ready
There's a question that keeps coming up from coaches, and honestly, it's one that can make or break your business if you get the timing wrong.Should you start a group coaching program or membership?The appeal is obvious—leverage your time, help more people, bring in more revenue for your time. What's not to love, right? But there's a reason why some coaches launch group program
123. The 4 Missing Ingredients That Separate Thriving Financial Coaches From Those Who Struggle
There's something missing in your coaching business, and it's probably not what you think.You've got the big stuff figured out—your coaching skills, your programs, maybe even your marketing. But there are four smaller things that many coaches overlook, and without them, something always feels a little off.These four missing pieces might seem small on the surface. You might even wond
122. Why Conference Fears Are Actually Reasons Financial Coaches Should Attend
Philip Taylor started FinCon because he was tired of talking to his spouse about business ideas that didn't quite land. He needed someone to really riff off of, someone who understood the mission.His first WordPress conference back in 2004 validated him as an entrepreneur in a way he didn't expect. The relationships he formed there? He still relies on some of them today. Philip gets real
121. How to Attract Your Ideal Clients by Being Authentically Yourself
When Debbie White says coaches don't need to be louder or slicker to stand out, she means something that might feel backwards at first. After spending 20 years launching brands like Starbucks and building multiple seven-figure businesses, she's watched too many coaches try to sound like marketers instead of humans.The problem? People buy from people, not from polished marketing speak. An
120. How to Help Your Clients Build Their Financial Power Team
If you’re trying to do everything for your clients, you’re doing them a disservice. Yep, I said it. As financial coaches, we don’t know everything there is to know about finances, and that’s okay. We’re focused on our niche and expertise and while there’s nothing wrong with learning and growing with our clients, there comes a time when referring them to another professional is the best next step.I
119. Growing Your Financial Coaching Business Without Breaking the Bank
You want to grow your financial coaching business but you're not quite ready to make a big investment. Maybe you're just getting started, or you're building momentum but hesitant about spending thousands of dollars on training programs.This week, we’re tackling one of the most common questions we get: how can you grow your financial coaching business using resources that are availab
118. Why AI Makes Financial Coaches More Essential, Not Obsolete
There's something happening in the financial coaching world that's got a lot of us feeling uneasy. Maybe you've heard the whispers, or maybe you've been losing sleep over it yourself. AI is coming for our jobs, they say. Clients can just ask ChatGPT for financial advice now. Why would they need us?I've been watching this conversation unfold in coaching groups and on Reddit
117. From Content Creator to Coach: How Clear Invitations Transform Your Business
You can create the most beautiful, helpful content in the world, but if you're not inviting people to work with you, you're an educator, not a business owner.Walli Miller learned this the hard way. She was doing everything “right” as a content creator. Her posts were gorgeous, her financial tips were solid, people were commenting and sharing her stuff. But months went by after her first
116. When Support Systems Shape Financial Success
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 an
115. Should You Coach Friends and Family? The Truth About Mixing Business with Personal Relationships
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 Thanksgiv
114. When Clients Call You Their “Financial Therapist”: Setting Professional Boundaries
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 t
113. Why Doing More Marketing Isn't the Answer (And What to Do Instead)
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&apo
What Gives Coaching a Bad Name
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 t
112. How to Stop Controlling Your Financial Coaching Clients (And Why It's Hurting Their Growth)
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 t
111. Finding Your Authentic Voice: Why Being Yourself is Your Greatest Business Asset
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
110. Difficult Conversations: Tough Talks That Build Trust
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 m
109. Why Leverage Email Marketing Over Social Media
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
Behind the Scenes: A Real-Life Financial Coaching Session
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 coach
108. From Hesitant Accountant to Confident Coach: How Amber Joy Pietrangelo Found Her Way
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
107. Beyond Goodbye: How to Transform Past Clients into Your Biggest Growth Engine
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 mean
106. 5 Essential Systems to Streamline Your Financial Coaching Business and Reclaim Your Time
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 j
105. The One Marketing Strategy All Financial Coaches Need
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
How to Spend Your Time as a Financial Coach
If you’ve ever felt like there’s not enough time to get everything done in your financial coaching business, you’re not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5. This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: working ON your business, snagging those c
104. Finding Purpose Beyond Wealth: Key Insights from Dr. Jordan Grumet
"Not a single person on their deathbed says, 'I really wanted to get to a net worth of $1.5 million and I only got to 1 million, and I'm so upset.'" Dr. Jordan Grumet, author of "The Purpose Code," challenges us to rethink what truly matters when it comes to money and purpose.Jordan found his path to medicine after losing his father unexpectedly, and this persona
103. 7 Steps to Effectively Train Your Assistant and Focus on Coaching Clients
You know that sneaky trap called the “excellence zone”? It’s those tasks you're pretty good at, maybe even enjoy a little? For me, it was organizing client financials into spreadsheets and setting up systems. The trap is that because you're good at it, it's easy to keep doing it yourself. Even when it’s time to let it go.But every minute you spend there is a minute you're not s
102. Making Your First Paid Coaching Sessions Amazing
You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar?In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structure I use to make
101. Website Essentials: Building Your First Coaching Website
If you've ever stared at your computer screen wondering how to create a website that actually works for your coaching business (without spending a fortune or getting lost in the technical details), this episode is for you.Ginnie Rowe from DGR Communications shares her years of digital marketing wisdom to help you tackle your website with confidence. Whether you're just starting out and n
All the Ways You Can Make Money as a Financial Coach
Want to know how you can make money as a financial coach? Get excited – in today’s episode of the Financial Coach Academy Podcast, we’re going to dive deep and discuss all the creative ways you can increase your revenue (from recurring/subscription options to 1:1 work). I’m so excited to welcome fellow financial coach, Jean Chatzky who is joining us today for this conversation. Jean is the CEO of
100. Building a Coaching Business: Celebrating 100 Episodes with Real Questions
When I sat down to plan this 100th episode, I knew I wanted to do something special—something that came straight from you, our community. So we asked what you really wanted to know about building a financial coaching business, and wow, did you deliver!From questions about leaving a stable job to start coaching (and when that's the right move), to figuring out how to get more discovery calls b
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