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Episodes
#217: AFCPE Symposium Q&A with AFCPE Executive Director Rachael DeLeon
This episode features AFCPE Executive Director Rachael DeLeon who shares what attendees can expect at the upcoming AFCPE Symposium, its purpose and why you should attend. The conversation highlights keynote speakers,...
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#216: How can I use AI to help create marketing materials?
Josh and Amelie explore how financial coaches and small‑business owners can use AI as an idea‑generating tool to help with marketing materials without letting it replace human judgment.
Top takeaways:
Start with...
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#215: Inside the State of Financial Coaching: New Data Hub, 2025 Data & 2026 Survey Launch
Josh and Amelie summarize the high level findings from the 2025 State of Financial Coaching Study. Plus, they announce the launch of the new Survey Data Hub, along with how to get free (limited time) access by...
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#214: Financial Counseling Chapter 5 - The Importance of Self-Awareness for Financial Counselors and Clients
Josh and Emily continue their discussion of the Financial Counseling textbook by Durband, Law, and Mazzolini. This episode focuses on Chapter 5, exploring how self‑awareness shapes the effectiveness of financial...
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#213: When Should I Get an Office?
In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® break down the stages of evolving your workspace as a financial professional, from arranging your first home office to deciding when it’s time for...
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#212: When The Money Runs Out Before the Month Does
In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® explore why households sometimes run out of money before the month ends, how to recognize warning signs, and what practical steps can help close the...
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#211: Business Loans - From Setup to Repayment
In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® break down how to properly structure, document, and repay owner-funded business loans—from deciding whether the money should be treated as a loan or...
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#210: The Simple Budget Roadmap
In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® break down why most first-time budgets fail and offers a simple, realistic roadmap for building a budget you can actually stick with.
Top...
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#209: Effective Websites Part II
In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® continue their discussion into what makes a website truly effective. The conversation explores how to build trust, structure your site, avoid common...
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#208: Effective websites: Part I
In this first episode of a two part series, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® discuss what makes a website convert, starting with defining your site’s primary purpose and truly understanding your...
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#207: Decode Your Paycheck: What All Those Numbers Really Mean
In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® break down each section of a paycheck—what the numbers mean, why they matter, and how understanding them can help you avoid surprises and make...
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#206: What do I do when a past client reaches out for "free" advice?
In this episode, Josh and Amelie tackle the tricky situation of past clients reaching out for “quick” free advice and how financial coaches can respond professionally, ethically, and without resentment. The hosts...
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