All Episodes
Episodes
#136: Making your business fit into your desired schedule
Josh and Emily discuss making your business fit your desired schedule! Four day workweek? Work around your full-time job? Better work-life balance? How can you make that work?
Top things to think about
Being a...
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#135: Is renting a home better than buying?
Josh and Amelie discuss the age-old question of renting vs buying!
Top things to think about
Society claims buying is better than renting; economics disagrees.
When you rent, your max home maintenance is a few...
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#134: New Laws that Affect Financial Coaches
In this episode recorded on April 1, Josh and Emily discuss a new law, AB0401, the Financial Obligation Omnibus Law, that restricts what people are allowed to talk about in regards to finances, shorted to the April...
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#133: Credit versus Debit Cards
Josh and Amelie and Emily discuss credit cards and debit cards! What are the best use cases for each? Is one always bad and the other always good? Any common misconceptions?
Top things to think about
Debit cards can...
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#132: Does cold messaging work?
Josh and Emily discuss cold messaging! Does it work? Is it terrible? Is it annoyingly aggressive? Is Emily actually as biased against cold messaging as she thinks she is?!
Top things to think about
Cold messages that...
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#131: Marketing: quantity vs. quality
Josh and Amelie discuss marketing strategies, specifically *quantity* versus *quality* and which strategy is best in what situation!
Top things to think about
There’s no one right answer.
Is your ideal client looking...
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#130: The 411 on HSAs
Josh and Emily briefly discuss “what is an HSA?” and then dive into what financial coaches should think about when talking to clients about HSAs, including potential red flag areas.
Top things to think about
You have...
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#129: Corporate transparency and how it may affect you
Short and sweet! Josh and Amelie discuss the new-as-of-2024 Beneficial Ownership Information reporting rules. If you are a sole proprietor OR a partnership, this doesn’t apply. BUT if you have an LLC, you need to make...
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#128: From the Vault - Investments to make in your business as a new financial coach
With the Memorial Day holiday, we’re pulling out a rerun of one of our most popular episodes!
Join Josh and Garrett as they discuss the importance of investing in yourself and your coaching business. The most...
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#127: How to answer the question, "So what do you do?"
Josh and Emily discuss the sometimes-awkward question of “So, what do you do?” How can we answer that question in a way that actually answers the question and doesn’t lead people to assume you do things that you don’t...
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#126: Non-profit corporation: How can I create/transform my business?
Josh and Amelie continue their discussion about non-profits. Whether you’re starting a new company or transforming an existing business into a non-profit, there are some steps to follow!
Top things to think...
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#125: Non-profit corporation: A good idea for my business?
Josh and Amelie discuss the idea of setting your business up as a non-profit. When might this be the most advantageous thing to do?
Top things to think about:
Non-profits are corporations who have filed for exempt...
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