All Episodes
Episodes
#203: Estate Planning/Wills
Joshua and Amelie break down what an estate really is, why everyone already has an estate plan (even if they never created one), and why the Last Will and Testament is often the least powerful document in the entire...
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#202: Just Do It -- Creating Content for Your Niche
Joshua and Amelie explore how financial coaches can confidently create content that truly resonates with their niche—whether for speaking engagements, freebies, or prospecting. They break down why generic financial...
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#201: Tax Deductions 101
Joshua and Amelie break down the basics of tax deductions and tax credits, offering a simple, high‑level overview to help listeners understand how these tools may reduce their tax bill.
Top takeaways:
Tax deductions...
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#200: Your Business Emergency Plan
Joshua and Amelie share their thoughts on what should go into a business emergency plan. As a section in your business plan, the emergency plan is there to guide you whenever there is any kind of action that causes a...
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#199: How to Vet a Financial Advisor
In this episode, Josh and Amelie discuss the confusing world of financial advisors and give listeners ideas for evaluating a potential advisor. The hosts explain why job titles are meaningless and certifications vary...
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#198: From the Vault: Tax Obligations - 1099 Requirements
Join Josh and Amelie to discuss everyone’s favorite…taxes! What are your obligations in sending 1099s to someone? Did you know that there may be requirements for you to send 1099s to someone?!
Top takeaways:
If you...
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#197: The 50-year mortgage
Joshua and Amelie dive into the newly introduced 50-year mortgage option (as of 2025), exploring its potential benefits and drawbacks. They highlight the importance of understanding how any mortgage fits into an...
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#196: What are the Most Effective Marketing Strategies to Get Clients?
What are the Most Effective Marketing Strategies to Get Clients?
2:15 - The Reality: There's NO Silver Bullet
2:59 - Not All of Your Clients are Active on Facebook
6:33 - Do Your Research and Understand Your...
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#195: All About Lead Magnets
In this podcast episode, Joshua and Amelie discuss lead magnets for financial coaches, focusing on how to create valuable content that attracts your specific niche. They emphasize the importance of understanding your...
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#194: AI For Financial Coaches
In this episode, we dive into the evolving role of Artificial Intelligence (AI) in financial coaching and counseling. From boosting productivity to streamlining client support, AI offers exciting possibilities—but it...
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#193: AFCPE Symposium Q&A with AFCPE Executive Director Rachael DeLeon
In this podcast, we talk to Executive Director of AFCPE Rachael DeLeon about the upcoming AFCPE Symposium, its purpose and why you should attend!
Top takeaways:
The AFCPE is a national nonprofit that certifies,...
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#192: Analyzing the gurus: Endorsements
We wrap up our series about analyzing the gurus by talking about endorsements!
Top takeaways:
All the “gurus” endorse a product
Be aware of the conflicts of interest with any guru’s recommendations
Anyone who...
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