All Episodes
Episodes
#179: What if I can't have more than $3000 in my savings due to governmental benefits?
Josh and Amelie discuss various situations where people have limits to savings amounts due to governmental programs such as Medicaid or Disability.
Top takeaways:
Many of the limits are state-specific.
Figure out...
View Episode
#178: Financial Counseling Chapter 2 - Personal Finance Competencies in the Practice of Financial Counseling
Josh and Amelie discuss the second chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini.
Top takeaways:
Financial knowledge is very baseline (what is a savings account). Financial literacy is...
View Episode
#177: Financial Counseling Chapter 1 - The Financial Counseling Profession
Josh and Amelie discuss the first chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini.
Top takeaways:
Many AFCs work on military bases, in non-profits, or in private practice, but there are...
View Episode
#176: What questions should I ask in an "end of service" questionnaire?
Josh and Emily discuss how to collect feedback from clients at the end of your work together.
Top takeaways:
Have a plan for what to do with ALL the data you gather–don’t ask a question if there’s not something...
View Episode
#175: How to build good credit card habits
Josh and Amelie discuss credit cards–how do you build good habits? The strategies are slightly different
Top takeaways:
The proper way to use a credit card is to use it exactly like a debit card–use it for everyday...
View Episode
#174: Should I offer discounts?
Josh and Emily discuss discounts. What happens when you offer discounts, when to offer discounts, alternatives to discounts…and so much more!
Top takeaways:
Offering a discount can lead to a lot of different places,...
View Episode
#173: State of Financial Coaching High Level Summary
Amelie and Josh discuss top takeaways from the inaugural State of Financial Coaching survey!
Top takeaways:
Coaches with niches have more paying clients and higher prices.
Counselors with high revenue have...
View Episode
#172: FINRA Fellowship - A Path to AFC Certification for Military Spouses
Amelie discusses FINRA Foundation Military Spouse Fellowship Program, a path to AFC Certification for mil spouses! She is joined by Valerie Richards from AFCPE and Cherie Stueve, a frequent FINRA Fellowship Instructor...
View Episode
#171: Should I get a loan for _______?
Josh and Amelie discuss the conversation around getting a loan. When does it make sense, and when does it not make sense?
Top takeaways:
The first–and most important question–is “why do you want to spend this...
View Episode
#170: Should we recommend fintech "banks" to clients?
Josh and Emily discuss fintech “banks” through the lens of Yotta’s collapse. Should we be steering clients away from fintechs? How do you evaluate the security of a fintech?
Top takeaways:
Using a fintech doesn’t...
View Episode
#169: Separating from Federal Government Jobs
Josh and Amelie discuss things to think about when separating from federal government jobs.
Top takeaways:
Before deciding whether to take a separation package, try to take the emotion out and instead think about...
View Episode
#168: How do you find clients for the smallest possible financial commitment?
Josh and Emily discuss a question from the Financial Coaches Community facebook group. Turns out, it’s actually two separate questions.
Top takeaways:
A brand new business is not going to provide you with a steady...
View Episode
