All Episodes
Episodes
#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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#124: What are the top things that waste your time as a coach?
Josh and Emily discuss things that waste business owners’ time. We also call ourselves out for OUR biggest time-wasters!
Top things to think about:
Marketing is a huge waste of time.
Operations are a huge waste of...
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#123: Reading the Financial Tea Leaves - Ratio Analysis
Josh is joined by special guest Professor Trelawney–or rather, Amelie–to discuss a seemingly-boring topic that has led to surprisingly wonderful client responses…financial ratios! Debt-to-income,
Top things to think...
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#122: What's the difference between advice I give and advice that financial gurus give?
Josh and Emily discuss the difference between “them” and “us”—household name financial advice givers versus individual financial coaches.
Top things to think about:
Gurus give general advice (even to individuals)...
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#121: How to avoid your sales call turning into a free coaching session
Josh and Amelie talk about free sales calls. Should you coach during your sales call? What is the point of a sales call anyway?
Top things to think about:
If you see the primary goal of the sales call as “a way to...
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#120: How do I create effective business goals?
Josh and Emily discuss business goals today! How do you set goals, how do you decide if they’re good goals, and how do you stick to them?
Top things to think about:
SMART goals started in the business world.
A and R...
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#119: Is the snowball method the best way to pay off debt?
Join Josh and Amelie to discuss debt payoff methods! Is the snowball method the best way?
Top things to think about:
The two most commonly talked about methods are the debt snowball and the debt avalanche...
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