All Episodes
Episodes
#118 - “Whatever the client wants to talk about”
Join Josh and Emily to discuss why having a meeting agenda is important…and why having the agenda consist exclusively of “whatever the client wants to talk about…” is NOT a good idea.
Top things to think about:
It’s...
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#117: What to do when you're stuck/in a funk...and how do I build a support system for myself as a new business owner?
Join Josh and Amelie to discuss how to get yourself out of a funk and how to build a support system to help pull you out.
Top things to think about:
If there is one thing that is holding you back from moving forward...
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#116 - What are ways to make money as a financial coach beyond 1:1 or group coaching?
Join Josh and Emily to discuss ways to make money as a financial coach outside of…coaching!
Top things to think about:
Do you have a valuable certification (hard to get, of value to society, recognized, etc.) or...
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#115: I have imposter syndrome–help!
Join Josh and Amelie to discuss Imposter Syndrome.
Top takeaways:
Imposter syndrome can show up in three ways: “there’s so much I don’t know!”, “this is easy, why would someone pay me?”, and actual “I have no idea...
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#114: Paid vs Free Promotion Opportunities
Join Josh and Emily as they discuss pros and cons of paid and free promotion opportunities. Which is better? What should you think about?
Top takeaways:
You have much less control over free marketing options.
Make...
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#113: When (if ever) does whole life insurance make sense?
Join Josh and Amelie to talk about Whole/Universal Life Insurance! As Amelie was studying for her AFC exam, she found herself wondering when–if ever–whole life insurance makes sense.
Top takeaways:
First question to...
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#112: How to choose a niche
Join Josh and Amelie to help Launch member Jackie choose her niche! Jackie reached out to Amelie about choosing a niche, and Amelie invited her onto the podcast to talk with her and Josh!
Top takeaways:
Consider that...
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#111: Is $1000 a big enough emergency fund?
Join Josh and Emily to discuss whether $1000 is a big enough emergency fund…and more specifically, how to determine how much of an emergency fund you actually need.
Top takeaways:
$1000 is a truly arbitrary number....
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#110: How we teach our kids about money
Join Josh, Amelie, and Emily to discuss how we talk to our kids about money and how we handle allowances! Emily has a 6-year-old daughter (1st grade), Amelie has an 11-year-old daughter (5th grade) and a 9-year-old...
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#109: Tax Obligations - 1099 requirements for 2024
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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#108: What do I need to do to legally give basic investment advice?
Join Josh and Amelie to discuss investment advice and what you need to do to legally/ethically give investment advice.
Top takeaways:
You do not need a CFP to give investment advice; you need to register as an...
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#107: What kind of retirement planning can a coach legally do?
Join Josh and Emily as they discuss coaching and retirement planning. We dive into legality, morality, and everything in between!
Top takeaways:
Without licenses, you cannot give advice on specific investments.
You...
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