Season 1
Episodes
#189: Analyzing the gurus: Robert Kiyosaki
We continue our series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Amelie discuss Robert...
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#188: Announcement & A Marketing Success Story
This week we’re making an announcement – Emily will be moving on to new opportunities. She’s been spending time marketing her business this year and it paid off! Learn more about what she did to grow her business....
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#187: Analyzing the gurus: Tori Dunlap
We began a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Emily discuss Tori...
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186: Analyzing the gurus: Suze Orman
We began a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Amelie discuss Suze...
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#185: Paid Search Advertising
Today, join Josh and Garrett as they discuss what Paid Search Advertising is and when it’s relevant to financial coaches!
3 (+2!) key takeaways:
The benefit of paid search is that IF (big if) you do it right, it...
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#184: Analyzing the gurus: Ramit Sethi
We began a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. Josh and Emily discuss Ramit...
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#183: Analyzing the gurus: Dave Ramsey
We begin a new series about analyzing the gurus! We’ll be spending time discussing several big personal finance names, their recommendations, and why we do or do not agree with those. First up, arguably the...
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#182: Chapter 4 - A Systemic Approach to Understanding Diversity in Financial Counseling
Josh and Emily discuss the fourth chapter of the Financial Counseling textbook, A Systemic Approach to Understanding Diversity in Financial Counseling.
Top takeaways:
Our systems have a huge impact on us.
Your race,...
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#181: Chapter 3 - The Practice of Financial Counseling
Josh and Emily discuss the third chapter of the Financial Counseling textbook, The Practice of Financial Counseling.
Top takeaways:
Relationship building is key.
There’s a fine line between being supportive and being...
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#180: Building an authentic brand
Josh and Emily discuss the idea of an authentic brand, how to build one, and some common misconceptions!
Top takeaways:
Don't shy away from sharing potentially controversial opinions.
You have to be clear on yourself...
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#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...
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#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...
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