Looking to build a successful financial coaching business? Join thousands of others in the Financial Coaches Community who are building successful financial coaching businesses. Hosted by Joshua Escalante-Troesh (CFP®, MBA), Garrett Philbin (AFC®, CMC®), Amelie Riendl (AFC®, PMP®), and Emily Blain (AFC®), each episode they take a deep dive into strategies, tools, and best practices for getting clients, working with clients, and running the back-end of your business.
Financial Coaches Network - The Podcast: Build your Financial Coaching Business
Claim This Podcastby Joshua Escalante Troesh, Garrett Philbin, Amelie Riendl, and Emily Blain
4.2(16 reviews)
211 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
41
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality49
Social0
YouTube0
Engagement84
Podcast Overview
Looking to build a successful financial coaching business? Join thousands of others in the Financial Coaches Community who are building successful financial coaching businesses. Hosted by Joshua Escalante-Troesh (CFP®, MBA), Garrett Philbin (AFC®, CMC®), Amelie Riendl (AFC®, PMP®), and Emily Blain (AFC®), each episode they take a deep dive into strategies, tools, and best practices for getting clients, working with clients, and running the back-end of your business.
Language
🇺🇲
Publishing Since
11/23/2021
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41
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality49
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Engagement84
6
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excellent
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Recent Episodes
July 15, 2026
#211: Business Loans - From Setup to Repayment
<p><span style="font-weight: 400;">In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® break down how to properly structure, document, and repay owner-funded business loans—from deciding whether the money should be treated as a loan or a capital contribution, to understanding tax, legal, and bookkeeping implications. The conversation highlights why documentation matters, when to involve an attorney, and how repayment mechanics work.</span></p> <p><strong>Top takeaways:</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Many new businesses start with capital contributions, not loans, which add unnecessary complexity early on.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">The first (and most important) step is deciding whether the money should be a loan or a capital contribution, as each has different tax and legal consequences.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Proper documentation protects you in audits and lawsuits; even loans to yourself could benefit from having a signed agreement outlining the key terms of the loan. </span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Loan payments must be split between principal and interest, and interest must be reported as income to the owner.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Proper bookkeeping may benefit from hiring professional services to help. </span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">If repayment terms need flexibility, an attorney should draft provisions that a reasonable third party would accept.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Poorly documented loans can jeopardize liability protection and may require costly retroactive bookkeeping and tax corrections.</span></li> </ul> <p><span style="font-weight: 400;"><strong>With thoughtful planning and proper documentation, owner loans can support your business without creating future financial or legal headaches.</strong><br><br></span><strong>Want help building or growing a successful financial coaching business? Start here:</strong></p> <p><strong>Exploring financial coaching?</strong><span style="font-weight: 400;"> Join our free community of 6,000+ coaches:<br></span><span style="font-weight: 400;"><a href="https://www.facebook.com/groups/financialcoachescommunity">https://www.facebook.com/groups/financialcoachescommunity</a><a href="https://www.facebook.com/groups/financialcoachescommunity?utm_source=copilot.com"><br><br></a></span><strong>Ready to learn more?</strong><span style="font-weight: 400;"> Get our free 8‑part email series with 30+ tips:<br></span><span style="font-weight: 400;"><a href="https://www.financialcoachesnetwork.com/pre-launch-email-series">https://www.financialcoachesnetwork.com/pre-launch-email-series</a><a href="https://www.financialcoachesnetwork.com/pre-launch-email-series?utm_source=copilot.com"><br><br></a></span><strong>Launching your business?</strong><span style="font-weight: 400;"> Check out FCN Biz DIY, our step‑by‑step program:<br></span><span style="font-weight: 400;"><a href="https://www.financialcoachesnetwork.com/biz-diy">https://www.financialcoachesnetwork.com/biz-diy</a><a href="https://www.financialcoachesnetwork.com/biz-diy?utm_source=copilot.com"><br><br></a></span><strong>Love coaching but not running a business?</strong><span style="font-weight: 400;"> Beta test MoneyCoach Network:<br></span><a href="https://form.jotform.com/231063470154043?utm_source=copilot.com"><span style="font-weight: 400;">https://form.jotform.com/231063470154043</span></a></p>
July 1, 2026
#210: The Simple Budget Roadmap
<p><span style="font-weight: 400;">In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® break down why most first-time budgets fail and offers a simple, realistic roadmap for building a budget you can actually stick with.</span></p> <p><strong>Top takeaways:</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Budgets fail when they’re too complex, too time‑consuming, or overly restrictive.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Start with a simple budget:</span></li> </ul> <ol> <li><span style="font-weight: 400;">Use </span><strong>reliable monthly income</strong> <span style="font-weight: 400;">as your baseline—especially if your income varies.</span></li> <li><span style="font-weight: 400;">Identify</span> <strong>fixed expenses</strong><span style="font-weight: 400;"> first (such as rent/mortgage, utilities, groceries), turning them into a fixed expense if possible.</span></li> <li><span style="font-weight: 400;">Estimate</span> <strong>optional obligations</strong><span style="font-weight: 400;"> (like streaming or gym memberships).</span></li> <li><span style="font-weight: 400;">Identify </span><strong>lifestyle expenses</strong><span style="font-weight: 400;">, recognizing that your estimates will be off the first few months (or longer!). </span></li> <li><span style="font-weight: 400;">List </span><strong>financial goals</strong><span style="font-weight: 400;"> as if money were unlimited (both debt & savings goals).</span></li> <li><strong>Prioritize your goals</strong><span style="font-weight: 400;"> realistically–you will likely not fund them all at one time.</span></li> </ol> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Building your first budget should take about 15 minutes—don’t get lost in details.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Focus on forward progress when you first start budgeting, not perfection.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Make sure your experience with budgeting is a positive one.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Be careful not to identify optional expenses as necessities.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Building a basic budget will take months to get “right” (and it will never be perfect).</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Convert irregular costs (holidays, car repairs, gifts) into monthly sinking funds.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">High‑interest debt payoff will likely be one of the top goals for most people.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Create a “wish list” for extra income months so decisions aren’t driven by impulse.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">To go beyond the simple budget, consider using a software to help track spending ongoing.</span></li> </ul> <p><strong>With a simple roadmap and a few intentional choices, anyone can build a budget that fuels their goals and transforms their financial future.<br><br>Want help building or growing a successful financial coaching business? Start here:</strong></p> <p><strong>Exploring financial coaching?</strong><span style="font-weight: 400;"> Join our free community of 6,000+ coaches:<br></span><span style="font-weight: 400;"><a href="https://www.facebook.com/groups/financialcoachescommunity">https://www.facebook.com/groups/financialcoachescommunity</a><a href="https://www.facebook.com/groups/financialcoachescommunity?utm_source=copilot.com"><br><br></a></span><strong>Ready to learn more?</strong><span style="font-weight: 400;"> Get our free 8‑part email series with 30+ tips:<br></span><span style="font-weight: 400;"><a href="https://www.financialcoachesnetwork.com/pre-launch-email-series">https://www.financialcoachesnetwork.com/pre-launch-email-series</a><a href="https://www.financialcoachesnetwork.com/pre-launch-email-series?utm_source=copilot.com"><br><br></a></span><strong>Launching your business?</strong><span style="font-weight: 400;"> Check out FCN Biz DIY, our step‑by‑step program:<br></span><span style="font-weight: 400;"><a href="https://www.financialcoachesnetwork.com/biz-diy">https://www.financialcoachesnetwork.com/biz-diy</a><a href="https://www.financialcoachesnetwork.com/biz-diy?utm_source=copilot.com"><br><br></a></span><strong>Love coaching but not running a business?</strong><span style="font-weight: 400;"> Beta test MoneyCoach Network:<br></span><a href="https://form.jotform.com/231063470154043?utm_source=copilot.com"><span style="font-weight: 400;">https://form.jotform.com/231063470154043</span></a></p>
June 15, 2026
#209: Effective Websites Part II
<p><span style="font-weight: 400;">In this episode, Joshua Escalante Troesh CFP® and Amelie Riendl AFC® continue their discussion into what makes a website truly effective. The conversation explores how to build trust, structure your site, avoid common design pitfalls, and ensure your website actually supports your business goals. </span></p> <p><strong>Top takeaways:</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Build trust on your website through signals, such as credentials, media mentions, and affiliations, rather than volume of content.</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">A homepage should clarify your value proposition and guide the next step</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Match your website’s design to your niche’s preferences (e.g., compartmentalized vs. one page, device used for access, scrolling vs. clicking).</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Know when to stop DIY‑ing and get help designing or managing your website</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Don’t overload your website with information, unless your niche wants the detail</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Attract your niche and intentionally filter out people who are not your ideal client</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Focus on a primary purpose for your website (e.g., client vs prospect), rather than trying to appeal to multiple audiences</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Review your site regularly for outdated pricing, processes, or credentials</span></li> </ul> <p><strong>When your website reflects your purpose, your values, and your niche, it becomes one of the most powerful marketing tools in your business.<br><br></strong><strong>Want help building or growing a successful financial coaching business? Start here:</strong></p> <p><strong>Exploring financial coaching?</strong><span style="font-weight: 400;"> Join our free community of 6,000+ coaches:<br></span><span style="font-weight: 400;"><a href="https://www.facebook.com/groups/financialcoachescommunity">https://www.facebook.com/groups/financialcoachescommunity<br><br></a></span><strong>Ready to learn more?</strong><span style="font-weight: 400;"> Get our free 8‑part email series with 30+ tips:<br></span><span style="font-weight: 400;"><a href="https://www.financialcoachesnetwork.com/pre-launch-email-series">https://www.financialcoachesnetwork.com/pre-launch-email-series</a><a href="https://www.financialcoachesnetwork.com/pre-launch-email-series?utm_source=copilot.com"><br><br></a></span><strong>Launching your business?</strong><span style="font-weight: 400;"> Check out FCN Biz DIY, our step‑by‑step program:<br></span><span style="font-weight: 400;"><a href="https://www.financialcoachesnetwork.com/biz-diy">https://www.financialcoachesnetwork.com/biz-diy</a><a href="https://www.financialcoachesnetwork.com/biz-diy?utm_source=copilot.com"><br><br></a></span><strong>Love coaching but not running a business?</strong><span style="font-weight: 400;"> Beta test MoneyCoach Network:<br></span><a href="https://form.jotform.com/231063470154043?utm_source=copilot.com"><span style="font-weight: 400;">https://form.jotform.com/231063470154043</span></a></p>
211 total episodes available
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- What is Financial Coaches Network - The Podcast: Build your Financial Coaching Business?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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