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 sure you are complying or

#128: From the Vault - Investments to make in your business as a new financial coach

13 days ago 33m 43s

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 important takeaway is that the #1

#127: How to answer the question, "So what do you do?"

20 days ago 24m 23s

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 actually do (investments,

#126: Non-profit corporation: How can I create/transform my business?

27 days ago 37m 32s

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 about:The basic steps are to form a

#125: Non-profit corporation: A good idea for my business?

May 7th, 2024 21m 13s

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 status (typically 501c3, but

#124: What are the top things that waste your time as a coach?

Apr 30th, 2024 27m 26s

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 time.Multi-tasking is a huge

#123: Reading the Financial Tea Leaves - Ratio Analysis

Apr 23rd, 2024 39m 15s

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 about:Without ratios…numb

#122: What's the difference between advice I give and advice that financial gurus give?

Apr 16th, 2024 28m 42s

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) with a purpose of entertaining

#121: How to avoid your sales call turning into a free coaching session

Apr 9th, 2024 34m 52s

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 show my value,” you run the r

#120: How do I create effective business goals?

Apr 2nd, 2024 44m 46s

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 often have different words

#119: Is the snowball method the best way to pay off debt?

Mar 26th, 2024 31m 35s

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 methods.Focus on the debt with the hi

#118 - “Whatever the client wants to talk about”

Mar 19th, 2024 29m 39s

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 very important to leave spa

#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?

Mar 12th, 2024 30m 49s

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 in your business…consider

#116 - What are ways to make money as a financial coach beyond 1:1 or group coaching?

Mar 5th, 2024 35m 2s

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 not?Most personal finance-rela

#115: I have imposter syndrome–help!

Feb 27th, 2024 32m 24s

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 what I’m talking about.”See

#114: Paid vs Free Promotion Opportunities

Feb 20th, 2024 37m 59s

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 sure you have an infrastructu

#113: When (if ever) does whole life insurance make sense?

Feb 13th, 2024 34m 5s

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 ask: do you have a temporar

#112: How to choose a niche

Feb 6th, 2024 35m 22s

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 opening a non-profit busin

#111: Is $1000 a big enough emergency fund?

Jan 30th, 2024 33m 8s

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. It hasn’t changed in decades

#110: How we teach our kids about money

Jan 23rd, 2024 31m 29s

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 son (3rd grade), and Josh has

#109: Tax Obligations - 1099 requirements for 2024

Jan 16th, 2024 24m 42s

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 receive over $600 income thr

#108: What do I need to do to legally give basic investment advice?

Jan 9th, 2024 42m 20s

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 investment advisor with your stat

#107: What kind of retirement planning can a coach legally do?

Jan 2nd, 2024 34m 39s

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 can legally give advice on t

#106: Re-release: Investments to make in your business as a new financial coach

Dec 26th, 2023 33m 43s

The FCN team is taking this week off, so we’re re-releasing one of our most popular episodes! Join Josh and Garrett as they discuss what you need to spend money on as you start focusing on your coaching business. The most important takeaway is

#105: How to teach personal finance to groups of kids

Dec 19th, 2023 38m 54s

Join Josh and Amelie to discuss teaching personal finance to groups of kids!Top takeaways:Do NOT take your presentation created for adults and just start using it for kids even if you add in a few memes and make it less complex.Do your rese