EP. 168 - FINANCIAL COACHING - TRANSFORM YOUR MONEY MINDSET

Merging Life and Money with MJ Caesar

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In this episode of "The Merging Life and Money Show," host Marie-Jo Caesar emphasizes the crucial role of financial coaching in transforming money mindsets. She explains how financial coaches aid in budgeting, financial planning, and accountability, addressing deep-seated money issues. She outlines the differences between financial coaches, planners, and advisors, highlighting the unique benefits of coaching, particularly for short-term financial goals and managing debts. She offers a complimentary consultation and concludes with an invitation to explore achieving financial wellness in upcoming episodes.

THE THREE MAIN POINTS OF THE PODCAST ARE:

❇️Role and Importance of a Financial Coach

Marie-Jo Caesar discusses how financial coaches are instrumental in achieving long-term changes in financial beliefs and habits. They help individuals develop budgets, create financial plans, and hold them accountable. Financial coaches address deep-seated emotions around money and assist in overcoming financial problems to reach specific financial goals with a customized plan.

❇️Differences Between Financial Coaches and Other Financial Professionals

Financial coaches teach basics and habits, focusing on saving. Planners create comprehensive strategies. Advisors guide specific investments and retirement choices. Coaches charge fixed fees, avoiding conflicts by not managing investments or selling products.

❇️Financial Coaching as a Solution to Debt and Financial Management Issues

Americans face high debt, averaging $38,000 excluding mortgages. Financial coaching helps repair money relationships and achieve wellness. Though new and unregulated, coaching effectively aids short-term management and builds better financial habits.
THE KEY MOMENTS IN THIS EPISODE ARE:

00:05 Top Athletes and Rich People Use Coaches

05:11 Money Management Secrets: Talk to Experts

07:11 Reach Financial Goals with Expert Planning

11:22 Eliminate Money Stress with Financial Coaching

14:36 Financial Freedom: Get Skills, Find Answers

18:19 Personalized Money Guidance: Hire a Coach

21:44 Financial Planner vs Adviser: Key Differences

24:34 Learn Investing Without Giving Up Control

28:54 Live Purposefully: Achieve True Financial Wellness

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Click this link: https://mariejocaesar.com/consult to book a FREE consultation now! Let's map out your path to financial wellness together. Your future self will thank you.

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1. EP. 168 - FINANCIAL COACHING - TRANSFORM YOUR MONEY MINDSET (00:00:00)

2. Top Athletes and Rich People Use Coaches (00:00:05)

3. The Importance of Financial Coaching (00:01:47)

4. What is Financial Coaching? (00:04:00)

5. Why You Need a Financial Coach? (00:08:57)

6. The Difference Between a Financial Coach and Other Financial Professions (00:19:40)

7. Financial Planner vs Adviser: Key Differences (00:21:44)

8. Live Purposefully: Achieve True Financial Wellness (00:28:54)