The Financial Coach Academy® Podcast

85. Financial Coaching: 5 Essential Skills You Need (No Finance Degree Required)


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Even people making $250,000 a year can live paycheck to paycheck. As a financial coach, I've learned that money struggles don't discriminate—and that's exactly what we're talking about in this week’s podcast episode.

I'm pulling back the curtain on my 16-year journey from helping coworkers at my kitchen table to building a full-time coaching business. If you've ever wondered what financial coaches actually do (and don't do), this episode is for you.

Here's something that might surprise you: financial coaching isn't just about crunching numbers. It's about being part analyst, part cheerleader, and yes, sometimes even part therapist. We talk about what this actually looks like in practice, and why having your own money struggles in the past might be exactly what makes you great at helping others as a financial coach.

The best part? You don't need to know everything about money to do this work. I share exactly what skills matter most (they're probably not what you think), and how to use what you already know to make a real difference in people's lives.

For anyone who's thought about becoming a financial coach—whether you're just curious or ready to take action—this episode lays out a clear path forward. Bring a notebook, because we're getting practical about how to turn your desire to help others into real coaching skills.

Links & Resources:

  • Ultimate Growth Guide
  • Join the Facebook group
  • Episode 4
  • Episode 72
  • Episode 73


Key Takeaways:

  • What a financial coach actually does day-to-day (and no, we don't lecture people about their spending)
  • Why even people making $250,000 a year sometimes need financial coaching
  • How your own money struggles and mistakes can make you a better coach
  • The real skills you need as a coach (hint: it's not a finance degree)
  • The key differences between financial coaching and financial advising
  • How to start helping people before you have a business name or website
  • Why most Americans spend less than 5 hours yearly on their money (and how coaches help change this)


...more
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The Financial Coach Academy® PodcastBy Kelsa Dickey

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