In this video, we walk why I am rebranding the podcast to Financial Playbooks and the mission behind the rebrand.
What we cover:
• Introducing the new format focused on solo episodes offering in-depth financial advice for high-earning millennials.
- Topics include financial goals, cashflow management, business finances, tax planning, and investment strategies.
Subscribe to stay updated on upcoming content and get personalized financial questions answered.
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🔗 Connect with me → instagram.com/justingreenfp
Want to work together? I offer financial planning & investment management services. Learn more or schedule a call at www.assistfp.com.
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Assist Financial Planning L.L.C. (“Assist FP”) is a registered investment advisor offering advisory services in the State of Massachusetts and in other jurisdictions where exempted. Content may include topics related to tax planning and estate planning but should not be considered tax or legal advice. This material is for informational purposes only and not personalized advice. Investing involves risk. Past performance is not indicative of future results. Always consult your CPA, attorney, or financial planner before making financial decisions.
In this conversation, Justin Green interviews Ashley Schwartz, founder of the Busy Mom Method, who shares her remarkable journey from a corporate career in oil and gas to becoming a successful fitness coach. Ashley discusses her impressive first-year revenue of nearly $500,000, the importance of mindset, and the strategies she employed to build her business. She emphasizes the significance of investing in coaching, finding the right clients, and creating a supportive team environment. Ashley also shares her vision for the future, including her desire to travel with her family and maintain a healthy work-life balance.
Connect w/ Justin on Instagram
Connect w/ Ashley on Instagram
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00:00 From Corporate to Coaching: Ashley's Journey
03:06 Building a Business: The First Steps
05:55 Overcoming Imposter Syndrome and Finding Clients
08:49 Investing in Coaching: The Right Support Matters
11:55 Navigating Challenges: The Reality of Entrepreneurship
15:14 Finding Your Why: Aligning Business with Family Values
18:00 Scaling Up: The Transition to Full-Time Coaching
23:11 The Importance of Discipline and Consistency in Business
24:25 Building an Organic Following Before Running Ads
26:34 The Role of Accountability in Business Success
28:53 Scaling Up: Transitioning from Organic to Paid Leads
30:39 Building a Supportive Team for Sustainable Growth
32:46 Creating a Positive Work Environment for Coaches
34:12 Balancing Scarcity and Abundance Mindsets
37:20 The Journey to Financial Stability and Parenthood
41:52 Vision for the Future: Family, Travel, and Business Growth
47:06 Disclaimers
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Ali Gilbert, founder of Silverback Coaching & Silverback Summit, to discuss the dos and don'ts of building a personal brand as an online coach.
The conversation emphasizes the importance of building an authentic personal brand, ignoring the haters, and building a successful coaching business.
Connect with Justin Green on Instagram
Connect with Ali Gilbert on Instagram
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00:00 Introduction to the Podcast
00:12 Meet Ali Gilbert
01:11 Ali's Journey into Men's Health
03:48 Building a Remote Coaching Business
05:48 Navigating the Medical and Fitness Worlds
06:57 Challenges as a Woman in Men's Health
08:41 The Power of Personal Branding
14:44 Dealing with Online Negativity
23:41 Self-Deprecating Fashion Choices
24:46 Building a Personal Brand: Common Mistakes
26:46 Authenticity and Relatability in Coaching
32:45 Balancing Personal Life and Social Media
43:48 Practical Tips for Coaches on Camera
48:20 Men's Health Summit and Social Media Handles
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, talks about what is going on right now in the stock market and what it means for you as a high earning MiIllennial business owner and professional.
Connect with Justin Green
Fix your Cash Flow Training
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00:38 Understanding Market Fluctuations
01:46 Impact of Tariffs on the Market
05:21 Investment Strategies During Volatility
07:40 Caution for Short-Term Goals
08:51 Fitness Analogy and Final Advice
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Emily Carlson, founder of Always Rising Agency, to discuss the keys to building a sustainable coaching business.
The conversation emphasizes the importance of building real wealth, authentic marketing, and focusing on client retention and satisfaction.
Connect with Justin Green on Instagram
Connect with Emily Carlson on Instagram
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00:00 Introduction and Guest Overview
01:00 The Problem with Hustle Culture
02:34 Revenue vs. Real Wealth
04:10 The Flaws of Business in a Box
09:09 Emily's Journey to Success
15:27 Balancing Money and Fulfillment
23:25 Pivoting and Realigning the Business
23:38 Authenticity in Business and Social Media
24:34 Challenges of Maintaining Authenticity Online
25:23 The Importance of Client Connection
25:44 Consistency Between Online and Offline Personas
27:31 Helping Coaches Build Sustainable Businesses
31:34 The Art of Coaching and Client Retention
32:39 Psychology and Marketing in Coaching
34:44 Balancing Sales Skills and Authenticity
36:44 Focusing on Client Experience and Retention
40:10 The Future of Coaching: Sustainability and Authenticity
43:26 The Role of Sales in Coaching
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, answers one the most popular questions he gets from online business owners:
How Much Should I Reinvest into my Business?
You might be surprised by his answer!
Connect with Justin Green
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00:00 Introduction and Podcast Updates
00:33 Financial Consultation Call Details
01:49 Reinvesting in Your Business: The Barbell Strategy
04:13 Investing in the Stock Market
06:01 Balancing Business and Personal Investments
08:25 Lessons from Alex Hormozi
09:30 Conclusion and Final Thoughts
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares 3 tips for how to prepare your finances for the recession that everyone thinks is coming.
Is it coming? I don't know. But I'll get you prepared anyways!
Connect with Justin Green
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00:00 Introduction and Podcast Goals
00:12 Is a Recession Coming?
01:07 Emergency Fund Essentials
02:51 Prioritizing Recurring Revenue
03:47 Keeping Expenses Lean
05:24 Avoiding Lifestyle Creep
07:43 Opportunities During a Recession
08:59 Conclusion and Additional Resources
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Paul Oneid, founder of Master Athletic Performance, to discuss the keys to building and scaling a successful online fitness coaching business.
They explore the common challenges coaches face, the importance of leveraging existing networks over social media for marketing, and the power of providing great free resources, or lead magnets, to convert potential clients. Paul emphasizes the crucial role of building deep client relationships and regular, meaningful engagement. He also touches on effective pricing strategies, values-driven service offerings, and the impact of personal and business freedom on the notion of wealth.
Connect with Justin Green on Instagram
Connect with Paul Oneid on Instagram
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00:00 Introduction and Casual Conversation
00:56 Challenges Coaches Face in Growing Their Business
01:30 Leveraging Existing Networks and Email Lists
03:27 Effective Lead Magnets and Free Resources
04:58 The Power of Open Q&A Sessions
08:40 Understanding Your Ideal Client and Community Engagement
12:02 Building Strong Client Relationships
12:44 The Importance of Being a Better Coach
15:19 Onboarding and Client Communication Strategies
21:38 The Role of AI in Coaching and Education
23:58 Setting Your Coaching Rates
25:05 Maximizing Client Efficiency
26:11 Pricing Strategies and Market Considerations
28:27 Building a Sustainable Coaching Business
33:55 Scaling Your Coaching Business
36:20 Hiring and Team Management
43:01 Defining Wealth and Success
44:50 Where to Find Us Online
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™ sits down with Trevor Wittwer, co-founder of Coach Catalyst.
They explore the concept of the 'Super Coach'—a blend of technology and human touch to enhance coaching efficiency. They discuss the importance of building strong personal connections with clients, the role of AI in content creation, and the future of online coaching.
Trevor also shares his insights on pricing strategies and the significance of niche-specific coaching to drive long-term client engagement and business growth.
Connect with Justin Green on Instagram
Connect with Trevor Wittwer on Instagram
Connect with Coach Catalyst on Instagram
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00:00 Introduction and Defining the Super Coach
01:49 The Origin of Coach Catalyst
04:33 Challenges and Solutions in Scaling Coaching
06:42 Evolving with COVID and Building a Workout Builder
08:23 The Importance of Education and Connection
12:56 Navigating the Online Coaching Landscape
21:52 Hybrid Coaching Models and Lead Generation
24:24 The Importance of One-to-One Coaching
24:49 Scaling Personalized Coaching
25:08 Leveraging Video for Deeper Connections
25:46 The Role of Technology in Coaching
27:55 Effective Use of AI in Coaching
29:31 Personalizing Client Content
31:17 Niche Coaching and Pricing Strategies
35:16 Recurring Revenue Models in Coaching
39:24 The Future of AI in Coaching
45:33 Analyzing Client Data with AI
46:44 Defining Wealth and Final Thoughts
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, is a guest on the Freedom Formula show hosted by business coach Stephen Kopshaw.
We dive into how coaches could better manage their money, prepare for tax bills, and build long-term wealth. Key topics include avoiding unnecessary expenses for tax write-offs, and leveraging self-employment retirement accounts.
Connect with Justin Green on Instagram
Connect with Stephen Kopshaw on Instagram
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00:00 Introduction to the Podcast
00:33 Reconnecting with Stephen Kopshaw
01:09 Financial Planning for Coaches
04:18 Tax Preparation Tips
07:23 Managing Your Tax Payments
19:28 Emergency Funds and Debt Management
20:43 Investing for Self-Employed Individuals
21:18 Understanding Different Investment Accounts
22:12 Roth IRA: Benefits and Drawbacks
23:02 Taxable Brokerage Accounts Explained
23:53 Emergency Funds and Business Cash Flow
24:53 The Importance of Managing Business Profits
26:17 High-Interest Debt vs. Investment Returns
28:00 Should You Invest in Crypto?
35:47 The Wealthy Coach Playbook
39:47 Tax Write-Offs: Myths and Realities
43:12 Conclusion and Contact Information
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Zach Colman, the founder of GymMark, a branding agency for studio and boutique gyms.
The conversation focuses on how to build your personal brand as an online coach by focusing on connection, confidence, and contributions. We also dive into the future of AI and importance of human connection in the coaching space.
Connect with Justin Green onInstagram
Connect with Zach on LinkedIn
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00:00 Introduction to the Podcast
00:17 Meet Zach Coleman: Branding Expert
01:06 Defining Branding: Beyond Logos and Colors
03:44 The Three C's of Branding
08:46 Connection: Building Authentic Relationships
10:41 Confidence: Learning from Failures
13:01 Contribution: Adding Value to Your Audience
14:51 Applying Branding Principles to Your Business
17:41 Building Community and Connection
22:51 Understanding Brand Values and Vision
23:20 The Role of Niching in Branding
24:43 Connecting with Your Target Audience
26:24 Balancing Business Growth and Personal Values
30:15 The Impact of AI on Business and Marketing
38:14 Common Personal Branding Mistakes
42:58 Final Thoughts and Conclusion
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares why he sees most online coaches chasing the wrong financial goal and what they should be doing instead.
Connect with Justin Green
Financial Health Assessment Quiz
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00:00 Introduction to Dollars and Dumbbells
00:22 Tax Season Insights for Coaches
01:42 Understanding Taxable Income
02:23 Strategies to Reduce Taxable Income
04:36 Importance of Building Wealth
06:02 The Power of Compounding Investments
09:31 Final Thoughts and How to Get Help
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares the ultimate guide to building personal wealth for Online Fitness Coaches.
Connect with Justin Green
Financial Health Assessment Quiz
00:00 Introduction and Podcast Mission
00:24 The Importance of Tracking Financial Metrics
01:04 Understanding Revenue
02:46 Calculating Profit
04:19 The Significance of Recurring Revenue
05:26 Paying Yourself as a Business Owner
06:30 Setting Aside Money for Taxes
07:55 Saving and Investing for Wealth
09:38 Monitoring Cash Reserves
10:16 Determining Personal Living Expenses
11:03 Final Thoughts and Next Steps
12:10 Conclusion and Disclaimer
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Aram Grigorian, an online nutrition coach and the founder of the Real Coaches Summit.
The conversation covers Aram’s disdain for cookie-cutter business advice, his emphasis on consistency in fitness and business, and his commitment to providing direct, impactful guidance. Aram also discusses his Real Coaches Summit in Vegas, a conference designed for real education in the fitness industry.
Connect with Justin Green on Instagram
Connect with Aram on Instagram
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00:00 Introduction and Podcast Goals
00:18 Guest Introduction: Aram Gregorian
01:38 Aram's No-Nonsense Approach
04:37 Keeping It Simple in Fitness Coaching
08:07 Challenges and Realities of Coaching
13:28 Aram's Journey and Business Philosophy
20:47 The Importance of Continuous Learning
30:54 Organizational Skills for Coaches
32:04 Simplifying Business Operations
32:38 Pricing Strategies and Client Retention
36:33 Personal Finance and Business Expenses
40:41 Starting a Coaching Business
49:30 Event Planning and Networking
54:57 Conclusion and Contact Information
Book a 90 Minute Financial Health Consult to get an actionable plan to better manage your finances.
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In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™, sits down with Zakk Colburn, a business coach and the founder of PTBI, to discuss how he manages his business and personal finances.
Zach shares insights on maintaining business cash flow, personal investments, and the practicality of renting vs. buying a home. The conversation addresses the importance of having an emergency fund, understanding the difference between making money and managing money, and the often overlooked aspects of personal finance for online coaches. Zach opens up about his journey of keeping expenses low and strategically investing profit to ensure a balanced lifestyle.
This episode highlights the critical need for coaches to align their business strategies with their personal financial goals.
Connect with Justin Green
Connect with Zakk Colburn on Instagram
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00:00 Introduction and Guest Overview
01:13 Disclaimers and Episode Start
01:45 Catching Up with Zach Colburn
02:11 The Importance of Personal Finance for Entrepreneurs
04:16 Building an Emergency Fund
07:46 Mindset and Financial Goals
21:19 Early Financial Struggles and Frugality
26:11 The Emotional Car Purchase
26:28 The Pressure to Look Successful
26:46 The Dangers of Buying Beyond Your Means
29:10 Moving to Austin: Renting vs. Buying
31:05 Challenges of Getting a Mortgage as a Business Owner
32:05 The Real Cost of Homeownership
39:35 Balancing Business and Personal Finances
42:01 Introducing the New Financial Course
48:56 The Importance of Financial Transparency
50:53 Conclusion and Final Thoughts
In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, sits down with Carlos Mata, the co-owner of Sigma Performance Training in Houston, TX to discuss his massive growth in just two years of owning the facility.
Carlos shares insights from his decade-long career in fitness, discussing how he transitioned from working for major fitness corporations to successfully running his own brick-and-mortar personal training and Pilates studio. He emphasizes the importance of managing client expectations, the benefits of in-person training over online coaching, and his long-term business goals which include expanding his facility and owning real estate. The conversation also touches on the growing popularity of Hyrox competitions and the substantial value of community and personal relationships in building a sustainable and thriving fitness business.
Connect with Justin Green
Schedule a 1:1 Free Coaching Call
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00:00 Introduction and Disclaimers
00:33 Meet Carlos: Background and Beginnings
01:05 Sigma Performance Training: The Business Model
02:37 The Benefits of In-Person Training
03:20 Long-Term Vision and Challenges
08:42 Networking and Community Building
15:41 Managing Client Expectations
21:06 Tracking Fitness and Finance
21:58 Understanding Client Mindset
23:15 The Imperfect Client
24:44 Building a Diverse Client Portfolio
27:12 The Value of One-on-One Coaching
33:44 Exploring High Rocks
39:21 The Haircut Story
40:56 Defining Wealth
In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, sits down with Brad Feinberg to discuss Brad's journey of building a successful online coaching business.
Brad shares his transition from two decades in brick-and-mortar fitness coaching to establishing a thriving online presence. They delve into the importance of in-person training as a foundation for online coaching, the potential impact of AI on the fitness industry, and Brad's strategies for scaling his business to $50K-$100K months. Brad also talks about his personal experiences with addiction, the impact of working with celebrity clients like Dan Reynolds from Imagine Dragons, and his goal of creating a coaching course to help others attract high-profile clients.
And of course, no conversation is complete on here without hearing his definition of wealth.
Connect with Justin Green
Schedule a 1:1 Free Coaching Call
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00:00 Introduction and Guest Welcome
01:04 Brad Feinberg's Journey into Online Coaching
02:14 The Importance of In-Person Training Experience
03:54 Current Business Status and Future Goals
06:21 Building a Community and New Initiatives
08:16 Speaking Events and Client Acquisition
12:54 One-to-One Coaching Structure
14:50 Marketing Strategies and Celebrity Clients
17:03 Celebrity Encounters and Funny Stories
18:08 Launching a Coaching Program for Coaches
18:42 Strategies for Attracting High-Tier Clients
19:43 Challenges of Working with Celebrity Clients
21:21 The Mission Behind Achieving Financial Goals
24:32 Lessons Learned from Financial Mistakes
25:09 The Importance of Personal Discipline
31:58 Advice for New Entrepreneurs
35:33 Final Thoughts and Where to Find More Information
In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, sits down with Chase Smith to talk about his journey from being a nurse to starting an online health coaching business to ultimately partnering up with another health coach.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:00 Introduction to the Podcast
01:22 Chase Smith's Background and Journey
04:23 Transition to Full-Time Coaching
06:56 Challenges and Mistakes in Business
09:40 Hiring and Financial Struggles
16:30 Mentorship and Business Growth
18:41 Reflecting on Mentorship Choices
19:03 The Pressure of Debt and Business Coaching
19:38 Balancing Scarcity and Abundance Mindsets
20:59 Leaving Nursing Too Soon
22:47 Struggles and Debt Accumulation
24:59 A Turning Point: Seeking Help
27:50 The Power of Partnership
32:30 Successful Transition and Final Thoughts
35:12 Where to Find Chase and Podcast Outro
In this episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, sits down with Alli Fisher to talk about her plans to launch an online fitness coaching company from scratch.
Plot twist though, she’s married to a fitness business coach and has spent time working with him in that business. But ultimately, her passion pulled her towards launching the fitness business and she takes us through her journey of how she plans to get her first few clients.
And of course, no conversation is complete on here without talking about her definition of wealth and goals of building a lifestyle business.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
FREE Cash Flow Training
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00:00 Introduction and Guest Overview
00:57 Alli's Journey to EmpowerHer Fitness
01:52 Transition from Business Coaching to Fitness Coaching
05:42 Marketing and Sales Strategies
11:29 Challenges and Initial Success
19:57 Balancing Business and Personal Life
29:36 Authenticity in Coaching and Marketing
32:53 Conclusion and Final Thoughts
In this solo episode of the Dollars and Dumbbells podcast, host Justin Green, a Certified Financial Planner™️, shares the ultimate guide to building personal wealth for Online Fitness Coaches.
Connect with Justin Green
Schedule a Financial Health Checkup
FREE Cash Flow Training
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00:00 Introduction and Podcast Overview
00:43 Exciting Announcement: Financial Health Checkup
02:03 Simplest Way to Build Wealth in 2025
03:27 Optimizing Profit in Your Business
04:13 Setting Up a Business Financial System
07:31 Creating a Personal Spending Plan
08:43 Building an Emergency Fund and Paying Off Debt
09:23 Investing to Build Wealth
10:58 Conclusion and Next Episode Preview