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A client’s career is often one of the biggest drivers of their financial life, but advisors are not always equipped to help with it.

In this episode, Ashley talks with Kolby Goodman, career coach, keynote speaker, and author, about where career decisions and financial planning overlap.

Kolby shares how he moved from IT support into career coaching after realizing that his mix of technical skill and people skill helped him stand out, grow his career, and eventually help others do the same. Over the past decade, he has worked with more than 3,500 professionals to find better jobs, earn more, improve work-life balance, and build careers that feel more aligned.

Ashley and Kolby discuss why career coaching can be such a valuable resource for financial advisors and their clients. Many clients are dealing with burnout, layoffs, career uncertainty, or the pressure of staying in a role that pays well but no longer fits the life they want. Advisors may be able to show clients what is financially possible, but career coaches can help them figure out what comes next and how to move toward it.

Kolby also explains how advisors can recognize when a client may benefit from career coaching, including clients who feel stuck, worried about layoffs, unsure how to make a change, or ready to think more intentionally about their work.

Episode Highlights:

• How Kolby moved from IT support into career coaching
• Why career decisions are deeply connected to financial planning
• How advisors can support clients who feel stuck, burned out, or uncertain
• Why some clients need more than financial permission to make a career change
• How career coaching can help clients name their value and next steps
• When advisors should consider bringing in a career coach
• Why young graduates may need more support entering today’s job market
• How to build a career by design instead of falling into one by accident

This conversation is especially useful for advisors who want to better understand the role career decisions play in a client’s financial life and offer more complete support during major life and work transitions.

RESOURCES AND GUEST INFORMATION

Kolby Goodman is a career coach and keynote speaker who partners with wealth management firms and financial planners to support clients and their children through career transitions. He helps families navigate layoffs, career pivots, and the launch of new college graduates, all of which can affect a family’s financial and emotional picture.

In 2025, Kolby helped his clients secure an average salary increase of 22.5%. He is the author of Employed by Graduation and Employed by Graduation: The Parent Edition and brings 13 years of career coaching experience to conversations around wealth, career risk, and family planning.

Connect with Kolby Goodman:

• LinkedIn: https://www.linkedin.com/in/kolbygoodman

Connect with Host Ashley Quamme:

• Podcast Website: https://www.planningandbeyond.com
• LinkedIn: https://www.linkedin.com/in/ashley-quamme
• Beyond the Plan®: https://www.beyondthefp.com
• Monthly Newsletter: https://www.beyondthefp.com