Real Money, Real Experts
111 episodes - English - Latest episode: 10 days ago -Real Money, Real Experts is a personal finance podcast written and produced by AFCPE®. With an audience of financial professionals, we strive to educate and entertain with a combination of expert tips, engaging interviews, and real-life storytelling.
AFCPE® ensures the highest integrity of the financial counseling profession by certifying, connecting, and supporting diverse professionals. Our comprehensive programs, the AFC® (Accredited Financial Counselor®) and FFC® (Financial Fitness Coach), represent the gold standard of financial counseling and coaching certifications. And our membership community offers a place to share best practices, solve similar struggles, and access tools and resources that advance your career and enable you to better serve your clients.
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Episodes
The Heart of A Financial Educator Unlocked with Mike Lanway
June 11, 2024 15:00 - 36 minutes - 25.1 MBOur first podcast episode to kick off with a love story! Join Rachael DeLeon and Dr. Mary Carlson as they sit down with Mike Lanway, CFP®, TSP expert, and self-proclaimed federal benefits "nerd." In this week's episode of Real Money, Real Experts, we explore Mike's unique personal and professional journey and uncover the invaluable lessons he's learned along the way. From ministry to personal finance, Mike has a heart for service and a passion for ensuring that federal employees understan...
Elevating Nonprofit Financial Coaching with the AFC with Christine Niccoli and Nathalie Kallab Racimo
May 28, 2024 15:00 - 40 minutes - 27.9 MBOn this week's episode of Real Money, Real Experts, co-hosts Rachael DeLeon and Dr. Mary Bell Carlson are joined by Christine Niccoli, Director in Community Impact at United Way Massachusetts Bay, and Nathalie Kallab Racimo, AFC, Senior Homeownership and Financial Services Advisor at NOAH. In this important episode, we discuss the importance of professionalizing the financial coaching space, recognizing the effects of trauma on financial wellbeing, leading from a place of empathy, and how ...
How To Be A Servant Leader with Gilbert Rogers
May 14, 2024 15:00 - 28 minutes - 19.9 MB"Tailor what you're doing to the audience that you're serving."-Gilbert Rogers. On this week's episode of Real Money, Real Experts, co-hosts Rachael DeLeon and Dr. Mary Bell Carlson are joined by Gilbert Rogers, AFC. Gilbert is the Director of Financial Wellbeing at UNC Chapel Hill. He is a national thought leader in the financial education space and has worked with the Army’s Transition Assistance Program (TAP) and participates as a financial counselor for the Veterans Benefits Banking Pro...
The Journey to 100 Episodes with Rachael & Mary
April 30, 2024 15:00 - 38 minutes - 26.2 MBStep into the spotlight with us as we commemorate the 100th episode of Real Money, Real Experts. In this special episode, we reminisce on the trials, triumphs, and unforgettable moments that have defined our podcast journey and look ahead to the future. We pull back the curtain to give you a look at our podcast journey, answer listener questions, and share some of our favorite moments along the way. But this episode isn't just about us—it's about you, the people who have been the heartbeat...
Purpose, Passion, and the Power of Pivoting with Lissa Prudencio
April 16, 2024 15:00 - 36 minutes - 25 MBJoin co-hosts Rachael Deleon and Dr. Mary Carlson as they welcome Lissa Prudencio, AFC®, Founder of Wealth for Women of Color. In our latest episode, Lissa shares the power of pivoting and reminds us that investing in ourselves can help change the world. You'll learn the secret to intentionality, how to avoid burnout, and the importance of putting yourself first in your financial wellness journey. Lissa is on a mission to empower women of color to break down financial barriers and build weal...
Leading with Values and Stories with Sara Lohse
April 02, 2024 15:00 - 27 minutes - 19.3 MBJoin co-hosts Rachael Deleon and Dr. Mary Carlson in this week's episode as they welcome Sara Lohse, AFC® and Founder of Favorite Daughter Media, to the conversation. Fueled by caffeine and unwavering passion, Sara is a master at blending storytelling and marketing to empower mission-driven brands to amplify their impact. In this fun conversation, Sara takes us on a journey into the heart of authentic storytelling. We talk about podcasting, thought leadership, and emphasizing the importance...
Building Bridges: A Journey of Passion and Purpose with Lynne Patterson
March 19, 2024 15:00 - 21 minutes - 14.7 MBOn this week's episode, co-hosts, Rachael Deleon and Dr. Mary Carlson, are joined by AFCPE Board Member and FINRA Foundation Fellow, Lynne Patterson, AFC. Lynne's expertise and passion for fostering collaboration and resilience stem from her deep military connections. As both a service member and a dependent she has moved an astounding 35 times, providing her with a unique lens into the challenges that military families face. On this episode, we dive into Lynne's unique professional journe...
Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen
March 05, 2024 16:00 - 28 minutes - 19.9 MBAre you ready for it? Join hosts Rachael Deleon and Dr. Mary Carlson for an engaging episode featuring special guest Amanda Christensen, AFC, Extension Professor at Utah State University, and Founder of Utah Money Moms. In our latest episode, Amanda shares her passion for empowering women on their financial wellness journey and reminds us how cultivating community can inspire women to take control of their financial futures. You'll learn how to engage with your local cooperative extension, ...
Authenticity Unleashed: Embracing Your Superpower with Amy Smith
February 20, 2024 17:00 - 23 minutes - 16 MBJoin hosts Rachael Deleon and Dr. Mary Carlson in a captivating conversation with special guest Amy Smith, AFC, Founder of My BPD, My Money, and Member Engagement Coordinator for AFCPE. In this enlightening episode, Amy shares her inspiring journey to achieving the AFC certification, emphasizing the transformative power of vulnerability and authenticity. Discover how embracing her true self opened doors to countless opportunities, and learn invaluable insights on leveraging personal strength...
Unlocking the CEO Mindset: A Conversation with Tiffany Grant
February 06, 2024 17:00 - 34 minutes - 24 MB"If you want to be a CEO, you have to start thinking like a CEO." In this episode, hosts Rachael Deleon and Dr. Mary Carlson are joined by special guest Tiffany Grant, AFC and owner of Money Talk with Tiff. Tiffany, an award-winning financial literacy expert and educator, has empowered countless individuals and organizations to achieve financial success and well-being. Join us as Tiffany reveals her personal journey to obtaining the AFC certification and how embracing the CEO mindset trans...
What's Next With Money with Brent Neiser, CFP®, AFC®
January 23, 2024 19:00 - 27 minutes - 18.7 MBBrent Neiser has an incredible range of work and impact in the personal finance space. Every time we connect, we learn something new! Brent started his journey as a financial planner, but his heart for service led him to a rich career in financial education. On this episode, we learn how the AFCPE community has impacted his career, why he believes in the value of the AFC, and why he calls himself "Mr. Horizontal" - hint: it has to do with his curiosity and passion for a breadth of knowledge...
There is No "One Way" to do Personal Finance with Markia Brown, AFC
January 02, 2024 19:00 - 27 minutes - 18.9 MBMarkia Brown is an award-winning financial educator and content creator, an Accredited Financial Counselor, and an AFCPE member with a talent for making complex financial topics accessible, particularly to younger generations. Her mission focuses on uplifting underserved communities and offering them vital tools and education to achieve their definition of financial success. She believes that its not just about bridging gaps, but reshaping financial narratives for the better. On this episo...
From the Vault: Michael Thomas on Empathy
December 19, 2023 18:00 - 46 minutes - 31.9 MBEvery December, Real Money, Real Experts takes a break to prepare for the year ahead. As we head into the busy holiday season, we're happy to re-share a fan favorite - our episode on empathy and the art of listening with Dr. Michael Thomas, AFC. Enjoy and happy holidays from Rachael, Mary, and the entire podcast crew! Want to get involved with AFCPE®? Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcas...
Find Your People with Andi Wrenn, AFC®
December 08, 2023 20:00 - 29 minutes - 20 MBThis week, Real Money, Real Experts, was live on YouTube with AFCPE Board President, Andi Wrenn. Andi, Mary, and Rachael recap all things 2023 AFCPE Symposium. If you joined us for Symposium this year, come reminisce with us. If you didn't attend this year, tune in to learn what its all about. We also get to learn more about Andi's professional journey, and she shares two times the two cents! Want to get involved with AFCPE®? Here are a few places to start: Become a Member, Sign up for an E...
Building a Collaborative Practice Model with Nathan Astle
November 22, 2023 15:00 - 26 minutes - 18.4 MBThis week we welcome financial therapist, Nathan Astle, to the show. Nate is the founder of the Financial Therapy Clinical Institute, which is a collaborative practice that includes financial counselors, therapists, and planners working together to meet the needs of their clients. On this episode, Nate shares what inspired this unique practice model, the roles that each practitioner plays in the practice, the fee structure they've adopted to ensure the practice is profitable but also affor...
Recognizing the Value of Cultural Competency with Lazetta Braxton
November 07, 2023 19:00 - 23 minutes - 16 MBLazetta Braxton, MBA, CFP® is on a mission to create wealth for the common good. She believes in fighting for voices that have not been heard, and has built her career around making room for underserved and overlooked populations. In this episode, we get to know Lazetta - her family history and her career path, and she shares a preview of the conversation we'll be having as part of her keynote presentation at this year's Symposium. We talk about the importance of cultural competency, under...
Facets of Consumer Protection with John McNamara, CFPB
October 24, 2023 19:00 - 21 minutes - 15 MBToday’s guest is John McNamara, Principal Assistant Director of Consumer Credit, Payments, and Deposits Markets at the CFPB. In this episode, John shares his professional journey from debt collection to his current role at the CFPB. He talks to us about the latest research from the Bureau, and gives us some of his favorite CFPB resources - designed to support you and your clients. We’re excited to have John join us on the main stage later this year. To hear more, we hope you’ll join us in...
The Art of Storytelling and Story Listening with Dr. Preston Cherry
October 10, 2023 19:00 - 26 minutes - 18.3 MBDr. Preston Cherry, AFC®, CFP®, CFT-1 is the Founder & President of Concurrent Financial Planning, the Head of the University of Wisconsin Green Bay Financial Planning Program, and also a keynote speaker at this year's AFCPE Symposium. Preston is passionate about the ways that storytelling and listening can help us better connect with clients, advance human lives, and inspire transformation. In this episode, Preston shares the influence of stories in his own life and how they have shaped h...
Financial Trauma with Rahkim Sabree
September 26, 2023 18:00 - 43 minutes - 29.9 MBOn today's episode we talk to AFC candidate, Rahkim Sabree, a financial coach, entrepreneur, and thought leader on the topic of financial trauma. We discuss how personal background, cultural experiences, and mental health all play a role in personal finance, and how financial professionals can add a trauma-informed lens to your work with clients. With the rise of one-size-fits-all, and often inaccurate, personal finance information being shared on social media, Rahkim shares how his perspe...
Building Accessible Financial Education with Penny Forward
September 12, 2023 18:00 - 28 minutes - 19.9 MB“Whether someone wants to be independent with their finances is their absolute decision…but what I don’t want that decision to be based around is the fact that someone cannot see anymore…I want to help [people] realize that there are options.” - Liz Bottner On this week’s episode, we get to know Chris Peterson and Liz Bottner of Penny Forward. Penny Forward is a non-profit organization that offers accessible financial wellness education and counseling programs for people who are blind or di...
Student Loan Repayment: What you need to know with Ryan Law, AFC®,CFP®
August 29, 2023 18:00 - 29 minutes - 20.4 MBWith the student loan pause coming to an end and a new repayment plan announced, we wanted to answer your questions. And who better to help us break down the new Student Loan SAVE plan than Ryan Law. Ryan H. Law is an award-winning educator who teaches in the Personal Financial Planning program at Utah Valley University. He’s a Certified Financial Planner, an Accredited Financial Counselor®, past President of the AFCPE Board of Directors, and also a leading expert in student loans. In tod...
Changing the Face of Financial Education with Sarah Newcomb
August 15, 2023 16:00 - 35 minutes - 24.4 MBSarah Newcomb is an applied scientist, behavioral economist, and the Founder of the Thrive Financial Empowerment Center. Her work bridges the gap between research and practice, adapting the findings of academic research for practical use in personal financial management. In this episode, Sarah shares her own personal story and how it led to her current work - exploring the connection between mental and financial health, particularly among our youth. We discuss the need for empowerment-base...
Helping Women Navigate Divorce with Rhonda Noordyk
August 01, 2023 15:00 - 42 minutes - 29.1 MBRhonda Noordyk, founded The Women's Financial Wellness Center in 2014. Her mission is to help reduce financial vulnerability for women going through divorce. In this episode, Rhonda talks to us about the challenges women face when going through divorce, the financial considerations, and the importance of having a support team to provide legal, financial, and emotional support. As an advocate for women, Rhonda believes that knowledge plus experience equals confidence, and she understands ...
Expanding Your Impact: Volunteering in the Nonprofit Space with Kimberly Henne
July 18, 2023 14:00 - 22 minutes - 15.2 MBKimberly Henne is a board member and financial wellness coach for a local nonprofit, Ways for Life, an organization that works with youth aged 15 - 25 who are touched by foster care or homelessness. In this episode we learn more about Kimberly's personal journey with the foster care system - she adopted both of her children out of foster care - as well as some of the unique challenges facing foster youth. We also discuss the opportunity for AFC professionals to marry their skills and passi...
Understanding Human Behavior with Jonathan Walker
July 05, 2023 17:00 - 38 minutes - 26.8 MBToday’s guest, Jonathan Walker, has spent much of his career studying American households - to better understand human behavior and figure out how to create environments where people can succeed and thrive. Jonathan is a practitioner who understands the value of research and how these findings can be translated into practice. In this episode, Jonathan shares the three big components to how people function in their finances - numbers, behavior, and values. We discuss the importance of provi...
Listening for Readiness with Dr. Erika Rasure
June 20, 2023 16:00 - 24 minutes - 16.8 MB"The greatest gift we can give our clients is providing that space where they can find the presence of the feeling that they are not alone.” Today’s guest, Dr. Erika Rasure, is a financial therapist and deep transformational coach; the Chair of the Research Board for the Financial Therapy Clinical Institute; and a Client Financial Therapist for Beyond Finance. In this episode, we discuss the biases that exist within the industry; how money stories and very human decisions are too often su...
Measuring Client Impact with Michael Kothakota, PhD, CFP®, AFC®
June 06, 2023 16:00 - 30 minutes - 21.3 MBOur guest today, Michael Kothakota is the head of research at the CFP Board. In this episode, we learn about Michael’s path into financial services, and how the AFC curriculum - on the way to becoming a planner - helped broaden his perspective and enabled him to better support clients. We discuss how critical it is for financial professionals to be able to effectively connect solutions to human needs, and the importance of relational skills and building trust with our clients. We also get ...
Pursuing Big Goals with Olympic Athlete & Financial Coach, Keturah Orji
May 23, 2023 15:00 - 26 minutes - 18.2 MB"Don't let fear and hesitation hold you back." This week's guest is two-time Olympian and financial coach, Keturah Orji (“K.O.”). Keturah is a decorated Track and Field athlete, who is balancing the pursuit of her athletic dreams with studying for the AFC and building a financial coaching practice. Keturah is as authentic as she is driven. We talk about why she became a financial coach, what led her to the AFC, and how she finds balance. She shares advice for other AFC candidates and ent...
Technology, Authenticity, and Behavioral Finance with Daniel Crosby
May 09, 2023 14:00 - 29 minutes - 20.3 MBThis week on "Real Money, Real Experts", Rachael and Mary sit down with psychologist and behavioral finance expert, Daniel Crosby. This conversation was a fun one, covering everything from epic failures to Chat GPT to the power of authenticity - which starts with doing the hard internal work on ourselves. Daniel reminds us that technology is our friend, shares some great book and podcast recommendations, and offers words of wisdom from his father that we can all benefit from remembering. S...
Bringing the Arts to Financial Education with Julie Beckham, AFC®
April 25, 2023 14:00 - 23 minutes - 16.4 MBToday’s guest believes that personal finance is a topic to sing and dance about! Julie Beckham, AFC® has taken her passion and turned it into a career, marrying her love for the arts with financial education. Her musical, Ms. Money and the Coins, has been shared with more than 80,000 elementary-age students in Massachusetts and is now available nationwide as an online learning platform - in both English and Spanish. In addition to all things K-12 financial education, we also discuss the am...
Keeping Personal Finance Personal with America Saves’ Kia McCallister-Young, AFC®
April 11, 2023 15:00 - 22 minutes - 15.3 MBOur guest this week is Kia McCallister-Young, AFC, Director of America Saves. With a background in marketing and communications, Kia knows how to create a compelling message that moves people to action. And it’s a skill she uses often in her work at America Saves. Today Kia shares some of these tips and strategies, and gets us up-to-speed on all the America Saves campaigns (including this month’s Military Saves Week, America Saves at Work, America Saves for Young Workers, and launching this...
All Things Student Loans with Heather Jarvis
March 28, 2023 17:00 - 33 minutes - 23.2 MBHeather Jarvis is an attorney and a nationally recognized expert specializing in student loan law. As a first-generation college student, Heather got her start in the nonprofit space and was an early advocate for policy change. In this episode, we take a deep dive into all thing student loans - from forgiveness to bankruptcy to changes in trends, regulations, and legislation. A must-listen for anyone who is helping individuals and families navigate student loans. Show Notes: 1:26 How Heat...
How a Fellowship Built Career and Community with Dr. Cherie Stueve, CFP®, AFC®, FFC®, FBS®
March 14, 2023 14:00 - 32 minutes - 22.2 MB“If you want to belong, there is a place for you.” Our guest this week is Dr. Cherie Stueve, an AFC, a military spouse, and a self-described consummate learner. Cherie shares her journey from farm life to spouse life, the money lessons she learned along the way, and why she is such a strong advocate for the AFC designation. We learn about her journey to the FINRA Foundation Military Spouse Fellowship, and how it served as not only the foundation for her career but how it led to life-long ...
The Journey of Podcasting with Chris Browning of Popcorn Finance
February 28, 2023 20:00 - 28 minutes - 19.7 MBThis week we sit down with Chris Browning, the creator and host of the award-winning, short-form podcast Popcorn Finance. Chris is an OG in the personal finance podcast space with more than 350+ episodes that cover popular finance topics in about the time it takes to make a bag of popcorn. In this episode, we dive into his start as a podcaster (spoiler, it literally started from the front seat of his car!) his business model, and how he keeps his content new and fresh. Chris is down-to-eart...
Marriage, Kids, and Money with Andy Hill
February 14, 2023 17:00 - 26 minutes - 18.3 MBAndy Hill, AFC® candidate, is the award-winning family finance coach behind Marriage, Kids, and Money - a platform dedicated to helping young families build wealth and happiness. Andy believes that money is a tool that helps you move toward the life you want to have, and is on a personal mission to help more people get there. In this episode, we learn more about Andy's business model, the importance of balance, and what it means to be an influencer. We also touch on destigmatizing talking ...
Helping People Thrive: Employee Financial Wellness with Meghan Lape, AFC®
January 31, 2023 19:00 - 23 minutes - 16.1 MBShow Notes: 2:22 What led Meghan to financial counseling 5:15 Inside Meghan's business model 6:36 How she serves her clients 7:25 The setup of her business 8:53 Advice for approaching employers without a financial wellness program 10:57 How to best network with businesses 13:26 Advice for other counselors interested in this work 15:35 Meghan's final 2 cents Show Note Links: Connect with Meghan on Linkedin and her company CIF Financial Planning Financial Health Network Studies PolkaDot ...
Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®
January 17, 2023 19:00 - 27 minutes - 19.1 MBThis week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families. In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and ...
Start Where You Are with Jean Chatzky of @HerMoneyMedia
January 03, 2023 19:00 - 24 minutes - 16.9 MBWe’re kicking off 2023 with award-winning journalist and the founder and CEO of HerMoney Media, Jean Chatzky! In this episode, Jean shares her journey into journalism and personal finance and discusses the importance of building camaraderie and accountability when talking about money. We learn more about her coaching programs FinanceFixx and InvestingFixx and why she values the AFC. Jean leaves us with great advice that is applicable to personal finance but also for any goals you may be set...
Wrapping up 2022: Where We've Been, and Where We're Going
November 29, 2022 16:00 - 35 minutes - 24.2 MBIn the final episode of this season, Mary and Rachael are joined by AFCPE’s Board President, Michele Godfrey, AFC®. Two weeks ago, we kicked off the 2022 AFCPE Symposium with a trip down memory lane – celebrating where we’ve been and where we’re going as we wrap up celebrations for the #30YearsofAFC. In this episode, we’ll recap some of the highlights from our opening general session, answer your questions about the organization, and share our favorite moments from #AFCPE2022. This episod...
Wrapping up 2022: Where We've Been, and Where We're Going
November 29, 2022 16:00 - 35 minutes - 24.2 MBIn the final episode of this season, Mary and Rachael are joined by AFCPE’s Board President, Michele Godfrey, AFC®. Two weeks ago, we kicked off the 2022 AFCPE Symposium with a trip down memory lane – celebrating where we’ve been and where we’re going as we wrap up celebrations for the #30YearsofAFC. In this episode, we’ll recap some of the highlights from our opening general session, answer your questions about the organization, and share our favorite moments from #AFCPE2022. This episod...
Working Towards a More Inclusive, Equitable Market with Keynote Speakers Ritta McLaughlin & Olivia Valdes
November 08, 2022 17:00 - 39 minutes - 27.1 MBThis week, we're speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin, the Director of Investor Education Community Outreach & Olivia Valdes, Senior Research Analyst. In this episode, we dive into trends across multiple areas of the market such as the idea of intergenerational wealth and its contribution to massive wealth gaps, and the importance of truly understanding the nuances of the populations we study. Tune in for more impactful, data-driven ta...
The Need for a Revolution of Compassion with Keynote Speaker Jason Craige Harris
October 25, 2022 16:00 - 22 minutes - 15.6 MBIn this week’s episode, we sit with Jason Craige Harris, a voice for healing and transformation who works across communities and organizations to promote dignity, belonging, and compassion. Jason is also one of our keynote speakers at the 2022 AFCPE Symposium this November. Jason takes us through the importance of building genuine empathy with others and the need for a Revolution of Compassion. Learn more about what that looks like by tuning in, and attending Jason’s full presentation at #A...
$avvy: Women. Money. Freedom. with Robin Hauser
October 11, 2022 15:00 - 21 minutes - 15 MBIn this week’s episode, we get to know Robin Hauser: an award-winning documentary filmmaker and a keynote speaker at the 2022 AFCPE Symposium. Her film, $avvy, was inspired by her own personal experience with money. It led her to wonder, why do women tend to abdicate major financial decisions to someone else (often the man in their life)? And why is that so dangerous? Our hosts and Robin talk about the power of storytelling and its ability to eliminate shame and increase empathy. We also ad...
Being Change Agents and the Current State of Student Loans with Keynote Speaker Ryan Law, CFP®, AFC®
September 27, 2022 17:00 - 21 minutes - 15.1 MBDownload the transcript here. This week on Real Money, Real Experts, we're back with Ryan Law, CFP®, AFC®, a recognized expert in client communication, student loans, financial counseling, and behavior change. He recently served as President of AFCPE, and in 2021 Ryan received the AFCPE Distinguished Fellow Award! In this episode, Ryan takes us through the current state of federal student loans and what to anticipate in the coming months given the recent updates. He also shares a sneak pe...
The Founding of AFCPE® and Looking to the Future with Bill Gustafson
September 13, 2022 18:00 - 25 minutes - 17.2 MBIn this week's episode of Real Money, Real Experts, our hosts speak with Bill Gustafson, who is a professor emeritus in the Personal Financial Planning Department at Texas Tech University. He has been educating students and conducting research related to personal finance for over 36 years and helped to create what we now know as the Association for Financial Counseling and Planning Education. Bill takes us back to the very first meeting where AFCPE® was named and dives into the importance ...
The Power of Mentorship and Capturing the Voices of Counseling with Dr. Dottie Durband, AFC®
August 30, 2022 20:00 - 27 minutes - 18.7 MBThis week on Real Money, Real Experts, we are joined by Dorothy "Dottie" Durband, who is known to many as the "Godmother of Financial Counseling." Dottie is the associate dean for academics and faculty and a professor of personal financial planning in the College of Human Sciences at Texas Tech University. She's been an Accredited Financial Counselor for over 20 years and is an esteemed member and mentor in both the AFCPE community and the field of finance as a whole. In our 60th episode...
Empathy and the Art of Listening with Dr. Michael G. Thomas, Jr.
August 16, 2022 18:00 - 46 minutes - 32.1 MBThis week on Real Money, Real Experts we catch up with Dr. Michael G. Thomas, Jr., AFC®. Michael is a lecturer at the University of Georgia, the founder of Modom Financial Solutions, a co-founder of the Financial Behavior Keynote Group, and a member of the AFCPE Board of Directors. Dr. Thomas’ life-long goal is to help underserved communities establish, grow, and sustain their wealth utilizing an intra and inter-family wealth creation process. Michael is a gifted speaker, a natural educato...
Exploring the Differences Between Financial Therapy, Counseling, and Planning with Dr. Kristy Archuleta and Dr. Sonya Lutter
August 02, 2022 17:00 - 32 minutes - 22.5 MBFinancial planning, financial counseling, and financial therapy are separate but complementary financial services designed to support clients' financial goals and well-being. But how do you know which service you, or your client, needs at any given moment? In this episode, we're joined by two leaders in the financial therapy space, Kristy Archuleta & Sonya Lutter. Kristy and Sonya share their research, knowledge, and experience across financial services to help our listeners answer this que...
A Deep Dive Into Student Loans and the PSLF with Rita Green, Ed.D. AFC®
July 19, 2022 15:00 - 38 minutes - 26.8 MBThis week, we're talking all about student loans with Rita Green, Ed.D. AFC®. Rita is an AFCPE board member and new author of How to Survive a Personal Financial Pandemic. In this episode, we dive straight into the Public Student Loan Forgiveness (PSLF) program and all of its requirements, how you may be able to take advantage of the waiver by October, and many more insights on all types of student loans. Regardless of whether you're listening for yourself or learning more for your cliente...
Meeting People Where they Are with Dr. Kate Mielitz, AFC®
July 01, 2022 14:00 - 29 minutes - 20.3 MBThis week we are joined by Dr. Kate Mielitz, AFC®. Kate joined the AFCPE staff in 2022 as the Special Programs Manager, but has been an AFC and a passionate member of the AFCPE community for many years. In this episode, Kate gives our listeners a candid look at how she got to where she is today – we love seeing how all the disparate pieces come together to create change and impact. We talk about the importance of offering personal financial planning students the opportunity to earn the AFC,...