Real Money, Real Experts
111 episodes - English - Latest episode: 14 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
Providing Real Value in your Business with The Budget Mom, Kumiko Love, AFC®
June 21, 2022 15:00 - 39 minutes - 27.3 MBDownload the transcript here. On this week’s episode, Mary and Rachael had the privilege to sit down with Accredited Financial Counselor®, Kumiko Love, more widely known as The Budget Mom. Kumiko is as authentic as they come. She openly shares her own money story, what led her to start The Budget Mom, and what she’s learned along the way. We dig into imposter syndrome, the power of community, the importance of niching down (spoiler alert: one person can’t help everyone), and setting boundar...
Military Financial Readiness and the AFC® with Mike Wood
June 07, 2022 15:00 - 29 minutes - 20.3 MBThis week on Real Money, Real Experts, Mary and Rachael catch up with longtime AFC® and AFCPE® Member, Mike Wood. Mike shares the story of how the AFC became the standard for Personal Financial Managers (PFM) on military bases across the globe. Mike has the heart of a counselor, and we loved hearing about both the rewarding and challenging aspects of his career. As a pillar of the military personal finance community, Mike shares fond memories from past Symposiums, and offers some great insi...
Key Takeaways from CFPB's Financial Coaching Initiative with Pam Fraser, AFC® and Sarah Bainton Kahn
May 24, 2022 15:00 - 32 minutes - 22.4 MBCelebrating 30 years of the AFC® means celebrating the incredible impact it has made over the years! This week we had the pleasure to speak with Sarah Bainton Kahn and Pam Fraser, two women who played instrumental roles in the success of the CFPB’s Financial Coaching Initiative, which ran from 2015 to 2019. The initiative provided financial coaching services to veterans as well as individuals and families in economically vulnerable communities and uniquely set a high standard by requiring th...
Serving Our Clients Intentionally: Listening & Staying Informed with Heath Carelock, AFC®
May 10, 2022 15:00 - 34 minutes - 23.9 MBToday we kick off our mid-season series focused on the 30th Anniversary of the AFC. In this episode, we had the honor to sit down with Heath Carelock, AFC®. Heath is the Program Director for the Financial Empowerment Center at Prince George’s Community College in Maryland. He was also one of the first AFCs to volunteer for our pro bono counseling initiative at the height of the pandemic and remains active in the program today. This episode covers the gamut, offering great insights on refram...
Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga, CFP®, CPA®, and Rachael Bronstein, AFC®
April 26, 2022 16:00 - 34 minutes - 23.9 MBIn this final episode of our Real Money, Real Experts Career Series, we catch up with Rachael Bronstein and Maggie Klokkenga. Tune in as they share their own experiences in starting a private practice and how honing in on your niche can lead to a more successful, fulfilling career. Maggie Klokkenga, CFP®, CPA, and AFC® candidate is a financial coach and the owner of Make a Money Mindshift, a financial coaching and planning firm in central Illinois where she helps individuals and couples to ...
Empowering our Youth through Financial Literacy & Education with Laura Levine
April 12, 2022 14:00 - 36 minutes - 25 MBTo kick off Financial Literacy Month, our hosts Rachael DeLeon and Dr. Mary Bell Carlson speak with President and CEO of the Jump$tart Coalition for Personal Financial Literacy, Laura Levine. Laura shares the ins and outs of her own career journey and provides listeners with ideas on how to get involved with youth financial education and the coalition’s work. Laura is a fierce advocate for financial education and she is passionate about better equipping our youth with the knowledge they nee...
Empowering our Youth through Financial Literacy & Education with Laura Levine
April 12, 2022 14:00 - 36 minutes - 25 MBTo kick off Financial Literacy Month, our hosts Rachael DeLeon and Dr. Mary Bell Carlson speak with President and CEO of the Jump$tart Coalition for Personal Financial Literacy, Laura Levine. Laura shares the ins and outs of her own career journey and provides listeners with ideas on how to get involved with youth financial education and the coalition’s work. Laura is a fierce advocate for financial education and she is passionate about better equipping our youth with the knowledge they nee...
Financial Inclusion as an Avenue to Building Community with Janie Bright, AFC®
March 29, 2022 15:00 - 21 minutes - 14.5 MBThis week, Rachael sits down with longtime AFCPE Member, Janie Bright, AFC®. Janie is a self-described passionate credit union employee who has worked in the industry for nearly 30 years. She began her journey as a Credit Union teller, where she saw firsthand the issues that individuals and families face in relation to their finances. Today, she serves as the Vice President of Financial Inclusion and Community Strategy and shares all that she's learned along the way. In this episode, Janie ...
Entrepreneurship, Financial Coaching, and all things Certification with Josh Escalante Troesh and Garrett Philbin, AFC®
March 15, 2022 15:00 - 36 minutes - 25.4 MBIn this week's episode, we're continuing our Career Series by diving deep into the world of financial coaching and the ups and downs of owning your own business with Josh Escalante Troesh and Garrett Philbin, AFC®. Josh and Garrett discuss the importance of community, investing in yourself, as well as detailing the difference between licensure and certification and why they're relevant. They provide tons of useful resources, and their combined wisdom can really speak to wherever you're at ...
Military, Banks, and Nonprofits: Career Talk with Andia Dinesen, AFC®
March 01, 2022 15:00 - 26 minutes - 18.3 MBThis week, we are joined by Andia Dinesen, Executive Vice President for Communications and Operations for the Association of Military Banks of America (AMBA). As a military spouse, Andia shares her journey to AFC® certification through the FINRA Foundation Military Spouse Fellowship Program. She touches on the importance of perseverance and offers great advice for AFCs interested in working on a military installation or for a bank or credit union. She also shares why having trusted partners ...
Beyond Academia: Community Impact with Karen Richel, Extension Educator
February 15, 2022 14:00 - 39 minutes - 27.2 MBThis week, we very excitedly welcome Karen Richel to the show as we continue our Career Series. Karen is a University of Idaho Extension Associate Professor and the Family Finance Extension educator for ten north Idaho counties. In her work, Karen caters to every age and socioeconomic group with one-on-one financial counseling/coaching sessions, classes, workshops, and simulations. In the third episode of our Real Money, Real Experts career series, Karen shares how an unexpected “pause” in...
Government Careers in Personal Finance: Going inside with Dr. Mary Bell Carlson
January 26, 2022 22:00 - 26 minutes - 18.4 MBThis week on Real Money, Real Experts, we’re putting co-host Dr. Mary Bell Carlson in the hot seat. In this second episode of our career series, Rachael talks to Mary about her expansive career path in the Government sector. Mary is a wealth of knowledge on the variety of ways AFC professionals can work in financial counseling and education at the local, state, and federal levels, and she offers lots of great resources for our listeners to explore. Even if you aren’t interested in a govern...
Bridging Gaps with Financial Literacy & Youth Initiative Founder Marcy Reyes, AFC®
January 14, 2022 16:00 - 26 minutes - 18.6 MBKicking off the first episode in our new Career Series, “Real Money, Real Experts” co-hosts Dr. Mary Bell Carlson and Rachael DeLeon speak with Marcy Reyes, AFC® about her career in the nonprofit space. Marcy is the Founder and CEO of The Financial Literacy Youth (or FLY) Initiative, a non-profit organization that provides culturally responsive financial literacy programming to underserved and underrepresented students; empowering youth with the knowledge, skills, and experiences to end gen...
Kicking off 2022: Ask Us Anything
January 11, 2022 18:00 - 42 minutes - 29.1 MBIn our first episode of 2022, co-hosts Mary Bell Carlson and Rachael DeLeon give listeners a sneak peek into what’s ahead on the 2022 season of Real Money, Real Experts. We also answer all your pressing questions about the podcast, the organization, and so much more. Whether you’re already a part of the AFCPE community, or are thinking about pursuing the AFC certification, taking an Essentials course, or becoming an AFCPE Member, this episode is for you! Show Notes: 00:23 Introduction 01:18...
Year in Review: Looking back at some of our favorite episodes
December 21, 2021 14:00 - 28 minutes - 19.6 MBBefore we leap into an exciting new year for the Real Money, Real Experts podcast, we’re taking a moment to look back at some of our favorite episodes from 2021. In this episode, you’ll hear clips from a variety of guests we’ve had on the show this season as we remember the incredible stories, insights, and advice they had to share. From all of us at AFCPE, we extend a huge thank you to everyone who’s tuned in this year! If you're interested in coming on our podcast for season three, check ...
Poised for growth: What’s next for AFCPE in 2022?
December 07, 2021 14:00 - 29 minutes - 20 MBToday on Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson chat with Rachael DeLeon, AFCPE’s Senior Director of Member Services and Communications and soon-to-be Interim Executive Director. As Rebecca prepares to take the next step in her career, we pause to reflect back on the incredible impact she’s had on AFCPE over the past 16 years, while learning more about Rachael’s involvement and vision for the future. AFCPE is poised for an exciting future with new par...
Getting to the heart of it: Understanding our clients’ values and money behaviors with Sarah Li-Cain
November 23, 2021 14:00 - 26 minutes - 18.1 MBOn this episode of Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with Sarah Li-Cain, finance writer, podcast producer, and host of Beyond the Dollar. As a journalist, Sarah speaks to an incredible variety of people, listening to how money intersects with their physical, mental, and spiritual health. In this episode, Sarah discusses how money affects the human condition and how, as financial counselors, we must work to understand the heart of our clients’...
When I’m 65: Preparing to be a financial caregiver with AFC® Corey Carlisle
November 09, 2021 14:00 - 26 minutes - 18.1 MBAccording to the US Census Bureau, one in five Americans will be aged 65 or older by the end of this decade. Unfortunately, this growing population is also most at risk for financial fraud and exploitation. Today on Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson are joined by AFC® Corey Carlisle, Senior Vice President at the American Bankers Association and Executive Director of the ABA Foundation. In this episode, Corey dives into what it means to become a fin...
Accessibility, the path to AFC, and RV living with Melissa Mittelstaedt
October 26, 2021 13:00 - 32 minutes - 22.6 MBWhat do RVs, sign language, and AFC® certification have in common? They’re all part of the journey for our latest podcast guest, Melissa Mittelstaedt. Melissa is a sign language interpreter, the founder of Money Coach, an AFCPE member, and an AFC candidate. On this episode of Real Money, Real Experts, Melissa dives into creating financial stability despite variable income, creating more accessible financial resources for our deaf and hard of hearing clients, and common advice she gives to w...
From the Vault: Jen Hemphill: Why Her Dinero Matters
October 12, 2021 13:00 - 43 minutes - 29.9 MBIn honor of Hispanic/Latinx Heritage Month, we are re-releasing our conversation with Jen Hemphill, AFC®, host of the Her Dinero Matters podcast. This blog post includes additional information on the unique barriers to financial well-being that members of the Latinx community may encounter as well as resources to use with your Latinx clients. In this episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to award-winning podcaster and AFC® Jen Hemphil...
Under-banked and overlooked: Helping our vulnerable populations with Leigh Phillips
September 24, 2021 14:00 - 34 minutes - 23.5 MBWhat does it truly mean to be unbanked or under-banked? What unexpected impacts can it have on the financial security of our clients? We dive into these questions on this eye-opening episode of Real Money, Real Experts with Leigh Phillips, President of SaverLife, a national nonprofit that helps working families achieve prosperity by taking small savings steps. From lack of access to emergency funds to predatory debt traps, Leigh shares the serious barriers to financial stability that come w...
Real Money, Real Experts Live! Student Loan Planning with Ryan Law, CFP®, AFC®
September 22, 2021 15:00 - 29 minutes - 20.1 MBReal Money, Real Experts welcomes Ryan Law, CFP®, AFC® for another Facebook Live! Student loan policies have gone through a lot of changes this past year. Check out this Real Money, Real Experts Live for and overview of these changes and what comes next for borrowers. Show Notes: 00:02 Ryan Introduction 01:00 COVID-19 Student Loan Updates 02:20 Temporary Suspension of Federal Student Loan Payments & Debt Collections 05:36 Temporary 0% Interest on all Federal Student Loans 07:13 Getting ...
Financial Therapy & Healing Money Scripts with Dr. Brad Klontz
August 31, 2021 14:00 - 39 minutes - 27.5 MBToday on Real Money, Real Experts, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson are joined by Dr. Brad Klontz, a financial planner, financial psychologist, and coauthor of six books on the psychology of money. In this episode, Dr. Klontz dives into the world of financial therapy, exploring its similarities and differences with financial coaching and counseling, and sharing the incredible impact it can have on our personal relationship with money. We learn about our individual, deep-ro...
Origin Story: Understanding the History of Wealth and Equity with Edgar Villanueva
August 13, 2021 12:00 - 26 minutes - 18.1 MBHow has our history shaped our financial present? What is the origin of wealth? Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson discuss why these questions matter on this episode of Real Money, Real Experts with award-winning author Edgar Villanueva. Edgar is an enrolled member of the Lumbee tribe of North Carolina, the Principal of Decolonizing Wealth Project and Liberated Capital, and the author of the bestselling book Decolonizing Wealth. Pulling from his experience advising global...
Overcoming addiction and leading with empathy with Ambus Hunter IV, AFC® Candidate
August 03, 2021 13:00 - 43 minutes - 29.7 MBFrom music education, to supply chain management, to overcoming a gambling addiction, Ambus Hunter’s path to becoming a financial counselor looks different from most. In this episode, you’ll hear co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson chat with Accredited Financial Counselor® Candidate Ambus as he shares his story of struggling with, and triumphing over, a gambling addiction, and how it ultimately brought him to his private practice. Both vulnerable and authentic, Ambus discuss...
Exploring Transitions - A look at AFCPE® through the years and Changing Careers with Barbara O'Neill, AFC®
July 20, 2021 14:00 - 27 minutes - 18.8 MBThis week on Real Money, Real Experts, hosts Rebecca Wiggins and Dr. Mary Bell Carlson walk down memory lane with Dr. Barbara O'Neill, owner/CEO of Money Talk and Distinguished Professor Emeritus at Rutgers University. A long time member of AFCPE®, Dr. O'Neill talks to us about her favorite AFCPE moments and the growth of the organization through the years. Just as AFCPE has transitioned over the years, so has her professional career. Come learn about her exciting journey from Academia to ...
Finding Your Niche: How to build your financial coaching business with Lacey Langford, AFC®
July 06, 2021 13:00 - 40 minutes - 28.1 MBThe power of failure, the unique financial struggles of military service members, finding your financial coaching niche — co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson cover it all with guest Lacey Langford, AFC®. Lacey is the creator and host of the Military Money Show, a podcast that's dedicated to helping the military community make, save, and invest money wisely. She's also a veteran of the U.S. Air Force and the founder of Laceylangford.com, a personal finance blog and coaching pr...
Show your Pride: Building an Inclusive Practice with Cait Howerton, AFC®, CFP®
June 22, 2021 13:00 - 28 minutes - 19.6 MBIn honor of Pride Month, we dive deeper into the unique financial challenges of the LGBTQ+ community and learn the changes — both big and small — we can make to create a more inclusive practice. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson speak with Cait Howerton, CFP®, AFC®, member of the LGBTQ+ community, and Lead Planner at Facet Wealth where she helps her clients uncover their life goals, navigate their money beliefs, and effectively use their earnings to achieve their dreams. ...
Let’s get brunch: Food & Financial Equality with Pamela Capalad, AFC®, and Dyalekt
June 08, 2021 13:00 - 26 minutes - 18.5 MBWhat do hip-hop pedagogy and brunch have to do with breaking down the racial wealth divide? We found out in this episode of Real Money, Real Experts. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson speak with Pamela Capalad, CFP®, AFC®, founder of Brunch & Budget, and Dyalekt, Host of the Brunch & Budget Podcast, Workshop MC, and See Change MC. Brunch & Budget is a financial planning program created to give everyone safe, friendly, and affordable places to talk about money and make real...
Life Long Learning: Financial Education for All Ages with Ann House, AFC®
May 25, 2021 13:00 - 35 minutes - 24.2 MBIn this episode of Real Money, Real Experts co-host Dr. Mary Bell Carlson speaks with Ann House, MS, CPFC, CEPF, AFC®, founder of the Personal Money Management Center, a resource for students at the University of Utah. In 2015, the center received the Outstanding Financial Counseling Center award from AFCPE®. In the interview, the two discuss Ann's financial education journey, private practice, and having money conversations with your children. Ann's goal is to help students to learn to be...
Going for Gold with Lauryn Williams
May 07, 2021 17:00 - 26 minutes - 18 MBIn this episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with 2-time Olympic gold medalist Lauryn Williams. After her Olympic career in both track and field and bobsledding, Lauryn founded Worth Winning, offering virtual services to help young professionals navigate the world of finance. Now both a CFP® and AFC®, Lauryn takes us through her journey from track and field to the field of finance. Lauryn offers great insights on learning from your mi...
Jen Hemphill: Why Her Dinero Matters
April 27, 2021 13:00 - 43 minutes - 29.9 MBIn this week’s episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to award-winning podcaster and AFC® Jen Hemphill. Jen has devoted her career to helping women feel like the queen of their financial lives, and is committed to helping Latinas across the US find financial freedom. The three discuss Jen’s journey from military spouse to AFC®. Covering important topics like building a private practice, defining your niche, and having multiple streams of...
Demystifying Credit with Experian’s Rod Griffin
April 12, 2021 16:00 - 38 minutes - 26.2 MBWhat’s the difference between a credit report and a credit score? Can COVID-19 have an impact on my score? How often should I be checking my credit? You've got credit scores and we have answers! On this week’s episode of Real Money, Real Experts. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson dig deep into all things credit. With guest Rod Griffin, Senior Director of Consumer Education and Advocacy for Experian, they talk through what every consumer should know about credit and how to ...
Building Health, Wealth, and Defining your Value
March 30, 2021 15:00 - 42 minutes - 29.5 MBIn this episode of Real Money, Real Experts, Rebecca and Dr. Mary Bell Carlson talk with Simple Wealth Author, Holly Morphew about the connection between health and wealth. Having experienced chronic illness themselves both Mary and Holly reflect on what they've learned and how to apply it to financial well-being today. For many families impacted by COVID-19 whether it be a job loss or falling ill themselves, the financial implications were a first-time experience. Listen in as the women ta...
Facebook Live: Military Spouse Fellowship
March 16, 2021 18:00 - 35 minutes - 24.2 MBIn this Facebook Live, co-hosts Rebecca and Dr. Mary Bell Carlson interview with two Military Spouse Fellows, Shay Cook of Crusaders4Change and Jen Hemphill. Shay and Jen share their experience applying for the Military Spouse Fellowship, how earning the AFC® certification impacted their careers, and answer audience questions about the program. *Note this episode was pre-recorded during a live event on March 16th. Want to get involved with AFCPE®? Here are a few places to start: Become...
DataPoints: The Psychology of Building Wealth
March 02, 2021 14:00 - 26 minutes - 18.1 MBIn this episode of Real Money, Real Experts, we get a deeper dive into the tools and resources developed by Dr. Sarah Fallaw, Co-Author of The Next Millionaire Next Door. Fallaw has spent her career rooted in data and furthered research based on her father's original best-selling book The Millionaire Next Door. The tools and research built by her company, DataPoints provide financial professionals with behavioral assessments to help clients understand their financial competencies. Listen al...
Get Involved: America Saves Week + Military Saves Month
February 15, 2021 18:00 - 26 minutes - 18.4 MBIt's America Saves Week! Leading up to America Saves Week (February 22nd- 26th) and Military Saves Month (April) Rebecca and Mary meet with Kia Young, Director of Communication for America Saves, and Lila Quintiliani, Senior Program Manager for Military Saves. The two guests share their path to saving and what they've learned along the way. Lila and Kia also share important resources for financial professionals and their clients. Whether it's getting involved during America Saves Week or Mi...
Special Edition: John Sileo’s Key to Unlocking Cyber Security
February 02, 2021 14:00 - 31 minutes - 21.7 MBFollowing up on last month's episode with Axton-Betz Hamilton, this special edition episode focuses on identity theft and cybersecurity. Cyber Security specialist John Sileo joins Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson to talk about how he personally was a victim of identity theft and why he's so passionate about helping others. John is a Harvard graduate, award-winning author, and a nationally renowned speaker who's appeared on Rachel Ray, Anderson Coop...
Special Edition: John Sileo’s Key to Unlocking Cyber Security
February 02, 2021 14:00 - 31 minutes - 21.7 MBFollowing up on last month's episode with Axton-Betz Hamilton, this special edition episode focuses on identity theft and cybersecurity. Cyber Security specialist John Sileo joins Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson to talk about how he personally was a victim of identity theft and why he's so passionate about helping others. John is a Harvard graduate, award-winning author, and a nationally renowned speaker who's appeared on Rachel Ray, Anderson Coop...
Facebook Live: Ask Us Anything
January 19, 2021 13:00 - 1 hour - 41.7 MBIn this Facebook live recording, Real Money, Real Expert co-hosts Dr. Mary Bell Carlson and Rebecca Wiggins talk through highlights of past episodes and take listener questions live on Facebook. *Note this episode was pre-recorded during a live event on January 19th. 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 podcast? We love partnering with organizations that share ...
Supporting our Military Families During COVID
January 04, 2021 18:00 - 27 minutes - 19 MBOn this episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with AFC® Meredith Lozar. Meredith has an extensive career working for Navy-Marine Corps Relief Society, Blue Star Families, National Military Family Association, and DOD Spouse Education and Career Opportunities. Currently, Meredith is the Director of Military Spouse Programs for Hiring our Heroes, and she is also the president for the AFCPE board of directors. The three discuss the financia...
From Victim to Advocate: Axton Betz-Hamilton's Journey with Identity Theft
December 22, 2020 13:00 - 37 minutes - 25.5 MBThis week, Real Money, Real Experts welcomes Axton Betz-Hamilton, AFC®, Assistant Professor of Consumer Affairs at South Dakota State University, and author of "The Less People Know About Us." Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Axton about her personal experience with identity theft, specifically familial and child identity theft, how the law has changed to protect victims; and how financial counselors can better support those who have been affected. Show Notes: 0...
From the Ground Up: Starting a Private Practice and Navigating State Registrations
December 08, 2020 13:00 - 41 minutes - 28.6 MBThis week, Real Money, Real Experts welcomes Andrea Clark and Adrienne Ross, who are both owners of private practices, as well as members of the U.S. military community. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Andrea and Adrienne about their complementary certifications, the complicated distinction between investment education and advice, registering as an RIA, and other important questions around compliance. Both Andrea and Adrienne offer a wealth of information for thos...
Economic Self-Sufficiency: How Financial Professionals Support Individuals with Disabilities
November 24, 2020 13:00 - 32 minutes - 22.2 MBThis week, Real Money, Real Experts welcomes Michael Roush, Director of the Center for Disability Inclusive Community Development at the National Disability Institute. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Michael about how financial coaches and counselors can best serve people in the disability community. *Show Notes* 00:50 Intro Michael Roush 05:10 Defining disability 08:19 Accessibility vs. equity 12:10 Why counsel individuals with disabilities 14:55 Building awar...
Moving Students Out of the Red and Into the Black
November 10, 2020 13:00 - 36 minutes - 24.9 MBThis week, Real Money, Real Experts welcomes Shelby Henderson and Tiffany Murray from Texas Tech University's Red to Black® Peer to Peer Financial Coaching Program. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Tiffany and Shelby about the effectiveness of peer-to-peer programs, and the ripple effect that financial knowledge can have. *Show Notes* 00:45 Intro Tiffany and Shelby 02:18 What is Red to Black® 06:11 Shelby's background as a student 07:58 Tiffany's career change 12:...
Recognizing the Issue of Intimate Partner Violence with Sonya Passi
October 27, 2020 12:00 - 40 minutes - 27.6 MBThis week, Real Money, Real Experts welcomes Sonya Passi, Founder and CEO of FreeFrom, focusing on financial security and freedom for survivors of gender-based violence. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Sonya about the intricacies of gender-based and intimate partner violence, and how that impacts survivor's financial well-being. *Show Notes* 00:45 Intro Sonya 03:54 Prevalence of Intimate Partner Violence 08:19 What Violence and Survivors Look Like 11:04 Impact of...
From Problem Solving to Problem Understanding with Carl Richards
October 13, 2020 16:00 - 35 minutes - 24.4 MBThis week, Real Money, Real Experts welcomes Carl Richards, Certified Financial Planner and creator of the Sketch Guy column in the New York Times. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Carl about adopting a 'problem understanding' mindset when working with clients and becoming a guide rather than a map defender. Carl also gives a preview of his presentation at this year's AFCPE Symposium. *Show Notes* 00:45 Intro Carl 01:28 The Drawing Board 05:29: Building Client Rap...
If You Teach a Man to Fish ... Empowering Communities After COVID-19
September 29, 2020 12:00 - 32 minutes - 22.5 MBThis week, Real Money, Real Experts welcomes Dr. Billy Hensley, CEO of the National Endowment for Financial Education (NEFE). Billy has a distinguished career in personal finance, philanthropy, and higher education and now leads NEFE in bringing financial access to all Americans. Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Billy about how career, the impact of COVID-19 on personal finances, and the role that all financial professionals can play in lifting up communities. *Sh...
Where Race & Gender Intersect: Why the Wealth Gap is Widening and How to Help
September 15, 2020 11:00 - 41 minutes - 28.7 MBThis week, Real Money, Real Experts welcomes two special guests to talk about two very important, and intersecting concepts. Dedrick Asante-Muhammad and Heather McCulloch join us to talk about racial and gender wealth gaps: what they are, why they exist, how they intersect, and what financial coaches and counselors can do to help their clients overcome them. Dedrick is the Chief of Race, Wealth, and Community at the National Community Reinvestment Coalition, and Heather is the Founder and...
Where Race & Gender Intersect: Why the Wealth Gap is Widening and How to Help
September 15, 2020 11:00 - 41 minutes - 28.7 MBThis week, Real Money, Real Experts welcomes two special guests to talk about two very important, and intersecting concepts. Dedrick Asante-Muhammad and Heather McCulloch join us to talk about racial and gender wealth gaps: what they are, why they exist, how they intersect, and what financial coaches and counselors can do to help their clients overcome them. Dedrick is the Chief of Race, Wealth, and Community at the National Community Reinvestment Coalition, and Heather is the Founder and...