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
Addressing Racial Wealth Equity in the Field of Finance
September 01, 2020 14:00 - 31 minutes - 21.5 MBThis week Real Money, Real Experts welcome guest Darren Liddell. Darren's extensive background involves everything from non-profit to tax preparation to extensive work as a racial wealth equity advocate. Liddell has been working in the financial security field for over 8 years. Most recently, Darren served at The Financial Clinic as Director of Program Innovation. In this role, he oversaw the services, data, and policy teams, while providing innovative direction to the Clinic’s new and exist...
AFC + CFP: Complementary credentials for maximum impact
August 18, 2020 13:00 - 33 minutes - 23.2 MBThis week co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with Justin Chidester, AFC® and CFP® about the art of private practice. In a time when virtual meetings have become essential, Justin has mastered how to manage remote clients with his practice spanning over 13 states and three countries. The episode dives into Justin's journey from non-profit to private practice and takes a look at what the path looks like from college to fee-only financial planning and helping clients achiev...
Leading in (Financial) Crisis: Lessons from AFCPE® President Ryan Law
August 03, 2020 19:00 - 26 minutes - 18.3 MBIn this jam-packed episode, co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson had the opportunity to sit down with AFCPE® President Ryan Law. They talk about everything from how Ryan founded his first student money management center, to what it's like to lead AFCPE® during the year of a global pandemic. Tune in as Ryan shares his path to success and resources for what got him to where he is today as well as essential tips on student loans. *Show Notes* 01:22 About Ryan Law 06:04 Founding o...
Lights, Camera, Finance!
July 21, 2020 13:00 - 32 minutes - 22.7 MBFrom a career in the performing arts to managing a finance business and Emmy Award-Winning PBS show, Julia Lorenz-Olson takes listeners through her career in finance and how she uses her background to help her clients. In this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the tools and resources that helped Lorenz-Olson get to where she is today and the current state of the economy. Julia is a Swiss/Texan who was born for the stage. She ADORES getting to use those ta...
Lights, Camera, Finance!
July 21, 2020 13:00 - 32 minutes - 22.7 MBFrom a career in the performing arts to managing a finance business and Emmy Award-Winning PBS show, Julia Lorenz-Olson takes listeners through her career in finance and how she uses her background to help her clients. In this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the tools and resources that helped Lorenz-Olson get to where she is today and the current state of the economy. Julia is a Swiss/Texan who was born for the stage. She ADORES getting to use those ta...
Coaching in the Field of Finance
July 06, 2020 15:00 - 41 minutes - 28.7 MBIn this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the Financial Fitness Coaching (FFC®) designation, how it came to be, and its role in the financial field. Featuring guest Saundra Davis, MSFP, APFC®, the three dive deep into the history of Financial Coaching and how it's impacting individuals today. Saundra unpacks a lot of her journey and explains how Financial Coaching provides a person with the self-efficacy to take control of their finances in their own lif...
When Emergency Strikes: How to be Financially Prepared
June 23, 2020 13:00 - 24 minutes - 17.2 MBCo-Hosts Rebecca Wiggins and Dr. Mary Bell Carlson interview AFC® Sara Croymans about the essentials of financial emergency preparedness. Sara, who was instrumental in developing AFCPE®'s partnership with FEMA, draws on her experience counseling disaster survivors, gamblers, and military service members and how to provide the best service to these clients. Tune in to the conversation and share your thoughts at AFCPE.org. *Show Notes* 00:52 About Sara Croymans 01:41 Interview with Sara Croym...
When Emergency Strikes: How to be Financially Prepared
June 23, 2020 13:00 - 24 minutes - 17.2 MBCo-Hosts Rebecca Wiggins and Dr. Mary Bell Carlson interview AFC® Sara Croymans about the essentials of financial emergency preparedness. Sara, who was instrumental in developing AFCPE®'s partnership with FEMA, draws on her experience counseling disaster survivors, gamblers, and military service members and how to provide the best service to these clients. Tune in to the conversation and share your thoughts at AFCPE.org. *Show Notes* 00:52 About Sara Croymans 01:41 Interview with Sara Croym...
Financial Empathy: What it Means and How to Show it
June 09, 2020 10:00 - 44 minutes - 30.9 MBIn this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the importance of financial empathy and today's current events. This week's guest, Dr. Michael Thomas is an AFC®, with a Ph.D. in Financial Planning from the University of Georgia, and is now a lecturer at the University of Georgia. He also has his own virtual Financial Counseling & Coaching business - Modom Solutions. Dr. Thomas takes us through his experience with financial empathy, the power of listening, and ho...
Special Edition: Helping Americans financially during the COVID-19 pandemic
May 26, 2020 14:00 - 22 minutes - 15.6 MBIn this episode of Real Money, Real Experts, Dr. Mary Bell Carlson and Rebecca Wiggins interview Darlene Goins, Head of Financial Wealth Philanthropy for Wells-Fargo. The three discuss the impact of Coronavirus on the financial planning community and the partnership between AFCPE and Wells-Fargo. Listen in to hear how you can help support your clients and get involved in the conversation at AFCPE.org. *Show Notes* 00:52 About Darlene Goins 01:41 Interview with Darlene Goins 18:44 Your Two ...
Welcome to Real Money, Real Experts
May 21, 2020 19:00 - 17 minutes - 12.3 MBIn this pilot episode of Real Money, Real Experts, you will meet co-hosts AFCPE® Executive Director Rebecca Wiggins, and CEO of Chief Financial Mom, Dr. Mary Bell Carlson. Join them as they talk about their journey in the finance profession and talk about upcoming guests and topics of Real Money, Real Experts. *Show Notes* 02:01 About Rebecca 03:49 About AFCPE 05:33 About Mary 12:50 Your Two Cents We want to hear from you, so be sure to visit our website and follow us on social media! Fac...