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 ...
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Money Magic: Unleashing the Genie in Your Finances with Cara Macksoud
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36:08
In this episode of Real Money, Real Experts, we sit down with Cara Macksoud, the dynamic CEO of Money Habitudes, who shares her remarkable journey from a 15-year career on Wall Street to becoming a leading voice in the behavioral finance space. Cara’s insights reveal how money is more than just numbers—it's a tool with its own hopes and dreams. We …
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Empowering the Next Generation with Dr. Tiffany Murray, AFC®️
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In this episode of Real Money, Real Experts, we sit down with Dr. Tiffany Murray, AFC®️ the Managing Director of the Society for Financial Education and Professional Development, Inc. (SFEPD). Tiffany shares her journey from leading Red to Black®️ Peer Financial Coaching at Texas Tech University to becoming a driving force behind SFEPD’s financial …
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Pursuing Your Passion with Jessica Medina, AFC®️
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33:34
"Would you believe that all of those things are part of the AFC program? It's like a warm, fuzzy blanket that I wear at night." Jessica Medina is not throwing away her shot. This week on Real Money, Real Experts, we welcome Jessica Medina, a dedicated Accredited Financial Counselor®️ who transitioned from a career in law to follow her true passion.…
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Advocacy in Action: Using Your Voice to Make a Difference with Raven Newberry, AFC®
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This week on Real Money, Real Experts, we delve into the power of community and advocacy with Raven Newberry, AFC®. Raven Newberry is the managing director of policy and advocacy for the National Endowment for Financial Education (NEFE), leading efforts to shape financial education policies on state and national levels. In this episode, we discuss …
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Rewrite Your Money Story with Jasmine Johnson
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This week, we welcome Jasmine Johnson, Accredited Financial Counselor®️, Entertainment Accountant, and Mental Health Advocate to Real Money, Real Experts. Jasmine has spent over a decade empowering individuals and families to transform their financial mindset and achieve Financial Independence. In this episode, Jasmine shares how growing up in pove…
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Navigating Cultural Differences with Dr. Kate Mielitz, AFC®
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This week, we welcome Kate Mielitz, PhD, AFC®️, CDP®️ , back to Real Money, Real Experts. Dr. Kate has 25 years of experience in financial services, including bankruptcy, fraud, financial counseling, and higher education, and she's dedicated to helping financial and human services professionals navigate cultural differences. On today's episode, we …
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The Heart of A Financial Educator Unlocked with Mike Lanway
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Our 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 lea…
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Elevating Nonprofit Financial Coaching with the AFC with Christine Niccoli and Nathalie Kallab Racimo
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On 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 pro…
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How To Be A Servant Leader with Gilbert Rogers
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"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 a…
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The Journey to 100 Episodes with Rachael & Mary
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Step 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, a…
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Purpose, Passion, and the Power of Pivoting with Lissa Prudencio
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Join 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 …
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Leading with Values and Stories with Sara Lohse
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Join 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, …
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Building Bridges: A Journey of Passion and Purpose with Lynne Patterson
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On 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, pr…
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Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen
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Are 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 culti…
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Authenticity Unleashed: Embracing Your Superpower with Amy Smith
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Join 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 authent…
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Unlocking the CEO Mindset: A Conversation with Tiffany Grant
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"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 su…
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What's Next With Money with Brent Neiser, CFP®, AFC®
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Brent 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 …
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There is No "One Way" to do Personal Finance with Markia Brown, AFC
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Markia 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 defin…
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From the Vault: Michael Thomas on Empathy
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Every 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 AFCP…
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Find Your People with Andi Wrenn, AFC®
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This 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 jou…
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Building a Collaborative Practice Model with Nathan Astle
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This 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 mode…
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Recognizing the Value of Cultural Competency with Lazetta Braxton
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Lazetta 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 conve…
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Facets of Consumer Protection with John McNamara, CFPB
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Today’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…
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The Art of Storytelling and Story Listening with Dr. Preston Cherry
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26:35
Dr. 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, adva…
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Financial Trauma with Rahkim Sabree
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On 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. W…
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Building Accessible Financial Education with Penny Forward
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“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. Penn…
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Student Loan Repayment: What you need to know with Ryan Law, AFC®,CFP®
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With 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 …
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Changing the Face of Financial Education with Sarah Newcomb
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35:28
Sarah 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 cur…
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Helping Women Navigate Divorce with Rhonda Noordyk
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Rhonda 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, fina…
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Expanding Your Impact: Volunteering in the Nonprofit Space with Kimberly Henne
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Kimberly 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 …
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Understanding Human Behavior with Jonathan Walker
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Today’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, Jonat…
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Listening for Readiness with Dr. Erika Rasure
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"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 Bey…
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Measuring Client Impact with Michael Kothakota, PhD, CFP®, AFC®
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Our 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…
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Pursuing Big Goals with Olympic Athlete & Financial Coach, Keturah Orji
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"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 …
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Technology, Authenticity, and Behavioral Finance with Daniel Crosby
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This 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 fr…
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Bringing the Arts to Financial Education with Julie Beckham, AFC®
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Today’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 nat…
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Keeping Personal Finance Personal with America Saves’ Kia McCallister-Young, AFC®
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Our 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 th…
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All Things Student Loans with Heather Jarvis
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Heather 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, r…
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How a Fellowship Built Career and Community with Dr. Cherie Stueve, CFP®, AFC®, FFC®, FBS®
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“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 journ…
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The Journey of Podcasting with Chris Browning of Popcorn Finance
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This 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 (spo…
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Marriage, Kids, and Money with Andy Hill
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Andy 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 le…
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Helping People Thrive: Employee Financial Wellness with Meghan Lape, AFC®
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Show 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 fina…
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Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®
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This 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 plann…
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Start Where You Are with Jean Chatzky of @HerMoneyMedia
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We’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 Invest…
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Wrapping up 2022: Where We've Been, and Where We're Going
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In 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 highlig…
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Working Towards a More Inclusive, Equitable Market with Keynote Speakers Ritta McLaughlin & Olivia Valdes
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This 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 ma…
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The Need for a Revolution of Compassion with Keynote Speaker Jason Craige Harris
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In 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 othe…
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$avvy: Women. Money. Freedom. with Robin Hauser
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In 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 i…
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Being Change Agents and the Current State of Student Loans with Keynote Speaker Ryan Law, CFP®, AFC®
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Download 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 thr…
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The Founding of AFCPE® and Looking to the Future with Bill Gustafson
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In 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…
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