102 episodes

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.

Real Money, Real Experts AFCPE®

    • Business

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.

    The Journey to 100 Episodes with Rachael & Mary

    The Journey to 100 Episodes with Rachael & Mary

    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, 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 of Real Money, Real Experts since its inception. As we take a trip down memory lane, we'll shine a spotlight on the incredible stories and connections that have been forged along the way, sharing intimate behind-the-scenes anecdotes that reveal the human side of our podcast.


    Show Notes:
    02:28 BTS of Rachael's first episode
    03:30 How Real Money, Real Experts came to fruition
    05:41 Reflecting on the real stories of Real Money, Real Experts
    09:02 Rachael & Mary's most memorable episodes 
    16:27 What the AFCPE community is saying
    20:43 Rachael & Mary's biggest gain in the journey so far
    27:16 The future of AFCPE and what's to come in the future
    33:03 Mary's 2 cents
    34:52 The future of Real Money, Real Experts
    36:58 Winner Reveal!
    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 our mission and values. Download our media kit.

    • 38 min
    Purpose, Passion, and the Power of Pivoting with Lissa Prudencio

    Purpose, Passion, and the Power of Pivoting with Lissa Prudencio

    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 yourself first in your financial wellness journey. Lissa is on a mission to empower women of color to break down financial barriers and build wealth.
    Show Notes: 
    02:58 Lissa's pivot from the corporate world to pursuing her passion
    04:34 The story behind Wealth for Women of Color
    06:44 How investing in your wealth will change the world 
    09:36 The importance of bridging the wealth gap together as a community 
    11:52 What led Lissa to the AFC
    19:33 Lissa's life lessons from burnout 
    25:38 The secret to intentionality 
    30:48 The instrumental impact of gratitude and empathy
    32:25 Lissa's 2 cents
    Show Note Links:
    https://www.youtube.com/wealthforwomenofcolor 
    https://www.tiktok.com/@wealthforwomenofcolor 
    https://instagram.com/wealthforwomenofcolor 
    https://wealthforwomenofcolor.com/ 
    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 our mission and values. Download our media kit.

    • 36 min
    Leading with Values and Stories with Sara Lohse

    Leading with Values and Stories with Sara Lohse

    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, Sara takes us on a journey into the heart of authentic storytelling. We talk about podcasting, thought leadership, and emphasizing the importance of leading with values and stories. Learn how you can harness the power of storytelling to connect with your audience on a deeper level, leaving a lasting impression and driving meaningful change. 
    Show Notes: 
    02:28 Sara's perfect marriage between personal finance and marketing
    04:01 What led Sara to the AFC
    08:26 Sara's secret to podcasting
    10:34 The power of leading with value and stories 
    12:31 How to be a thought leader 
    14:12 Leaning into your authenticity is your strength 
    18:26 The power of consistency
    20:48 The art of storytelling 
    23:53 Sara's 2 cents


    Show Note Links: 
    @favoritedaughtermedia (FB, Insta, LinkedIn)  
    @_saralohse (Twitter, Insta)  
    @saralohse (linkedin) 
    https://favoritedaughtermedia.com/  
    Open This Book  
    Branded – Advice for podcast guest 
    https://favoritedaughtermedia.com/services/branded-podcasts/ 
    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 our mission and values. Download our media kit.

    • 27 min
    Building Bridges: A Journey of Passion and Purpose with Lynne Patterson

    Building Bridges: A Journey of Passion and Purpose with Lynne Patterson

    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, providing her with a unique lens into the challenges that military families face. 
    On this episode, we dive into Lynne's unique professional journey, and we celebrate the transformative power of community and the tireless efforts of changemakers like Lynne who are creating a brighter, more inclusive future for all.
    Show Notes: 
    03:37 The challenges military spouses face
    04:38 Lynne's journey to the AFC
    06:51 The magic behind the FINRA Foundation Fellowship
    08:54 Building the bridge between military heroes and AFCPE
    10:57 The importance of community empowerment
    11:40 Endless possibilities within the AFC designation
    13:41 Feeling at home with AFCPE
    16:19 The power of community with the AFCPE member exchange
    17:06 Lynne's 2 cents
    18:14 Lynne's MilMoneyCon presentation in April

    Show Note Links:
    See Lynne speak at MilMoneyCon this April  
    Linkedin 
    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 our mission and values. Download our media kit.

    • 21 min
    Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen

    Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen

    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 cultivating community can inspire women to take control of their financial futures. You'll learn how to engage with your local cooperative extension, the power of PowerPay, and how the AFC has been so valuable to the work of a financial educator. Amanda is on a mission to transform lives with real-life money smarts.


    Show Notes:
    03:04 What led Amanda to the world of extension
    06:46 Amanda's secret weapon to debt elimination
    09:29 Shaking off financial stress resources
    11:04 The Power Pay Money Master Course community 
    11:53 An inside look into Empowering Financial Wellness statewide program
    13:36 Diving into Utah Money Moms
    18:01 Amanda's journey to the AFC
    20:31 The path to the extension world 
    22:49 Amanda's final 2 cents


    Show Note Links: 
    Power Pay 
    Power Pay Money Master Online Course 
    Finance Extension 
    Empowering Financial Wellness Program 
    Utah State Extension Resources 
    Find your state's extension office 
    Utah Money Moms Instagram
    Utah Money Moms 
    Utah State University



    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 our mission and values. Download our media kit.

    • 28 min
    Authenticity Unleashed: Embracing Your Superpower with Amy Smith

    Authenticity Unleashed: Embracing Your Superpower with Amy Smith

    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 authenticity. Discover how embracing her true self opened doors to countless opportunities, and learn invaluable insights on leveraging personal strengths for positive impact. Tune in for a dose of motivation and wisdom that will empower you to unlock your own potential and thrive.

    Show Notes:
    02:06 Amy's journey to the AFC
    03:08 Diving into her military background 
    04:16 What led Amy to AFCPE
    05:48 Utilizing SMART Goals to achieve her AFC certification 
    08:19 Building confidence to overcome imposter syndrome and test anxiety
    09:54  The importance of building community  within AFCPE
    13:03 Diversity in careers within the AFCPE community
    15:02 How embracing authenticity is your superpower 
    19:14 Amy's final 2 cents
    Show Note Links: 
    Website
    LinkedIn
    Instagram
    Real Money, Real Experts Career Series (Episodes 44 – 51) 
    AFCPE Membership
    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 our mission and values. Download our media kit.

    • 23 min

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