101 episodes
Real Money, Real Experts AFCPE®
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- Business
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5.0 • 33 Ratings
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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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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. -
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. -
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. -
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. -
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. -
Unlocking the CEO Mindset: A Conversation with Tiffany Grant
"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 transformed her approach to finances and life. From insightful strategies to practical tips, this episode offers invaluable wisdom for anyone striving to elevate their thinking and achieve their goals.
Show Notes:
2:10 What led Tiffany into the world of personal finance
5:35 How she started her business
7:27 Into Tiffany's private practice
10:43 Successful techniques in working with clients
13:56 Advice for professionals in the beginning stages
17:19 How Tiffany organizes her time
24:36 Unlocking the CEO mindset
26:49 What brought her to the AFC and her current PhD studies
31:31 Tiffany's final 2 cents
Show Note Links:
Connect with Tiffany on:
Facebook
Twitter
Instagram
Linkedin
Youtube
Her personal website
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.
Customer Reviews
A wealth of information (AFC candidate)
I’ve made my goal to obtain my AFC designation by my 50th birthday (September 2023) and also my goal is to finish ALL episodes by the end of May- I’ve learned so much so far, from each participant- I’m so excited and I want to open my own practice- with all the advice I’ve heard here: I now I can do it- I want to serve the Hispanic community in Spanish- I want to share my knowledge and become a go to person for my community. Thanks for the scholarship and I hope I can make new friends when I go to this year to the AFCPE symposium- thanks for all you do!!!
5 stars!
The podcast series provides relevant and timely information that benefits my work as a financial counselor. Great podcast to stay up to date on key topics.
Great Show!
Great show and helpful information for me as a financial coach!!! 5 Stars and more!!!