Real Money, Real Experts AFCPE®

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 model, the roles that each practitioner plays in the practice, the fee structure they've adopted to ensure the practice is profitable but also affordable to clients, and how they are using research to measure emotional, financial, and relational change.
Nate is a humble trailblazer with a heart for helping people. His practice is unique, but his hope is that more financial professionals will follow. Trust us, it's an episode you don't want to miss.

Show Notes:
1:14 How Nathan got involved in financial therapy... by accident!
3:02 His biggest influences
4:18 Mental health and finances
10:51 Client testimony around financial anxiety
15:01 How Nathan got started on the business side
19:59 Nathan's final 2 cents

Show Note Links:
Financial Therapy Clerical Institute website
Connect on Linkedin | Instagram | Facebook


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.

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 conversation we'll be having as part of her keynote presentation at this year's Symposium. We talk about the importance of cultural competency, understanding the experiences and backgrounds of our clients, and the importance of building capacity directly within underserved communities. Words of wisdom: Be courageous as you are carefully doing the work.

Show Notes:
2:00 How Lazetta got started in financial planning
4:02 More into her exploratory and entrepreneurial path
8:46 Moving around and balancing her career
12:31 Expanding access to more equitable opportunities
15:52 What to expect from her keynote
19:13 Lazetta's final 2 cents

Show Note Links:
Writer Contributor Pages  
#DoingTheWork Leadership Masterclass
Connect with her on Linkedin or with her company

Follow on Instagram or Twitter or Facebook
Register for Symposium: www.afcpe.org/symposium 



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.

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 to support you and your clients.  
We’re excited to have John join us on the main stage later this year. To hear more, we hope you’ll join us in NOLA or virtually:  https://www.afcpe.org/symposium/

Show Notes:
1:41 Into John's personal and professional journey
9:08 Recent findings from CFPB
14:25 CFPB and FTC collaborations
16:33 Resources for financial counselors and consumers
17:42 John's final 2 cents

Show Note Links:
Ask CFPB questions
Direct contact information with CFPB


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.

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, advance human lives, and inspire transformation. 
In this episode, Preston shares the influence of stories in his own life and how they have shaped his journey. We take a look at the ways stories can increase engagement and build trust. And we talk about mentors and opportunities to build yourself as a professional and deepen your human experience. 
This conversation was a fun one! Tell us what you think by engaging with us on social media, and make sure you're registered for the 2023 AFCPE Symposium!
Show Notes:
2:25 How Preston got to where he is now
6:10 How he uses storytelling with his clients
9:04 How to actually go about creating stories
9:48 Unpacking counter transfer
12:15 Increasing connection with the client without decentering them
14:45 Advice for AFCs and balancing empathy and vulnerability
17:41 The importance of practice
19:19 How to incorporate valuable lessons with students
22:14 Preston's final 2 cents
Show Note Links:
@drprestoncherry on all social media platformsYouTubeWant 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.

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. 
With the rise of one-size-fits-all, and often inaccurate, personal finance information being shared on social media, Rahkim shares how his perspective around credentialing has shifted and how he's been able to apply what he's learned through the AFC program. 


We also talk about lessons learned through entrepreneurship, the danger of comparison (we're looking at you social media), and the value of community and kindness.
Show Notes:
1:29 Rahkim's professional journey
7:16 The term financial trauma
13:01 Using your own trauma as a way to bond with clients and others
22:17 How finance professionals can use a trauma-informed lens
30:24 Battling imposter syndrome
37:59 Rahkim's 2 cents


Show Note Links:
RahkimSabree.com Join his community at moneysystems.substack.com His work as a Forbes contributorPost-traumatic slave syndromeWant 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.

“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. Penny Forward is a non-profit organization that offers accessible financial wellness education and counseling programs for people who are blind or disabled. Chris started the organization in 2020, and together with Liz they are “boldly and bravely” breaking down barriers to financial counseling and education.


Chris and Liz share some of the ways managing personal finances is unique to someone who is blind or low-vision. They also remind us that, with all clients, it’s important to get to know each client individually - their needs, goals and aspirations. Learn how Penny Forward can be a resource to you, and the ways you can get involved and support their mission.

Show Notes:
1:27 Chris & LIz's journey into this space
4:06 From teaching to starting Penny Forward
9:00 Liz's background and being cohost
12:57 Personal finance and the blind community
18:30 Advice for professionals wanting to be more accessible
22:28 How can people get involved with Penny Forward
26:49 Chris & Liz's final 2 cents

Show Note Links:
PennyForward SummitPennyForward WebsiteConnect with PennyForward onFacebookInstagramTwitterYouTubeClubhousePennyForward PodcastInterested in volunteering? Email pennyforward@pennyforward.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.