100 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
    • 5.0 • 33 Ratings

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.

    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
    Unlocking the CEO Mindset: A Conversation with Tiffany Grant

    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.

    • 34 min
    What's Next With Money with Brent Neiser, CFP®, AFC®

    What's Next With Money with Brent Neiser, CFP®, AFC®

    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 in the value of the AFC, and why he calls himself "Mr. Horizontal" - hint: it has to do with his curiosity and passion for a breadth of knowledge.


    Brent talks about his appointment as the Chair of the CFPB Advisory Board - a role in which he served three terms, including during the 2020 pandemic. And we learn all about his latest venture, "What's Next With Money" a free resource that he's excited to share with AFCPE Members.


    Show Notes:
    2:40 Brent's journey to personal finance
    8:30 Crossing paths with AFCPE
    14:00 His time as Chair with Consumer Financial Protection Bureau Board
    18:05 What's next with money?
    23:14 Brent's final 2 cents


    Show Note Links:
    YouTube:  https://www.youtube.com/c/WhatsNextwithMoney 
    Website: https://whatsnextwithmoney.com/ 
    LinkedIn: https://www.linkedin.com/in/brentneiser/ 
    Social Media: @brentneiser 


    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

Customer Reviews

5.0 out of 5
33 Ratings

33 Ratings

Lore.MH21 ,

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!!!

Louie 2022 ,

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.

Get Your Biz In Order ,

Great Show!

Great show and helpful information for me as a financial coach!!! 5 Stars and more!!!

Top Podcasts In Business

Money Stuff: The Podcast
Bloomberg
In Good Company with Nicolai Tangen
Norges Bank Investment Management
Thoma Bravo's Behind the Deal
Thoma Bravo | Pod People
REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
Habits and Hustle
Jen Cohen and Habit Nest

You Might Also Like

Optimal Finance Daily
Optimal Living Daily | Diania Merriam
The Long View
Morningstar
Mile High FI Podcast
Carl Jensen & Doug Cunnington
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
Catching Up To FI
Bill Yount & Becky Heptig
The Investopedia Express with Caleb Silver
Investopedia