AFCPE®

Real Money, Real Experts

Business EN ↓ 155 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 program, the AFC® (Accredited Financial Counselor®), represent the gold standard of financial counseling certifications. And our membership community offers a place to share best practices,...

Author

AFCPE®

Episodes

Coaching in the Field of Finance 06.07.2020 41:45

In this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the Financial Fitness Coaching (FFC®) designation, how it came to be, and its role in the financial field. Featuring guest Saundra Davis, MSFP, APFC®, the three dive deep into the history of Financial Coaching and how it's impacting individuals today. Saundra unpacks a lot of her journey and explains how Financial C...

When Emergency Strikes: How to be Financially Prepared 23.06.2020 24:56

Co-Hosts Rebecca Wiggins and Dr. Mary Bell Carlson interview AFC® Sara Croymans about the essentials of financial emergency preparedness. Sara, who was instrumental in developing AFCPE®'s partnership with FEMA, draws on her experience counseling disaster survivors, gamblers, and military service members and how to provide the best service to these clients. Tune in to the conversation and shar...

Financial Empathy: What it Means and How to Show it 09.06.2020 44:52

In this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the importance of financial empathy and today's current events. This week's guest, Dr. Michael Thomas is an AFC®, with a Ph. D. in Financial Planning from the University of Georgia, and is now a lecturer at the University of Georgia. He also has his own virtual Financial Counseling & Coaching business - Modo...

Special Edition: Helping Americans financially during the COVID-19 pandemic 26.05.2020 22:43

In this episode of Real Money, Real Experts, Dr. Mary Bell Carlson and Rebecca Wiggins interview Darlene Goins, Head of Financial Wealth Philanthropy for Wells-Fargo. The three discuss the impact of Coronavirus on the financial planning community and the partnership between AFCPE and Wells-Fargo. Listen in to hear how you can help support your clients and get involved in the conversation at AFCPE....

Welcome to Real Money, Real Experts 21.05.2020 17:45

In this pilot episode of Real Money, Real Experts, you will meet co-hosts AFCPE® Executive Director Rebecca Wiggins, and CEO of Chief Financial Mom, Dr. Mary Bell Carlson. Join them as they talk about their journey in the finance profession and talk about upcoming guests and topics of Real Money, Real Experts. * Show Notes* 02:01 About Rebecca 03:49 About AFCPE 05:33 About Mary 12:50 Your Two Cent...