Melhores podcasts sobre Money Expert (2024)

1
Voices of Symposium: Real Experts, Real Takeaways 37:39

19d ago37:39

37:39

In this special season finale, Rachael and Mary bring you voices of #ExperienceAFCPE2024 attendees directly from the symposium floor. Attendees share their experiences, key takeaways, and advice for financial educators and those entering the field. This compilation of mini-interviews offers unique insights into the world of financial education and …

1
It's Not You, It's The System with Dr. Michael G. Thomas 33:44

1M ago33:44

33:44

In this powerful episode of Real Money, Real Experts, Rachael DeLeon and Dr. Mary Bell Carlson sit down with Dr. Michael G. Thomas Jr., a financial empathy expert and lecturer at the University of Georgia, who is changing the way we think about money and wealth. As an Accredited Financial Counselor® (AFC®), Dr. Thomas’s work emphasizes the importan…

1
Behind the Schemes: Unmasking Financial Fraud with Robert Mascio and Lori Schock 30:44

2M ago30:44

30:44

On this episode of Real Money, Real Experts, we tackle the evolving world of financial fraud and how we can break the cycle of shame that often keeps victims silent. In this exclusive sneak peek of their keynote session at this year’s symposium, Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy, and Robert Mascio, Directo…

1
Why We Don’t Talk About Money: Exploring Financial Stigma with Wendy De La Rosa 27:08

2M ago27:08

27:08

In this thought-provoking episode of Real Money, Real Experts, Rachael and Mary are joined by Wendy De La Rosa, Assistant Professor at the Wharton School and behavioral finance expert, to dive deep into the psychology behind our financial decisions. Wendy shares how behavioral science can reshape the way we approach saving, spending, and budgeting,…

1
Beyond Shame & Blame: Building Bold Money Habits with Syble Solomon 38:17

3M ago38:17

38:17

In this insightful episode of Real Money, Real Experts, we sit down with Syble Solomon, the visionary behind Money Habitudes and a trailblazer in the world of financial behavior. Syble shares her unique journey, from her early career as a Peace Corps volunteer to becoming a Financial Behavior Specialist, transforming how people understand their rel…

1
Just Move: From Discomfort to Progress with David Scherer and Joe Davis 40:41

3M ago40:41

40:41

In this keynote episode of Real Money, Real Experts, we’re diving into the power of movement—whether it’s moving beyond cultural gaps, moving through discomfort, or moving towards impactful change. Join us as we kick off the Symposium Keynote series with two incredible guests, David Scherer and Joe Davis, who are experts in bridging the diversity g…

1
Money Magic: Unleashing the Genie in Your Finances with Cara Macksoud 36:08

4M ago36:08

36:08

In this episode of Real Money, Real Experts, we sit down with Cara Macksoud, the dynamic CEO of Money Habitudes, who shares her remarkable journey from a 15-year career on Wall Street to becoming a leading voice in the behavioral finance space. Cara’s insights reveal how money is more than just numbers—it's a tool with its own hopes and dreams. We …

1
Empowering the Next Generation with Dr. Tiffany Murray, AFC®️ 29:25

4M ago29:25

29:25

In this episode of Real Money, Real Experts, we sit down with Dr. Tiffany Murray, AFC®️ the Managing Director of the Society for Financial Education and Professional Development, Inc. (SFEPD). Tiffany shares her journey from leading Red to Black®️ Peer Financial Coaching at Texas Tech University to becoming a driving force behind SFEPD’s financial …

1
Pursuing Your Passion with Jessica Medina, AFC®️ 33:34

5M ago33:34

33:34

"Would you believe that all of those things are part of the AFC program? It's like a warm, fuzzy blanket that I wear at night." Jessica Medina is not throwing away her shot. This week on Real Money, Real Experts, we welcome Jessica Medina, a dedicated Accredited Financial Counselor®️ who transitioned from a career in law to follow her true passion.…

1
Advocacy in Action: Using Your Voice to Make a Difference with Raven Newberry, AFC® 25:33

5M ago25:33

25:33

This week on Real Money, Real Experts, we delve into the power of community and advocacy with Raven Newberry, AFC®. Raven Newberry is the managing director of policy and advocacy for the National Endowment for Financial Education (NEFE), leading efforts to shape financial education policies on state and national levels. In this episode, we discuss …

1
Rewrite Your Money Story with Jasmine Johnson 29:12

6M ago29:12

29:12

This week, we welcome Jasmine Johnson, Accredited Financial Counselor®️, Entertainment Accountant, and Mental Health Advocate to Real Money, Real Experts. Jasmine has spent over a decade empowering individuals and families to transform their financial mindset and achieve Financial Independence. In this episode, Jasmine shares how growing up in pove…

1
Navigating Cultural Differences with Dr. Kate Mielitz, AFC® 30:09

6M ago30:09

30:09

This week, we welcome Kate Mielitz, PhD, AFC®️, CDP®️ , back to Real Money, Real Experts. Dr. Kate has 25 years of experience in financial services, including bankruptcy, fraud, financial counseling, and higher education, and she's dedicated to helping financial and human services professionals navigate cultural differences. On today's episode, we …

1
The Heart of A Financial Educator Unlocked with Mike Lanway 36:30

6M ago36:30

36:30

Our first podcast episode to kick off with a love story! Join Rachael DeLeon and Dr. Mary Carlson as they sit down with Mike Lanway, CFP®, TSP expert, and self-proclaimed federal benefits "nerd." In this week's episode of Real Money, Real Experts, we explore Mike's unique personal and professional journey and uncover the invaluable lessons he's lea…

1
Elevating Nonprofit Financial Coaching with the AFC with Christine Niccoli and Nathalie Kallab Racimo 40:32

7M ago40:32

40:32

On this week's episode of Real Money, Real Experts, co-hosts Rachael DeLeon and Dr. Mary Bell Carlson are joined by Christine Niccoli, Director in Community Impact at United Way Massachusetts Bay, and Nathalie Kallab Racimo, AFC, Senior Homeownership and Financial Services Advisor at NOAH. In this important episode, we discuss the importance of pro…

1
How To Be A Servant Leader with Gilbert Rogers 28:52

7M ago28:52

28:52

"Tailor what you're doing to the audience that you're serving."-Gilbert Rogers. On this week's episode of Real Money, Real Experts, co-hosts Rachael DeLeon and Dr. Mary Bell Carlson are joined by Gilbert Rogers, AFC. Gilbert is the Director of Financial Wellbeing at UNC Chapel Hill. He is a national thought leader in the financial education space a…

1
The Journey to 100 Episodes with Rachael & Mary 38:05

8M ago38:05

38:05

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, a…

1
Purpose, Passion, and the Power of Pivoting with Lissa Prudencio 36:15

8M ago36:15

36:15

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 …

1
Mom Shares 5 Things She’s Grateful For in Retirement 27:29

9M ago27:29

27:29

We’re excited to be back on Money & Mom! In this episode, we'll take a look back at Mom's retirement planning journey and discuss some of the things she's thankful for now that she's in retirement. Join us as Mom talks about the value of having a trusted team, being prepared, and saving enough for retirement. We'll also explore the potential benefi…

1
Leading with Values and Stories with Sara Lohse 27:59

9M ago27:59

27:59

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, …

1
Building Bridges: A Journey of Passion and Purpose with Lynne Patterson 21:20

9M ago21:20

21:20

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, pr…

1
Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen 28:50

10M ago28:50

28:50

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 culti…

1
Authenticity Unleashed: Embracing Your Superpower with Amy Smith 23:13

10M ago23:13

23:13

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 authent…

1
Unlocking the CEO Mindset: A Conversation with Tiffany Grant 34:53

11M ago34:53

34:53

"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 su…

1
What's Next With Money with Brent Neiser, CFP®, AFC® 27:08

11M ago27:08

27:08

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 …

1
There is No "One Way" to do Personal Finance with Markia Brown, AFC 27:23

12M ago27:23

27:23

Markia Brown is an award-winning financial educator and content creator, an Accredited Financial Counselor, and an AFCPE member with a talent for making complex financial topics accessible, particularly to younger generations. Her mission focuses on uplifting underserved communities and offering them vital tools and education to achieve their defin…

1
From the Vault: Michael Thomas on Empathy 46:23

1y ago46:23

46:23

Every December, Real Money, Real Experts takes a break to prepare for the year ahead. As we head into the busy holiday season, we're happy to re-share a fan favorite - our episode on empathy and the art of listening with Dr. Michael Thomas, AFC. Enjoy and happy holidays from Rachael, Mary, and the entire podcast crew! Want to get involved with AFCP…

1
Find Your People with Andi Wrenn, AFC® 29:02

1y ago29:02

29:02

This week, Real Money, Real Experts, was live on YouTube with AFCPE Board President, Andi Wrenn. Andi, Mary, and Rachael recap all things 2023 AFCPE Symposium. If you joined us for Symposium this year, come reminisce with us. If you didn't attend this year, tune in to learn what its all about. We also get to learn more about Andi's professional jou…

1
Building a Collaborative Practice Model with Nathan Astle 26:44

1y ago26:44

26:44

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 mode…

1
Recognizing the Value of Cultural Competency with Lazetta Braxton 23:13

1y ago23:13

23:13

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 conve…

1
Facets of Consumer Protection with John McNamara, CFPB 21:43

1y ago21:43

21:43

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…

1
The Art of Storytelling and Story Listening with Dr. Preston Cherry 26:35

1y ago26:35

26:35

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, adva…

1
Financial Trauma with Rahkim Sabree 43:24

1y ago43:24

43:24

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. W…

1
Building Accessible Financial Education with Penny Forward 28:56

1+ y ago28:56

28:56

“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. Penn…

1
Student Loan Repayment: What you need to know with Ryan Law, AFC®,CFP® 29:39

1+ y ago29:39

29:39

With the student loan pause coming to an end and a new repayment plan announced, we wanted to answer your questions. And who better to help us break down the new Student Loan SAVE plan than Ryan Law. Ryan H. Law is an award-winning educator who teaches in the Personal Financial Planning program at Utah Valley University. He’s a Certified Financial …

1
The Emotional Side of Retirement: Staying Active and Healthy 22:49

1+ y ago22:49

22:49

A lot of people who retire quickly realize that they don’t have enough to fill all the free time in the day. Boredom can quickly creep in and that can have a serious impact on your mental health. When you become less and less active, your cognitive abilities might begin to decrease as well. That’s why we talk to retirees all the time about having a…

1
Changing the Face of Financial Education with Sarah Newcomb 35:28

1+ y ago35:28

35:28

Sarah Newcomb is an applied scientist, behavioral economist, and the Founder of the Thrive Financial Empowerment Center. Her work bridges the gap between research and practice, adapting the findings of academic research for practical use in personal financial management. In this episode, Sarah shares her own personal story and how it led to her cur…

1
Mom Shares Her 5 Biggest Retirement Surprises 23:59

1+ y ago23:59

23:59

Today we’re going to talk about the five biggest surprises in retirement, but this won’t be the normal conversation from the perspective of a financial advisor. Instead, we’ve invited mom onto the show to give you the view from someone who is already retired and spends time around a lot of others that are as well. Life after work is not all sunsets…

1
Helping Women Navigate Divorce with Rhonda Noordyk 42:14

1+ y ago42:14

42:14

Rhonda Noordyk, founded The Women's Financial Wellness Center in 2014. Her mission is to help reduce financial vulnerability for women going through divorce. In this episode, Rhonda talks to us about the challenges women face when going through divorce, the financial considerations, and the importance of having a support team to provide legal, fina…

1
Expanding Your Impact: Volunteering in the Nonprofit Space with Kimberly Henne 22:02

1+ y ago22:02

22:02

Kimberly Henne is a board member and financial wellness coach for a local nonprofit, Ways for Life, an organization that works with youth aged 15 - 25 who are touched by foster care or homelessness. In this episode we learn more about Kimberly's personal journey with the foster care system - she adopted both of her children out of foster care - as …

1
Understanding Human Behavior with Jonathan Walker 38:59

1+ y ago38:59

38:59

Today’s guest, Jonathan Walker, has spent much of his career studying American households - to better understand human behavior and figure out how to create environments where people can succeed and thrive. Jonathan is a practitioner who understands the value of research and how these findings can be translated into practice. In this episode, Jonat…

1
Listening for Readiness with Dr. Erika Rasure 24:24

1+ y ago24:24

24:24

"The greatest gift we can give our clients is providing that space where they can find the presence of the feeling that they are not alone.” Today’s guest, Dr. Erika Rasure, is a financial therapist and deep transformational coach; the Chair of the Research Board for the Financial Therapy Clinical Institute; and a Client Financial Therapist for Bey…

1
Measuring Client Impact with Michael Kothakota, PhD, CFP®, AFC® 30:59

1+ y ago30:59

30:59

Our guest today, Michael Kothakota is the head of research at the CFP Board. In this episode, we learn about Michael’s path into financial services, and how the AFC curriculum - on the way to becoming a planner - helped broaden his perspective and enabled him to better support clients. We discuss how critical it is for financial professionals to be…

1
Pursuing Big Goals with Olympic Athlete & Financial Coach, Keturah Orji 26:28

1+ y ago26:28

26:28

"Don't let fear and hesitation hold you back." This week's guest is two-time Olympian and financial coach, Keturah Orji (“K.O.”). Keturah is a decorated Track and Field athlete, who is balancing the pursuit of her athletic dreams with studying for the AFC and building a financial coaching practice. Keturah is as authentic as she is driven. We talk …

1
Technology, Authenticity, and Behavioral Finance with Daniel Crosby 29:26

1+ y ago29:26

29:26

This week on "Real Money, Real Experts", Rachael and Mary sit down with psychologist and behavioral finance expert, Daniel Crosby. This conversation was a fun one, covering everything from epic failures to Chat GPT to the power of authenticity - which starts with doing the hard internal work on ourselves. Daniel reminds us that technology is our fr…

1
Bringing the Arts to Financial Education with Julie Beckham, AFC® 23:43

1+ y ago23:43

23:43

Today’s guest believes that personal finance is a topic to sing and dance about! Julie Beckham, AFC® has taken her passion and turned it into a career, marrying her love for the arts with financial education. Her musical, Ms. Money and the Coins, has been shared with more than 80,000 elementary-age students in Massachusetts and is now available nat…

1
Keeping Personal Finance Personal with America Saves’ Kia McCallister-Young, AFC® 22:12

1+ y ago22:12

22:12

Our guest this week is Kia McCallister-Young, AFC, Director of America Saves. With a background in marketing and communications, Kia knows how to create a compelling message that moves people to action. And it’s a skill she uses often in her work at America Saves. Today Kia shares some of these tips and strategies, and gets us up-to-speed on all th…

1
All Things Student Loans with Heather Jarvis 33:46

1+ y ago33:46

33:46

Heather Jarvis is an attorney and a nationally recognized expert specializing in student loan law. As a first-generation college student, Heather got her start in the nonprofit space and was an early advocate for policy change. In this episode, we take a deep dive into all thing student loans - from forgiveness to bankruptcy to changes in trends, r…

1
How a Fellowship Built Career and Community with Dr. Cherie Stueve, CFP®, AFC®, FFC®, FBS® 32:12

2y ago32:12

32:12

“If you want to belong, there is a place for you.” Our guest this week is Dr. Cherie Stueve, an AFC, a military spouse, and a self-described consummate learner. Cherie shares her journey from farm life to spouse life, the money lessons she learned along the way, and why she is such a strong advocate for the AFC designation. We learn about her journ…

1
The Journey of Podcasting with Chris Browning of Popcorn Finance 28:33

2y ago28:33

28:33

This week we sit down with Chris Browning, the creator and host of the award-winning, short-form podcast Popcorn Finance. Chris is an OG in the personal finance podcast space with more than 350+ episodes that cover popular finance topics in about the time it takes to make a bag of popcorn. In this episode, we dive into his start as a podcaster (spo…

1
Marriage, Kids, and Money with Andy Hill 26:33

2y ago26:33

26:33

Andy Hill, AFC® candidate, is the award-winning family finance coach behind Marriage, Kids, and Money - a platform dedicated to helping young families build wealth and happiness. Andy believes that money is a tool that helps you move toward the life you want to have, and is on a personal mission to help more people get there. In this episode, we le…

Podcasts que valem a pena ouvir

Podcasts sobre Money Expert

Podcasts que valem a pena ouvir

Guia rápido de referências