All Episodes of Real Money, Real Experts
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.
- Covering real stories about how professionals like you are impacting their clients.
- Offering tips from real experts on how to improve client interactions and grow your business.
Real Money, Real Experts: Money with Meaning: Aligning Faith, Values, and Financial Fulfillment with Weslia Echols and Willa Williams
Episode 129: Money with Meaning: Aligning Faith, Values, and Financial Fulfillment with Weslia Echols and Willa Williams Download the transcript or watch on Youtube! In this inspiring episode, Rachael and Brandy sit down with Weslia Echols and Willa Williams—better known as your favorite financial aunties. As co-founders of Trinity Financial Coaching and co-hosts of Wealth and Wisdom Together, they guide Christian
Real Money, Real Experts: Breaking It Down: Turning Financial Complexity into Clarity with Derek Brainard
Episode 129: Breaking It Down: Turning Financial Complexity into Clarity with Derek Brainard Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, we’re joined by Derek Brainard, Director of Financial Education at AccessLex Institute, who shares how his background as a Navy trumpet player shaped his unique, down-to-earth approach to personal finance. From managing student
Real Money, Real Experts: Teaching Real-Life Financial Lessons with Dr. Jessica Limbrick, AFC®️
Episode 128: Learning Beyond the Lecture: Teaching Real-Life Financial Lessons with Dr. Jessica Limbrick, AFC®️ Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, we sit down with Dr. Jessica Limbrick, an Accredited Financial Counselor®, researcher, and Assistant Professor at Nevada State University — and yes, she’s also the woman who throws full-blown birthday
Real Money, Real Experts: Whole Self, Whole Wealth: The Power of Holistic Financial Wellness with Dr. Brandon Shurn, AFC®️
Episode 127: Whole Self, Whole Wealth: The Power of Holistic Financial Wellness with Dr. Brandon Shurn, AFC®️ Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, we’re joined by Dr. Brandon Shurn, AFC®️—a mental health counselor, counselor educator, accredited financial counselor, and certified personal trainer—who brings a truly holistic perspective to financial wellness. Dr. Shurn
Real Money, Real Experts: The Human Side of Wealth: Training the Next Gen of Planners with Hannah Moore, CFP®️
Episode 126: The Human Side of Wealth: Training the Next Gen of Planners with Hannah Moore, CFP®️ Download the transcript or watch on Youtube! What if we trained financial planners by starting with the client — not the textbook? Hannah Moore, CFP®️, has spent her entire career asking that question and building a better answer. As the founder of Amplified Planning and
Real Money, Real Experts: Generation Preservation: What We Leave Behind with Glen Cone, AFC®
Episode 125: Generation Preservation: What We Leave Behind with Glen Cone, AFC® Download the transcript or watch on Youtube! In this episode, we’re joined by Glen Cone, AFC®, a seasoned financial counselor with more than 15 years of experience serving individuals in estate and end-of-life planning. Glen shares insights from his personal and professional journey—including his work as a counselor for
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