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.

 

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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

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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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Real Money, Real Experts: Money Lessons for a New Generation with Colleen Salchow, AFC®

Episode 124: Money Lessons for a New Generation with Colleen Salchow, AFC® Download the transcript or watch on Youtube! In this week’s episode, we sit down with Colleen Salchow—Marine Corps spouse, Accredited Financial Counselor, and former special education teacher—who is passionate about helping teens, young adults, and military families take control of their financial futures. With a background in counseling

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Real Money, Real Experts: Grace, Growth, and Securing the Bag: A Conversation with Adrienne Taylor

Episode 123: Grace, Growth, and Securing the Bag: A Conversation with Adrienne Taylor® Download the transcript or watch on Youtube! This week, our co-hosts sit down with Adrienne Taylor—entrepreneur, speaker, and founder of Tailored WealthSaver®—to explore how building wealth is about more than just the numbers. Adrienne shares her journey from pharmacy to finance, her passion for helping millennials achieve

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Real Money, Real Experts: Money Without Shame: Creating Safe Spaces for Financial Healing with Joanne Danganan

Episode 122: Money Without Shame: Creating Safe Spaces for Financial Healing with Joanne Danganan Download the transcript or watch on Youtube! This week our co-hosts Rachael DeLeon and Dr. Brandy Baxter sit down with Joanne Danganan—founder of Financial Healing and California Market Manager for Financial Beginnings—to explore how healing our relationship with money begins with finding safe spaces. Joanne shares her personal story

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Real Money, Real Experts: Coaching Through Change: Jon Akerman’s Journey from Burnout to Impact

Episode 121: Coaching Through Change: Jon Akerman’s Journey from Burnout to Impact Download the transcript or watch on Youtube! After years of navigating the fast-paced world of actuarial consulting in New York City, Jon Akerman found himself burnt out and unsure of his next step. Instead of staying stuck, Jon embraced uncertainty — relocating to a new state, joining the

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