Real Money, Real Experts - Career Series
Curious to learn about the different career paths available to AFC®s? Check out our RMRE Career Series! We have an amazing line up of professionals sharing how they got into the field of financial counseling, the impact of the AFC on their career development, and tips for creating a fulfilling and exciting career.
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.
Real Money, Real Experts: Tax-Smart Ways to Donate to Charities with Dr. Barbara O’Neill
Episode 145: Tax-Smart Ways to Donate to Charities with Dr. Barbara O’Neill Download the transcript or watch on Youtube! Hosts Dr. Brandy Baxter and Rachael DeLeon welcome longtime AFCPE member Dr. Barbara O’Neill to discuss changes in financial planning over 40 years, including increased automation and the uncertain readiness of AI, alongside AFCPE’s growing membership diversity. O’Neill defines tax-smart charitable
Real Money, Real Experts: Fixing More Than the Numbers: Counseling Strategies When Budgets Don’t Do the Trick with Jayne Larson and Alicia Lawrence
Episode 144: Fixing More Than the Numbers: Counseling Strategies When Budgets Don’t Do the Trick with Jayne Larson and Alicia Lawrence Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, Dr. Brandy Baxter sits down with financial counselors Alicia Lawrence and Jayne Larson to explore why real financial change goes beyond the numbers. They discuss
Real Money, Real Experts: Rewired: 7 Steps to Help Clients Transform Their Relationship with Money with Ryan Law AFC®, CFP®
Episode 143: Rewired: 7 Steps to Help Clients Transform Their Relationship with Money with Ryan Law AFC®, CFP® Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, we welcome back fan favorite Ryan Law, award-winning educator, author, and financial counselor, to share something a little different: his groundbreaking ReWired Framework. Ryan walks us through
Real Money, Real Experts: Yours, Mine, and Ours: Navigating Money in Blended Families with Mikel Van Cleve, MBA, CFP®, FBS®, CEBS
Episode 142: Yours, Mine, and Ours: Navigating Money in Blended Families with Mikel Van Cleve, MBA, CFP®, FBS®, CEBS Download the transcript or watch on Youtube! Money conversations are emotional for any family—but in blended families, they often come with added layers of loss, loyalty, and complexity. In this episode of Real Money, Real Experts, Dr. Brandy Baxter and Rachael DeLeon are
Leading With Intention: Insights from AFCPE’s 2026 Q1 Newsletter
We are thrilled to announce the release of our Q1 newsletter, expertly crafted by our dedicated Newsletter Task Force. This edition highlights crucial topics such as mastering your money mindset, ADHD awareness, and summertime financial fun. These themes resonate deeply with AFCPE’s mission to positively impact the financial well-being of ALL people by ensuring the highest standards for financial counseling,
Real Money, Real Experts: Will AI Take My Job? with Jessica Limbrick
Episode 141: Will AI Take My Job? with Dr. Jessica Limbrick Download the transcript or watch on Youtube! Is artificial intelligence here to help financial professionals—or replace them? In this special episode of Real Money, Real Experts, hosts Dr. Brandy Baxter and Rachael DeLeon kick off the new season with their very first video podcast recording and welcome back fan-favorite guest Dr. Jessica Limbrick, professor, researcher, AFCPE
Real Money, Real Experts: Two Cents Round-up of 2025: Lessons in Wealth, Trust, and Financial Growth
Episode 140: Two Cents Round-up of 2025: Lessons in Wealth, Trust, and Financial Growth Download the transcript or watch on Youtube! 2025 was full of insightful conversations, and in this special episode, Rachael DeLeon and Dr. Brandy Baxter revisit some of the most impactful moments from the year. From defining true wealth to building trust with clients, our guests share
Real Money, Real Experts: Money Talks: Where Finance Meets Humanity: Ann Lentell on Coaching, Community & Change
Episode 139: Where Finance Meets Humanity: Ann Lentell on Coaching, Community & Change Download the transcript or watch on Youtube! Join us for an inspiring conversation with Ann Lentell, CFA, AFC®️, CFP®️ — a financial professional whose career bridges equity research, nonprofit leadership, and deeply human financial coaching. Ann shares how a childhood curiosity about markets led to a lifelong
Real Money, Real Experts: We Were Made for This Moment: Real Stories, Real Impact
Episode 138: We Were Made for This Moment: Real Stories, Real Impact Download the transcript or watch on Youtube! Join hosts Rachael DeLeon and Dr. Brandy Baxter live from the AFCPE Symposium for a special episode capturing the energy, insights, and inspiration of this year’s event. In this unique format, you’ll hear directly from attendees—from financial coaches to educators to
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