Blog

Episode 78: Measuring Client Impact with Michael Kothakota, PhD, CFP®, AFC®Download the transcript or watch on Youtube!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...

June 06, 2023

Episode 77: Pursuing Big Goals with Olympic Athlete & Financial Coach, Keturah OrjiDownload the transcript or watch on Youtube!"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...

May 23, 2023

#FridayFollow: Meet our new Education Manager! Valerie is going to be serving as AFCPE's Education Manager. In this role, she will help manage all of AFCPE’s educational programming and online course development. My Name: Valerie Richards My Work: Education Manager My Roots: I've lived all over the world and am...

May 19, 2023

Episode 76: Technology, Authenticity, and Behavioral Finance with Daniel CrosbyDownload the transcript or watch on Youtube!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...

May 09, 2023

Written by: Tiffany Grant, MBA, AFC®, SHRM-CP Are you looking to break into the world of financial counseling? It can be daunting, especially when it comes time for the interview. We invited AFCPE Member, Tiffany Grant, MBA, AFC®, SHRM-CP, to use her HR skills to bring us frequently asked questions...

April 28, 2023

Episode 75: Bringing the Arts to Financial Education with Julie Beckham, AFC®Download the transcript or watch on Youtube!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...

April 25, 2023

#FridayFollow: Meet Kathy Hobbs, a proud Military Spouse Fellow! 2023 applications close tonight, learn more and apply. Empty heading Kathy uses her AFC to work as a Community Readiness Specialist at the Military & Family Readiness Center at Wright-Patterson Air Force Base. She helps military members and their families prepare, adjust,...

April 14, 2023

Episode 74: Keeping Personal Finance Personal with America Saves’ Kia McCallister-Young, AFC®Download the transcript or watch on Youtube!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...

April 11, 2023

Episode 73: All Things Student Loans with Heather JarvisDownload the transcript or watch on Youtube!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...

March 28, 2023

#FridayFollow: Military Spouse Fellowship Gina is a 2022 Military Spouse Fellow currently working as a Financial Counselor for the U.S. Army's Soldier for Life - Transition Assistance Program (SFL-TAP). Read more about Gina's experience in the program below! How did you learn about the FINRA Foundation Military Spouse Fellowship? I...

March 24, 2023

Episode 72: How a Fellowship Built Career and Community with Dr. Cherie Stueve, CFP®, AFC®, FFC®, FBS®Download the transcript or watch on Youtube!“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...

March 14, 2023

Episode 71: The Journey of Podcasting with Chris Browning of Popcorn FinanceDownload the transcript or watch on Youtube!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...

February 28, 2023