Episode 154:
The Power of Saying Yes: Building a Career in Financial Well-Being with Jarod Taylor
Download the transcript or watch on Youtube!
Career-defining opportunities often begin with a single “yes.”
In this episode, Jarod Taylor, AFC®, Director of Education and Community Engagement at AFCPE, reflects on his unexpected journey into the financial well-being profession, beginning during the 2008 housing crisis and evolving into a career dedicated to advancing financial education and supporting the next generation of Accredited Financial Counselors®.
Jarod discusses the power of community within the profession, the evolving role of financial counselors in an AI-driven landscape, and why human-centered guidance remains essential to achieving lasting financial well-being. He also shares insights for those considering a career in financial counseling and offers a timely reminder that meaningful progress starts with taking the first step.
Whether you’re an aspiring financial counselor, an established practitioner, or simply passionate about expanding access to financial well-being, this conversation offers thoughtful insights on leadership, lifelong learning, and the impact of saying “yes” to new opportunities.
Show Notes:
00:00 Meet Jarod Taylor, AFC®
02:34 Embracing a “Year of Yes” and trying new experiences
03:39 How the 2008 housing crisis launched Jarod’s career
05:57 Personal finance lessons that shaped his professional journey
08:59 Eight years supporting AFC candidates and life-changing career stories
11:41 Stepping into the role of Director of Education & Community Engagement
14:45 AI, financial technology, and why human-centered counseling matters
18:53 The growing demand for financial counselors and career opportunities
19:46 Advice for those considering a career in financial counseling
21:10 What a bonsai class taught Jarod about personal finance
23:21 Jarod’s 2 Cents
Show Note Links:
https://www.linkedin.com/in/jarodt/
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Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!
Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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