Real Money, Real Experts: Bill Gustafson

Episode 61: The Founding of AFCPE® and Looking to the Future with Bill Gustafson Download the transcript here. In this week's episode of Real Money, Real Experts, our hosts speak with Bill Gustafson, who is a professor emeritus in the Personal Financial Planning Department at Texas Tech University. He has...

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Real Money, Real Experts: Dottie Durband, AFC®

Episode 60: The Power of Mentorship and Capturing the Voices of Counseling with Dr. Dottie Durband, AFC®→ Dottie is AFC® certified. Learn more about the AFC® and how you can become one at our next info sessionDownload the transcript here.This week on Real Money, Real Experts, we are joined by Dorothy...

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Real Money, Real Experts: Dr. Michael G. Thomas, Jr., AFC®

Episode 59: Empathy and the Art of Listening with Dr. Michael G. Thomas, Jr.This week on Real Money, Real Experts we catch up with Dr. Michael G. Thomas, Jr., AFC®.  Michael is a lecturer at the University of Georgia, the founder of Modom Financial Solutions, a co-founder of the Financial Behavior Keynote...

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Real Money, Real Experts: Dr. Kristy Archuleta & Dr. Sonya Lutter

Episode 58: Exploring the Differences Between Financial Therapy, Counseling, and Planning with Dr. Kristy Archuleta and Dr. Sonya Lutter Link to transcription here.Financial planning, financial counseling, and financial therapy are separate but complimentary financial services designed to support clients' financial goals and well-being. But how do you know which service you,...

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Real Money, Real Experts: Rita Green, Ed.D. AFC®

Episode 57: A Deep Dive Into Student Loans and the PSLF with Rita Green, Ed.D. AFC® → Dr. Rita Green is AFC® certified. Learn more about the AFC® and how you can become one at our next info session ← This week, we're talking all about student loans with Rita Green,...

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Real Money, Real Experts: Dr. Kate Mielitz, AFC®

Episode 56: Meeting People Where They Are with Dr. Kate Mielitz, AFC®→ Kate is AFC® certified. Learn more about the AFC® and how you can become one at our next info session ← This week we are joined by Dr. Kate Mielitz, AFC®. Kate joined the AFCPE staff in 2022 as...

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Real Money, Real Experts: The Budget Mom, Kumiko Love, AFC®

Episode 55: Providing Real Value in your Business with The Budget Mom, Kumiko Love, AFC®→ Kumiko is AFC® certified. Learn more about the AFC® and how you can become one at our next info session ← Download the transcript here.On this week’s episode, Mary and Rachael had the privilege to sit down...

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Real Money, Real Experts: Mike Wood, AFC®

Episode 54: Military Financial Readiness and the AFC® with Mike Wood→ Mike is AFC® certified. Learn more about the AFC and how you can become one at our next info session ← This week on Real Money, Real Experts, Mary and Rachael catch up with longtime AFC® and AFCPE® Member, Mike Wood. Mike shares...

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Real Money, Real Experts: Sarah Bainton Kahn and Pam Fraser, AFC

Episode 53: Key Takeaways from CFPB's Financial Coaching Initiative with Pam Fraser, AFC® and Sarah Bainton Kahn→ Pam is AFC® certified. Learn more about the AFC and how you can become one at our next info session ← Download the transcript here.Celebrating 30 years of the AFC® means celebrating the incredible impact it has made...

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Serving Our Clients Intentionally: Listening & Staying Informed with Heath Carelock, AFC®

Serving Our Clients Intentionally: Listening & Staying Informed with Heath Carelock, AFC® Download the episode's transcript here. Today we kick off our mid-season series focused on the 30th Anniversary of the AFC. In this episode, we had the honor to sit down with Heath Carelock, AFC®. Heath is the Program...

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Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga and Rachael Bronstein, AFC®

Episode 51: Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga and Rachael Bronstein, AFC® In this final episode of our Real Money, Real Experts Career Series, we catch up with Rachael Bronstein and Maggie Klokkenga. Tune in as they share their own experiences in starting a private practice and how...

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Empowering our Youth through Financial Literacy & Education with Laura Levine

Empowering our Youth through Financial Literacy & Education with Laura Levine To kick off Financial Literacy Month, our hosts Rachael DeLeon and Dr. Mary Bell Carlson speak with President and CEO of the Jump$tart Coalition for Personal Financial Literacy, Laura Levine. Laura shares the ins and outs of her own...

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