Blog

Episode 90: Building a Collaborative Practice Model with Nathan AstleDownload the transcript!This week we welcome financial therapist, Nathan Astle, to the show. Nate is the founder of the Financial Therapy Clinical Institute, which is a collaborative practice that includes financial counselors, therapists, and planners working together to meet the needs...

November 21, 2023

Episode 89: Recognizing the Value of Cultural Competency with Lazetta BraxtonDownload the transcript!Lazetta Braxton, MBA, CFP® is on a mission to create wealth for the common good. She believes in fighting for voices that have not been heard, and has built her career around making room for underserved and overlooked...

November 07, 2023

Episode 88: Facets of Consumer Protection with John McNamara, CFPB Download the transcript! Today’s guest is John McNamara, Principal Assistant Director of Consumer Credit, Payments, and Deposits Markets at the CFPB. In this episode, John shares his professional journey from debt collection to his current role at the CFPB. He...

October 24, 2023

Episode 87: The Art of Storytelling and Story Listening with Dr. Preston CherryDownload the transcript!Dr. Preston Cherry, AFC®, CFP®, CFT-1 is the Founder & President of Concurrent Financial Planning, the Head of the University of Wisconsin Green Bay Financial Planning Program, and also a keynote speaker at this year's AFCPE...

October 10, 2023

Episode 86: Financial Trauma with Rahkim SabreeDownload the transcript!On today's episode we talk to AFC candidate, Rahkim Sabree, a financial coach, entrepreneur, and thought leader on the topic of financial trauma. We discuss how personal background, cultural experiences, and mental health all play a role in personal finance, and how...

September 26, 2023

Episode 85: Building Accessible Financial Education with Penny ForwardDownload the transcript!“Whether someone wants to be independent with their finances is their absolute decision…but what I don’t want that decision to be based around is the fact that someone cannot see anymore…I want to help [people] realize that there are options.”...

September 12, 2023

Episode 84: Student Loan Repayment: What you need to know with Ryan Law, AFC®,CFP®Download the transcript!With the student loan pause coming to an end and a new repayment plan announced, we wanted to answer your questions. And who better to help us break down the new Student Loan SAVE plan...

August 29, 2023

Episode 83: Changing the Face of Financial Education with Sarah NewcombDownload the transcript!Sarah Newcomb is an applied scientist, behavioral economist, and the Founder of the Thrive Financial Empowerment Center. Her work bridges the gap between research and practice, adapting the findings of academic research for practical use in personal financial...

August 14, 2023

Episode 82: Helping Women Navigate Divorce with Rhonda NoordykDownload the transcript or watch on Youtube with captions!Rhonda Noordyk, founded The Women's Financial Wellness Center in 2014.  Her mission is to help reduce financial vulnerability for women going through divorce. In this episode, Rhonda talks to us about the challenges women face...

August 01, 2023

Episode 81: Expanding Your Impact: Volunteering in the Nonprofit Space with Kimberly HenneDownload the transcript or watch on YouTube!Kimberly Henne is a board member and financial wellness coach for a local nonprofit, Ways for Life, an organization that works with youth aged 15 - 25 who are touched by foster...

July 17, 2023

Episode 80: Understanding Human Behavior with Jonathan WalkerDownload the transcript or watch on YouTube!Today’s guest, Jonathan Walker, has spent much of his career studying American households - to better understand human behavior and figure out how to create environments where people can succeed and thrive. Jonathan is a practitioner who...

July 05, 2023

Episode 79: Listening for Readiness with Dr. Erika RasureDownload the transcript or watch on Youtube!"The greatest gift we can give our clients is providing that space where they can find the presence of the feeling that they are not alone.” Today’s guest, Dr. Erika Rasure, is a financial therapist and deep transformational...

June 20, 2023