Real Money, Real Experts: Meghan Lape, AFC®

Episode 69: Helping People Thrive: Employee Financial Wellness with Meghan Lape, AFC®Download the transcript or watch on Youtube!This week on Real Money, Real Experts, our hosts sit down with Meghan Lape, AFC®, CFP®, EA®, the founder of Conscious Impact Financial Planning, a financial wellness and socially responsible investment firm.Meghan recognizes that...

Read More >
Real Money, Real Experts: Sasha Grabenstetter, AFC®

Episode 68: Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®Download the transcript or watch on Youtube!This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for...

Read More >
Real Money, Real Experts: Jean Chatzky, HerMoney

Episode 67: Start Where You Are with Jean Chatzky of @HerMoneyMediaDownload the transcript or watch on Youtube!We’re kicking off 2023 with award-winning journalist and the founder and CEO of HerMoney Media, Jean Chatzky!In this episode, Jean shares her journey into journalism and personal finance and discusses the importance of building camaraderie and...

Read More >
Real Money, Real Experts: Michele Godfrey, Rachael DeLeon, Mary Carlson

Episode 66: Wrapping up 2022: Where We've Been, and Where We're Going Download the transcript or watch on Youtube! In the final episode of this season, Mary and Rachael are joined by AFCPE’s Board President, Michele Godfrey, AFC®. Two weeks ago, we kicked off the 2022 AFCPE Symposium with a trip...

Read More >
Real Money, Real Experts: Ritta McLaughlin & Olivia Valdes

Episode 65: Working Towards a More Inclusive, Equitable Market with Keynote Speakers Ritta McLaughlin & Olivia ValdesDownload the transcript or watch on Youtube!This week, we're speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin,  the Director of Investor Education Community Outreach & Olivia Valdes, a Senior Research Analyst....

Read More >
Real Money, Real Experts: Jason Craige Harris

Episode 64: The Need for a Revolution of Compassion with Keynote Speaker Jason Craige HarrisDownload the transcript or watch on Youtube!In this week’s episode, we sit with Jason Craige Harris, a voice for healing and transformation who works across communities and organizations to promote dignity, belonging, and compassion. Jason is also...

Read More >
Real Money, Real Experts: Robin Hauser

Episode 63: $avvy: Women. Money. Freedom. with Robin Hauser Download the transcript or watch on Youtube! In this week’s episode, we get to know Robin Hauser: an award-winning documentary filmmaker and a keynote speaker at the 2022 AFCPE Symposium. Her film, $avvy, was inspired by her own personal experience with money....

Read More >
Real Money, Real Experts: Ryan Law, CFP®, AFC®

Episode 62: Being Change Agents and the Current State of Student Loans with Keynote Speaker Ryan Law, CFP®, AFC®Download the transcript or watch on Youtube!This week on Real Money, Real Experts, we're back with Ryan Law, CFP®, AFC®,  a recognized expert in client communication, student loans, financial counseling, and behavior change....

Read More >
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...

Read More >
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...

Read More >
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...

Read More >
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,...

Read More >