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Real Money, Real Experts: Michael Kothakota, PhD, CFP®, AFC®
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
Read More >Real Money, Real Experts: Keturah Orji
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
Read More >Real Money, Real Experts: Daniel Crosby
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
Read More >Real Money, Real Experts: Julie Beckham, AFC®
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
Read More >Real Money, Real Experts: America Saves’ Kia McCallister-Young, AFC®
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....
April 11, 2023
Read More >Real Money, Real Experts: All Things Student Loans with Heather Jarvis
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
Read More >Real Money, Real Experts: The FINRA Fellowship with Dr. Cherie Stueve
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...
March 14, 2023
Read More >Real Money, Real Experts: Chris Browning, Popcorn Finance
Episode 71: The Journey of Podcasting with Chris Browning of Popcorn Finance Download 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+...
February 28, 2023
Read More >Real Money, Real Experts: Andy Hill
Episode 70: Marriage, Kids, and Money with Andy Hill Download the transcript or watch on Youtube! Andy Hill, AFC® candidate, is the award-winning family finance coach behind Marriage, Kids, and Money - a platform dedicated to helping young families build wealth and happiness. Andy believes that money is a tool that...
February 14, 2023
Read More >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...
January 31, 2023
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...
January 17, 2023
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...
January 03, 2023
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