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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Financial Inclusion as an Avenue to Building Community with Janie Bright, AFC®

Financial Inclusion as an Avenue to Building Community with Janie Bright, AFC® This week, Rachael sits down with longtime AFCPE Member, Janie Bright, AFC®. Janie is a self-described passionate credit union employee who has worked in the industry for nearly 30 years. She began her journey as a Credit Union...

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Entrepreneurship, Financial Coaching, and all things Certification with Josh Escalante Troesh and Garrett Philbin, AFC®

Entrepreneurship, Financial Coaching, and all things Certification with Josh Escalante Troesh and Garrett Philbin, AFC® In this week's episode, we're continuing our Career Series by diving deep into the world of financial coaching and the ups and downs of owning your own business with Josh Escalante Troesh and Garrett Philbin....

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Real Money, Real Experts: Andia Dinesen, AFC®

Episode 47: Military, Banks, and Nonprofits: Career Talk with Andia Dinesen, AFC® This week, we are joined by Andia Dinesen, Executive Vice President for Communications and Operations for the Association of Military Banks of America (AMBA). As a military spouse, Andia shares her journey to AFC® certification through the FINRA...

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Real Money, Real Experts: Karen Richel, AFC®, CMC®

Episode 46: Beyond Academia: Community Impact with Karen Richel, Extension Educator This week, we very excitedly welcome Karen Richel to the show as we continue our Career Series. Karen is a University of Idaho Extension Associate Professor and the Family Finance Extension educator for ten north Idaho counties. In her...

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Real Money, Real Experts: Dr. Mary Bell Carlson, CFP®, AFC®

Episode 45: Government Careers in Personal Finance: Going inside Dr. Mary Bell Carlson, CFP®, AFC® This week on Real Money, Real Experts, we’re putting co-host Dr. Mary Bell Carlson in the hot seat. In this second episode of our career series, Rachael talks to Mary about her expansive career path...

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Real Money, Real Experts: Marcy Reyes, AFC®

Episode 44: Bridging Gaps with Financial Literacy & Youth Initiative Founder Marcy Reyes, AFC® Kicking off the first episode in our new Career Series, “Real Money, Real Experts” co-hosts Dr. Mary Bell Carlson and Rachael DeLeon speak with Marcy Reyes, AFC® about her career in the nonprofit space. Marcy is the Founder and...

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Real Money, Real Experts: Ask Us Anything

Episode 43: Kicking off 2022: Ask Us Anything In our first episode of 2022, co-hosts Mary Bell Carlson and Rachael DeLeon give listeners a sneak peek into what’s ahead on the 2022 season of Real Money, Real Experts. We also answer all your pressing questions about the podcast, the organization,...

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