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Real Money, Real Experts: Lissa Prudencio
Episode 99: Purpose, Passion, and the Power of Pivoting with Lissa Prudencio Download the transcript or watch on Youtube! Join co-hosts Rachael Deleon and Dr. Mary Carlson as they welcome Lissa Prudencio, AFC®, Founder of Wealth for Women of Color. In our latest episode, Lissa shares the power of pivoting...
April 16, 2024
Read More >Real Money, Real Experts: Sara Lohse
Episode 98: Leading with Values and Stories with Sara Lohse Download the transcript or watch on Youtube! Join co-hosts Rachael Deleon and Dr. Mary Carlson in this week's episode as they welcome Sara Lohse, AFC® and Founder of Favorite Daughter Media, to the conversation. Fueled by caffeine and unwavering passion,...
April 02, 2024
Read More >Real Money, Real Experts: Lynne Patterson
Episode 97: Building Bridges: A Journey of Passion and Purpose with Lynne Patterson Download the transcript or watch on Youtube! On this week's episode, co-hosts, Rachael Deleon and Dr. Mary Carlson, are joined by AFCPE Board Member and FINRA Foundation Fellow, Lynne Patterson, AFC. Lynne's expertise and passion for fostering...
March 19, 2024
Read More >Real Money, Real Experts: Amanda Christensen
Episode 96: Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen Download the transcript or watch on Youtube!Are you ready for it? Join hosts Rachael Deleon and Dr. Mary Carlson for an engaging episode featuring special guest Amanda Christensen, AFC, Extension Professor at Utah State University, and Founder of...
March 05, 2024
Read More >Real Money, Real Experts: Amy Smith
Episode 95: Authenticity Unleashed: Embracing Your Superpower with Amy SmithDownload the transcript or watch on Youtube!Join hosts Rachael Deleon and Dr. Mary Carlson in a captivating conversation with special guest Amy Smith, AFC®, Founder of My BPD, My Money, and Member Engagement Coordinator for AFCPE.In this episode, Amy shares her...
February 20, 2024
Read More >Real Money, Real Experts: Tiffany Grant
Episode 94: Unlocking the CEO Mindset: A Conversation with Tiffany GrantDownload the transcript or watch on Youtube!"If you want to be a CEO, you have to start thinking like a CEO."In this episode, hosts Rachael Deleon and Dr. Mary Carlson are joined by special guest Tiffany Grant, AFC® and owner...
February 06, 2024
Read More >Real Money, Real Experts: Brent Neiser
Episode 93: What's Next With Money with Brent Neiser, CFP®, AFC®Download the transcript!Brent Neiser has an incredible range of work and impact in the personal finance space. Every time we connect, we learn something new! Brent started his journey as a financial planner, but his heart for service led him...
January 23, 2024
Read More >Real Money, Real Experts: Markia Brown, The Money Plug
Welcome to Season 5!Episode 92: There is No "One Way" to do Personal Finance with Markia Brown, AFC® Download the transcript!Markia Brown is an award-winning financial educator and content creator, an Accredited Financial Counselor, and an AFCPE member with a talent for making complex financial topics accessible, particularly to younger generations.Her...
January 02, 2024
Read More >Real Money, Real Experts: Michael Thomas (From the Vault)
Episode 91: From the Vault: Michael Thomas on EmpathyDownload the transcript!Every December, Real Money, Real Experts takes a break to prepare for the year ahead. As we head into the busy holiday season, we're happy to re-share a fan favorite - our episode on empathy and the art of listening...
December 19, 2023
Read More >Real Money, Real Experts: Symposium Recap
Special YouTube Live Episode:Symposium Recap: Find Your People with Andi Wrenn, AFC®This week, Real Money, Real Experts, was live on YouTube with AFCPE Board President, Andi Wrenn. Andi, Mary, and Rachael recap all things 2023 AFCPE Symposium. If you joined us for Symposium this year, come reminisce with us. If you...
December 08, 2023
Read More >Real Money, Real Experts: Nathan Astle
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
Read More >Real Money, Real Experts: Lazetta Braxton
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
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