Blog

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....

November 08, 2022

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...

October 25, 2022

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....

October 11, 2022

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....

September 27, 2022

Episode 61: The Founding of AFCPE® and Looking to the Future with Bill GustafsonDownload 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 been educating...

September 12, 2022

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...

August 30, 2022

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...

August 16, 2022

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,...

August 02, 2022

Episode 57: A Deep Dive Into Student Loans and the PSLF with Rita Green, Ed.D. AFC® → Dr. Rita Green is AFC® certified. Learn more about the AFC® and how you can become one at our next info session ← This week, we're talking all about student loans with Rita Green,...

July 19, 2022

Episode 56: Meeting People Where They Are with Dr. Kate Mielitz, AFC®→ Kate is AFC® certified. Learn more about the AFC® and how you can become one at our next info session ← This week we are joined by Dr. Kate Mielitz, AFC®. Kate joined the AFCPE staff in 2022 as...

July 05, 2022

Episode 55: Providing Real Value in your Business with The Budget Mom, Kumiko Love, AFC®→ Kumiko is AFC® certified. Learn more about the AFC® and how you can become one at our next info session ← Download the transcript here.On this week’s episode, Mary and Rachael had the privilege to sit down...

June 21, 2022

Episode 54: Military Financial Readiness and the AFC® with Mike Wood→ Mike is AFC® certified. Learn more about the AFC and how you can become one at our next info session ← This week on Real Money, Real Experts, Mary and Rachael catch up with longtime AFC® and AFCPE® Member, Mike Wood. Mike shares...

June 07, 2022