Covering real stories about how professionals like you are impacting their clients.
Offering tips from real experts on how to improve client interactions and grow your business.
Real Money, Real Experts.
About Real Money, Real Experts
Real Money, Real Experts is a personal finance podcast written and produced by AFCPE®. With an audience of financial professionals, we strive to educate and entertain with a combination of expert tips, engaging interviews, and real-life storytelling. AFCPE® ensures the highest integrity of the financial counseling profession by certifying, connecting, and supporting diverse professionals.
Our comprehensive programs, the AFC® (Accredited Financial Counselor®) and represent the gold standard of financial counseling and coaching certifications. And our membership community offers a place to share best practices, solve similar struggles, and access tools and resources that advance your career and enable you to better serve your clients.
Meet the Hosts
Rebecca Wiggins, AFCPE® Executive Director
Rebecca Wiggins, Executive Director of AFCPE®, is co-host of Real Money, Real Experts podcast. Rebecca leads AFCPE, a national association for financial counselors, coaches, and educators. AFCPE certifies, supports, and connects professionals across the personal finance field who are committed to the highest standards of professionalism and passionate about helping people with their money.
Mary Bell Carlson, AFC®, CFP®, Ph.D.
Dr. Mary Bell Carlson is a seasoned industry expert and is currently the CEO of Chief Financial Mom. She also teaches at the University of Georgia and Texas Tech University in personal financial planning. Mary has worked in the military and government sectors for over 15 years as a financial behavior expert. Mary holds both the AFC® and CFP® credentials.
Episode #27: Life Long Learning: Financial Education for All Ages with Ann House
Episode #28: Let’s get brunch: Food & Financial Equality with Pamala Capalad and Dyalekt
Episode #29: Show your Pride: Building an Inclusive Practice with Cait Howerton
In this episode of Real Money, Real Experts co-host Dr. Mary Bell Carlson speaks with Ann House, MS, CPFC, CEPF, AFC®, founder of the Personal Money Management Center, a resource for students at the University of Utah. In 2015, the center received the Outstanding Financial Counseling Center award from AFCPE®.
In the interview, the two discuss Ann’s financial education journey, private practice, and having money conversations with your children. Ann’s goal is to help students to learn to become savvy consumers every step along the way.
What do hip-hop pedagogy and brunch have to do with breaking down the racial wealth divide? We found out in this episode of Real Money, Real Experts.
Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson speak with Pamela Capalad, CFP®, AFC®, founder of Brunch & Budget, and Dyalekt, Host of the Brunch & Budget Podcast, Workshop MC, and See Change MC.
Brunch & Budget is a financial planning program created to give everyone safe, friendly, and affordable places to talk about money and make real financial progress. In this interview, the group discusses why financial coaches and counselors need to understand the systematic challenges faced by clients of color, how these challenges impact their relationship with money, and how we can meet our clients where they are through a lens of equity and inclusion.
In honor of Pride Month, we dive deeper into the unique financial challenges of the LGBTQ+ community and learn the changes — both big and small — we can make to create a more inclusive practice.
Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson speak with Cait Howerton, CFP®, AFC®, member of the LGBTQ+ community, and Lead Planner at Facet Wealth where she helps her clients uncover their life goals, navigate their money beliefs, and effectively use their earnings to achieve their dreams.
From higher youth homeless rates and increased student loan debt, to the impact of non-inclusive language, the group discusses the responsibility of financial coaches and counselors to not only understand, but meet the needs of their LGBTQ+ clients.
"I am excited about the Real Money, Real Experts Podcast. The hosts Rebecca and Mary have such rich and diverse background in the financial counseling and education space and they complement each other well. Usually in the first few episodes of a podcast, there is a sense of working out the kinks and getting comfortable with the format but this was a polished effort from the start. I also like the 20-min format, perfect for a listen on my morning jog or while running errands. I look forward upcoming episodes."
We Want To Hear From You!
Would you like to be a guest on the show? Do you have a topic you’d like us to explore, or feedback for the podcast? We’d love to hear from you. Contact us or comment below to let us know your thoughts.
If you’re wanting to apply to be a guest, please include your name, current job information, relevant career and experience information, topics that you’d be willing to discuss, and any links to previous speaking engagements if you have them.