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.
- 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.
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.
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Meet the Hosts
Rachael DeLeon, AFCPE® Executive Director
Rachael DeLeon, Executive Director of AFCPE®, is co-host of Real Money, Real Experts podcast. Rachael 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.
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 accountability when talking about money. We learn more about her coaching programs FinanceFixx and InvestingFixx and why she values the AFC.
In the final episode of this season, Mary and Rachael are joined by AFCPE’s Board President, Michele Godfrey, AFC®. Two weeks ago, we kicked off the 2022 AFCPE Symposium with a trip down memory lane – celebrating where we’ve been and where we’re going as we wrap up celebrations for the #30YearsofAFC.
In this episode, we’ll recap some of the highlights from our opening general session, answer your questions about the organization, and share our favorite moments from #AFCPE2022.
This week, we’re speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin, the Director of Investor Education Community Outreach & Olivia Valdez, a Senior Research Analyst. In this episode, we dive into trends across multiple areas of the market such as the idea of intergenerational wealth and its contribution to massive wealth gaps, and the importance of truly understanding the nuances of the populations we study.
"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."
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