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 FFC® (Financial Fitness Coach), 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 #15: From the Ground Up: Starting a Private Practice and Navigating State Registrations with Andrea Clark and Adrienne Ross
Episode #16: From Victim to Advocate: A Personal Journey with Identity Theft with Axton Betz-Hamilton
Episode #17: Supporting our Military Families During COVID with Meredith Lozar
This week, Real Money, Real Experts welcomes Andrea Clark and Adrienne Ross, who are both owners of private practices, as well as members of the U.S. military community.
Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Andrea and Adrienne about their complementary certifications, the complicated distinction between investment education and advice, registering as an RIA, and other important questions around compliance. Both Andrea and Adrienne offer a wealth of information for those interested in starting a private practice.
This week, Real Money, Real Experts welcomes Axton Betz-Hamilton, AFC®, Assistant Professor of Consumer Affairs at South Dakota State University, and author of “The Less People Know About Us.”
Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Axton about her personal experience with identify theft, specifically familial and child identity theft, how the law has changed to protect victims; and how financial counselors can better support those who have been affected.
On this episode of Real Money, Real Experts co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk with AFC® Meredith Lozar. Meredith has an extensive career working for Navy-Marine Corps Relief Society, Blue Star Families, National Military Family Association, and DOD Spouse Education and Career Opportunities. Currently, Meredith is the Director of Military Spouse Programs for Hiring our Heroes, and she is also the president for the AFCPE board of directors.
The three discuss the financial impacts Coronavirus has had on military spouses including a higher unemployment rate, historically lower savings, and childcare challenges. They look at what can be done to help with these issues and how the AFC® designation lends itself to being part of the solution.
"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.