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.

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Meet the Hosts

Mary Bell Carlson, co-host of Real Money, Real Experts

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.

Recent Episodes

Sarah Stanley Fallaw on the Real Money, Real Experts podcast
Shay Cook and Jen Hemphill share about the Military Spouse Fellowship Program on the Real Money Real Experts Podcast

Episode #21: DataPoints: The Psychology of Building Wealth with Sarah Stanley Fallaw

Episode #22: Facebook Live: Military Spouse Fellowship with Shay Cook and Jen Hemphill

Episode #23: Building Health, Wealth, and Defining your Value with Holly Morphew

In this episode of Real Money, Real Experts, we get a deeper dive into the tools and resources developed by Dr. Sarah Fallaw, Co-Author of The Next Millionaire Next Door. Fallaw has spent her career rooted in data and furthered research based on her father’s original best-selling book The Millionaire Next Door. The tools and research built by her company, DataPoints provide financial professionals with behavioral assessments to help clients understand their financial competencies. Listen along as Rebecca and Mary talk with Sarah on how to get research into practice.

In this Facebook Live, co-hosts Rebecca and Dr. Mary Bell Carlson interview with two Military Spouse Fellows, Shay Cook of Crusaders4Change and Jen Hemphill. 

Shay and Jen share their experience applying for the Military Spouse Fellowship, how earning the AFC® certification impacted their careers, and answer audience questions about the program. 

*Note this episode was pre-recorded during a live event on March 16th. 

In this episode of Real Money, Real Experts, Rebecca and Dr. Mary Bell Carlson talk with Simple Wealth Author, Holly Morphew about the connection between health and wealth. Having experienced chronic illness themselves both Mary and Holly reflect on what they’ve learned and how to apply it to financial well-being today.

For many families impacted by COVID-19 whether it be a job loss or falling ill themselves, the financial implications were a first-time experience. Listen in as the women talk through how to not only be financially prepared but how to support your overall health during difficult times. Holly also talks about how to coach clients through different experiences in their lives and helping them see the correlation between finances, needs, and values to create abundance.

Listener Reviews

"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."

"The podcast is well done and the synergy between Rebecca and Mary is 🙌🏼. I'm looking forward to more episodes."

"Looking forward to more episodes hosted by these two great financial professionals!"

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.

8 responses to “Real Money, Real Experts Podcast”

  1. Hello! ABSOLUTELY AWESOME!!! l just finished listening to Real Money/Real Experts, Pilot Episode and truly enjoyed meeting you! I was so INSPIRED and MOTIVATED that l WILL cease PROCRASTINATING and get started on reaching my next life’s goal of becoming a financial Coach/Counselor. Thank you so much for the AMAZING LEADERSHIP! Ms. Farrow

    • Thank you so much for listening! We hope you stick around and enjoy future episodes. Thanks for the feedback!

  2. How can we get FICO open access- for free for our clients instead of paying the fees associated with getting the score and the needed education/coaching? Can this not be waived for financial coaching for AFCPE members?
    Carol Ehlers
    ISU Extension
    712-732-5056 (home office/not open yet)
    712-299-3454 (personal cell)
    xehlers@iastate.edu

  3. I use the PodCruncher app for iPhone. Thoroughly enjoyed the interesting and informative first four podcasts. I’m going to listen to E5 sometime this afternoon. Terrific job so far! Thank you!

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