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 #3: When Emergency Strikes: How to be Financially Prepared with Sara Croymans
Episode #4: Coaching in the Field of Finance with Saundra Davis
Episode #5: Lights, Camera, Finance! with Julia Lorenz-Olson
Co-Hosts Rebecca Wiggins and Dr. Mary Bell Carlson interview AFC® Sara Croymans about the essentials of financial emergency preparedness. Sara, who was instrumental in developing AFCPE®’s partnership with FEMA, draws on her experience counseling disaster survivors, gamblers, and military service members and how to provide the best service to these clients.
In this episode, cohosts, Rebecca Wiggins, and Dr. Mary Bell Carlson discuss the Financial Fitness Coaching (FFC®) designation, how it came to be, and its role in the financial field. Featuring guest Saundra Davis, MSFP, APFC®, the three dive deep into the history of Financial Coaching and how it’s impacting individuals today.
From a career in the performing arts to managing a finance business and Emmy Award-Winning PBS show, Julia Lorenz-Olson takes listeners through her career in finance and how she uses her background to help her clients. In this episode, cohosts, Rebecca Wiggins and Dr. Mary Bell Carlson discuss the tools and resources that helped Lorenz-Olson get to where she is today and the current state of the economy.
"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.