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.

 

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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

Headshot of Rachael DeLeon
Mary Bell Carlson, co-host of Real Money, Real Experts

Rachael DeLeon, AFCPE® Interim Executive Director

Rachael DeLeon, Interim 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.

Recent Episodes

Serving Our Clients Intentionally: Listening & Staying Informed with Heath Carelock, AFC®

Episode #51: Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga and Rachael Bronstein, AFC®

Episode #50: Empowering our Youth through Financial Literacy & Education with Laura Levine

 In this episode, we had the honor to sit down with Heath Carelock, AFC®.  This episode covers the gamut, offering great insights on reframing our services to better meet our clients’ needs, valuable ways to improve our own work as financial professionals (hint: it goes beyond financial knowledge), and the importance of aspiring to a belief system. 

In this final episode of our Real Money, Real Experts Career Series, we catch up with Rachael Bronstein and Maggie Klokkenga. Tune in as they share their own experiences in starting a private practice and how honing in on your niche can lead to a more successful, fulfilling career.

To kick off Financial Literacy Month, our hosts Rachael DeLeon and Dr. Mary Bell Carlson speak with President and CEO of the Jump$tart Coalition for Personal Financial Literacy, Laura Levine. Laura shares the ins and outs of her own career journey and provides listeners with ideas on how to get involved with youth financial education and the coalition’s work.

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."

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

Be a Guest on Real Money, Real Experts!

If you’re doing interesting work in the field and would like to share your stories and expertise, apply to be a guest on Real Money, Real Experts! Fill out the podcast guest application and an AFCPE staff member will contact you if you are selected.

Questions? Comments? We want to hear from you!

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.

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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