All Episodes of 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.
Real Money, Real Experts: Lissa Prudencio
Episode 99: Purpose, Passion, and the Power of Pivoting with Lissa Prudencio Download the transcript or watch on Youtube! Join co-hosts Rachael Deleon and Dr. Mary Carlson as they welcome Lissa Prudencio, AFC®, Founder of Wealth for Women of Color. In our latest episode, Lissa shares the power of pivoting and reminds us that investing in ourselves can help change
Real Money, Real Experts: Sara Lohse
Episode 98: Leading with Values and Stories with Sara Lohse Download the transcript or watch on Youtube! Join co-hosts Rachael Deleon and Dr. Mary Carlson in this week’s episode as they welcome Sara Lohse, AFC® and Founder of Favorite Daughter Media, to the conversation. Fueled by caffeine and unwavering passion, Sara is a master at blending storytelling and marketing to
Real Money, Real Experts: Lynne Patterson
Episode 97: Building Bridges: A Journey of Passion and Purpose with Lynne Patterson Download the transcript or watch on Youtube! On this week’s episode, co-hosts, Rachael Deleon and Dr. Mary Carlson, are joined by AFCPE Board Member and FINRA Foundation Fellow, Lynne Patterson, AFC. Lynne’s expertise and passion for fostering collaboration and resilience stem from her deep military connections. As
Real Money, Real Experts: Amanda Christensen
Episode 96: Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen Download the transcript or watch on Youtube! Are you ready for it? Join hosts Rachael Deleon and Dr. Mary Carlson for an engaging episode featuring special guest Amanda Christensen, AFC, Extension Professor at Utah State University, and Founder of Utah Money Moms. In our latest episode, Amanda shares
Real Money, Real Experts: Amy Smith
Episode 95: Authenticity Unleashed: Embracing Your Superpower with Amy Smith Download the transcript or watch on Youtube! Join hosts Rachael Deleon and Dr. Mary Carlson in a captivating conversation with special guest Amy Smith, AFC®, Founder of My BPD, My Money, and Member Engagement Coordinator for AFCPE. In this episode, Amy shares her journey to the AFC certification, emphasizing the transformative
Real Money, Real Experts: Tiffany Grant
Episode 94: Unlocking the CEO Mindset: A Conversation with Tiffany Grant Download the transcript or watch on Youtube! “If you want to be a CEO, you have to start thinking like a CEO.” In this episode, hosts Rachael Deleon and Dr. Mary Carlson are joined by special guest Tiffany Grant, AFC® and owner of Money Talk with Tiff. Tiffany, an
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