Real Money, Real Experts: Career Series

Episode 160:  Hope Before Solutions: Building Trust in Financial Counseling Download the transcript or watch on Youtube! What if the first step toward financial change isn’t a solution, but hope? On this episode of Real Money, Real Experts, we’re joined by Jamie Chandler, financial health strategist and U.S. Army veteran, and Dr. Kate Melitz (Dr. M), educator, financial counselor, and

Episode 159:  The State of Financial Coaching: What the Data Tells Us About the Profession Download the transcript or watch on Youtube! What does the data tell us about the financial coaching and counseling profession; where is the field headed next? In this episode of Real Money, Real Experts, we’re joined by Joshua Escalante Troesh CFP®️ | MBA and Amelie Riendl

Episode 158:  Understanding Financial Stress, Anxiety & Burnout | Kristy Archuleta Ph.D., LMFT, CFT Download the transcript or watch on Youtube! What happens when financial stress becomes more than just the numbers? In this episode of Real Money, Real Experts, Rachael DeLeon and Dr. Brandy Baxter sit down with Dr. Kristy Archuleta, a pioneer in financial therapy and professor of financial

Episode 157:  Creating Client-Centered Programs That Empower Communities | Holly Zugay Download the transcript or watch on Youtube! What does it take to make financial education truly meaningful and accessible? In this episode of Real Money, Real Experts, Holly Zugay, CFP, AFC, shares her journey from chemistry to financial education and the lessons she’s learned working with diverse communities, including

Episode 156:  Show Me Your Numbers, I’ll Tell You Your Story with Simi Mandelbaum Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, we’re joined by Simi Mandelbaum, a certified financial therapist, accredited financial counselor, certified financial behavior specialist, and founder and CEO of Prosper Financial Wellness. Simi shares how combining financial counseling, behavioral

Episode 155:  More Personal Than Finance: Helping Veterans Build Financial Resilience with Dedrick Curtis Download the transcript or watch on Youtube! Financial challenges are rarely just about numbers—they’re about life, transitions, and the support people need along the way.In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Dr. Brandy Baxter sit down with AFC®, CFP® Dedrick Curtis

Episode 154:  The Power of Saying Yes: Building a Career in Financial Well-Being with Jarod Taylor Download the transcript or watch on Youtube! Career-defining opportunities often begin with a single “yes.” In this episode, Jarod Taylor, AFC®, Director of Education and Community Engagement at AFCPE, reflects on his unexpected journey into the financial well-being profession, beginning during the 2008 housing

Episode 153:  Do It Scared: Making Financial Guidance More Accessible for Everyone with Cynthia Hudson Download the transcript or watch on Youtube! What if the best financial advice starts by asking one simple question: Why? In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Dr. Brandy Baxter sit down with newly accredited AFC® Cynthia Hudson. Cynthia shares how her unconventional journey—from manufacturing floors

Episode 151: Money Roots and Financial Wellness: Understanding the Stories Behind Our Financial Decisions with Jack Howard Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Brandy Baxter sit down with Jack Howard, Head of Money Wellness at Ally, to discuss the evolving landscape of financial wellness and the critical