Real Money, Real Experts Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga, CFP®, CPA®, and Rachael Bronstein, AFC®
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.
Maggie Klokkenga, CFP®, CPA, and AFC® candidate is a financial coach and the owner of Make a Money Mindshift, a financial coaching and planning firm in central Illinois where she helps individuals and couples to reduce their overwhelm and shame with money.
Rachael Bronstein is an Accredited Financial Counselor & financial coach for Jean Chatzky’s FinanceFixx program. Rachael also launched a company last May to help touring music professionals simplify their life & finances, called Life’s Jam.
Show Notes:
3:24 Rachael's journey to personal finance
11:33 FinanceFixx Program
14:11 Maggie and multiple streams of income
16:24 Rachael's tips for small business owners
18:26 Tools Rachael found helpful early on
21:18 Maggie's tips for small business owners
24:29 What led Maggie to pursue the AFC
28:15 Guests' final 2 cents
Show Note Links:
Follow Rachael:
- Life’s Jam Website
- Connect on LinkedIn or Instagram or Facebook
- Kim Kaupe's podcast
Follow Maggie:
- Make a Money Mindshift website
- Connect with Brad Klontz
- Connect on LinkedIn or Instagram or Facebook or Youtube
AFCPE Resources:
- Join the Membership community:
- AFCPE Connections Fair: Gain Experience. Find a Job.
Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!
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