Real Money, Real Experts

AFCPE®
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Feb 28, 2023 • 29min

The Journey of Podcasting with Chris Browning of Popcorn Finance

This week we sit down with Chris Browning, the creator and host of the award-winning, short-form podcast Popcorn Finance. Chris is an OG in the personal finance podcast space with more than 350+ episodes that cover popular finance topics in about the time it takes to make a bag of popcorn.In this episode, we dive into his start as a podcaster (spoiler, it literally started from the front seat of his car!) his business model, and how he keeps his content new and fresh. Chris is down-to-earth, humble, and full of wisdom for those wanting to get into the podcast space. Show Notes:2:30 How he got into the world of finance and podcasting4:08 Podcasting as his full-time role6:42 How Chris found his niche8:56 The slow journey of podcasting11:40 Into his business model14:35 Mentors and help along the way16:23 How Chris continues to generate content18:14 Being an "Influencer"20:11 Balancing his strengths and personality traits for business22:50 Chris's final 2 centsShow Note Links:@PopcornFinancePodcast on InstagramConnect on LinkedInFollow on TikTok and Twitterhttps://popcornfinance.com/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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Feb 14, 2023 • 27min

Marriage, Kids, and Money with Andy Hill

Andy Hill, AFC® candidate, is the award-winning family finance coach behind Marriage, Kids, and Money - a platform dedicated to helping young families build wealth and happiness. Andy believes that money is a tool that helps you move toward the life you want to have, and is on a personal mission to help more people get there. In this episode, we learn more about Andy's business model, the importance of balance, and what it means to be an influencer. We also touch on destigmatizing talking about money, and the creative ways Andy brings his own kids into the conversation. Show Notes:1:27 How Andy got started3:21 Andy's family business4:39 Tips for other entrepreneurs6:06 How he has set up his business model7:59 Who helped Andy along the way10:44 Teaching his kids about money15:14 What is Coast Fire?21:23 Andy's final 2 centsShow Note Links:Part-Time Work by 40 Coast Fire, Millionaire Family in their 30'sMake My Kid a Millionaire Course (To come in March)  Marriage Kids & Money Podcast:IG: @marriagekidsandmoney Connect with Andy on LinkedIn 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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Jan 31, 2023 • 23min

Helping People Thrive: Employee Financial Wellness with Meghan Lape, AFC®

Show Notes:2:22 What led Meghan to financial counseling5:15 Inside Meghan's business model6:36 How she serves her clients7:25 The setup of her business8:53 Advice for approaching employers without a financial wellness program10:57 How to best network with businesses13:26 Advice for other counselors interested in this work15:35 Meghan's final 2 centsShow Note Links:Connect with Meghan on Linkedin and her companyCIF Financial PlanningFinancial Health Network Studies PolkaDot PowerhouseAFCPE Community: Join MembershipFINRA Foundation Military Spouse Fellowship: Applications open March 1!This week on Real Money, Real Experts, our hosts sit down with Meghan Lape, AFC®, CFP®, EA®, the founder of Conscious Impact Financial Planning, a financial wellness and socially responsible investment firm.Meghan recognizes that all too often, the people who need financial services the most also cannot afford them. Her solution? Engaging with employers to better meet people where they are. As an AFC, Meghan is a fierce advocate for financial wellness programs in the workplace, and believes in a people-first approach. On this episode, she takes us through her business model, shares how’s she’s building a network within her local community, and offers honest words of advice and encouragement for other entrepreneurs.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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Jan 17, 2023 • 28min

Building a More Integrated Financial Planning Field with Sasha Grabenstetter, AFC®

This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families.In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and planners. Sasha is a gifted educator with infectious energy, making this a must-listen episode!Show Notes:1:36 Why AFCPE and the AFC®?6:05 What is eMoney?7:33 Into Sasha's work with eMoney9:26 How the CFP and AFC complement each other11:46 Financial planning firms & the ever-changing landscape16:07 More into referral partnerships and the AFC21:41 Sasha's advice for connecting to audiences as a podcaster23:22 Sasha's final 2 centsShow Note Links:eMoney AdvisorApple Seed ProgramConnect with Sasha on LinkedIn Heart of Advice blogWant 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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Jan 3, 2023 • 25min

Start Where You Are with Jean Chatzky of @HerMoneyMedia

We’re kicking off 2023 with award-winning journalist and the founder and CEO of HerMoney Media, Jean Chatzky!In this episode, Jean shares her journey into journalism and personal finance and discusses the importance of building camaraderie and accountability when talking about money. We learn more about her coaching programs FinanceFixx and InvestingFixx and why she values the AFC. Jean leaves us with great advice that is applicable to personal finance but also for any goals you may be setting in the new year! Show Notes:1:38 How Jean got started8:12 Jean's PBS show: Opportunity Knocks8:59 Why she recommends the AFC11:15  FinanceFixx and InvestingFixx 15:14 Suggestions for women getting started with organizing their finances19:01 Jean's final 2 centsShow Note Links:Follow @JeanChatzky and @HerMoneyMediaJean is hiring part-time coaches! Send her an email or connect at jean@hermoney.comFinance FixxHer MoneyInvesting FixxOpportunity KnocksOpportunity FindersWant 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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Nov 29, 2022 • 35min

Wrapping up 2022: Where We've Been, and Where We're Going

In the final episode of this season, Mary and Rachael are joined by AFCPE’s Board President, Michele Godfrey, AFC®. Two weeks ago, we kicked off the 2022 AFCPE Symposium with a trip down memory lane – celebrating where we’ve been and where we’re going as we wrap up celebrations for the #30YearsofAFC. In this episode, we’ll recap some of the highlights from our opening general session, answer your questions about the organization, and share our favorite moments from #AFCPE2022.This episode was live-streamed on Youtube on November 22nd, 2022.Transcript and Show Notes:1:08 Why focus on the past, present, and future?4:31 What's happening in the world of certification and education10:03 What groups live within the profession?14:18 What can someone get out of membership?24:43 What's next with the AFCPE Pro Bono Program?27:54  Thoughts for those wanting to get into private practice32:28 Outgoing remarks from Board President MicheleShow Note Links:Annual ReportDownload Symposium RecordingsWant 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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Nov 8, 2022 • 39min

Working Towards a More Inclusive, Equitable Market with Keynote Speakers Ritta McLaughlin & Olivia Valdes

This week, we're speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin,  the Director of Investor Education Community Outreach & Olivia Valdes, Senior Research Analyst. In this episode, we dive into trends across multiple areas of the market such as the idea of intergenerational wealth and its contribution to massive wealth gaps, and the importance of truly understanding the nuances of the populations we study.Tune in for more impactful, data-driven takeaways from the FINRA National Financial Capability study and listen to the full presentation at #AFCPE2022--register to attend virtually today!Show Notes:2:20 Into the FINRA National Financial Capability Study14:53 Market participation across race and ethnicity18:16 Gender investing trends19:53 How can we impact this challenge and become a more inclusive market?31:18 Fun facts!34:56 Ritta and Olivia's final 2 centsShow Note Links:Connect with FINRA on LinkedIn, Twitter, Facebook,or Contact 2021 NFCS Report Bridging the Divide Interact with the DataWant 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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Oct 25, 2022 • 23min

The Need for a Revolution of Compassion with Keynote Speaker Jason Craige Harris

In this week’s episode, we sit with Jason Craige Harris, a voice for healing and transformation who works across communities and organizations to promote dignity, belonging, and compassion. Jason is also one of our keynote speakers at the 2022 AFCPE Symposium this November.Jason takes us through the importance of building genuine empathy with others and the need for a Revolution of Compassion. Learn more about what that looks like by tuning in, and attending Jason’s full presentation at #AFCPE2022. Register today!Show Notes:2:50 How Jason got into this work7:27 When Jason knew he wanted to make change10:34 His keynote topic and how it will relate to AFCPE professionals15:29 Strategies for being less judgmental and more empathetic18:24 Jason’s final 2 centsShow Note Links:Connect with Jason on LinkedinJason and Perception StrategiesSusan Finke’s Nature of PrejudiceWant 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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Oct 11, 2022 • 22min

$avvy: Women. Money. Freedom. with Robin Hauser

In this week’s episode, we get to know Robin Hauser: an award-winning documentary filmmaker and a keynote speaker at the 2022 AFCPE Symposium. Her film, $avvy, was inspired by her own personal experience with money. It led her to wonder, why do women tend to abdicate major financial decisions to someone else (often the man in their life)? And why is that so dangerous?Our hosts and Robin talk about the power of storytelling and its ability to eliminate shame and increase empathy. We also address the subtle microaggressions that women face even today, and how we can ensure that women feel included in the personal finance space. Tune in, and don't miss the screening at #AFCPE2022 by registering to attend today.Show Notes:1:58 How Robin got into documentary filmmaking4:40 What to expect during Robin's session6:30 How counselors can utilize video to spread their impact8:55 What is the likability dilemma11:39 Increasing women in a male-dominated industry15:31 Robin's 2 centsShow Note Links:$avvy documentaryRobin's Ted Talk: Likability DilemmaUBS Study that Robin referenced regarding women believing men know more about moneyRobin's WebsiteMcKinsey study about the transfer of wealth from men to womenWant 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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.
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Sep 27, 2022 • 22min

Being Change Agents and the Current State of Student Loans with Keynote Speaker Ryan Law, CFP®, AFC®

Download the transcript here.This week on Real Money, Real Experts, we're back with Ryan Law, CFP®, AFC®,  a recognized expert in client communication, student loans, financial counseling, and behavior change. He recently served as President of AFCPE, and in 2021 Ryan received the AFCPE Distinguished Fellow Award!In this episode, Ryan takes us through the current state of federal student loans and what to anticipate in the coming months given the recent updates. He also shares a sneak peek of what to expect for his keynote presentation this November and provides practical advice for being change agents in our own lives. Tune in to Ryan's episode for great insights, and secure your ticket to symposium today to catch his full presentation at #AFCPE2022!Show Notes:1:40 Sneak peek of Ryan's symposium keynote presentation9:19 What to know right now for student loans13:09 When might payments restart?14:06 What about direct or FFEL loans?15:06 Why Ryan chose to pursue his AFC®17:19 His first symposium experience18:04 What he most looks forward to at #AFCPE202219:42 Ryan's final 2 centsShow Note Links:Ryan's Website and BlogStudent Aid Connect with Ryan on LinkedInRyan's Financial Behavior Keynote GroupStudent Debt Relief Plan Explained Register for Symposium! The early Bird deadline ends September 30th.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! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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