Blog

Don’t Let Your Success Be Your Downfall For startup coaching practices, growth is often heralded as the ultimate indicator of success. Yet, as many entrepreneurs discover, expansion brings its own set of challenges, often trapping businesses in complexities they weren’t prepared to handle. “The Success Trap” sees growing businesses encountering...

December 19, 2024

Episode 115: Voices of Symposium: Real Experts, Real TakeawaysDownload the transcript or watch on Youtube!In this special season finale, Rachael and Mary bring you voices of #ExperienceAFCPE2024 attendees directly from the symposium floor. Attendees share their experiences, key takeaways, and advice for financial educators and those entering the field. This...

December 03, 2024

    “He who will not economize will have to agonize.” – Confucius The 24-hour news cycle keeps us informed of the imbalances and inequities experienced all over the world. This struggle never ceases, and we ponder what is within our reach of assistance and understanding. Educating oneself is a...

November 15, 2024

Episode 114: It's Not You, It's The System with Dr. Michael G. ThomasDownload the transcript or watch on Youtube!In this powerful episode of Real Money, Real Experts, Rachael DeLeon and Dr. Mary Bell Carlson sit down with Dr. Michael G. Thomas Jr., a financial empathy expert and lecturer at the University...

November 12, 2024

Imagine a world where you can be your own boss, set your own hours, and work on projects you're passionate about. Sounds great, right? Welcome to the gig economy! This new way of working offers exciting opportunities, but it also comes with unique financial challenges. As financial counselors and planners,...

October 30, 2024

Episode 113: Behind the Schemes: Unmasking Financial Fraud with Robert Mascio and Lori SchockDownload the transcript or watch on Youtube!On this episode of Real Money, Real Experts, we tackle the evolving world of financial fraud and how we can break the cycle of shame that often keeps victims silent. In this...

October 29, 2024

We are thrilled to announce the release of our Q4 newsletter, expertly crafted by our dedicated Newsletter Task Force. This edition highlights crucial topics such as maximizing your AFCPE Symposium experience, if your client needs a prenup, and homeownership. We hope you find these insights both informative and inspiring as...

October 25, 2024

Episode 112: Why We Don’t Talk About Money: Exploring Financial Stigma with Wendy De La RosaDownload the transcript or watch on Youtube!In this thought-provoking episode of Real Money, Real Experts, Rachael and Mary are joined by Wendy De La Rosa, Assistant Professor at the Wharton School and behavioral finance expert,...

October 15, 2024

Episode 111: Beyond Shame & Blame: Building Bold Money Habits with Syble SolomonDownload the transcript or watch on Youtube!In this insightful episode of Real Money, Real Experts, we sit down with Syble Solomon, a trailblazer in the world of financial behavior and a keynote presenter at the upcoming AFCPE Symposium. Syble...

October 01, 2024

We’re all creatures of habit, whether that means getting up early to run or stumbling to our coffee cup, reading the classics or binge watching Netflix, saving our pennies or spending them. These habits, the little things we do on a daily, weekly or monthly basis, have an enormous impact...

September 23, 2024

Episode 110: Just Move: From Discomfort to Progress with David Scherer and Joe Davis Download the transcript or watch on Youtube! In this keynote episode of Real Money, Real Experts, we’re diving into the power of movement—whether it’s moving beyond cultural gaps, moving through discomfort, or moving towards impactful change. Join...

September 17, 2024

Episode 109: Money Magic: Unleashing the Genie in Your Finances with Cara Macksoud Download the transcript or watch on Youtube! In this episode of Real Money, Real Experts, we sit down with Cara Macksoud, the dynamic CEO of Money Habitudes, who shares her remarkable journey from a 15-year career on...

September 03, 2024