Blog

Episode 99: Purpose, Passion, and the Power of Pivoting with Lissa PrudencioDownload 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...

April 16, 2024

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,...

April 02, 2024

Friday Follow: Get to know AFCPE's new Executive Coordinator My Name: Amanda Paolicelli My Work: Executive Coordinator My Roots: Born and raised in sunny Orlando, Florida My Passion: My passion and goal is to empower young women to unleash their potential, break down barriers, and embrace their iconic selves. My...

March 22, 2024

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...

March 19, 2024

Friday Follow: Get to know AFCPE's new Certification Coordinator   My Name: Noel Morrell My Work: Certification Coordinator My Roots: I've lived in 6 states so far, and still counting since I'm a military spouse. My Passion: Empowering people to attain their financial goals through financial literacy, support, and resource...

March 08, 2024

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...

March 05, 2024

Veterans Benefits Banking Program, Association of Military Banks of America, and Wells Fargo exhibited at the 2023 AFCPE Symposium. Learn more about exhibiting →   The VBBP, initiated in 2019, is on a mission to expand financial access for all Veterans and is committed to connecting them to personalized banking...

February 29, 2024

Meet Brandon Shurn, Ph.D., LCPC, LMHC, AFC®️, NCC and FINRA Foundation Fellow   What led you to a career in personal finance? And what inspires you to continue doing this work today? I noticed that the people I was working with in my mental health counseling profession were also struggling...

February 23, 2024

Episode 95: Authenticity Unleashed: Embracing Your Superpower with Amy SmithDownload 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...

February 20, 2024

Episode 94: Unlocking the CEO Mindset: A Conversation with Tiffany GrantDownload 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...

February 06, 2024

Friday Follow: Get to know AFCPE's Newest Board Members—2024  Welcome, Barbara Martinez, AFC®My Work: My work centers on ending asset poverty for low-income families and narrowing the racial and gender wealth divide. As the Community Partnerships & Asset Building Programs leader at Heartland Alliance, I oversee financial coaching programs that...

January 26, 2024

Episode 93: What's Next With Money with Brent Neiser, CFP®, AFC®Download the transcript!Brent Neiser has an incredible range of work and impact in the personal finance space. Every time we connect, we learn something new! Brent started his journey as a financial planner, but his heart for service led him...

January 23, 2024