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Polling Data To Take With You Into 2024
NEFE exhibited at the 2023 AFCPE Symposium. Learn more about exhibiting → The National Endowment for Financial Education (NEFE) and AFCPE have always enjoyed a supportive working relationship from each of our organizations’ early days. NEFE and AFCPE share a common goal to help individuals and families live their best...
January 03, 2024
Read More >Real Money, Real Experts: Markia Brown, The Money Plug
Welcome to Season 5!Episode 92: There is No "One Way" to do Personal Finance with Markia Brown, AFC® Download the transcript!Markia Brown is an award-winning financial educator and content creator, an Accredited Financial Counselor, and an AFCPE member with a talent for making complex financial topics accessible, particularly to younger generations....
January 02, 2024
Read More >3 Behavioral Marketing Hacks to Get More Customers
XY Planning Network exhibited at the 2023 AFCPE Symposium. Learn more about exhibiting → When I was a kid, I had a friend named John. John and I were as close as could be—and what unified our friendship was the love of strategy-based video games. We played them all—particularly the 90’s...
December 27, 2023
Read More >Providing Personal Financial Support to our Service members and their families
"At heart, I’m an educator. If I can help anyone rethink their approach to money and lifestyle choices, which sets them up for success, that is a plus.” One of our Personal Financial Counselors, Michael Snowdon, recently described what he likes about working with military families as a Magellan Federal...
December 21, 2023
Read More >Real Money, Real Experts: Michael Thomas (From the Vault)
Episode 91: From the Vault: Michael Thomas on EmpathyDownload the transcript!Every December, Real Money, Real Experts takes a break to prepare for the year ahead. As we head into the busy holiday season, we're happy to re-share a fan favorite - our episode on empathy and the art of listening...
December 19, 2023
Read More >Real Money, Real Experts: Symposium Recap
Special YouTube Live Episode:Symposium Recap: Find Your People with Andi Wrenn, AFC®This week, Real Money, Real Experts, was live on YouTube with AFCPE Board President, Andi Wrenn. Andi, Mary, and Rachael recap all things 2023 AFCPE Symposium. If you joined us for Symposium this year, come reminisce with us. If you...
December 08, 2023
Read More >Real Money, Real Experts: Nathan Astle
Episode 90: Building a Collaborative Practice Model with Nathan AstleDownload the transcript!This week we welcome financial therapist, Nathan Astle, to the show. Nate is the founder of the Financial Therapy Clinical Institute, which is a collaborative practice that includes financial counselors, therapists, and planners working together to meet the needs...
November 21, 2023
Read More >Real Money, Real Experts: Lazetta Braxton
Episode 89: Recognizing the Value of Cultural Competency with Lazetta BraxtonDownload the transcript!Lazetta Braxton, MBA, CFP® is on a mission to create wealth for the common good. She believes in fighting for voices that have not been heard, and has built her career around making room for underserved and overlooked...
November 07, 2023
Read More >Real Money, Real Experts: John McNamara
Episode 88: Facets of Consumer Protection with John McNamara, CFPB Download the transcript! Today’s guest is John McNamara, Principal Assistant Director of Consumer Credit, Payments, and Deposits Markets at the CFPB. In this episode, John shares his professional journey from debt collection to his current role at the CFPB. He...
October 24, 2023
Read More >Real Money, Real Experts: Dr. Preston Cherry
Episode 87: The Art of Storytelling and Story Listening with Dr. Preston CherryDownload the transcript!Dr. Preston Cherry, AFC®, CFP®, CFT-1 is the Founder & President of Concurrent Financial Planning, the Head of the University of Wisconsin Green Bay Financial Planning Program, and also a keynote speaker at this year's AFCPE...
October 10, 2023
Read More >Real Money, Real Experts: Rahkim Sabree
Episode 86: Financial Trauma with Rahkim SabreeDownload the transcript!On today's episode we talk to AFC candidate, Rahkim Sabree, a financial coach, entrepreneur, and thought leader on the topic of financial trauma. We discuss how personal background, cultural experiences, and mental health all play a role in personal finance, and how...
September 26, 2023
Read More >Real Money, Real Experts: Penny Forward
Episode 85: Building Accessible Financial Education with Penny ForwardDownload the transcript!“Whether someone wants to be independent with their finances is their absolute decision…but what I don’t want that decision to be based around is the fact that someone cannot see anymore…I want to help [people] realize that there are options.”...
September 12, 2023
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