最高の Money Expert ポッドキャスト (2024)

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Ep 51: Vulnerability Series Part 2: Feeling Like a Fraud and Copycat in Business 5:43

40m ago5:43

5:43

Overcoming the Fear of Feeling Like a Fraud in Business In part two of her vulnerability series, Roma, a sales and systems coach, opens up about her experience of feeling like a fraud and a copycat in her entrepreneurial journey. She shares her internal struggles with guilt and shame, stemming from using concepts learned from mentors and integratin…

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Just Move: From Discomfort to Progress with David Scherer and Joe Davis 40:41

14h ago40:41

40:41

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 us as we kick off the Symposium Keynote series with two incredible guests, David Scherer and Joe Davis, who are experts in bridging the diversity g…

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Ep. 50 Vulnerability Series Part 1: Waiting for Permission Is Killing Your Sales 7:20

7d ago7:20

7:20

Giving Yourself Permission: The First Step to Success In this episode, Roma, a sales systems coach, emphasizes the importance of giving yourself permission to pursue your dreams, whether it's starting a business, making a big life change, or even something as simple as buying a T-shirt. Roma shares her journey of creating over half a million in sal…

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Money Magic: Unleashing the Genie in Your Finances with Cara Macksoud 36:08

15d ago36:08

36:08

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 Wall Street to becoming a leading voice in the behavioral finance space. Cara’s insights reveal how money is more than just numbers—it's a tool with its own hopes and dreams. We …

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49. Context Switching: Why it kills your productivity and how to prevent it 5:24

20d ago5:24

5:24

Mastering Energy Management for Entrepreneurs In this episode, I discuss the concept of context switching for entrepreneurs who juggle multiple roles and responsibilities, such as a day job, side hustle, family obligations, and team management. I shift the focus from traditional time management to energy management, emphasizing how switching betwee…

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Empowering the Next Generation with Dr. Tiffany Murray, AFC®️ 29:25

29d ago29:25

29:25

In this episode of Real Money, Real Experts, we sit down with Dr. Tiffany Murray, AFC®️ the Managing Director of the Society for Financial Education and Professional Development, Inc. (SFEPD). Tiffany shares her journey from leading Red to Black®️ Peer Financial Coaching at Texas Tech University to becoming a driving force behind SFEPD’s financial …

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Pursuing Your Passion with Jessica Medina, AFC®️ 33:34

1M ago33:34

33:34

"Would you believe that all of those things are part of the AFC program? It's like a warm, fuzzy blanket that I wear at night." Jessica Medina is not throwing away her shot. This week on Real Money, Real Experts, we welcome Jessica Medina, a dedicated Accredited Financial Counselor®️ who transitioned from a career in law to follow her true passion.…

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48. Building your Sales Team for Your 100k Year (the one hire you need) 6:14

2M ago6:14

6:14

In this video, we discuss the crucial hires needed to grow a business to six figures. Starting with the importance of hiring a mentor, they describe how a good mentor can guide business owners through the necessary steps for success. We emphasize hiring a lead generator next to constantly bring in new clients. And lastly, we further advise on the i…

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Advocacy in Action: Using Your Voice to Make a Difference with Raven Newberry, AFC® 25:33

2M ago25:33

25:33

This week on Real Money, Real Experts, we delve into the power of community and advocacy with Raven Newberry, AFC®. Raven Newberry is the managing director of policy and advocacy for the National Endowment for Financial Education (NEFE), leading efforts to shape financial education policies on state and national levels. In this episode, we discuss …

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47. Building Her 30k Person Community With Money Coach Sadia 37:31

2M ago37:31

37:31

Sadia: Empowering Financial Journeys In this episode, we sit down with Sadia, a financial expert dedicated to helping individuals achieve their financial goals. Sadia shares her inspirational journey from studying economics and law to thriving in the world of investment management, and eventually becoming a mentor for those seeking financial indepe…

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Rewrite Your Money Story with Jasmine Johnson 29:12

2M ago29:12

29:12

This week, we welcome Jasmine Johnson, Accredited Financial Counselor®️, Entertainment Accountant, and Mental Health Advocate to Real Money, Real Experts. Jasmine has spent over a decade empowering individuals and families to transform their financial mindset and achieve Financial Independence. In this episode, Jasmine shares how growing up in pove…

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46. Preventing Success Amnesia To Make More Sales 4:50

3M ago4:50

4:50

In this episode I go over why you're stuck at the same income or plateauing with your sales especially if you've been in business for longer than 12 months Explore the concept of 'Success Amnesia' in business, where we often forget our achievements and struggle to replicate past successes. Learn strategies to acknowledge, celebrate, and repeat your…

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Navigating Cultural Differences with Dr. Kate Mielitz, AFC® 30:09

3M ago30:09

30:09

This week, we welcome Kate Mielitz, PhD, AFC®️, CDP®️ , back to Real Money, Real Experts. Dr. Kate has 25 years of experience in financial services, including bankruptcy, fraud, financial counseling, and higher education, and she's dedicated to helping financial and human services professionals navigate cultural differences. On today's episode, we …

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45. Building Community and 100k+ Businesses with Money Coach, Rita Soledad Fernandez Paulino 27:26

3M ago27:26

27:26

In this episode with Soledad from @wealthparatodos, we go over Introduction to the Money Coaching Virality Series Meet Soledad: Founder of Wealth Para Todos Soledad's Financial Awakening The Journey to Financial Literacy Building Wealth Para Todos Overcoming Challenges and Building Community Turning Passion into a Business Developing Unique Financi…

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The Heart of A Financial Educator Unlocked with Mike Lanway 36:30

3M ago36:30

36:30

Our first podcast episode to kick off with a love story! Join Rachael DeLeon and Dr. Mary Carlson as they sit down with Mike Lanway, CFP®, TSP expert, and self-proclaimed federal benefits "nerd." In this week's episode of Real Money, Real Experts, we explore Mike's unique personal and professional journey and uncover the invaluable lessons he's lea…

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44. Rebrand or Not: When to Invest and How to Do It Right 7:47

4M ago7:47

7:47

Was a 20k Rebrand Worth It? In this episode, we dive into the details of a $20,000 rebranding journey. We discuss the cost breakdown, the impact of the rebrand on the business, and whether it was ultimately worth the investment. Tune in to find out about the challenges, successes, and lessons learned from this comprehensive rebranding effort. Intro…

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Elevating Nonprofit Financial Coaching with the AFC with Christine Niccoli and Nathalie Kallab Racimo 40:32

4M ago40:32

40:32

On this week's episode of Real Money, Real Experts, co-hosts Rachael DeLeon and Dr. Mary Bell Carlson are joined by Christine Niccoli, Director in Community Impact at United Way Massachusetts Bay, and Nathalie Kallab Racimo, AFC, Senior Homeownership and Financial Services Advisor at NOAH. In this important episode, we discuss the importance of pro…

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43. Mental Health Work for Sales with Queenie Wei 22:32

4M ago22:32

22:32

In this episode, I talk with Queenie Wei, a personal wealth coach for middle class families looking to create generational wealth and level up their financial literacy game. Queenie discusses how she determined what she needed for personal and business growth. Hear what Queenie has learned and the advice she has for others. In this episode: Assessi…

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How To Be A Servant Leader with Gilbert Rogers 28:52

4M ago28:52

28:52

"Tailor what you're doing to the audience that you're serving."-Gilbert Rogers. On this week's episode of Real Money, Real Experts, co-hosts Rachael DeLeon and Dr. Mary Bell Carlson are joined by Gilbert Rogers, AFC. Gilbert is the Director of Financial Wellbeing at UNC Chapel Hill. He is a national thought leader in the financial education space a…

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42. Why I started my business in the first place 14:42

4M ago14:42

14:42

I am sharing an episode of the Visionary Voices podcast where I was featured as a guest. Host Ida Azefor is the owner of Peerless Accounting and she brings accounting clarity to Canadian businesses. In our conversation, I share my story and the ways I empower Women of Color to take over the financial industry, one sale at a time. In this episode: H…

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The Journey to 100 Episodes with Rachael & Mary 38:05

5M ago38:05

38:05

Step into the spotlight with us as we commemorate the 100th episode of Real Money, Real Experts. In this special episode, we reminisce on the trials, triumphs, and unforgettable moments that have defined our podcast journey and look ahead to the future. We pull back the curtain to give you a look at our podcast journey, answer listener questions, a…

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41. Why Automations are a necessity with Ashley Pendergraft 13:13

5M ago13:13

13:13

In this episode, I am joined by Airtable expert Ashley Pendergraft of Systems Over Stress. With Systems Over Stress, Ashley specializes in setting up group programs, masterminds, and memberships in Airtable. Ashley shares how she got started with systems and what led her to use Airtable over other free and popular options. In this episode: The reas…

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Purpose, Passion, and the Power of Pivoting with Lissa Prudencio 36:15

5M ago36:15

36:15

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 us that investing in ourselves can help change the world. You'll learn the secret to intentionality, how to avoid burnout, and the importance of putting …

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Mom Shares 5 Things She’s Grateful For in Retirement 27:29

5M ago27:29

27:29

We’re excited to be back on Money & Mom! In this episode, we'll take a look back at Mom's retirement planning journey and discuss some of the things she's thankful for now that she's in retirement. Join us as Mom talks about the value of having a trusted team, being prepared, and saving enough for retirement. We'll also explore the potential benefi…

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40. Why Sales is a Wealth-Building Tool 33:08

5M ago33:08

33:08

I am sharing an episode of the Keep What You Earn podcast where I was featured as a guest. Host Shannon Weinstein is a CPA who is on a mission to simplify money and empower others through knowledge. In our conversation, we unlock the secrets of sales as a wealth-building tool and why mastering it is non-negotiable for your business's growth. In thi…

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Leading with Values and Stories with Sara Lohse 27:59

6M ago27:59

27:59

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, Sara is a master at blending storytelling and marketing to empower mission-driven brands to amplify their impact. In this fun conversation, …

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39. Increasing your prices with Miranda Basden 29:35

6M ago29:35

29:35

In this episode, I am joined by Miranda Basden, tax expert and six-figure tax strategist for small businesses. Miranda started her business by offering basic bookkeeping and accounting services. She has transitioned to walking beside her clients to help them plan for the future and be more profitable. Miranda says she has fallen in love with the jo…

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Building Bridges: A Journey of Passion and Purpose with Lynne Patterson 21:20

6M ago21:20

21:20

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 collaboration and resilience stem from her deep military connections. As both a service member and a dependent she has moved an astounding 35 times, pr…

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38. Using a sales menu for revenue generating activities 5:22

6M ago5:22

5:22

I introduce the concept of a sales menu so you can prioritize what to do in your business. I walk you through how to set up your own sales menu so you can quickly and easily take the action you need to make sales today. In this episode: Ways to set up your sales menu Items you need to have on your sales menu How a sales menu helps you avoid getting…

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Shake Off Financial Stress: Real-Life Money Smarts with Amanda Christensen 28:50

7M ago28:50

28:50

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 Utah Money Moms. In our latest episode, Amanda shares her passion for empowering women on their financial wellness journey and reminds us how culti…

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37. Building Out and Launching a Group Program with Brittne Halford 33:15

7M ago33:15

33:15

In this episode, I am joined by Dr. Brittne Halford, an Internal Medicine Physician and Wealth Coach. Brittne talks about how she increased her financial literacy and developed her signature group program so she can help other women optimize the use of money to create a life that brings them joy. In this episode: Why women often commit their lives …

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Authenticity Unleashed: Embracing Your Superpower with Amy Smith 23:13

7M ago23:13

23:13

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 enlightening episode, Amy shares her inspiring journey to achieving the AFC certification, emphasizing the transformative power of vulnerability and authent…

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36. How to making $17K in 6 Weeks (when you just started your business) 22:10

7M ago22:10

22:10

I share how I made $17,000 in just 6 weeks after my first investment in my business. I walk you through the Proactive Pursuit Method that made it easy for me to sell and make my investment back quickly. In this episode: The steps to follow in the Proactive Pursuit Method How to avoid common business problems Why simplifying your business pays off R…

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Unlocking the CEO Mindset: A Conversation with Tiffany Grant 34:53

7M ago34:53

34:53

"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 of Money Talk with Tiff. Tiffany, an award-winning financial literacy expert and educator, has empowered countless individuals and organizations to achieve financial su…

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35. Scaling with Danielle Taylor 27:32

8M ago27:32

27:32

In this episode, I talk with financial coach Danielle Taylor about her story of turning her expertise into a business. Danielle shares how she learned to run her business her way for the freedom and success she was looking for. In this episode: Why posting on social media wasn’t the best strategy for Danielle How community building has affected her…

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What's Next With Money with Brent Neiser, CFP®, AFC® 27:08

8M ago27:08

27:08

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 to a rich career in financial education. On this episode, we learn how the AFCPE community has impacted his career, why he believes …

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34. Two Crucial Methods of Lead Generation 4:39

8M ago4:39

4:39

Lead generation is essential for consistently acquiring new leads, and it can be divided into two sections: outbound and inbound. Learn more about outbound leads and inbound leads, and how you can implement a lead generation strategy that works best for you and your business. In this episode: The difference between outbound and inbound leads Which …

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33. 22k Return on Investment with Cleo Matlou 37:54

9M ago37:54

37:54

I am joined by Cleo Matlou, a Money Mindset Coach, who helps women have a better relationship with money. Working with Cleo will transform the way you think, feel, and behave around money so that you can create the wealth and abundance you deeply desire. In this episode: How Cleo worked on her own mindset as an entrepreneur The way Cleo thinks abou…

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There is No "One Way" to do Personal Finance with Markia Brown, AFC 27:23

9M ago27:23

27:23

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. Her mission focuses on uplifting underserved communities and offering them vital tools and education to achieve their defin…

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32. You're not an influencer (so stop selling like one) 7:53

9M ago7:53

7:53

One of the biggest mistakes I see people in the financial industry make is using the same strategies as an influencer. As a financial expert, the majority of your clients are other business owners, so your marketing strategy, content strategy, and lead generation strategy should be different from the typical influencer strategies. In this episode: …

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From the Vault: Michael Thomas on Empathy 46:23

9M ago46:23

46:23

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 with Dr. Michael Thomas, AFC. Enjoy and happy holidays from Rachael, Mary, and the entire podcast crew! Want to get involved with AFCP…

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Find Your People with Andi Wrenn, AFC® 29:02

9M ago29:02

29:02

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 didn't attend this year, tune in to learn what its all about. We also get to learn more about Andi's professional jou…

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31. How LaTondra Created over $7k in sales 28:25

10M ago28:25

28:25

I talk with LaTondra Wiliams, a financial expert for dancers, in this episode. LaTondra uses her financial knowledge to help dancers with passive income. LaTondra has more than 15 years of dancing experience and believes in supporting creativity. In this episode: How she combined her passion, experience, and expertise to help others The way she mar…

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Building a Collaborative Practice Model with Nathan Astle 26:44

10M ago26:44

26:44

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 of their clients. On this episode, Nate shares what inspired this unique practice mode…

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30. Global Majority vs Wall Street Culture 5:48

10M ago5:48

5:48

There are all the financial rules that you know from Wall Street, and then there’s us, the global majority, WOC who know the nuances of finance. I share why you should drop the stiff conversations and formal lingo when talking to potential and current clients. In this episode: How corporate culture teaches us to shame The benefit of asking open end…

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29. Serving Your Audience Vs Being Salesy With Patricia Henderson 25:43

10M ago25:43

25:43

I talk with Patricia Henderson, a financial professional for educators, in this episode. Patricia is a real estate agent who recognized that her clients needed additional financial support. Patricia has a background in education, and she shares how her desire to help people is what motivates her in her life and business. In this episode: How authen…

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Recognizing the Value of Cultural Competency with Lazetta Braxton 23:13

11M ago23:13

23:13

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 populations. In this episode, we get to know Lazetta - her family history and her career path, and she shares a preview of the conve…

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28. Avoid this Common Mistake with Clients 6:01

11M ago6:01

6:01

Are you giving your personal phone number to your clients? This is the number 1 mistake I see across the board when it comes to boundaries. I share why this is a problem for many new business owners and my advice for client communication. In this episode: My rule of thumb regarding giving out your personal phone number How to give yourself time to …

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Facets of Consumer Protection with John McNamara, CFPB 21:43

11M ago21:43

21:43

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 talks to us about the latest research from the Bureau, and gives us some of his favorite CFPB resources - designed…

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27. Building a Premium Bookkeeping Business with Jessie Jackson 38:11

11M ago38:11

38:11

I talk with Jessie, of Entrust Bookkeeping Solutions, in this episode. She shares the exciting journey of leaving her corporate job and starting her own business. Jessie explains how she had the confidence to become her own boss. We talk about what has allowed her to build her business in a sustainable way. In this episode: How focusing on the valu…

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