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Artwork for Real Money, Real Experts

Real Money, Real Experts

AFCPE®
AFCPE
Financial Counseling
Artificial Intelligence
Financial Planning
Financial Coaching
Divorce
Rewired Framework
Blended Families
Ally
Money Roots
Advocacy
Human Connection
Symposium
Beliefs About Money
Higher Education
Financial Therapy
Couples and Money
Ethics
Motivational Interviewing
Finance

Real Money, Real Experts is a personal finance podcast written and produced by AFCPE®. With an audience of financial professionals, we strive to educate and entertain with a combination of expert tips, engaging interviews, and real-life storytelling. AFCPE® ensures the highest integrity of the financial counseling profession by certifying, connecting, and supporting diverse professionals. Our comp... more

PublishesTwice monthlyEpisodes156Founded6 years ago
Number of ListenersCategories
CareersBusinessEntrepreneurship

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Artwork for Real Money, Real Experts

Latest Episodes

Career-defining opportunities often begin with a single "yes."

In this episode, Jarod Taylor, AFC®, Director of Education and Community Engagement at AFCPE, reflects on his unexpected journey into the financial well-being profession, beginning durin... more

What if the best financial advice starts by asking one simple question: Why?

In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Dr. Brandy Baxter sit down with newly accredited AFC® Cynthia Hudson. Cynthia shares how her unconvent... more

Editor's note: Real Money, Real Experts is on a mid-summer break. Please enjoy this episode re-run. We will be back with new episodes in July!

What does it mean to build true wealth? In this episode of Real Money, Real Experts, we sit down with fina... more

In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Brandy Baxter sit down with Jack Howard, Head of Money Wellness at Ally, to discuss the evolving landscape of financial wellness and the critical role that mindset, values, and per... more

Key Facts

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Recent Guests

Jack Howard
Head of Money Wellness at Ally; leads Money Roots program
Ally
Episode: Money Roots and Financial Wellness: Understanding the Stories Behind Our Financial Decisions with Jack Howard
Lisa Whitley
Accredited financial counselor, chartered retirement planning counselor, founder of MoneyByLisa LLC
MoneyByLisa LLC
Episode: Advocacy Made Accessible: Using Your Voice for Financial Change with Lisa Whitley
Sonya Lutter
Certified financial planner and licensed marriage and family therapist; Executive Director of the Institute for Systemic Financial Professionals; Director of Financial Health and Wellness at Texas Tech University
Institute for Systemic Financial Professionals; Texas Tech University
Episode: Beyond the Numbers: The Emotional Side of Financial Planning with Dr. Sonya Lutter
Jessica Perrone
Accredited financial counselor and founder of FinIQ/HerFinIQ
FinIQ/HerFinIQ
Episode: Wearing the Investor Hat: Breaking the Biggest Money Myth with Jessica Perrone
Gabriella Martinelli
Private divorce financial strategist; founder of Ever After Wealth/Well; Certified Divorce Financial Analyst (CDFA)
Ever After Wealth
Episode: Beyond the Legal Battle: Navigating the Financial, Emotional, and Power Dynamics of Divorce with Gabriella Martinelli
Whitney Ramirez
Founder of Diapers to Deposits and Financial Field Trips Corporation; DoD Personal Finance Instructor; Accredited Financial Counselor
Diapers to Deposits / Financial Field Trips
Episode: Innovating Financial Education: The Power of Financial Field Trips with Whitney Ramirez
Barbara O'Neill
AFC and CFP, owner and CEO of MoneyTalk, Financial Planning Seminars and Publications
MoneyTalkBMO / AFCPE
Episode: Tax-Smart Ways to Donate to Charities with Dr. Barbara O’Neill
Alicia Lawrence
Financial guide at Your Money Line and accredited financial counselor
Your Money Line
Episode: Fixing More Than the Numbers: Counseling Strategies When Budgets Don't Do the Trick with Jayne Larson and Alicia Lawrence
Jane Larson
Senior financial guide and Accredited Financial Counselor with 10+ years of experience
Unspecified (AFCPE context)
Episode: Fixing More Than the Numbers: Counseling Strategies When Budgets Don't Do the Trick with Jayne Larson and Alicia Lawrence

Hosts

Brandy
Host of Real Money, Real Experts; AFCPE/Real Money, Real Experts affiliations
Rachael DeLeon
Host of Real Money, Real Experts; multiple AFCPE-related affiliations
Brandi Baxter
Co-host of Real Money, Real Experts; AFCPE-related leadership roles
Rachel DeLeon
Host of the show; AFCPE-related leadership

Reviews

4.9 out of 5 stars from 38 ratings
  • A wealth of information (AFC candidate)

    I’ve made my goal to obtain my AFC designation by my 50th birthday (September 2023) and also my goal is to finish ALL episodes by the end of May- I’ve learned so much so far, from each participant- I’m so excited and I want to open my own practice- with all the advice I’ve heard here: I now I can do it- I want to serve the Hispanic community in Spanish- I want to share my knowledge and become a go to person for my community. Thanks for the scholarship and I hope I can make new friends when I go ... more

    Apple Podcasts
    5
    Lore.MH21
    United States3 years ago
  • 5 stars!

    The podcast series provides relevant and timely information that benefits my work as a financial counselor. Great podcast to stay up to date on key topics.

    Apple Podcasts
    5
    Louie 2022
    United States4 years ago
  • Great Show!

    Great show and helpful information for me as a financial coach!!! 5 Stars and more!!!

    Apple Podcasts
    5
    Get Your Biz In Order
    United States4 years ago
  • Solid professionalism in personal finance

    This is a must-follow podcast for anyone providing coaching and education in personal finance. Hosts and guests bring thoughtful, diverse expertise and depth to each topic.

    Apple Podcasts
    5
    gingrtea
    United States4 years ago
  • Great Podcast for Everyone

    I highly recommend this Podcast.

    This is a great podcast for anyone, regardless of where you are in your financial journey.

    They also bring in guest that talk about topics outside of the rational side of finances. I can not tell you how many times this podcast has helped me in my own financial journey!

    Apple Podcasts
    5
    unpopular mindset
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

• Strong emphasis on ethics and evidence-based practices.
• Helpful for both new and experienced financial professionals.
• Guests bring a diverse set of perspectives from AFCPE and related fields.
• High-quality guests and practical coaching insights.

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Talking Points

Recent interactions between the hosts and their guests.

Money Roots and Financial Wellness: Understanding the Stories Behind Our Financial Decisions with Jack Howard
Q: Why is it important to address the emotional and behavioral side of money, not just the numbers?
Understanding the why behind money decisions helps prevent negative patterns from persisting and shifts people away from avoidance, enabling them to act in alignment with their values and improve wellbeing rather than simply following budget rules.
Money Roots and Financial Wellness: Understanding the Stories Behind Our Financial Decisions with Jack Howard
Q: Tell us about the Money Roots program and how it helps people connect with their money mindset.
Money Roots is a four-class program offered by Ally that starts with Money and You to address mindset and anxiety, followed by Money Story to explore personal narratives, Money and Values to align spending with core values, and Love and Money to navigate money conversations in relationships; the aim is to move people from fear to practical, values-based action.
Whole Self, Whole Wealth: The Power of Holistic Financial Wellness with Dr. Brandon Shurn, AFC®️
Q: This is still random, Brandon, but what kind of food does Seasons 52 serve?
A lighthearted example used to illustrate speaking to a specific audience; Brandon explains Seasons 52 as a restaurant with seasonally changing menus, underscoring the point that practitioners should tailor offerings to their chosen client niche.
Whole Self, Whole Wealth: The Power of Holistic Financial Wellness with Dr. Brandon Shurn, AFC®️
Q: Brandon, earlier you mentioned to Rachel that you also help individuals develop their solo practice... what are some tips you would share for financial professionals who may be thinking about starting their own practice as well?
He advises building a clear target client profile, choosing a sustainable billing approach (out-of-network and private pay if not accepting state insurance), and marketing specifically to the ideal client while avoiding a one-size-fits-all approach.
Whole Self, Whole Wealth: The Power of Holistic Financial Wellness with Dr. Brandon Shurn, AFC®️
Q: So given all of these varied interests that you have, tell our audience, what's the story behind your journey into this super niche space that you carved out for yourself?
Brandon explains how his diverse interests converged into a holistic practice, leveraging AFC certification and FINRA Foundation Fellow experiences to blend mental health counseling, financial education, and physical wellness into Empower Me Holistic Counseling, with a focus on practical tools and evidence-based approaches.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Real Money, Real Experts

What is Real Money, Real Experts about and what kind of topics does it cover?

This show centers on applying financial psychology, coaching ethics, and evidence-based practices to real money decisions. Guests range from Accredited Financial Counselors and AFCPE leaders to practitioners and researchers who share frameworks, tools, and stories that bridge theory with client outcomes. Expect discussions on financial therapy, behavior change, blended-family finances, charitable giving, AI in finance education, and experiential approaches to teach money skills. The format often combines research insights with practical coaching tactics (e.g., genograms, “money dates,” reformulated budgeting) to help financial professionals serve diverse clients more effectively. A standout theme is the emphasis on human-centered coaching, ... more

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Which podcasts are similar to Real Money, Real Experts?

These podcasts share a similar audience with Real Money, Real Experts:

1. Ready For Retirement
2. HerMoney with Jean Chatzky
3. Money Guy Show
4. Retirement Answer Man
5. ChooseFI | Financial Independence Podcast

How many episodes of Real Money, Real Experts are there?

Real Money, Real Experts launched 6 years ago and published 156 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Real Money, Real Experts?

Recent guests on Real Money, Real Experts include:

1. Jack Howard
2. Lisa Whitley
3. Sonya Lutter
4. Jessica Perrone
5. Gabriella Martinelli
6. Whitney Ramirez
7. Barbara O'Neill
8. Alicia Lawrence

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