Real Money, Real Experts

Discovering Your Niche and Growing Your Private Practice with Maggie Klokkenga, CFP®, CPA®, and Rachael Bronstein, AFC®


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In this final episode of our Real Money, Real Experts Career Series, we catch up with Rachael Bronstein and Maggie Klokkenga. Tune in as they share their own experiences in starting a private practice and how honing in on your niche can lead to a more successful, fulfilling career.

Maggie Klokkenga, CFP®, CPA, and AFC® candidate is a financial coach and the owner of Make a Money Mindshift, a financial coaching and planning firm in central Illinois where she helps individuals and couples to reduce their overwhelm and shame with money. 

Rachael Bronstein is an Accredited Financial Counselor & financial coach for Jean Chatzky’s FinanceFixx program. Rachael also launched a company last May to help touring music professionals simplify their life & finances, called Life’s Jam.


Show Notes:
3:24 Rachael's journey to personal finance
11:33 FinanceFixx Program
14:11 Maggie and multiple streams of income
16:24 Rachael's tips for small business owners
18:26 Tools Rachael found helpful early on
21:18 Maggie's tips for small business owners
24:29 What led Maggie to pursue the AFC
28:15 Guests' final 2 cents

Show Note Links:

Follow Rachael:

  • Life’s Jam Website 
  • Connect on LinkedIn or Instagram or Facebook
  • Kim Kaupe's podcast

Follow Maggie: 

  • Make a Money Mindshift website 
  • Connect with Brad Klontz
  • Connect on LinkedIn or Instagram or Facebook or Youtube

AFCPE Resources:

  • Join the Membership community: 
  • AFCPE Connections Fair: Gain Experience. Find a Job. 

Want to get involved with AFCPE®?
Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!

Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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