Heather Jarvis is an attorney and a nationally recognized expert specializing in student loan law. As a first-generation college student, Heather got her start in the nonprofit space and was an early advocate for policy change. 

In this episode, we take a deep dive into all thing student loans - from forgiveness to bankruptcy to changes in trends, regulations, and legislation. A must-listen for anyone who is helping individuals and families navigate student loans.

Show Notes:
1:26 How Heather got into this industry
3:24 Intro to student loan forgiveness and student debt cancellation
6:19 Different types of forgiveness
8:35 Transfer their public loans to a private loan
10:04 Student loans and bankruptcy packages
11:32 Advice & resources for those who want to learn more in this area
14:38 Inside Heather's business model
18:07 What is going to change in the student loan space in the next few years? 
22:07 Inside the complicated marketplace
24:01 Heather's outlook on what will move forward in a divided congress
28:56 Heather's final 2 cents

Show Note Links
Student Aid
CSLA Institute
Ask Heather Jarvis
Email Heather

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.

“If you want to belong, there is a place for you.” 

Our guest this week is Dr. Cherie Stueve, an AFC, a military spouse, and a self-described consummate learner. Cherie shares her journey from farm life to spouse life, the money lessons she learned along the way, and why she is such a strong advocate for the AFC designation.

We learn about her journey to the FINRA Foundation Military Spouse Fellowship, and how it served as not only the foundation for her career but how it led to life-long friendships and community.

Show Notes:
3:26 Cherie's early lessons in money
7:53 How she discovered the military spouse fellowship for the AFC
12:21 Being a continual learner
14:09 Advice for AFCs or those considering
19:06 Advice for newcomers to the personal finance space
25:46 Cherie's final 2 cents

Show Note Links:
How to Find Work You Love and Make a Difference
Connect with Cherie on Linkedin

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.

This week we sit down with Chris Browning, the creator and host of the award-winning, short-form podcast Popcorn Finance. Chris is an OG in the personal finance podcast space with more than 350+ episodes that cover popular finance topics in about the time it takes to make a bag of popcorn.

In this episode, we dive into his start as a podcaster (spoiler, it literally started from the front seat of his car!) his business model, and how he keeps his content new and fresh. Chris is down-to-earth, humble, and full of wisdom for those wanting to get into the podcast space.

Show Notes:
2:30 How he got into the world of finance and podcasting
4:08 Podcasting as his full-time role
6:42 How Chris found his niche
8:56 The slow journey of podcasting
11:40 Into his business model
14:35 Mentors and help along the way
16:23 How Chris continues to generate content
18:14 Being an "Influencer"
20:11 Balancing his strengths and personality traits for business
22:50 Chris's final 2 cents

Show Note Links:

@PopcornFinancePodcast on Instagram

Connect on LinkedIn

Follow on TikTok and Twitter

https://popcornfinance.com/

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.

Andy Hill, AFC® candidate, is the award-winning family finance coach behind Marriage, Kids, and Money - a platform dedicated to helping young families build wealth and happiness. Andy believes that money is a tool that helps you move toward the life you want to have, and is on a personal mission to help more people get there. 

In this episode, we learn more about Andy's business model, the importance of balance, and what it means to be an influencer. We also touch on destigmatizing talking about money, and the creative ways Andy brings his own kids into the conversation.

Show Notes:
1:27 How Andy got started
3:21 Andy's family business
4:39 Tips for other entrepreneurs
6:06 How he has set up his business model
7:59 Who helped Andy along the way
10:44 Teaching his kids about money
15:14 What is Coast Fire?
21:23 Andy's final 2 cents

Show Note Links:
Part-Time Work by 40
Coast Fire, Millionaire Family in their 30's
Make My Kid a Millionaire Course (To come in March) 
Marriage Kids & Money Podcast:
IG: @marriagekidsandmoney
Connect with Andy on LinkedIn 

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.

Show Notes:
2:22 What led Meghan to financial counseling
5:15 Inside Meghan's business model
6:36 How she serves her clients
7:25 The setup of her business
8:53 Advice for approaching employers without a financial wellness program
10:57 How to best network with businesses
13:26 Advice for other counselors interested in this work
15:35 Meghan's final 2 cents

Show Note Links:

• Connect with Meghan on Linkedin and her company
• CIF Financial Planning
• Financial Health Network Studies 
• PolkaDot Powerhouse
• AFCPE Community: Join Membership
• FINRA Foundation Military Spouse Fellowship: Applications open March 1!

This week on Real Money, Real Experts, our hosts sit down with Meghan Lape, AFC®, CFP®, EA®, the founder of Conscious Impact Financial Planning, a financial wellness and socially responsible investment firm.

Meghan recognizes that all too often, the people who need financial services the most also cannot afford them. Her solution? Engaging with employers to better meet people where they are. As an AFC, Meghan is a fierce advocate for financial wellness programs in the workplace, and believes in a people-first approach. On this episode, she takes us through her business model, shares how’s she’s building a network within her local community, and offers honest words of advice and encouragement for other entrepreneurs.

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.

This week we are excited to welcome Sasha Grabenstetter to the show! Sasha is a new AFCPE Board Member and the Financial Planning Education Consultant at eMoney Advisor who shares AFCPE's passion for creating a more integrated field that better serves all individuals and families.

In this episode, we discuss the benefits of building financial planning practices that offer wrap-around services and talk about the value in building strong referral partnerships between counselors, coaches, and planners. Sasha is a gifted educator with infectious energy, making this a must-listen episode!

Show Notes:
1:36 Why AFCPE and the AFC®?
6:05 What is eMoney?
7:33 Into Sasha's work with eMoney
9:26 How the CFP and AFC complement each other
11:46 Financial planning firms & the ever-changing landscape
16:07 More into referral partnerships and the AFC
21:41 Sasha's advice for connecting to audiences as a podcaster
23:22 Sasha's final 2 cents

Show Note Links:
eMoney Advisor
Apple Seed Program
Connect with Sasha on LinkedIn
Heart of Advice blog

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.

We’re kicking off 2023 with award-winning journalist and the founder and CEO of HerMoney Media, Jean Chatzky!

In this episode, Jean shares her journey into journalism and personal finance and discusses the importance of building camaraderie and accountability when talking about money. We learn more about her coaching programs FinanceFixx and InvestingFixx and why she values the AFC. Jean leaves us with great advice that is applicable to personal finance but also for any goals you may be setting in the new year! 

Show Notes:
1:38 How Jean got started
8:12 Jean's PBS show: Opportunity Knocks
8:59 Why she recommends the AFC
11:15  FinanceFixx and InvestingFixx 
15:14 Suggestions for women getting started with organizing their finances
19:01 Jean's final 2 cents

Show Note Links:

• Follow @JeanChatzky and @HerMoneyMedia
• Jean is hiring part-time coaches! Send her an email or connect at [email protected]
• Finance Fixx
• Her Money
• Investing Fixx
• Opportunity Knocks
• Opportunity Finders

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.

In the final episode of this season, Mary and Rachael are joined by AFCPE’s Board President, Michele Godfrey, AFC®. Two weeks ago, we kicked off the 2022 AFCPE Symposium with a trip down memory lane – celebrating where we’ve been and where we’re going as we wrap up celebrations for the #30YearsofAFC.

In this episode, we’ll recap some of the highlights from our opening general session, answer your questions about the organization, and share our favorite moments from #AFCPE2022.

This episode was live-streamed on Youtube on November 22nd, 2022.

Transcript and Show Notes:
1:08 Why focus on the past, present, and future?
4:31 What's happening in the world of certification and education
10:03 What groups live within the profession?
14:18 What can someone get out of membership?
24:43 What's next with the AFCPE Pro Bono Program?
27:54  Thoughts for those wanting to get into private practice
32:28 Outgoing remarks from Board President Michele

Show Note Links:
Annual Report
Download Symposium Recordings

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.

This week, we're speaking with joint #AFCPE2022 keynote speakers from the FINRA foundation: Ritta McLaughlin,  the Director of Investor Education Community Outreach & Olivia Valdes, Senior Research Analyst. In this episode, we dive into trends across multiple areas of the market such as the idea of intergenerational wealth and its contribution to massive wealth gaps, and the importance of truly understanding the nuances of the populations we study.

Tune in for more impactful, data-driven takeaways from the FINRA National Financial Capability study and listen to the full presentation at #AFCPE2022--register to attend virtually today!

Show Notes:
2:20 Into the FINRA National Financial Capability Study
14:53 Market participation across race and ethnicity
18:16 Gender investing trends
19:53 How can we impact this challenge and become a more inclusive market?
31:18 Fun facts!
34:56 Ritta and Olivia's final 2 cents

Show Note Links:

• Connect with FINRA on LinkedIn, Twitter, Facebook,or Contact 
• 2021 NFCS Report 
• Bridging the Divide 
• Interact with the Data

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.

In this week’s episode, we sit with Jason Craige Harris, a voice for healing and transformation who works across communities and organizations to promote dignity, belonging, and compassion. Jason is also one of our keynote speakers at the 2022 AFCPE Symposium this November.

Jason takes us through the importance of building genuine empathy with others and the need for a Revolution of Compassion. Learn more about what that looks like by tuning in, and attending Jason’s full presentation at #AFCPE2022. Register today!

Show Notes:
2:50 How Jason got into this work
7:27 When Jason knew he wanted to make change
10:34 His keynote topic and how it will relate to AFCPE professionals
15:29 Strategies for being less judgmental and more empathetic
18:24 Jason’s final 2 cents

Show Note Links:

• Connect with Jason on Linkedin
• Jason and Perception Strategies
• Susan Finke’s Nature of Prejudice

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.