Financial Coaching & Education – Page 2

Real Money, Real Experts: Tax-Smart Ways to Donate to Charities with Dr. Barbara O’Neill

Hosts Dr. Brandi Baxter and Rachel DeLeon welcome longtime AFCPE member Dr. Barbara O’Neill to discuss changes in financial planning over 40 years, including increasing automation and uncertain readiness for artificial intelligence, along with the growing diversity of AFCPE’s membership. O’Neill defines tax-smart charitable giving as aligning donations with income tax benefits and highlights the […]

Real Money, Real Experts: Tax-Smart Ways to Donate to Charities with Dr. Barbara O’Neill

In this episode of TRUE money, TRUE Whitney Ramirez, founder of Diapers to Deposits and Financial Field Trips, joins experts and co-hosts Rachel DeLeon and Dr. Brandi Baxter, to discuss innovative approaches to financial education that go beyond traditional education. Whitney shares how her experiential learning model — “Financial Field Trips” — helps learners apply […]

Real Money, Real Experts: Beyond the Legal Battle: Navigating the Financial, Emotional, and Power Dynamics of Divorce with Gabriella Martinelli

Divorce is not just a legal process, it is a high-stakes, often emotionally driven, financial restructuring process. In this poignant episode, Gabriella Martinelli, founder of Ever After Wealth, explains what’s going on truly It happens when money, identity, and life as you know it are all at stake. With more than two decades of experience […]

Wearing the Investor Hat: Breaking the Biggest Money Myth with Jessica Perrone

In this episode, we welcome Jessica Perrone, Accredited Financial Consultant (AFC®) and founder of HerFinIQ, to discuss how financial professionals can help clients confidently navigate the world of investing. With over 16 years of experience on Wall Street, Jessica shares her unconventional journey in finance and how it shaped her mission to make investing more […]

Wearing the Investor Hat: Breaking the Biggest Money Myth with Jessica PerroneBeyond the Numbers: The Emotional Side of Financial Planning with Dr. Sonya Lutter

Episode 149: Beyond the Numbers: The Emotional Side of Financial Planning with Dr. Sonia Lotter Download the text or Watch on YouTube! In this episode, Rachel and Brandi sit down with Dr. Sonya Latter to explore the powerful connection between psychology, relationships, and financial decision-making. From financial stress and emotional spending to couples’ communication and […]

Advocacy Made Accessible: Using Your Voice for Financial Change with Lisa Whitley

Episode 150: The Call is Out: Using Your Voice for Financial Change with Lisa Whiteley Download the text or Watch on YouTube! In this episode of Real money, real expertshosts Dr. Brandi Baxter and Rachel DeLeon sit down with Lisa Whitley, a certified financial advisor and founder of MoneyByLisa LLC, a registered investment advisor based […]

Money Roots and Financial Wellness: Understanding the Stories Behind Our Financial Decisions with Jack Howard

Episode 151: The Roots of Money and Financial Wellness: Understanding the Stories Behind Our Financial Decisions with Jack Howard Download the text or Watch on YouTube! In this episode of Real money, real expertshosts Rachel Dillion and Brandi Baxter sit down with Jack Howard, Head of Financial Wellness at Ally, to discuss the evolving financial […]

Do It Scared: Making Financial Guidance More Accessible for Everyone with Cynthia Hudson

Episode 153: Do It Scared: Making Financial Guidance Accessible to Everyone with Cynthia Hudson Download the text or Watch on YouTube! What if the best financial advice started by asking one simple question: Why? In this episode of TRUE money, TRUE Experts and hosts Rachel DeLeon and Dr. Brandi Baxter sit down with the newly […]

How to Prepare Financially for Unexpected Expenses

Unexpected expenses rarely arrive in a timely manner. The car could fail before payday. The medical bill can appear after the insurance has already paid its portion. Your water heater can stop working on the weekend, when replacement costs become difficult to absorb. These moments test more than just a budget. They test how much […]

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