Resources

Real Money, Real Experts Podcast

podcast logo for Real Money, Real ExpertsI’ve teamed up AFCPE®’s executive director Rebecca Wiggins to co-host the Real Money, Real Experts podcast. This podcast is a deep dive specifically developed for financial professionals. It is both educational and entertaining, and it includes a combination of expert tips, engaging interviews, and real-life storytelling. We hope you enjoy the listen and find best practices, tools, and resources to help advance your career and better serve your clients.

Chief Financial Mom’s Spending Plan Worksheet

This will help you track your spending so you can see where your money went and plan where you want your money to go.

Chief Financial Mom’s Life Fund Guide

This guide will explain the difference between an emergency fund (for catastrophic events) versus a life fund (for infrequent and ongoing events or needs). Read it now for help in starting to save for the future.

National Consumer Law Center’s Surviving Debt

This book is one of the best in the field for consumers on how to pay off or get help paying debt and other financial issues. It’s a must-have for any consumer. Currently, the book is free to use during the COVID-19 crisis.