Season 1
Episodes
#182: Chapter 4 - A Systemic Approach to Understanding Diversity in Financial Counseling
Josh and Emily discuss the fourth chapter of the Financial Counseling textbook, A Systemic Approach to Understanding Diversity in Financial Counseling.
Top takeaways:
Our systems have a huge impact on us.
Your race,...
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#181: Chapter 3 - The Practice of Financial Counseling
Josh and Emily discuss the third chapter of the Financial Counseling textbook, The Practice of Financial Counseling.
Top takeaways:
Relationship building is key.
There’s a fine line between being supportive and being...
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#180: Building an authentic brand
Josh and Emily discuss the idea of an authentic brand, how to build one, and some common misconceptions!
Top takeaways:
Don't shy away from sharing potentially controversial opinions.
You have to be clear on yourself...
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#179: What if I can't have more than $3000 in my savings due to governmental benefits?
Josh and Amelie discuss various situations where people have limits to savings amounts due to governmental programs such as Medicaid or Disability.
Top takeaways:
Many of the limits are state-specific.
Figure out...
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#178: Financial Counseling Chapter 2 - Personal Finance Competencies in the Practice of Financial Counseling
Josh and Amelie discuss the second chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini.
Top takeaways:
Financial knowledge is very baseline (what is a savings account). Financial literacy is...
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#177: Financial Counseling Chapter 1 - The Financial Counseling Profession
Josh and Amelie discuss the first chapter of the Financial Counseling textbook by Durband, Law, and Mazzolini.
Top takeaways:
Many AFCs work on military bases, in non-profits, or in private practice, but there are...
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#176: What questions should I ask in an "end of service" questionnaire?
Josh and Emily discuss how to collect feedback from clients at the end of your work together.
Top takeaways:
Have a plan for what to do with ALL the data you gather–don’t ask a question if there’s not something...
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#175: How to build good credit card habits
Josh and Amelie discuss credit cards–how do you build good habits? The strategies are slightly different
Top takeaways:
The proper way to use a credit card is to use it exactly like a debit card–use it for everyday...
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#174: Should I offer discounts?
Josh and Emily discuss discounts. What happens when you offer discounts, when to offer discounts, alternatives to discounts…and so much more!
Top takeaways:
Offering a discount can lead to a lot of different places,...
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#173: State of Financial Coaching High Level Summary
Amelie and Josh discuss top takeaways from the inaugural State of Financial Coaching survey!
Top takeaways:
Coaches with niches have more paying clients and higher prices.
Counselors with high revenue have...
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#172: FINRA Fellowship - A Path to AFC Certification for Military Spouses
Amelie discusses FINRA Foundation Military Spouse Fellowship Program, a path to AFC Certification for mil spouses! She is joined by Valerie Richards from AFCPE and Cherie Stueve, a frequent FINRA Fellowship Instructor...
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#171: Should I get a loan for _______?
Josh and Amelie discuss the conversation around getting a loan. When does it make sense, and when does it not make sense?
Top takeaways:
The first–and most important question–is “why do you want to spend this...
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