Don't Wait Too Long: When It's Time to Get Help From a Financial Counselor | Ep. 237

Jun 13, 202311 min

Confused about when to use a financial counselor? Have questions about the differences between an Accredited Financial Counselor (AFC) and a Certified Financial Planner (CFP)? In this episode, Tiffany will help you understand the roles of various financial professionals and determine which one is right for your needs. Learn how a financial counselor can assist you with budgeting, debt, savings, and more! Plus, find out when it's time to turn to a CFP for long-term financial security. Get informed now and make sure you're on the right track with your finances! To book a consultation with Tiffany to find out if she can help you, visit https://academy.moneytalkwitht.com/15-minute-consultation Additional Resources Get Your FREE Financial Plan What is Financial Counseling? Becoming An Accredited Financial Counselor with Rebecca Wiggins This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

Accredited Financial CounselorCertified Financial Plannerfinancial counseling

Becoming An Accredited Financial Counselor with Rebecca Wiggins | Ep. 70

Sep 16, 202132 min

About Our Guest Rebecca Wiggins is the Executive Director of the Association for Financial Counseling and Planning Education (AFCPE®) where she leads the professional membership and certification organization for the field of financial counseling and education and provides an annual research and training symposium for field professionals. She is a hands-on executive with over 10 years of experience in nonprofit organizational management. As a respected leader, she has built motivated staff teams with strategic vision and diligence, while optimizing operational efficiencies and creative opportunities. Previously, Rebecca managed multiple financial education grant-funded programs for military financial counselors and educators, in partnership with FINRA Investor Education Foundation and Department of Defense. As Grant Programs Coordinator, Ms. Wiggins worked collaboratively with subject matter curriculum and design experts, managing the quality assurance, implementation and evaluation components for each project. As Director of Certification Programs, Ms. Wiggins expanded the organization’s Accredited Financial Counselor® (AFC®) University partnership program and implemented policies and procedures for greater efficiency and support for certification candidates. Additionally, she worked to elevate standards and support for the post certification requirements to maintain AFCPE designations. Ms. Wiggins holds a Masters of Family Financial Planning and a Masters in Business Administration. She is deeply committed to AFCPE’s mission and focused efforts to build, support and ensure the integrity of the Personal Finance profession and improve the economic well-being of all individuals and families worldwide. Connect with Rebecca LinkedIn AFCPE (https://www.afcpe.org/) Twitter Connect with Tiffany on Social Media Facebook: Money Talk With Tiff Twitter: @moneytalkwitht Instagram: @moneytalkwitht LinkedIn: Tiffany Grant YouTube: Money Talk With Tiff Channel Pinterest: Money Talk With Tiff This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

Rebecca WigginsAFCPEAccredited Financial Counselor

Insights into Financial Health with Expert Justin Chastain | Ep. 346

Oct 17, 202417 min

In this insightful episode, Tiffany Grant welcomes Justin Chastain, a seasoned Certified Financial Planner (CFP) and Accredited Financial Counselor (AFC). With a blend of personal anecdotes and professional expertise, Justin shares his journey into the world of financial planning, punctuated by the emotional experiences that shaped his career path—most notably, the impactful lessons from his late mother. Check out the full show notes: https://moneytalkwitht.com/podcast-show-notes/financial-planning-with-empathy/ Key Topics Discussed Justin's Journey Justin's personal story and why he chose to become a financial planner. The emotional drive behind his mission to help others manage their finances. Living with Purpose The importance of aligning financial habits with personal values. The philosophy of “Don’t buy green bananas” and its meaning in financial planning. Mental and Physical Health The interconnectedness of mental, physical, and financial health. How life events can influence financial habits and the importance of balanced living. Choosing a Financial Planner Key questions to ask potential financial planners. Understanding fiduciary duty and transparency in financial advisory services. Insights for Financial Well-being Balancing debt freedom with living a fulfilling life. Strategies for ensuring your financial choices align with your life goals. Episode Highlights Justin emphasizes the importance of giving your dollar a purpose and empowering it to work for you. His expertise on making financial planning enjoyable and less daunting for clients. How to identify a trustworthy financial advisor and ensure their interests align with yours. Tiffany and Justin discuss the significance of being authentic both in life and in financial planning. Justin Chastain, CFP, AFC Email: [email protected] LinkedIn: Justin Chastain (https://www.linkedin.com/in/justin-chastain) Company: Parallel Financial Tiffany Grant Website: Money Talk With Tiff (https://www.moneytalkwitht.com) Social Media: @moneytalkwitht Additional Resources Learn more about financial planning at Parallel Financial (https://www.parallelfinancial.com) Subscribe to the podcast for more financial insights and advice. Don't forget to subscribe, rate, and review the Money Talk With Tiff podcast. Share this episode with friends and family who might benefit from Justin's valuable financial planning insights. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy OP3 - https://op3.dev/privacy

Justin Chastainfinancial planningCertified Financial Planner

Accredited Financial Counselor

Don't Wait Too Long: When It's Time to Get Help From a Financial Counselor | Ep. 237

Becoming An Accredited Financial Counselor with Rebecca Wiggins | Ep. 70

Insights into Financial Health with Expert Justin Chastain | Ep. 346

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