Podcast
The Fin.Ed Show
Hosted by Fin.Ed.Grls · ENGLISH
Katherine Lesch and Kaeleen Bruce, also known as the @Fin.Ed.Grls , and Co-CEOs of AFEA (American Financial Education Alliance) will be covering 4 short topics per episode, all related to financial education in this PTI-inspired podcast!
15episodes
Episodes
Newest firstAll episodes
The Psychology Behind Financial Education & How Emotion Shapes Financial Decisions
Oct 2100:19:43Tap to summarizeWhy do so many people avoid financial planning, even when they know it matters?In this episode of The Fin.Ed Show, Kaeleen and Katherine unpack the psychology behind money decisions—from procrastination and anxiety to the behavioral biases that keep people stuck. You’ll hear why financial education is one of the most powerful tools advisors can use to help people overcome fear and take meaningful action.They also explore the role of empathy, structure, and storytelling in the classroom, and share practical ways advisors can use behavioral insights to better connect with their communities.If you’re a financial educator or advisor looking to turn curiosity into confidence and information into impact—this one’s for you.In this episode:✅ Why 63% of Americans feel anxious about finances✅ What “loss aversion” and “present bias” look like in real life✅ How empathy + structure create real change✅ Tips for teaching with stories, visuals, and permission✅ Why financial education isn’t just informative—it’s transformational🔗 Brought to you by AFEA + FFE📣 Share this episode with a fellow advisor or instructor who's ready to lead with education.
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Medicare Education and Preparing for 2025 Changes
Dec 16, 202400:31:40Tap to summarizeYouTube/Podcast Post Description: 🌟 Episode 14: Unlocking the Power of Educational Workshops with Rhonda Wise 🌟 In this episode of The Fin Ed Show, we sit down with Rhonda Wise, a financial professional with over 20 years of experience and a family-run business, to discuss how educational workshops can transform your practice. 🔎 What You’ll Learn in This Episode:✅ How Rhonda uses Medicare classes to funnel attendees into Social Security, taxes, and retirement planning workshops.✅ The secret to building trust and long-term relationships through education.✅ Preparing for upcoming Medicare changes and why advisors shouldn’t be afraid of them.✅ Practical strategies for hosting workshops that fill your pipeline with qualified clients.✅ Why creating a "well-rounded client experience" is key to retaining and growing your business. 🎯 Rhonda shares how her team strategically structures their workshops, builds rapport with attendees, and creates a consistent stream of residual income through Medicare services. If you're looking to attract more clients, host impactful educational events, or gain insights into the evolving Medicare landscape, this episode is packed with actionable advice you won’t want to miss!
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Breaking Boundaries: Women Empowering Financial Futures
Jun 17, 202400:44:31Tap to summarizeKatherine leads a compelling discussion with Cayla Dee Porter and Aleen Swofford, both Fin.Ed members, on the importance of financial education taught by women in a male-dominated space. They share their teaching experiences through programs like FFE and AFEA, emphasizing the need for personalized communication and impactful educational content. The speakers highlight the critical role of client engagement and trust-building in financial advising, stressing the value of understanding diverse age groups for a holistic approach.
Transcribe →Navigating Corporate Doors
Apr 5, 202400:36:51Tap to summarizeJoin Katherine, Kaeleen, and Sami as they delve into the pivotal role of financial education in corporate environments. Explore the benefits of leveraging financial education for businesses and employees alike, from enhancing employee morale to attracting top talent and improving overall well-being. Discover practical strategies for engaging with businesses and customizing financial wellness programs for employees. Gain insights into networking, engaging with HR departments, and customizing educational content to meet diverse employee needs. Tune in to unlock the power of financial education in the corporate world and discover how it can open doors to success, whether you're a seasoned advisor or just starting out.
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The Student & Client Experience
Nov 3, 202300:33:19Tap to summarizeExplore the pivotal journey from student to client. Dan, a successful retiree courtesy of decade-long AFEA member, Jeff Gibbens, shares his transformation and insights into our non-profit classes. Unveil the significance of a personal approach and one-on-one support, as we delve into the stories that make financial education a life-changing experience. Join us in deciphering the power of personal connections and the pathway from classroom wisdom to tangible financial guidance.
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Growth & Balance in Business & Life
Oct 9, 202300:42:28Tap to summarizeDive into an engaging discussion on organizational growth, personal struggles, and finding equilibrium. Join The Fin.Ed Group as we chat with a special guest, unveiling the importance of trusting the process in business development and work-life harmony. Jason L Smith, CEP, BPC Jason L Smith, is a nationally acclaimed speaker, financial planner, best-selling author, coach, and entrepreneur. He is the Founder and CEO of JL Smith Wealth & Tax Planning. To better fulfill this mission, he founded Clarity 2 Prosperity Enterprises, a professional network for financial advisors nationwide, Prosperity Capital Advisors, an SEC-registered investment advisory firm, and Clarity Insurance Marketing, a fiduciary friend insurance organization. Additional Resources: Find Us on Instagram @Fin.Ed.Grls Learn more about AFEA JOINAFEA Website: CLICK HERE Schedule a Call with our team: CLICK HERE
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Autumn's Edge, Medicare Mastery
Sep 2, 202300:30:35Tap to summarizeAutumn's Edge Holly, Teri, Kaeleen, and Katherine delve into the many advantages of conducting financial workshops in the fall season. Discover why this period offers unique benefits for both our members and eager participants. Medicare Mastery Katherine and Kaeleen engage in a compelling conversation with Roger Luchene, a seasoned member and instructor of our organization. Roger shares his remarkable journey in mastering educational workshops, particularly in the realm of Medicare, offering invaluable insights into his workshop success story.
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Introducing: AFEA's Round Table Elite Panelists
Jul 29, 202300:39:11Tap to summarizeJustin Jenkins Louisville & Elizabethtown, KY Member since 2016 (7 years) Taught 166 classes Don Chamberlin St. Louis, MO Member Since 2015 (8 years) Team of 5 Taught 450 classes Jeff Gibbens Erie, PA Member Since 2013 (10 years) Taught 187 classes Mike Ballard 2 Chapters: Birmingham & Huntsville, AL Member Since 2018 (5 years) Taught 131 classes
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Announcements!, One Question, Niche or Niche
Jun 30, 202300:43:03Tap to summarizeAnnouncements! Welcome back to Season 2 of the Fin.Ed Show. Katherine and Kaeleen have some exciting announcements to start the season off strong. One Question Pablo Troncoso and Alex Abuyuan from Estate Plan Documents join Katherine and Holly to discuss Estate Planning and how they can help advisors integrate Estate Planning into their practice with ease. Niche or Niche Have you considered teaching something other than classes like Social Security? Kaeleen and Teri share their secrets for successfully expanding your class offerings, and including more niche classes like Estate Planning.
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Sweet Summertime, Comeback Kid, Warm Meals & Cold Leads
May 1, 202300:29:15Tap to summarizeSweet Summertime Kaeleen and Katherine discuss a standard myth in the financial education, event-based marketing industry… That you shouldn’t teach in summertime. Hear our take on it, and the data we use to back it up. Comeback Kid David Schlossberg, returning member, discusses why he left AFEA in the first place, why he’s come back, and what class title he likes to focus on and why. Warm Meals, Cold Leads Holly Taylor, Director of Chapter Development at AFEA, unpacks an old blog post of hers and compares dinner seminars to financial education classes. Don’t let the title throw you off, we have some nice things to say about dinner seminars too, and discuss how to use both methods simultaneously for the best results! Additional Resources: Find Us on Instagram @Fin.Ed.Grls Learn more about AFEA JOINAFEA Website: CLICK HERE Schedule a Call with an AFEA Recruiter: CLICK HERE
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