The Fin.Ed Show

Fin.Ed.Grls
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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!

  1. The Psychology Behind Financial Education & How Emotion Shapes Financial Decisions

    10/21/2025

    The Psychology Behind Financial Education & How Emotion Shapes Financial Decisions

    Why 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.

    20 min
  2. Medicare Education and Preparing for 2025 Changes

    12/16/2024

    Medicare Education and Preparing for 2025 Changes

    YouTube/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!

    32 min
  3. Breaking Boundaries: Women Empowering Financial Futures

    06/17/2024

    Breaking Boundaries: Women Empowering Financial Futures

    Katherine 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.

    45 min

  4. 04/05/2024

    Navigating Corporate Doors

    Join 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.

    37 min
  5. The Student & Client Experience

    11/03/2023

    The Student & Client Experience

    Explore 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.

    33 min
  6. Growth & Balance in Business & Life

    10/09/2023

    Growth & Balance in Business & Life

    Dive 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

    42 min
  7. Autumn's Edge, Medicare Mastery

    09/02/2023

    Autumn's Edge, Medicare Mastery

    Autumn'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.

    31 min
  8. Introducing: AFEA's Round Table Elite Panelists

    07/29/2023

    Introducing: AFEA's Round Table Elite Panelists

    Justin 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

    39 min
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About

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!

Information

  • Creator
    Fin.Ed.Grls
  • Years Active
    2022 - 2025
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © Fin.Ed.Grls
  • Show Website
    The Fin.Ed Show