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The Fin.Ed Show

Podcast von Fin.Ed.Grls

Englisch

Business

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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!

Alle Folgen

15 Folgen

Episode The Psychology Behind Financial Education & How Emotion Shapes Financial Decisions Cover

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.

21. Okt. 2025 - 19 min
Episode Medicare Education and Preparing for 2025 Changes Cover

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!

16. Dez. 2024 - 31 min
Super gut, sehr abwechslungsreich Podimo kann man nur weiterempfehlen
Super gut, sehr abwechslungsreich Podimo kann man nur weiterempfehlen
Ich liebe Podcasts, Hörbücher u. -spiele, Dokus usw. Hier habe ich genügend Auswahl. Macht 👍 weiter so

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