Cover image of show The Fin.Ed Show

The Fin.Ed Show

Podcast by Fin.Ed.Grls

English

Business

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About The Fin.Ed Show

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!

All episodes

15 episodes

episode The Psychology Behind Financial Education & How Emotion Shapes Financial Decisions artwork

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 Oct 2025 - 19 min
episode Medicare Education and Preparing for 2025 Changes artwork

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 Dec 2024 - 31 min
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

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