The Fin.Ed Show

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 meaningf...

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 c...

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...

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 progr...

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...

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...

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 re...

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

Announcements! 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 tea...

Sweet 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, C...

A Shared Vision Joe Elsasser, Founder and President of Covisum, a financial tech company that provides a suite of retirement planning softwares, understands that being a financial advisor is hard, so he and his team are here to make it easier. Learn more about how to use AFEA and Covisum to “connect your marketing to your fulfillment” Get Some Help In this segment, Kaeleen and Katherine discuss th...

Education for Educators Marc Kiner, Founder and CEO of Premier Social Security Consulting and the NSSA Certificate Program, meets with Katherine and Kaeleen to discuss the importance of being fluent in Social Security and how this can enhance your appointments with Baby Boomers. Learn how and why this certification works so well in conjunction with AFEA and how to obtain your discounted rate for t...

A Perfect Fit Holly and Katherine discuss the qualities of a great instructor, and the 3 key elements of success when using AFEA. Chasing Mail Katherine and Holly welcome AFEA Chapter President and Instructor, Ted Thatcher as he shares his experience with a new marketing concept we've been testing. Hear him speak on this specifically, as well as some other parts of his experience teaching financia...

When Webinars Work Katherine and Kaeleen discuss webinars and when they may be a great tool, but also why they don't recommend offering webinars alone. Reporting on Reports Executive Directors at AFEA, Holly Taylor and Teri Carano take a deep dive into why you should be offering free reports to your students, how to be sure they aren't setting an appointment with you JUST for that free report, and...

Pardon the Interruption Katherine and Kaeleen, the Fin. Ed. Grls, cover their background, experience, and a little more about what you can expect to hear on future episodes. A Substantial Start Tony Abrams of Abrams Financial, and Chapter President of AFEA's Upper Marlboro, MD Chapter joins us to review his financial education experience (a 50% increase in business) only 8 months and 4 campaigns i...