Holistic Wealth and Health Podcast

Episode 35: Making Financial Education Accessible: Free, Trusted Retirement Learning Through AFEA

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As you plan for retirement, finding trustworthy, unbiased financial education becomes essential for making informed decisions. At JL Smith Group, we’ve partnered with the American Financial Education Alliance (AFEA) for nearly a decade, serving as chapter presidents across Northeast Ohio and Jacksonville, Florida, to help provide this education. 

In this illuminating episode, Bryan Bibbo welcomes Katherine Lesch and Kaeleen Bruce, AFEA’s dynamic co-CEOs, to share how their nationwide network of vetted financial professionals helps you master essential retirement concepts in a comfortable, pressure-free environment.  

Key Topics Discussed: 

  • Community Financial Education: Learn how AFEA and local advisors like JL Smith Group deliver unbiased retirement education through trusted venues, focusing on essential topics like Social Security and Medicare  
    • Educational Excellence: Understand the rigorous vetting process ensuring only qualified professionals teach courses, maintaining the highest standards of unbiased education  
      • Practical Learning Experience: Discover how 2-2.5 hour courses in comfortable community settings make complex retirement topics accessible and actionable  
        • Beyond the Classroom: Explore how this educational approach helps you build confidence in your retirement planning decisions, whether or not you choose to work with an advisor  
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          Holistic Wealth and Health PodcastBy Jason L Smith
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