Holistic Wealth and Health Podcast

Holistic Wealth and Health Podcast


Episode 35: Free, Trusted Retirement Learning Through AFEA

January 20, 2025

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