
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.