ABOUT THIS PODCAST 🔗
Produced by Financial Finesse, Financial Wellness at Work is where HR, benefits, and retirement industry leaders come to understand what's next in employee financial wellness and what it means for their organizations. Hosted by Julie Everett, MBA, CFP®, Financial Coach, each episode brings together the people building the future of the industry: executives and innovators who are shaping benefits strategy, driving program adoption, and using AI to scale personalized support, alongside the employees whose real-life financial transformations prove what's possible when financial wellness is done right.
Hosts:
Update frequency:
every 25 days
Average audio length:
26 minutes
Guest interviews
English
United States
37 episodes
since July 21, 2022
episodic
LATEST EPISODE 🔗
Julie Everett, a financial coach at Financial Finesse, explains new “Trump accounts” created by Congress in 2025: for children born between January 1, 2025 and December 31, 2028, the U.S. Treasury provides a $1,000 deposit once the account is opened, with funds invested tax-deferred in a low-cost i…
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Search past episodes of Financial Wellness at Work .
PREVIOUS EPISODES 🔗
What if annual enrollment wasn’t just another HR task, but an opportunity to give yourself a financial reset—and potentially even a raise? In this episode of Financial Wellness at Work, Julie Everett and Michael Rivera unpack how employees can make the most of their workplace benefits, from capturi…
Financial Coach, Julie Everett hosts Ryan Campagna of Sentinel Group to unpack why only 13% of workers feel on track for retirement and nearly half fear outliving their savings. Ryan frames the issue as a readiness crisis driven by plan access, plan design, misconceptions, and lack of confidence, s…
If there’s a secret to managing money, it’s this: the small steps are the strategy. After spending over a decade seen on PBS, helping everyday investors make smarter decisions, award-winning financial analyst Pam Krueger built her own game-changing platform. Wealthramp matches investors with vetted…
Host Julie Everett is joined by Financial Finesse coach Kari Cedegren and Jenell Koelblin, Site Coordinator - Lane County Volunteer Income Tax Assistance Program (VITA), to answer common tax-season questions and outline practical steps to prepare. They explain VITA (IRS Volunteer Income Tax Assista…
Growth is rarely a straight line, but for today’s guest, the path has been nothing short of vertical. Through her leadership role as Director of Growth at the U.S. Soccer Federation, Majd Steitieh initiated a huge shift in how soccer operates in the country. During this conversation, we talk about …
What does leadership in financial wellness look like when people need more than the right numbers to make real change? In this International Women’s Month episode, we sit down with Liz Davidson, CEO of Financial Finesse, and Carolyn Fraser, Head of Internal Sales at Ascensus, to discuss the progres…
Over the weekend, tensions escalated between Iran, Israel, and the United States and markets are reacting.
In this episode, we step back from the headlines and focus on what actually matters for your financial life.
What happens to oil prices during geopolitical conflict? Could gas and grocery cost…
In the finance world, AI can serve as a powerful bridge to scale financial coaching without replacing human connection. Join the conversation today on the Financial Wellness at Work podcast, as Julie Everett and Scott Stark discuss how AI-amplified financial coaching helps employees get the persona…
The passing of the One, Big, Beautiful Bill Act (OBBBA) has brought about a lot of changes for employees, and it’s important to discuss these things as we head into 2026. Joining us to tell you what you need to know about OBBBA are Financial Finesse coaches, Dan Andrews and Stephanie Thomas. Tuning…
Disclaimer: The podcast and artwork embedded on this page are from Financial Finesse , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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