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Hosted by Financial Finesse · 🇺🇸 US · EN-US · 35 episodes
Established thought leaders with verified media credentials.
Financial Finesse Financial Coaches work with people from all walks of life and have literally seen it all! They’ve supported employees and participants (and their families) through debt, cash flow, and credit challenges, buying homes, growing their families, marriages and divorces, retirement planning, and more. Financial stress doesn’t exist in a silo – it influences everything, including mental and physical health, relationships, and productivity. We’ll dig into it all. About Financial Finesse Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness and proven employer ROI. Employees receive unlimited access to certified financial coaches—CFP® professionals or in‑country equivalents—and AI‑powered guidance that expands reach and personalization with trusted human oversight at every step. Serving more than 20,000 o
Financial Finesse hosts Financial Wellness at Work, a business show with 35 episodes published.
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 crisi
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
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
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
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,
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
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 St
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 abou
Welcome to season five of Financial Wellness at Work! In this episode, we welcome our very own Think Tank director, Greg Ward, and financial coach, Scott Stark, to discuss their takeaways from the EBRI (Employee Benefit
High inflation may have eased, but many employees are now facing the debt that built up while their budgets were stretched thin. In this episode of Financial Wellness at Work, Julie Everett talks with Scott Stark, CFP, S
The holidays can be an overwhelming time financially, and today on Financial Wellness at Work, we are joined by financial services expert, Kaitlin Vangura, to discuss how you can spend smart this season so that you can b
We all know that financial stress can impact your health, but we often don’t consider how your health may impact your finances. Today, we are discussing the financial toll of living with a chronic health condition with e
What happens when you stop Googling financial advice and start talking to a real coach? In this episode of Financial Wellness at Work, host Julie Everett sits down with Megan, a healthcare professional who shares how fin
Financial curveballs can often affect our physical well-being, but how can we learn and grow from the unexpected twists and turns that few of us are prepared for? Today’s guest experienced a sudden financial shock that f
You don’t need to love numbers to get good with money — just the right support and some clear guidance. In today’s episode, Financial Finesse coach Julie Everett is joined by Briana Oliver, a technical recruiter at a For
Surviving divorce and debt to thrive against all financial odds is an impressive feat, one worthy of impactful discussion. In today’s conversation, we welcome Financial Finesse Financial Coach, Becca Wilton, and single m
What does it really mean to navigate the U.S. financial system as an immigrant? In this episode of Financial Wellness at Work, host Brian Kelly is joined by Veronica Arellano, a financial planner at Financial Finesse, an
What actually happens when you reach out to a financial coach for the first time? If you’ve ever wondered what to expect from that initial conversation, this episode has you covered! Joining us from Grace Health, Sally A
Our guest today said it best: “It’s important to have your eye on the horizon, financially, but also to have your feet very grounded in the present.” On this episode, we’re joined by Tony from Philly, who has spent the l
If the tumbling leaves of fall indicate anything let it be this: It’s time to move! It’s time to start thinking about what you want in the new year and preparing to achieve those goals. Today’s guest is Majd, an employee
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Financial Wellness at Work is hosted by Financial Finesse. The show is categorised under business and has published 35 episodes.
Financial Wellness at Work has published 35 episodes.
Financial Wellness at Work regularly covers business. It sits in the business category.
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