business
Hosted by Financial Finesse · business · EN-US
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.
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Contact path
Public web form
Booking probability
29%
Guest openness
Selective
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Signup to Generate a PitchProduced 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.
Financial Wellness at Work is hosted by Financial Finesse. The show has published 37 episodes to date.
Recent episodes include "Trump Accounts Explained: How Kids Can Get $1,000 (or $250) in Seed Money" (15 September 2026, 6 minutes), "Annual Enrollment = Annual Financial Reset" (17 August 2026, 26 minutes), and "The Retirement Readiness Gap: Can Plan Design Fix It?" (30 June 2026, 46 minutes).
Financial Wellness at Work publishes roughly every two weeks, with episodes averaging 26 minutes across 37 episodes.
Booking probability for Financial Wellness at Work is 29%, and the host is rated Selective on guests. Financial Wellness at Work requires a Pod Score of 80 or higher. Financial Wellness at Work's contact route on record: public web form.
The strongest fits for Financial Wellness at Work are Investing & Wealth Management. Financial Wellness at Work has a business audience.
Financial Finesse hosts Financial Wellness at Work, a business podcast with 37 episodes published.
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Episode #9
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...
Episode #8
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...
Financial Wellness at Work
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...
Financial Wellness at Work
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...
Financial Wellness at Work
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...
Episode #5
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...
Episode #4
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...
Financial Wellness at Work
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...
Episode #3
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...
Episode #2
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...
Episode #1
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...
Episode #10
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...
Episode #9
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...
Episode #8
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...
Episode #7
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...
Episode #6
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...
Episode #5
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...
Episode #4
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...
Episode #3
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...
Episode #2
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...
Recent guests on Financial Wellness at Work. Study who booked and why before you pitch.
Teacher of Latin, Destroyer of Dreams, Financial Finesse
Founder and Managing Partner, Loveland Fire Rescue Authority
Senior Director of Delivery, KMS Technology
Head of Payments, Risk, Support & Global at Stripe, Opportunities for Ohioans with Disabilities
PitchCentric classifies Financial Wellness at Work under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
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