Financial Wellness at Work
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.
Financial Wellness at Work
Latest Episodes
Annual Enrollment = Annual Financial Reset
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 ...
The Retirement Readiness Gap: Can Plan Design Fix It?
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,...
Pam Krueger on Financial Confidence, Advice vs. Sales, and Finding a Fiduciary Advisor
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-chan...
It's Not Too Late Too File Your Taxes!
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 prepa...
Majd Talks: Breaking Barriers in Soccer and Finance
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 i...
