
Financial Wellness at Work
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. Through guest interviews, your host Liz Davidson, founder and CEO of Financial Finesse, will share life-changing stories of financial transformations experienced by everyday people who gave financial coaching a try. 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.
Podcasting since 2022 • 20 episodes
Financial Wellness at Work
Latest Episodes
From Surviving to Thriving: A Single Mom’s Financial Comeback
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 mom and healthcare profes...
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Season 4
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Episode 4
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36:39

Building Trust and Building Financial Freedom
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, and Yemi Rose, founder of ...
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Season 4
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Episode 3
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34:15

What to Expect When You Call a Coach!
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 Armstrong and Chris Higdo...
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Season 4
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Episode 2
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21:51

Finding the Balance Between Planning and Being Present
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 last four years on a coac...
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Season 4
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Episode 1
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42:23
