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. 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.
Financial Wellness at Work
Latest Episodes
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...
Women Who Talk Money: Celebrating International Women's Month
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, Hea...
Markets in a Moment of Tension: What the Iran Escalation Means for Your Money
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 ...
Scaling Support: How AI Helps One Coach Empower Thousands of Employees
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-am...
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