Consider the Upside

Welcome back to the Financial Wellness at Work Podcast! Today we are joined by Financial Finesse user, Jonathan Woodward, to discuss the upside of “making the call.” You’ll hear about what inspired Jonathan to make his first call, why he has worked with so many of our financial coaches (and why he keeps coming back), how much his confidence and knowledge have improved, and much more. We go on to discuss what it was like talking to a complete stranger about money before Jonathan encourages listeners to give it a try for themselves. 

Key points from this episode:

• An introduction to today’s guest, Jonathan Woodward. 
• How Jonathon went from studying philosophy to building a career in the tech space. 
• What triggered Jonathan to call Financial Finesse. 
• The financial pearls of wisdom Jonathon has taught his father-in-law. 
• Why it’s so important to know your goals before buying a home. 
• How many financial coaches Jonathan has worked with at Financial Finesse, what it was like, why he keeps coming back, and how his confidence level has improved. 
• How Jonathan felt about discussing money with a complete stranger. 
• Jonathan invites listeners and peers to make their first call with Financial Finesse. 

Quotes from this episode:

“I’m very pro-homeownership, to be clear, but I’m also pro not being stressed out by money.” — Jonathan Woodward [10:41]

“Because money is so taboo, people don’t talk about it.” — Jonathan Woodward [14:32]

“I think it’s really important to think about the upside of making the call [to Financial Finesse].” — Jonathan Woodward [23:04]

Links mentioned in today’s episode:

Jonathan Woodward

Daniel Andrews on LinkedIn

Julie Everette on LinkedIn

Liz Davidson on LinkedIn

Financial Finesse