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.

Host

Julie Everett, CFP®, MBA

Julie Everett, CFP®, MBA, is a financial wellness expert and financial coach at Financial Finesse, the leading independent global provider of workplace financial wellness programs. With 21 years of experience, she specializes in behavioral finance, financial wellness, money management and retirement planning, with a particular talent for helping people turn complicated financial challenges into simple, actionable habits. Julie is the host of Financial Wellness at Work, Financial Finesse’s podcast, where she explores the behavioral and human side of money. She also serves as Chair of the Eastern Illinois University Board of Trustees through a gubernatorial appointment, bringing her expertise in financial planning and leadership to the governance of a public university.

https://www.linkedin.com/in/julieeverett17