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.
Episodes
15 episodes
Retire with Confidence
Retirement isn’t just about stepping away from the workforce. It’s about securing your financial future, maintaining peace of mind, and ensuring that you can truly enjoy the next chapter of your life. In today’s episode of Financial Wellness at...
•
Season 3
•
Episode 5
•
27:33
Learning Beyond the Finance Books
Danielle’s professional journey is the perfect example of how financial coaching can completely transform one’s life. She is joined today by her financial coach, Doug Spencer. The pair discuss why financial coaching starts at home, why our foun...
•
Season 3
•
Episode 4
•
34:18
Having a Plan is Powerful
If you’re looking to improve your financial well-being, it’s important to understand the impact of your financial attitudes or “money scripts” on your future. In today’s episode, you’ll discover that, with the right support and financial plan i...
•
Season 3
•
Episode 3
•
22:37
Today is a Great Day to Start
Who do you turn to when a financial crisis hits? During this episode, Jennifer joins us to share her story of building a relationship with an expert before finding herself in a time of crisis. Starting with her transition from working in academ...
•
Season 3
•
Episode 2
•
17:04
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 wo...
•
Season 3
•
Episode 1
•
25:57
Reaching Next-Level Financial Goals
Trusting your financial coach and being able to have open conversations about anything related to your finances allows you to have a more holistic coaching experience. This is exactly what our guest, Jada Haynes, experienced working with Julie ...
•
Season 2
•
Episode 9
•
27:45
If You Want to Know the Power, Call For Yourself
It wasn’t until Lori Zeman made the call to Financial Finesse herself that she truly understood the power of financial coaching. Lori is a Division Vice President at Ascensus, the largest independent recordkeeping services partner in the United...
•
Season 2
•
Episode 8
•
29:23
Cultivating Financial Confidence Through Coaching
Managing our finances is one of those things we all need to do, but we rarely are taught. While we all do the best we can, there are times when our lack of education can land us in challenging situations. Today’s guest, Edzen Cortez, was in a g...
•
Season 1
•
Episode 7
•
23:31
The Best Decision of My Life
Welcome back to Financial Wellness at Work! Joining us today is someone with an amazing financial success story, Latoya Pirtle. She has transformed her personal finances by actively seeking out knowledge and working with a Financial Coach. Also...
•
Season 1
•
Episode 6
•
24:59
Empowering Financial Coaching Following a Tragic Loss
Welcome to another episode of Financial Wellness at Work. Joining us in conversation today is Julie Everett, a financial coach at Financial Finesse. We also have Sarah Kaney here to tell us how Julie helped her to take control of her finances a...
•
Season 1
•
Episode 5
•
28:25
In Control and Empowered
The importance of taking care of our physical and mental health is becoming more widely understood but what isn’t yet being talked about as much is the fact that our financial health is equally important. Today, we are joined once more by Krist...
•
Season 1
•
Episode 4
•
24:09
NFL Players and Gen Z - Buying Properties Over Bottles
Historically, NFL players have been known for their culture of big spending. Joining us today is someone who has affected a major shift in financial wellness amongst his fellow NFL players, and beyond. Carl Nassib is a seven-year veteran of the...
•
Season 1
•
Episode 3
•
25:26
You Don’t Need a Comma in Your Bank Account to Seek Financial Guidance
No matter who we are or where we come from, we all face challenges when it comes to our finances. The goal of this podcast is to break the taboo about money conversations and today, we are joined by Brian Kelly, one of our esteemed Financial Co...
•
Season 1
•
Episode 2
•
33:31
Changing Financial Lives
Your host, Liz Davidson, and Kristina Keck, Vice President of Retirement Plan Services at Woodruff Sawyer, are friends, colleagues, and experts in financial wellness coaching delivered as an employee benefit. They’re also borderline obsessed wi...
•
Season 1
•
Episode 1
•
25:57