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.
Financial Wellness at Work
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 in place, you can rewrite these money scripts and take control of your financial destiny! Julie Everett is joined by co-host and financial coach Jim Jacobucci, along with special guest Tom Bekas, a former college athlete, entrepreneur, and Client Services Associate at Financial Finesse. Tom shares how he has leveraged his unlimited access to Financial Finesse’s team of experienced CFP financial coaches, recounting how his first call with Jim helped him challenge the money beliefs that were holding him back. We also explore the power of a financial plan to combat debt and help you achieve your financial goals, as well as how financial coaching has enabled Tom to build a healthier relationship with money. Tuning in, you’ll learn actionable strategies to rewrite your money scripts, create a solid financial plan, and take your next step toward financial freedom!
Key points from this episode:
- An introduction to today’s co-host, Jim Jacobucci, and our guest, Tom Bekas.
- How Tom has taken advantage of the free coaching provided by Financial Finesse.
- When he first learned about personal finance and challenging his “money scripts.”
- Insight into the relationship that Jim and Tom have built since their first coaching call.
- The importance of having a financial plan in place to combat debt and grow your savings.
- Practical tips to help you regain control of your finances.
- The tangible impact that financial coaching had on Tom’s relationship with money.
- Tom’s shame-free advice for listeners who are experiencing financial stress.
- Jim’s perspective on the emotional toll that money can have on us.
Quotes from this episode:
“Coming up with a budget was huge for me because I had money coming in, but I didn’t really know where it was going. Having a plan in place to know where my money is [and] where it’s going allowed me to have additional money to pay off my credit card debt.” — Tom Bekas [9:07]
“I’m not as emotionally attached to money as I once was. Money comes, money goes, but having a plan and knowing where that money is going when it does come in is super powerful.” — Tom Bekas [13:58]
“Pick up the phone. Make the call. [Financial coaches] are not judging you on the other side. They have actually been through a lot themselves – and they can help you get to a place where you can become financially free.” — Tom Bekas [17:35]
Links mentioned in today’s episode:
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