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
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 founder Liz Davidson’s book is the perfect foundation for financial literacy, how their parents have influenced their financial philosophies, and how coaching can enhance one’s overall outlook on finances. We also explore the value of utilizing employer benefits to the fullest, what financial coaching looks like when you do it alone, and some helpful resources to up your financial game.
Key points from this episode:
- Danielle walks us through her entry into finance.
- How financial coaching starts at home.
- What we learned from Financial Finesse Founder and CEO, Liz Davidson’s book, What Your Financial Advisor Isn't Telling You.
- How Doug’s parents influenced his philosophies on personal finance.
- When and how Danielle first realized the benefits of personal financial coaching; hello Doug.
- How having a coach has changed her overall outlook on finances.
- Helpful resources for those looking to improve their financial knowledge.
- Danielle’s financial advice for willing listeners.
- Therapy and other employer benefits that are often unused and underutilized.
- Doug’s words of wisdom for the masses.
- Danielle and Doug share their thoughts on boosting your financial knowledge.
Quotes from this episode:
“When I was younger – everything that I needed, I had, and there weren’t really things that I wanted for that I didn’t have. So, I was never anxious about money, but I know that my mother was [living] paycheck-to-paycheck, but that was not a stress that I felt.” — Danielle [01:20]
“I had my first IRA when I was 16 years old. I think it had $200 in it. That was where it got started.” — Doug Spencer [11:08]
“[Number] one is live within your means – the second thing is [to] start investing early.” — Danielle [20:24]
“The fact that I’ve put my retirement stuff on autopilot and I’ve put my short-term saving goals on autopilot – it helps me save my willpower for those more difficult daily decisions.” — Doug Spencer [26:38]
Links mentioned in today’s episode:
What Your Financial Advisor Isn't Telling You
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