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
Money Interrupted: Real Talk on Bouncing Back
Financial curveballs can often affect our physical well-being, but how can we learn and grow from the unexpected twists and turns that few of us are prepared for? Today’s guest experienced a sudden financial shock that forced her and her family to think fast, adapt, and make some tough decisions. She joins us today to share her story of resilience, resourcefulness, and the emotional side of money that is often overlooked. Rebecca, a Compensation and Benefits Manager and avid money saver, begins our conversation by explaining how financial wellness affects physical wellness. Then, we unpack lifestyle creep as a camouflaged concern, how to understand your needs and cut back wherever necessary, how Rebecca’s upbringing informed her astute money habits, and how to find financial help for your particular needs. To end, our guest shares more about her family’s financial recovery, why having oversight over your finances is non-negotiable, and words of hope for the future of financial coaching. To learn how to bounce back and reclaim financial health, press play now!
Key points from this episode:
- Rebecca explains how financial wellness affects physical wellness.
- How Rebecca assesses her money and savings habits before her household’s big financial loss.
- Lifestyle creep, understanding your needs, and learning how to trim and cut back.
- How Rebecca keeps track of her finances, and how she became money-savvy.
- The dangers of not doing what you know you should be doing, and how to find financial help.
- Rebecca’s thoughts on Financial Finesse.
- Understanding how long Rebecca and her family have felt the effects of her husband losing his job.
- The importance of having complete oversight over your finances.
- Rebecca’s parting words of advice and hope about the world of financial coaching.
Quotes:
“We had always been very particular about our home; could we afford our home on one income? If we couldn’t afford our home on one income, we couldn’t afford our home. We never wanted to become house poor.” — Rebecca [5:09]
“I don’t collect things. I don’t like to collect things in my home. I also don’t like to collect things in my checkbook.” — Rebecca [5:26]
“I can’t be so afraid of what I’m going to find that I don’t look at it, because I could inevitably make it worse by not choosing to look at it.” — Rebecca [10:40]
“I learned how to be resourceful because [my parents] were resourceful. I remember all the things they did trying to make the money go as far as it could.” — Rebecca [15:25]
“We need to be prepared because bad things can happen. They can happen at any time, and even when you’re doing all the things right.” — Rebecca [16:23]
“You can make it through hard times when you sit down and think about it and put together a plan. It’s when you’re willing to face it that you can do those things.” — Rebecca [27:17]
“When you don’t have that oversight over your finances, you can really lose touch quickly.” — Julie Everett [29:57]
Links mentioned in today’s episode:
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