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
My Two Paths- Health and Wealth
We all know that financial stress can impact your health, but we often don’t consider how your health may impact your finances. Today, we are discussing the financial toll of living with a chronic health condition with employee, Alexis Lopez, and financial coach, Becca Wilton. Tuning in, you’ll hear all about Alexis’ health journey, endometriosis diagnosis, the unexpected expenses that come with the disease, and how her relationship with her finances has changed since then. We dive into some of the tools Becca gave Alexis and how they helped her become financially healthy before our guests share some advice for anyone diagnosed with a chronic illness. Finally, you’ll be reminded of the importance of advocating for your financial health. Thanks for listening in!
Key Points From This Episode:
- Introducing our guest, Alexis Lopez, and welcoming Becca Wilton back to the show.
- Becca tells us how often medical expenses come up when discussing finances.
- Alexis shares her story and her endometriosis diagnosis.
- How her perspective on money has changed since her diagnosis.
- Becca shares what she remembers from her first chat with Alexis.
- Some suggestions Becca gave Alexis and how they helped her.
- Alexis tells us about some unexpected expenses of having endometriosis.
- Personal and financial advice for someone who’s been diagnosed with a chronic illness.
- What financial stability looks like for Alexis going forward.
- Becca touches on what she learned from her time with Alexis.
- The importance of advocating for your own financial health.
Quotes:
“I had to provide 15 years of documentation before I was even allowed to be considered for an endometriosis diagnosis.” — Alexis Lopez [0:04:35]
“Financial coaches are not necessarily sharks in the water.” — Alexis Lopez [0:07:21]
“Money can be nurturing, money can be empowering, and can also lift me up.” — Alexis Lopez [0:08:22]
“[Financial coaches] talk to so many different people from different walks of life, so we can really help you think through some of those ways and things that you might need to advocate for.” — Becca Wilton [0:36:53]
Links Mentioned in Today’s Episode:
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