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 worked with so many of our financial coaches (and why he keeps coming back), how much his confidence and knowledge have improved, and much more. We go on to discuss what it was like talking to a complete stranger about money before Jonathan encourages listeners to give it a try for themselves.  Key points from this episode: An introduction to today ..read more

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 Everett at Financial Finesse. Jada is a postgraduate, first-year student at Harvard Business School and a graduate of Indiana University’s Kelley School of Business. Tune in to hear how Jada’s mom positively influenced her financial journey, setting her up to take things to the next level herself. Jada also shares her thoughts on the idea of “money scrip ..read more

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 States. Ascensus has integrated Financial Finesse to offer our services as an employee benefit and to provide them to every single participant in Ascensus plans. In this episode, we chat with Lori and our very own Senior Financial Coach, Julie Everett, about their respective experiences working together when Lori reached out for financial wellness coach ..read more

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, Edzin Cortez, was in a great deal of debt before he sought help from a Financial Coach. He was recently featured on a panel at the Employee Benefit Research Institute symposium in Washington DC where he spoke about how achieving financial wellness has increased his bandwidth, both at work and in his personal life. In this episode, he joins us with his Financial Coach Linda Robe ..read more

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 joining us today is Julie Everett, Latoya’s coach of one year. Hear the story of how and why Latoya reached out, how Julie helped her think through big decisions and take positive actions, and how the experience has impacted Latoya’s life. Julie also shares what she has learned from Latoya’s laser focus and passion for learning and Latoya shares why she ..read more

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 after the tragic loss of her husband to cancer. Hear how having a financial coach she could trust made all the difference in Sarah’s journey, and how Julie’s knowledge and measured approach helped position Sarah to thrive financially, to the extent that she was able to make two small angel investments in businesses she was passionate about. Julie also sha ..read more

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 Kristina Keck of Woodruff Sawyer, as well as her colleague, Tracey Allen who is currently receiving financial coaching from Financial Finesse’s own Kevin Miller. We'll hear about Tracey’s financial coaching journey from what prompted her to pick up the phone in the first place to where she is now with her financial goals. Kevin joins the conversation to share ..read more

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 NFL and today, we find out what inspired him to shift his mindset around finances and make his money work for him with smart planning and off-the-field endeavors, rather than spend it indiscriminately. Carl shares his view on why it’s so important to be a good financial role model, and what true financial success looks like. Financial Finesse’s own Doug ..read more

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 with helping people take control of their financial lives. In episode #1, they are joined by Julie Everett, CFP® and Financial Coach at Financial Finesse, who provides a glimpse into her everyday helping employees transform their financial lives through personalized and ongoing coaching. Key points from this episode: Insight into Julie’s journey to Finan ..read more

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 ..read more