Financial Wellness at Work

Surviving divorce and debt to thrive against all financial odds is an impressive feat, one worthy of impactful discussion. In today’s conversation, we welcome Financial Finesse Financial Coach, Becca Wilton, and single mom and healthcare professional, Gerlyn Kuroski, to the show to unpack Gerlyn’s path to financial freedom. To start, Gerlyn describes who she is and what she does. Then, we learn why she chose Financial Finesse, her ...

What does it really mean to navigate the U.S. financial system as an immigrant? In this episode of Financial Wellness at Work, host Brian Kelly is joined by Veronica Arellano, a financial planner at Financial Finesse, and Yemi Rose, founder of OfColor and Growth Leader at Financial Finesse, to explore the layered financial experiences of first-generation immigrants in America. Veronica and Yemi share personal immigration stories, a...

What actually happens when you reach out to a financial coach for the first time? If you’ve ever wondered what to expect from that initial conversation, this episode has you covered! Joining us from Grace Health, Sally Armstrong and Chris Higdon break down the process of connecting with a coach at Financial Finesse, including what’s discussed, how to prepare, and how you can benefit from the personalized guidance, action items, and...

Our guest today said it best: “It’s important to have your eye on the horizon, financially, but also to have your feet very grounded in the present.” On this episode, we’re joined by Tony from Philly, who has spent the last four years on a coaching journey with Coach Don Edlin. Together, we reflect on their coaching relationship, the importance of recognizing financial misinformation, and how our backgrounds shape our personal mone...

If the tumbling leaves of fall indicate anything let it be this: It’s time to move! 

It’s time to start thinking about what you want in the new year and preparing to achieve those goals. Today’s guest is Majd, an employee who has built a longstanding relationship with Financial Finesse having spoken with 17 coaches since her first call. After explaining why now is the perfect time to start planning for 2025, Majd details her experie...

Retirement isn’t just about stepping away from the workforce. It’s about securing your financial future, maintaining peace of mind, and ensuring that you can truly enjoy the next chapter of your life. In today’s episode of Financial Wellness at Work, Financial Finesse coaches Julie Everett and Linda Robertson chat with Jill, a newly retired employee, about why thoughtful retirement planning is a crucial part of financial wellness a...

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...

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 Bek...

Who do you turn to when a financial crisis hits? During this episode, Jennifer joins us to share her story of building a relationship with an expert before finding herself in a time of crisis. Starting with her transition from working in academia to taking on a corporate role, Jennifer shares the highlights of her path to creating more financial security. We touch on the mental health challenges that often accompany periods of fina...

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 ...

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’...

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 wit...

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, Edzen 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 ...

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, a...

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 he...

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 fin...

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 indisc...

No matter who we are or where we come from, we all face challenges when it comes to our finances. The goal of this podcast is to break the taboo about money conversations and today, we are joined by Brian Kelly, one of our esteemed Financial Coaches, and his client, Tiffany Brown to share her story. Tiffany has been working with Brian for two years and in that time she has paid off her credit card debt, started an emergency fund, b...

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 everyd...