What happens when you stop Googling financial advice and start talking to a real coach? In this episode of Financial Wellness at Work, host Julie Everett sits down with Megan, a healthcare professional who shares how financial coaching helped her move from uncertainty to confidence in her money decisions. Megan discusses her initial hesitation, the relief of discovering she was not “so far off” in her financial planning, and the ways her coach improved her investment strategies. Together, Julie and Megan explore the connection between financial health and overall well-being, the importance of starting early, and why everyone deserves a trusted partner in their financial journey. Tune in now!
Key Points From This Episode:
- Discover why financial health is an essential part of overall well-being.
- Megan’s experience of managing money without guidance or coaching.
- Find out what made her nervous before her first coaching session.
- Hear about the moment that validated her financial decisions.
- Find out why she regrets not working with a financial coach earlier.
- How coaching gave her confidence and ideas for new investment strategies.
- Uncover her biggest money win since she started financial coaching.
- Takeaway advice on how to begin your financial wellness journey.
Quotes:
“The greatest joy in my life is to know that something that I have done has improved the circle of somebody else.” — Julie Everett [0:01:08]
“Just like everyone should have a primary care doctor, I truly feel everyone should have a financial coach.” — Megan [0:06:24]
“The biggest win is the different ways that [my financial coach] said that I could be investing that would be most beneficial for me.” — Megan [0:07:39]
“If anyone is thinking about making any life decision that would impact your finances in the future, talk to someone, talk to [Financial Finesse].” — Megan [0:09:50]
Links Mentioned in Today’s Episode:
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