Financial Wellness at Work

Financial Coach, Julie Everett hosts Ryan Campagna of Sentinel Group to unpack why only 13% of workers feel on track for retirement and nearly half fear outliving their savings. Ryan frames the issue as a readiness crisis driven by plan access, plan design, misconceptions, and lack of confidence, sharing examples of workers misreading Social Security “normal retirement age” and seeking a single “c...

If there’s a secret to managing money, it’s this: the small steps are the strategy. After spending over a decade seen on PBS, helping everyday investors make smarter decisions, award-winning financial analyst Pam Krueger built her own game-changing platform. Wealthramp matches investors with vetted, fee-only fiduciary financial advisors. Join us as Pam explains how time does the heavy lifting when...

Host Julie Everett is joined by Financial Finesse coach Kari Cedegren and Jenell Koelblin, Site Coordinator - Lane County Volunteer Income Tax Assistance Program (VITA), to answer common tax-season questions and outline practical steps to prepare. They explain VITA (IRS Volunteer Income Tax Assistance) Program as a free tax prep and filing service for lower- and moderate-income households, seniors...

Growth is rarely a straight line, but for today’s guest, the path has been nothing short of vertical. Through her leadership role as Director of Growth at the U.S. Soccer Federation, Majd Steitieh initiated a huge shift in how soccer operates in the country. During this conversation, we talk about career evolution, organizational impact, and the grit that it takes to get there. Majd also shares ho...

What does leadership in financial wellness look like when people need more than the right numbers to make real change? In this International Women’s Month episode, we sit down with Liz Davidson, CEO of Financial Finesse, and Carolyn Fraser, Head of Internal Sales at Ascensus, to discuss the progress women have made in financial services and the responsibility that comes with representation. They u...

Over the weekend, tensions escalated between Iran, Israel, and the United States and markets are reacting. In this episode, we step back from the headlines and focus on what actually matters for your financial life. What happens to oil prices during geopolitical conflict? Could gas and grocery costs rise again? What does short-term volatility really mean for your 401(k)? More importantly, how shou...

In the finance world, AI can serve as a powerful bridge to scale financial coaching without replacing human connection. Join the conversation today on the Financial Wellness at Work podcast, as Julie Everett and Scott Stark discuss how AI-amplified financial coaching helps employees get the personalized guidance they need. They look at how they’re using AI in both their personal and professional l...

The passing of the One, Big, Beautiful Bill Act (OBBBA) has brought about a lot of changes for employees, and it’s important to discuss these things as we head into 2026. Joining us to tell you what you need to know about OBBBA are Financial Finesse coaches, Dan Andrews and Stephanie Thomas. Tuning in, you’ll hear all about the new ‘no tax on overtime’ rule, how that will affect an employee’s tax...

Welcome to season five of Financial Wellness at Work! In this episode, we welcome our very own Think Tank director, Greg Ward, and financial coach, Scott Stark, to discuss their takeaways from the EBRI (Employee Benefit Research Institute) Symposium as we head into a new year. Tuning in, you’ll hear all about why this event is so beneficial, what was discussed at the HSA roundtable, how the day st...

High inflation may have eased, but many employees are now facing the debt that built up while their budgets were stretched thin. In this episode of Financial Wellness at Work, Julie Everett talks with Scott Stark, CFP, Senior Financial Planner and Financial Wellness Think Tank researcher at Financial Finesse, about the financial patterns that defined 2025. Scott shares how employers have stepped u...

The holidays can be an overwhelming time financially, and today on Financial Wellness at Work, we are joined by financial services expert, Kaitlin Vangura, to discuss how you can spend smart this season so that you can be present with your family and focus on what really matters! Tuning in, you’ll hear all about Kaitlin’s approach to the holidays, how she manages budgeting without becoming a ‘grin...

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 t...

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...

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...

You don’t need to love numbers to get good with money — just the right support and some clear guidance. In today’s episode, Financial Finesse coach Julie Everett is joined by Briana Oliver, a technical recruiter at a Fortune 500 company, who opens up about her five-year journey from financial uncertainty to clarity and confidence. Briana reflects on how growing up with a save-every-penny mindset l...

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 wh...

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 sh...

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 perso...

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...

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 plannin...

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 c...

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 c...

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 Jacobucc...

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 t...

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 d...