
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.
Podcasting since 2022 • 23 episodes
Financial Wellness at Work
Latest Episodes
Your Money Journey, Backed by Unbiased Guidance
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 helpe...
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Season 4
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Episode 7
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13:38

Money Interrupted: Real Talk on Bouncing Back
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...
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Season 4
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Episode 6
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35:28

Beyond the Budget: How Coaching Helped Me Maximize My 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 op...
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Season 4
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Episode 5
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34:01

From Surviving to Thriving: A Single Mom’s Financial Comeback
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 profes...
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Season 4
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Episode 4
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36:39

Building Trust and Building Financial Freedom
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 ...
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Season 4
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Episode 3
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34:15
