ARA Executive Interview
The Executive Interview is a short-form podcast featuring leaders in the retirement plan space describing relevant issues and their reactions to them. Whether it’s regulation, legislation, strategy or a host of other hot topics, listeners hear directly from those involved, and how it can (and will) affect their business.
ARA Executive Interview
Empowering Employee Financial Wellness: Guidance for Plan Advisors
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Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial, joins American Retirement Association Chief Content Officer John Sullivan to discuss how plan advisors can help their clients develop a financial wellness program for their employees.
Financial wellness is the ability to manage money and meet basic financial needs throughout life. But only about half of U.S. adults have a general understanding of what financial wellness is, which means that attaining it remains elusive for many. Welsh tells us how advisors can help.