Today is a Great Day to Start

Financial Wellness at Work

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 financial stress and emphasize the importance of having access to the necessary support at every level. Jennifer offers a candid look at what motivated her to seek out financial advice, and the gratitude she feels for doing so before an unexpected layoff. Join us to hear her story.

Key points from this episode:

• Welcoming year-long Financial Finesse user, Jennifer, to the podcast.
• What motivated her to reach out in January of 2023 after moving and switching positions.
• Her transition from working in academia to Corporate America.
• Jennifer’s path to buying a house and what she is most excited about.
• What was most beneficial for her about having financial advice during a layoff.
• The menu of benefits available at Jennifer’s current workplace.
• Mental health challenges that often arise because of financial stress.
• The benefit of having a resource to share with those who are in need.
• Why it is preferable to have an existing relationship with a financial professional when a crisis arises.
• Where Jennifer would have gone if her company did not have a relationship with Financial Finesse.
• What to expect from upcoming episodes.

Quotes:

“The concept that in two years I have been able to move, change roles, financially plan, and buy a townhome that is four times the amount of space I was living in, is bonkers to me.” — Jennifer [4:45]

“Progress doesn’t have to be linear.” — Julie Everett [5:01]

“I think I would have been more paralyzed with fear if I had never talked to [a financial advisor] prior to receiving a layoff or a termination.” — Jennifer [6:41]

“For me, knowing and understanding that if I lost my job I could have six months, I would probably still be panicking, but I wouldn’t necessarily have to, I wouldn’t be out of money, was huge for my mindset.” — Jennifer [7:46]

Links mentioned in today’s episode:

Julie Everett, CFP® on LinkedIn
Linda Robertson, CFP® on LinkedIn
Employee Benefit Research Institute
Financial Finesse