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Wellness

Financial wellbeing
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Financial wellbeing for employees
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Success Stories

Chisholm Broadband
Franklin Community Schools
Triad Financial Services
PPL Corporation
Thompson Thrift
West Aurora School District
Apex Benefits
Carmel Clay Schools
Pension Fund of the Christian Church
Metropolitan School District of Wayne Township

Resources

HR's Guide to Navigating Employee Money Stress
Unpacking the 2025 Employee Financial Behavior Report
2025 Employee Financial Behavior Report
5 signs your employees are financially unhealthy (and what HR can do about it)
8 questions to ask when shopping for a financial wellness benefit
Bots & Benefits: How AI will Transform Employee Wellness Forever
The 2023 Gen Z Workplace Wellness Survey
How do I use wellness dollars?
Financial Stress: The Unseen Crisis Affecting Your Workforce
Five Financial Realities of the Holiday Season
2024 Outlook: Trends and Tips from 10 People Pros
6 Things to Know About Your Money Line
5 shocking facts about your employees' finances
47 Unique Company Perks to Promote Employee Wellbeing (Without Breaking the Bank)
Key insights on retaining K12 staff with financial wellness
9 Ways to Engage Your Employees with a Financial Wellness Program

Blog

How Financial Wellness Programs Relieve Employee Financial Stress
Top 20 Employee Benefits That Actually Improve Engagement
Workforce Management in Volatile Times: Strategies for Employers
The Rising Cost of Living: Supporting Employees Through Inflation
5 Fresh Features to Make Money Easier for Employees in 2025
Why Financial Wellness is a Must-Have Employee Benefit - 11 Key Reasons
Economic Storms on the Horizon: Preparing Your Workforce
HR's Guide to Navigating Employee Money Stress
Why Identity Theft Protection is an Important Employee Benefit
Why Baby Boomers Are Delaying Retirement—and What It Means for Employers
Financial Stress at Work: The Emotional Weight HR Can’t Afford to Ignore
Unpacking the 2025 Employee Financial Behavior Report
2025 Employee Financial Behavior Report
Why Financial Planning for Retirement is Critically Important
Top 5 Financial Wellness Programs to Reduce Employee Stress & Boost Productivity in 2025
Calculating the ROI of Financial Coaching: A Guide for Employers
Can I Withdraw Money from My Health Savings Account? Everything You Need to Know
Top Examples of Achievable and Clear Financial Goals
Understanding Your Money Vibe: How Personality Shapes Financial Behavior
How can HR create a financially literate workforce?
How Can Financial Coaching Improve Employee Productivity Effectively?
Preparing for the Unexpected: Creating a Financial Plan for Medical Expenses
Best Employee Benefits to Offer in 2025 for Attracting Top Talent
How Do Short-Term Financial Goals Differ From Long-Term Financial Goals?
Essential Metrics for Gauging a Company's Financial Health
How Financial Coaches Can Accelerate Your Business Growth
4 Key Reasons Financial Coaching is the Best Benefit for Employees
The Primary Goal of Financial Management: Achieving Long-Term Success
The CFO’s Guide to Maximizing Employee Financial Wellness for Long-Term Success
How Financial Education Boosts Employee Performance: HRs Role
A Practical Guide for Employers: Building a Financially Literate Workforce
How Financial Wellness Drives Productivity in the Workplace
Introducing Part Two of our Cha-Ching Training Platform: Creating Culture
Your 2025 Financial Plan: Key Steps to Start the New Year Right
How to Implement Financial Coaching in Large Organizations
Does Employee Turnover Have Financial Implications?
Financial Wellness for Teachers: Achieve Stability and Success
Best Financial Coaching Services for Employees
How Can You Safeguard Employee Financial Wellbeing?
Why Should Companies Invest in Employee Financial Wellness?
What Is Employee Financial Wellness?
How to Motivate Staff with Financial Rewards
How Can Your Credit Score Impact Your Financial Well-Being?
5 signs your employees are financially unhealthy ft. Jamie Jackson
How a Simple $1 Pay Raise Can Transform Your Lifetime Earnings
Giving credit where credit’s due: Credit Monitoring & Budgeting 2.0
Best Money Budgeting Apps: Your Guide to Financial Freedom
Maximizing Employee Utilization: Strategies, Benefits, and Best Practices
Retirement Readiness: A Must-Follow Checklist
I need a hobby to distract me from work
Effective employee retention ideas for keeping your best talent
What is a good employee utilization rate and how to calculate it?
Mastering Money: A Beginner's Guide to Budgeting
Your Money Line raises $4.5M Series A to improve employee financial health with AI
Why We Raised a Series A
How will financial wellness benefits help my employees?
ROI Calculator: See the Dollars and Cents of Financial Wellness
Turning 'What Ifs' into 'Why Nots': Pursuing Dreams Later in Life
The Ultimate Guide to Finding the Best Personal Finance App
Financial Literacy: A Deep Dive into Money Management
Financial Education for Employees: A Guide to Empowering Your Workforce
Wellness beyond walls: Cultivating health and happiness at work
20 out of the box wellness ideas for employees
Exploring Employee Benefits Packages: A Comprehensive Guide
Navigating the Path to Occupational Wellness
Breaking Free: Conquering Money Stress and Regaining Financial Wellness
Effective Wellness Activities For Employees in the Workplace
How To Be Proactive At Work
The corporate wellness benefits blueprint
Exploring the benefits of corporate wellness programs
How To Reduce Employee Turnover With Confidence
Employee Wellbeing: What Is It and Why’s It So Important?
Learn Why Employee Retention Is So Important In Today’s Workplace
Corporate Wellness: Enhance Your Workplace with Comprehensive Wellness Programs
Unlocking Financial Wellness: Maximizing Your Financial Health
Unveiling Financial Wellbeing: A Comprehensive Guide
Unleashing the Power of Employee Engagement
I'm ready to get off the hamster wheel
Personal Finance: Where numbers and emotions collide
Crucial conversations
3 things to know about student loans right now
Mental Health Awareness Month: The hidden cost of financial stress for employees
Savings games
How much emergency fund should you have?
Your Ultimate Guide to the 2025 SHRM Annual Conference
Job satisfaction is so much more than a good salary
Financial Stress: The Unseen Crisis Affecting Your Workforce
Empowering Tomorrow: A Guide to Financial Literacy Programs for Youth
Employee Retention: Strategies to Reduce Turnover and Boost Productivity
Mastering Financial Stress: Managing Your Finances and Achieving Peace of Mind
How Money Smart Are You? Assessing Your Financial Savvy
The Complete Handbook to Optimizing Your Employee Benefits Package
Meet Cha-Ching: our new total rewards training platform
Unlocking Peak Performance: A Guide to Enhancing Employee Engagement
Maximizing corporate wellness: Innovative ideas for healthier employees and finances
The price of memories: Unlocking the value of experiences
How to financially support your employees: The ultimate guide
How to do your due diligence before hiring a financial advisor
Student loan repayments are draining employees
8 questions to ask when shopping for a financial wellness benefit
The evolving relationship between time, money, and convenience
Several ways employers can recognize and promote financial wellness month at work
10 telltale signs of financial instability in employees (and effective ways to help!)
10 Tips on How to Improve Financial Wellness in Your Organization
A Journey to Financial Enlightenment
10 financial wellbeing topics every employer should understand
What is financial wellness software, and how does it help employee financial wellbeing?
6 things to know about Your Money Line
Free Financial Wellness Audit
Employee financial wellbeing is at an all-time low: Here are five ways employers can help
How do I use wellness dollars?
Strategies for HR: Implementing financial wellness topics during the holiday season
Exploring the 5 money personality types
What's the key to employee satisfaction? Financial wellness platforms
The Vital Role Financial Stability Plays in Hospital Staff Retention
Why is financial wellness important?
5 things to consider when evaluating a financial wellbeing platform for employees
The debt ceiling
Tumultuous times, 401k loans, & employee turnover
Financial stress and mental health: The affect on Gen Z
Is financial stress killing work productivity? Financial stress and job performance go hand-in-hand
Breaking down financial illusions: The reality of feeling good about your money
Financial stress in the workplace statistics
Financial stress in the workplace: Its effect on healthcare workers
Meet YML Plus: The smarter way to increase employee financial health
Bots & Benefits: How AI will transform employee wellness forever
How to deal with financial stress
How financially healthy is your workforce? Financial wellbeing statistics every employer should know
Understanding and overcoming financial stressors
Student loan repayments 101
Feels good is good: The impact of financial stability on your life
How to build a healthy financial school culture
Your district's secret retention tool
How financial wellness services will empower your employees
What are financial wellness benefits?
10 benefits of wellness programs for your employees
The business case for implementing a financial wellbeing strategy
5 shocking facts about your employees' finances
Understanding financial wellness: Definition, benefits, and tips for success
8 ways a financial wellness coach can help you
3 reasons financial wellbeing initiatives fail—and how to avoid them
Financial Wellness For Employees: How To Increase Engagement
5 unique wellness benefits examples (that won’t break the bank)
What’s the best financial wellbeing app for me?
Boosting Employee Wellbeing and Productivity: How a Financial Wellness Program Can Make a Difference
Dear Convenience Credit Card User
Key insights on retaining K-12 staff with financial wellness
Financial wellness is the key piece of the puzzle in Arapahoe County
How Eight Eleven Group and Your Money Line drove employee engagement to staggering heights with financial wellness
How Pension Fund of the Christian Church utilizes Your Money Line to serve their members
Inflation, Inflation, Inflation.
10 Tips To Build A Positive Company Culture
6 Financial Benefits Employees Want in 2023
Does A Speeding Ticket Affect Your Insurance?
Why I Joined Your Money Line
7 ways to promote financial wellness in the workplace
Why financial literacy skills should be taught in K-12 schools
How much do financial wellness programs cost?
10 ways to motivate employees to be more proactive at work
PSLF: What Is It and How Does It Work?
Financial Stress and the Impact it’s Having on Employees
Meet Steven Gay
Meet Jayne Larson
Essential Conversations When Your Financial Reality Has Changed
Meet Kristen Ahlenius
Meet Damian Dunn
Should we take out a HELOC to pay for our basement remodel?
Your Money Line Raises Nearly $3 Million in Funding
How Employees in K-12 Schools Benefit From Financial Wellness Programs
Fair Credit Reporting Protections
The 10 Most Common Financial Questions Employees Are Asking
Do Your Employees Really Need Your Help With Their Financial Lives?
11 Ways How to Pay Off Debt
Bonds: How to Earn Almost 10% Interest
The Unique Value of a Financial Wellness Program
How We Help - Power Percentage™ and Financial Stability
Your Employees' Financial Problems are Your Problem
10 Tips for Improving Financial Wellness
Your Complete Guide to Financial Wellness Programs for Employees
More Good News for Federal Student Loan Borrowers!
What’s your financial mindset?
3 Tips on How to Stop Spending Money
Health insurance, the great retirement roadblock
Visualization can help you prepare for retirement
Why you should blow-off your employer’s 401k match
Knowing when to use your emergency fund
Should I pay off my mortgage now?
Difficult college tuition conversations are crucial
Should I pay off my car early?
Do I Owe Taxes for an Ex-Spouse?!
Celebrating Women’s History Month
Can You Ace the FINRA Financial Literacy Quiz?
Preparing for Student Loan Repayments to Return
Deconstructing Pete's Retirement Calculator - Part ONE
Should I Co-Sign A Loan?
5 Ways How Social Media Affect Spending Habits
Fatal Finances or Money Breaking Your Heart?
Food and the Art of the Possible
Ambulance Billing - No Surprises Act
⚠️Breaking News: The Child Tax Credit Portal is Open
Housing Series - Part 1
Here's What Happens When You Retire, By Age
Heads Up: You Might Need A Roth Account, Too...
The 2021 Stimulus & Your Future
Asset Allocation vs Diversification: What’s the Difference?
The News You Need On Student Loan Forgiveness
The Basics of Sharing Money With a Significant Other
Ideal Budget: 10% Utilities Budget Breakdown
COVID-19 Notes: The EIP Stimulus Check
The Ideal Budget: Food Expenses
How to Fund Your Bucket List
Living Away From Your Support System Is Hard.
When Financial Wellness Workshops Go Wrong
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Pete the Planner Podcast

The 2025 tax episode
Why we told an emailer it's time to breakup with his financial advisor
2025 stock pics of the year
End of the year extravaganza
Financial influencer advice is somehow getting worse
Neglecting your home will cost you
The conversations to have before you combine finances
How will Trump's re-election impact the markets and the economy at large?
Financial infidelity isn't sustainable
Does everyone actually need a financial planner?
Arguing with each other for an hour
Are youth travel sports worth it?
All balances being equal, should you payoff student loans, credit cards, or car loans first?
Big inheritance, shocked into retirement?
It's likely too soon to refinance
Sure personal finance is personal, but you're not the only stakeholder
Pushing your housing budget, when you don't have to
More allegations surface against prominent financial advisor
Are zombie mortgages an actual threat? And if they are, should you have already known that?
Setting up an investment account for a kid is harder than it should be
So what you're saying is the average American doesn't understand the economy
What to do if your financial advisor changes firms
Why I'm skeptical of a person's $3 million retirement plan
Being an executor can't be that hard, can it?
If only we had avoided these stupid mistakes
Did the real estate industry just change forever?
The gender episode
How to recover from a big financial mistake
A deep look inside the alleged misdeeds of a prominent financial advisor
Overrated and underrated financial advice
What is the best amount for a starter emergency fund?
Why don't people research their financial advisor's past?
The first day of retirement
The ins and outs of 2024
Stock prediction awards spectacular
It's kind of episode 850, but whatever
The crew shares their book recommendations!
When should you NOT max out your retirement plan contributions?
Okay fine. Life is tremendously more expensive than it was in 1967 and 1995.
Is it dishonest to have two financial advisors?
Did Aaron just come up with a compelling reason for a 401k loan?
When sitting on a giant chunk of money is the right answer
Kristen and Pete's battle royale over hot button issues
How our financial views have evolved decade to decade
U.S. Net Worth Averages & Medians By Age
Win, Lose, or Fail: Economic Recovery by Industry
Longest Question Ever Asked on This Show?!
Where Are All The New Jobs? — Recovery Update
Why Does A Company Care About Its Stock Price?
Should We Move Our Money To A Self-Directed IRA?
Why Hire A Financial Advisor And Not Listen?
How Do You Know When You're A Worse Investor Than You Thought?
My 2021 Prediction was WRONG!
How Much Exposure Do You Have to Inflation?
Is This the Greatest Time Ever for Hustlers?!
When I Retire, What Really Happens to My Money?
What Do We Do If We Might Over-Fund Our 529?
The Jobs Report Is Here & I Was Wrong (Again!)
Dissecting the New Inflation & Social Security Rates
"Pete, Am I Investing Too Aggressively?"
Pandemic Fallout: We React to the News!
Is Your Alma Mater Going Under?
Questioning Our Confidence in Retirement!
Handling the Unexpected Expenses Parents See!
Colleges Running Up the Tab on Parent PLUS Loans
Why Raising the Federal Debt Ceiling Matters
Retirement —Digging Deep Into the 4% Rule...
Does Being Dependable Make You Financially Stable?
Let's Play, & Will You Need That Much?
HELP! My Employer Doesn't Have A Good 401(k) Plan
Talking Modern Money with Special Guest: Joe Saul-Sehy
Market Review for 2021 PLUS Our Picks for 2022
Three Smart Money Moves to End 2021 & Start 2022
Should you care if your financial advisor is an avid gambler?
Could consumer habits solve the inflation problem?
Stress is an amazing financial motivator, at first
How common is insider trading, and are you at risk?
Are 401k vesting schedules ethical?
The housing market is a giant bubble, right?
The impact of Ukraine on the world economy
The difference between risk tolerance and risk capacity
Thing That Matter with Joshua Becker
What is the perfect measure of your financial behavior?
Should you be concerned if your advisor is charging you 2.5 percent? Probably
Is a recession coming?
The housing market is about to cool down, right?
The return of live calls!
iBonds, gas tax holidays, and a chaotic stock market
Are income share agreements going to replace student loans?
Is a credit line a reasonable emergency fund?
How long will the recession last?
I would never...
Should you ask for details of your inheritance now?
The day student loans were forgiven
Can a single income under the age of 30 really afford a house?
Dame flees the hurricane
Would you rather & the financial addition
Who will be the most impacted by the fed's actions?
Expenses retirees regret
End of 2022 extravaganza
What's the biggest threat to your financial stability?
It's kind episode 850, but whatever

Financial Wellness Glossary

Financial Wellness Glossary
Retirement and 401k
Investment and Savings
Education and Loans
Credit and Debt
Benefits and Compensation