The Confident Retirement

Ep 148: Financial Wellness Programs


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The information I am providing is my opinion and not necessarily that of my firm or this platform.  I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.



Financial wellness programs have become an essential part of employee benefits, offering valuable resources to enhance financial literacy and help employees achieve long-term financial stability. These programs present an opportunity for individuals to explore and utilize various financial benefits provided by their employers, such as extra life insurance, disability coverage, retirement planning tools, and legal services, often through resources like benefits portals and HR departments. Kris Flammang champions the idea that effectively managing personal finances through these programs can significantly reduce financial stress and aid in future planning. With a background in financial advising, he stresses the importance of leveraging incentives, like contributions to health savings accounts, to boost financial health. Similarly, Collin Habig underscores the necessity of thoroughly researching and prioritizing financial goals to maximize these offerings, advocating for active engagement with educational resources to unlock the full potential of available benefits.

 

Here’s what to expect this episode:

  • Prioritizing personal financial goals and aligning resources accordingly is crucial for employees to improve their financial health.
  • Taking advantage of free webinars, workshops, and online courses offered by employers can enhance financial literacy and planning.
  • Utilizing incentives like financial rewards and contributions to HSA or retirement plans can help employees work towards financial success.
  • Access to legal services for estate planning or court representation can be valuable resources provided by employers to support employees in their financial wellness journey.
  •  

    Connect with Collin Habig

    https://www.linkedin.com/in/collinhabig/

     


    Connect with Kris Flammang

    https://www.linkedin.com/in/kristopher-flammang-lpfadv/

     


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    The Confident RetirementBy Kris Flammang and Mark Picchi

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