Journey to an ESOP & Beyond

EP16 - Financial Literacy and Employee Ownership


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In recognition of April as Financial Literacy Month, this episode explores a critical question in employee ownership—why financial literacy matters when employees are given ownership but do not fully understand its value. Jason Miller and Makenzie Wirth discuss the role of financial literacy in employee ownership and Employee Stock Ownership Plan environments, and why understanding concepts like equity, valuation, and shared success is essential for employee-owners to fully benefit from what they have earned.

From breaking down how employee ownership works to building confidence in financial decision-making, this conversation highlights how financial education empowers employees to think and act like owners. It also examines the risks organizations face when financial literacy and ownership education are missing or incomplete—and how stronger education strategies can unlock the full potential of an employee ownership culture.

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Journey to an ESOP & BeyondBy Jason Miller & Makenzie Wirth

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