Money Isn't Everything

The Retention Perk That Also Improves Financial Health


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A 2024 policy shift is letting employees offer a newer kind of perk: When employees make student loan payments, their employers can plop savings into their tax-advantage retirement plan as their matches.

Today on the show, Mary sits down with Laurel Taylor, founder and CEO at Candidly, to explore why and how her company is tackling this thorny financial wellness challenge.

Plus, they chat about the joys of accomplishments, the shame often tied to debt, and ways they stay grounded.

 

Relevant show links:

  • Candidly
  • SECURE Act 2.0

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Money Isn't EverythingBy Mary Wisniewski & Cornerstone Advisors

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