In this episode of The Accel Advantage podcast, host Sara Sladky (The Accel Group) and guest Stacie Brass (Accel Wealth Management) are diving into wealth management. They discuss everything from the importance of financial literacy, the evolving role of employers in financial education, pooled employer plans (PEPs), and the significance of financial planning to when individuals might consider seeking professional help. With Stacie’s 30+ years of industry knowledge and experience working with families, plan sponsors, and more, this is a conversation with actionable insights and answers to your questions you won’t want to miss. After all, you make financial decisions every day – so why not make them smarter? That’s the Accel Advantage!

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Chapters

00:00 Introduction to Financial Wellness

01:42 The Importance of Financial Literacy

04:02 Evolution of Employer-Sponsored Retirement Plans

05:34 Understanding Pooled Employer Plans (PEPs)

08:37 Navigating Financial Planning and Choosing Advisors

10:45 The Role of Financial Advisors

14:00 Pros and Cons of Hiring a Financial Advisor

16:00 Recognizing When to Seek Professional Help

17:33 Finding the Right Financial Advisor

18:50 Costs and Fees

19:43 Transitioning Between Financial Advisors

20:59 Final Thoughts and Encouragement

Keywords:

401(k), retirement planning, financial planning, wealth management, financial wellness, fiduciary, pooled employer plans, financial literacy, employer-sponsored plans, financial advisor, PEPs