401(k) Fridays Podcast

Why Pivot From 401(k) Education to Financial Wellness?

Informações:

Synopsis

Episode Description When I first started to research this episode, the idea of talking about financial wellness with what I thought of as a tax or accounting firm seemed a bit off the mark.  However, after my first conversation with our guest Kent Allison, a Partner and National Leader of PwC’s Employee Financial Wellness Practice all my concerns quickly went away!  As you will hear, not only does Kent and his team advise large multi-national organizations on financial wellness strategies, but he is also the author of the PwC Annual Employee Financial Wellness Survey which is now in its  seventh year.  Kent were able to get together while he was in Los Angeles and record this episode where he shares his expertise and perspective on topics such as the key differences between financial literacy programs and financial wellness, what obstacles can impact the success of a financial wellness program and how poor financial health can have a bigger impact on your employees than poor physical health.  Also, be sure to