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Wellness

Financial wellbeing
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Employee financial stress
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What is financial wellness?
Financial wellbeing at work
Employee wellness benefits
Employee financial wellbeing
Financial wellness for employees
Financial wellbeing for employees
Financial wellness benefits
Wellness Benefits for Employees
Financial wellness program

Success Stories

Walker Information Inc.
Carmel Clay Schools
Pension Fund of the Christian Church
Eight Eleven Group
Arapahoe County
Metropolitan School District of Wayne Township

Resources

8 questions to ask when shopping for a financial wellness benefit
Bots & Benefits: How AI will Transform Employee Wellness Forever
The 2023 Gen Z Workplace Wellness Survey
How do I use wellness dollars?
Financial Stress: The Unseen Crisis Affecting Your Workforce
Five Financial Realities of the Holiday Season
2024 Outlook: Trends and Tips from 10 People Pros
6 Things to Know About Your Money Line
5 shocking facts about your employees' finances
47 Unique Company Perks to Promote Employee Wellbeing (Without Breaking the Bank)
Key insights on retaining K12 staff with financial wellness
9 Ways to Engage Your Employees with a Financial Wellness Program

Blog

Savings games
How much emergency fund should you have?
Your Ultimate Guide to the 2024 SHRM Annual Conference
Job satisfaction is so much more than a good salary
Financial Stress: The Unseen Crisis Affecting Your Workforce
Empowering Tomorrow: A Guide to Financial Literacy Programs for Youth
Employee Retention: Strategies to Reduce Turnover and Boost Productivity
Mastering Financial Stress: Managing Your Finances and Achieving Peace of Mind
How Money Smart Are You? Assessing Your Financial Savvy
The Complete Handbook to Optimizing Your Employee Benefits Package
Meet Cha-Ching: our new total rewards training platform
Unlocking Peak Performance: A Guide to Enhancing Employee Engagement
2024 Outlook: Tips and Trends from 10 People Pros
Maximizing corporate wellness: Innovative ideas for healthier employees and finances
The price of memories: Unlocking the value of experiences
How to financially support your employees: The ultimate guide
How to do your due diligence before hiring a financial advisor
Student loan repayments are draining employees
8 questions to ask when shopping for a financial wellness benefit
The evolving relationship between time, money, and convenience
10 ways employers can recognize and promote financial wellness month at work
10 telltale signs of financial instability in employees (and effective ways to help!)
10 Tips on How to Improve Financial Wellness in Your Organization
Five financial realities of the holiday season
A Journey to Financial Enlightenment
What is a financial wellness program?
How to find the right financial wellness solutions for your employees
10 financial wellbeing topics every employer should understand
What is financial wellness software, and how does it help employee financial wellbeing?
6 things to know about Your Money Line
Free Financial Wellness Audit
Beyond Tryptophan and Turkey
Employee financial wellbeing is at an all-time low: Here are five ways employers can help
Utilizing wellness dollars to promote a healthier work environment
How do I use wellness dollars?
Strategies for HR: Implementing financial wellness topics during the holiday season
Exploring the 4 money personality types
The 2023 Gen Z Workplace Wellness Report
What's the key to employee satisfaction? Financial wellness platforms
The Vital Role Financial Stability Plays in Hospital Staff Retention
Why is financial wellness important?
How To Build a Culture That Rallies Around PSLF
5 things to consider when evaluating a financial wellbeing platform for employees
Money on the mind: The undeniable overlap of employee mental health and financial stress
The market's wild ride
Your employees' financial stress is about to increase
The good, the bad, and the ugly
The debt ceiling
Do you want positive financial vibes all year round?
A bank run, multi-generation financial health, and the Sandwich Generation
Tumultuous times, 401k loans, & employee turnover
What are financial wellbeing tools, and how can we use them to enhance our financial wellbeing?
Why corporate wellness is important
Financial stress and mental health: The affect on Gen Z
Why does your company need financial wellbeing benefits?
Is financial stress killing work productivity? Financial stress and job performance go hand-in-hand
The impact of financial stress on employees
Breaking down financial illusions: The reality of feeling good about your money
Financial stress in the workplace statistics
Financial stress in the workplace: Its effect on healthcare workers
Financial wellbeing research employees should know
Financial stress management: A guide about what financial stress is and how to handle it
Meet YML Plus: The smarter way to increase employee financial health
Bots & Benefits: How AI will transform employee wellness forever
How to deal with financial stress
Work hard, wellness harder: What is corporate wellness?
The top trends in corporate wellness services
Financial wellbeing resources: Ways to help employees become financially healthy
How financially healthy is your workforce? Financial wellbeing statistics every employer should know
The effects of financial stress on your employees
Financial stress and mental health statistics: How connected is our money stress and our mental health really?
Understanding and overcoming financial stressors
What is a corporate wellness program for employees?
Student loan repayments 101
The benefits of corporate wellness programs
Feels good is good: The impact of financial stability on your life
How to build a healthy financial school culture
Your district's secret retention tool
The top 3 financial stressors of educators
The importance of financial wellbeing: Cultivating a supportive workplace culture
Why more employee financial stress and job hunting will be coming on October 1st
Financial wellness for employees: how to increase engagement
Why you should invest in employee financial wellness
How financial wellness services will empower your employees
The future of benefits are employee financial wellness programs and here’s why
Why schools should prioritize financial wellbeing programs for their employees
What are financial wellness benefits?
Maximizing employee wellness programs benefits: How to have a thriving workforce
10 benefits of wellness programs for your employees
The business case for implementing a financial wellbeing strategy
Why every company needs employee financial wellness programs
Fostering a healthy workforce: The role of employee wellbeing initiatives
Why financial wellbeing programs are a must-have employee benefit
How financial wellness impacts your employees' mental health
The importance of health and wellness benefits for employees in the workplace
10 popular corporate wellness benefits for employees
The benefits of financial wellness
5 shocking facts about your employees' finances
How to improve financial wellbeing
Financial wellness resources: Your guide to a better financial future
Mastering financial wellness: practical examples for a secure future
Understanding financial wellness: Definition, benefits, and tips for success
8 ways a financial wellness coach can help you
3 reasons financial wellbeing initiatives fail—and how to avoid them
Financial Wellness For Employees: How To Increase Engagement
47 unique company perks to promote employee wellbeing (Without breaking the bank)
The benefits of employee wellness programs: A win-win for organizations and employees
It’s time to up your corporate wellness benefits game
5 unique wellness benefits examples (that won’t break the bank)
Why 2023 is the year of financial wellness benefits for employees
Workplace financial wellness was the key to helping me navigate an apartment building fire
Financial wellness software to help your employees stress less
What’s the best financial wellbeing app for me?
Boosting Employee Wellbeing and Productivity: How a Financial Wellness Program Can Make a Difference
Dear Convenience Credit Card User
9 ways to engage your employees with a financial wellness program
Key insights on retaining K-12 staff with financial wellness
Your Money Line helps forgive an average of $94,900 in student loans for Wayne Township teachers
Financial wellness is the key piece of the puzzle in Arapahoe County
How Eight Eleven Group and Your Money Line drove employee engagement to staggering heights with financial wellness
How Pension Fund of the Christian Church utilizes Your Money Line to serve their members
Carmel Clay Schools staff receives over $1 million in student loan forgiveness with the help of Your Money Line
Inflation, Inflation, Inflation.
10 Tips To Build A Positive Company Culture
6 Financial Benefits Employees Want in 2023
Does A Speeding Ticket Affect Your Insurance?
Why I Joined Your Money Line
7 ways to promote financial wellness in the workplace
How Employer Benefits Can Help Public Sector Employees
Why financial literacy skills should be taught in K-12 schools
Former Government Executive Jodi Golden Joins Your Money Line
Student Loan Update
Plan on using Buy Now, Pay Later for Holiday Shopping?
How much do financial wellness programs cost?
10 ways to motivate employees to be more proactive at work
11 Ways Managers Can Reduce Employee Stress at Work
PSLF: What Is It and How Does It Work?
The Top 8 Reasons to Invest in Employee Development
Financial Stress and the Impact it’s Having on Employees
Federal Student Loan Debt Relief Applications Now Open
Meet Stacy Livingstone-Hoyte
Meet Lynn McHann!
Meet Steven Gay
14 Ways Managers Can Prevent Employee Burnout
Meet Maritza Hernandez
Why you should consider financial wellbeing benefits during open enrollment season
Meet Lisa Whitley
How to Calculate Your Employee Turnover Rate
Essential Conversations When Your Financial Reality Has Changed
Meet Jayne Larson
Getting a Head Start on the Holiday Feasts
Meet Kristen Ahlenius
Meet Damian Dunn
6 Ways to Prepare Your Finances for a Recession
Your Money Line To Provide Free, Expert Financial Guidance to Staff and the Families They Serve at Indy Non-Profit Judah Ministries
3 ways to support employee financial wellness at work
How Financial Wellness Improves Diversity, Equity and Inclusion
How to Buy a House with Low or No Down Payment
Should we take out a HELOC to pay for our basement remodel?
Your Money Line Raises Nearly $3 Million in Funding
Everything We Know About Student Loan Forgiveness Right Now
Should I be contributing to my HSA?
The 5 Financial Wellness Benefits Your Employees Actually Want
6 Things to Do When You Run Out of Money
Breaking News: Student Loan Forgiveness is Here
9 Ways to Prepare for Retirement
What Is a Sinking Fund and How to Set Up One?
How Employees in K-12 Schools Benefit From Financial Wellness Programs
Fair Credit Reporting Protections
The 10 Most Common Financial Questions Employees Are Asking
11 Ways to Make a Budget and Stay on It
How Financial Wellness Programs Can Help Retention Rates of Healthcare Employees
Introducing Our Five-Week Recession Program
How to Help Your Employees Build Credit
Do Your Employees Really Need Your Help With Their Financial Lives?
Getting Started with PSLF
11 Ways How to Pay Off Debt
How Financial Wellness Programs Tackle Debt Relief
Our New Dashboard is Here!
Bonds: How to Earn Almost 10% Interest
The Unique Value of a Financial Wellness Program
Your Money Line Unveils New Dashboard for Enhanced User Experience
Happy 529 Day! - An Excerpt from Our Dashboard
How We Help - Power Percentage™ and Financial Stability
Your Employees and Their Life Insurance Needs
Your Employees' Financial Problems are Your Problem
How We Help - Navigating Insurance
What if Your Employees Are Deeply in Debt?
What is YOUR Role in a Financial Wellness Program?
How We Help - Social Security and Spouses
10 Tips for Improving Financial Wellness
Your Complete Guide to Financial Wellness Programs for Employees
More Good News for Federal Student Loan Borrowers!
Student Loan Deferment Update
What’s your financial mindset?
Savings Game
A Budgeting Secret
Your Money Line Has a New Look
How to Make an Early Withdrawal from Your 401k Account
Should You Use Savings to Pay Your Credit Card Debt?
Is It Worth Getting a Second Job to Pay Off Debt?
3 Tips on How to Stop Spending Money
How to genuinely care more about giving to charity
Misidentifying emergencies often leads to emergencies
Where your first $18,000 of long-term savings should go
Learning to save for something new
In a perfect yet realistic world, this is how you would accumulate money
Combating Retirement’s Silent Killer: Inflation
Health insurance, the great retirement roadblock
Employer doesn’t match? Oh well.
The Match is Not the Max
Health insurance is a major obstacle to early retirement
Visualization can help you prepare for retirement
To retire, don’t deplete the eggs in your basket
Make your retirement years count
Do the math on pension payout
Why you should blow-off your employer’s 401k match
Compounding interest helps pad nest egg
Life insurance is an act of love
Don’t ignore the threat of inflation
Should you get a Roth or a traditional retirement account
Getting on the same financial page as your significant other
Keep a binder of your financial vitals, just in case
Why I’m against using a credit card for points and cash back offers
Pay yourself first
Knowing when to use your emergency fund
Should I pay off my mortgage now?
How to have the perfect money conversation with your spouse
What should I do with the extra money in my checking account?
Your financial wake-up call is ringing, it’s your choice to answer it
When does leasing make sense?
Paying off your home in 15 years is almost always the best decision
Signs it’s time to relent and start budgeting
Why I’m keeping my old car with 200,000 miles
Should you lease a car?
How much car can you afford?
Why people generally aren’t good at saving money
Mindful Spending
Guide To Paying Off Student Loans
Difficult college tuition conversations are crucial
Bad transportation choices can derail budgets
Should I pay off my car early?
The pros and cons of consolidating your student loans
Do I Owe Taxes for an Ex-Spouse?!
Behavioral Finance
Considering Using a Non-Qualified Account to Save for Retirement?
Celebrating Women’s History Month
SWOF: How Big Does My Emergency Fund Really Need to Be?
Can You Ace the FINRA Financial Literacy Quiz?
Becoming a Landlord
401(k) vs IRA: Basic Differences
True Stability
The Long Term Care Decision
What is a Robo-Advisor?
Spotlight On: Supplemental Security Income
Preparing for Student Loan Repayments to Return
Budget Billing Your Utilities
Tools to Help Determine Retirement Readiness
Deconstructing Pete's Retirement Calculator - Part TWO
Making A Fixed Income Last in Retirement
Deconstructing Pete's Retirement Calculator - Part ONE
Are You A Budgeteer?
A Note For Single Women Over 50: Forgive Yourself
Should I Co-Sign A Loan?
5 Ways How Social Media Affect Spending Habits
⚠️Breaking News: Student Loan Servicer Updates
Fatal Finances or Money Breaking Your Heart?
Introducing: Single Women Over Fifty
Be Aware of: Income Cliffs
Borrowing Money for College
Food and the Art of the Possible
Ambulance Billing - No Surprises Act
Credit Card Payoff vs Retirement Savings: FIGHT!
How to Avoid the Holiday Spending Hangover
Child Tax Credit: What to Do With It?
⚠️Breaking News: CDC Issues 60-Day Eviction Moratorium
⚠️Breaking News: The Child Tax Credit Portal is Open
Can I Wave Goodbye to PMI Early?
Should We Pay Off Our House Early Or On-Schedule?
Renting Happily Ever After
What Should We Do with Savings for Our Next Home?
Interest Rates Are So Low!
Saving & Homebuying
Are You and Your 'Dependents' Ready for Tax Season?
Save for Retirement or Move to A New Home?
“Wait, I need how much for medical costs in retirement?!"
Housing Series - Part Three: Determine Where You Want to Live
Housing Series - Part Five: Shop for Financing
Housing Series - Part 1
Housing Series - Part Six: Getting the Inspection
Housing Series - Part Four: Find An Agent to Work With
Housing Series - Part Two: How Much House Can You Afford?
It's Time to Revisit Your Homeowner's Insurance Policy
Here's What Happens When You Retire, By Age
Have You Finalized Your Estate Plan & Paperwork?
⚠️ Breaking News: Eviction Moratorium Update
⚠️ Breaking News: (RFR) Child Tax Credit
Heads Up: You Might Need A Roth Account, Too...
Curious About 401(k) Loans? Read This:
Plus Up Stimulus Payment
Investing for Sometime Before Retirement? ...POSSIBLE.
⚠️ Student Loan Forbearance Update
Have You Taken Advantage of Opportunities to Refinance?
The 2021 Stimulus & Your Future
2021 Proposed Stimulus Update
Asset Allocation vs Diversification: What’s the Difference?
Money Milestones of Women in America
Tracking Down & Preparing for Your Stimulus Check
Bankruptcy Might Be the Right Path Forward?
"Budget, budget, budget." Why should I anyway?!
Buying A Car: What's the Word On Dealer Financing?
The News You Need On Student Loan Forgiveness
What's the Difference? Risk Capacity vs. Risk Tolerance
What's the Difference? Index Fund vs ETF
I Already Have a 401(k), Do I Need an IRA, Too?
Worried About Overdue Debt? Try This...
Yay! The Tax Refunds Are Coming!
Should I Start Saving for College Now ...or Later?
Retirement or Emergency Fund: Which Comes First?
Know Thyself: What Kind of Investor Are You?

Pete the Planner Podcast

Your primary residence isn't the ultimate investment
Being an executor can't be that hard, can it?
If only we had avoided these stupid mistakes
Did the real estate industry just change forever?
The gender episode
How to recover from a big financial mistake
A deep look inside the alleged misdeeds of a prominent financial advisor
Pivoting hard when you think you might lose your job
Overrated and underrated financial advice
The 5 money conversations you need to have with your partner
What is the best amount for a starter emergency fund?
Why don't people research their financial advisor's past?
The first day of retirement
The ins and outs of 2024
Stock prediction awards spectacular
2023 PTP Show Wrapped
It's kind of episode 850, but whatever
Kristen, what debts would you take on?
The crew shares their book recommendations!
When should you NOT max out your retirement plan contributions?
There are questions you should be asking about your money, and you currently aren't asking these questions.
Are the fees in my retirement plan too high?
Paying off your partner's debt
Considering unorthodox financial products
Dame's 2024 economic outlook
Okay fine. Life is tremendously more expensive than it was in 1967 and 1995.
The Gen Z Episode
Is it dishonest to have two financial advisors?
Signs your financial stability is starting to crumble
Why homeowners insurance and auto insurance premiums are climbing
The refilling of the emergency fund is the key to success
Did Aaron just come up with a compelling reason for a 401k loan?
The personal finance fantasy draft
When sitting on a giant chunk of money is the right answer
Kristen and Pete's battle royale over hot button issues
Should We Eliminate Our Mortgage or Keep Saving?
How our financial views have evolved decade to decade
U.S. Net Worth Averages & Medians By Age
What's Missing from Monte Carlo Simulations?
Win, Lose, or Fail: Economic Recovery by Industry
Buy Quality vs Buy Cheap — What Would We Do?
Longest Question Ever Asked on This Show?!
Where Are All The New Jobs? — Recovery Update
Why Does A Company Care About Its Stock Price?
Should We Move Our Money To A Self-Directed IRA?
Why Hire A Financial Advisor And Not Listen?
How Do You Know When You're A Worse Investor Than You Thought?
My 2021 Prediction was WRONG!
How Much Exposure Do You Have to Inflation?
Is This the Greatest Time Ever for Hustlers?!
So, We Need Long-Term Care Insurance Now, Too?
Should I Roll Over My Older 401(k)s?
When I Retire, What Really Happens to My Money?
What Do We Do If We Might Over-Fund Our 529?
The Jobs Report Is Here & I Was Wrong (Again!)
Dissecting the New Inflation & Social Security Rates
"Pete, Am I Investing Too Aggressively?"
Pandemic Fallout: We React to the News!
Is Your Alma Mater Going Under?
Open Enrollment: The Biggest (Financial) Missed Opportunity?
Parent PLUS Loans Are the Bane of Our Existence?!
Questioning Our Confidence in Retirement!
Handling the Unexpected Expenses Parents See!
Colleges Running Up the Tab on Parent PLUS Loans
Why Raising the Federal Debt Ceiling Matters
Retirement —Digging Deep Into the 4% Rule...
Do You Need Credit to Get Student Loans?
Does Being Dependable Make You Financially Stable?
Let's Play, & Will You Need That Much?
HELP! My Employer Doesn't Have A Good 401(k) Plan
Discretionary Spending + Financial News Rundown
Talking Modern Money with Special Guest: Joe Saul-Sehy
Market Review for 2021 PLUS Our Picks for 2022
Three Smart Money Moves to End 2021 & Start 2022
Should you care if your financial advisor is an avid gambler?
Could consumer habits solve the inflation problem?
Stress is an amazing financial motivator, at first
How common is insider trading, and are you at risk?
Are 401k vesting schedules ethical?
The housing market is a giant bubble, right?
The impact of Ukraine on the world economy
The difference between risk tolerance and risk capacity
How much are gas prices really impacting your wallet?
Thing That Matter with Joshua Becker
What is the perfect measure of your financial behavior?
Should you be concerned if your advisor is charging you 2.5 percent? Probably
What parts of your financial life should be automated?
What role should shame play in our financial lives?
Is a recession coming?
The housing market is about to cool down, right?
1,000 point market swings are the latest rage
The return of live calls!
iBonds, gas tax holidays, and a chaotic stock market
Was the American Rescue Plan a mistake?
Are income share agreements going to replace student loans?
Why withdrawing money for college this fall will sting
Is a credit line a reasonable emergency fund?
How long will the recession last?
Should moving-in with a partner be the solution to your financial problems?
I would never...
Should you ask for details of your inheritance now?
The day student loans were forgiven
Can a single income under the age of 30 really afford a house?
What is a sinking fund?
The relationship between urgency and regret
How much effort should you put into retiring your parents?
September Stock Market Checkin
Dame flees the hurricane
How to use behavior modification tactics to better your finances
Common insurance mistakes to avoid
Would you rather & the financial addition
Who will be the most impacted by the fed's actions?
What is your dominant money behavior?
Expenses retirees regret
Are these popular money tips actually just myths?
End of 2022 extravaganza
Hills we're willing to die on & boy that escalated quickly
Should you hire a friend as your financial advisor?
2023 stock market predictions
Should you pay cash for a house by liquidating investments?