PIVOT: 3 Easy Ways to Foster Financial Wellness at Your Small Business with Pam Krueger, Wealthramp

No matter where employees are in their careers, they all want the same thing when it comes to money: peace of mind. With 74% of Americans living paycheck-to-paycheck, there’s a need for financial wellness education that employers are stepping in to meet. But since the best financial advice is the kind that’s personalized to each individual’s specific situation, where should a small business start?

In this episode of PIVOT,  host of the PBS show MoneyTrack and CEO of Wealthramp, Pam Krueger shares the tools small businesses can use to help employees build financial wellness. You’ll hear how to meet employees where they are in their careers without becoming a financial advisor yourself, and tips for helping employees take control of their personal finances based on Pam’s wealth of experience as a financial advisor and educator.

 On this episode, you’ll hear:

• Why a financial wellness offering is so important in a small business 
• What matters most in helping employees feel financially secure
• The key to finding tools that are low-cost and high-impact
• Three categories employees from a personal finance perspective
• Pam’s recommended financial wellness tool for early-career employees: You Need a Budget (YNAB)
• Pam’s recommended tool for mid-career employees: Betterment and Blooom
• Pam’s recommended tool for late-career employees: Wealthramp.com
• Why it’s important to gather feedback from employees on financial wellness tools
• Pam’s advice on the best place to start when offering financial wellness resources for the first time

After you listen:

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