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FinFit

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Executive conversations on building a financially resilient workforce.

FinFit produces SECURE, a podcast bringing together C-suite executives, HR leaders, and benefits practitioners to discuss financially resilient workforce strategies. Each episode focuses on outcomes-based financial wellness programs that measurable improve employee financial health. The channel gives B2B decision-makers a trusted resource for evaluating workforce financial benefits investments.

12 episodes
Channel Brief·FinFit · 12 episodes
Updated Dec 12, 2023

Financial wellness drives retention, not just compliance or care.

FinFit argues that employer-sponsored financial health is a strategic business lever tied to retention, mental health, and debt prevention. The channel grounds this in survey data, regulatory shifts, and employee outcomes.

FinFit's core argument is that financial wellness is no longer a peripheral benefit but a retention and productivity tool rooted in measurable employee outcomes. The channel repeatedly ties financial stress to mental health, debt crisis, and workplace isolation, then shows how structured interventions—from 401(k) design to debt counseling to community-building—can reverse those trajectories. Every episode assumes that employers have both the responsibility and the business case to act.

Drawn from A Data Approach to Understanding Mental Health… and 2 more →

“Greater wellbeing levels are associated with decreased risk of disease, illness, and injury; better immune functioning; speedier recovery; and increased longevity.”

CDC, cited in 'Unpacking Wellbeing in the Workplace'

By the numbers

46%

of individuals with debt also have a mental health diagnosis

60%

of the U.S. workforce living paycheck to paycheck

$1.77 trillion

total outstanding U.S. student loan debt

$400 billion

student loan relief eliminated by Supreme Court decision

What the channel argues

DataSECURE 2.0 Act introduced over 100 provisions to reshape retirement and financial security for American workers.→
Data46% of individuals with debt also carry a mental health diagnosis, proving financial and psychological distress are intertwined.→
DataOver 50% of Americans report concern about paying off credit card debt, signaling urgent need for debt management counseling.→
Data58% of Americans owned stocks in 2022, but only 4% participate in ESOPs despite emerging employer interest in the model.→
DataOver 50% of Americans have experienced loneliness, with remote work potentially amplifying isolation and undermining workplace community.→

What you'll learn

•The Supreme Court's 2023 decision eliminated a $400 billion student loan relief opportunity, forcing 1.77 trillion in outstanding student debt back into repayment in October 2023.
•Rising healthcare deductibles have created a mismatch between consumer risk exposure and savings, prompting employers to layer supplemental coverage and captive solutions.
•Financial counseling and personalized debt strategy are increasingly critical levers for preventing bankruptcy and regaining employee control during economic uncertainty.
•Winning C-suite buy-in for financial wellness requires a data-driven narrative tied to retention, healthcare cost reduction, and measurable workforce outcomes.
•Only 57% of U.S. adults are financially literate according to S&P's Global FinLit Survey, with financial literacy gaps particularly acute among minority groups.

What to do about it

→Audit your 401(k) and benefits design against SECURE 2.0's 100+ provisions to capture emergency savings, flexible withdrawal, and catch-up contribution opportunities before 2024.
→Establish simultaneous assessment of employee financial stress and mental health metrics to identify which populations need debt counseling or supplemental insurance most urgently.
→Build a data-driven ROI story for C-suite showing how financial wellness correlates to retention, absenteeism reduction, and healthcare cost savings to secure budget and mandate.

Who and what shows up

Charles Lattimer

Chief Innovation and Growth Officer, FinFit

Host and primary voice across the channel; frames financial wellness as strategic and data-driven rather than purely charitable.

Kristen Holt

President and CEO, GreenPath Financial Wellness

Spoke on debt management and financial counseling as tools for preventing bankruptcy and empowering individuals toward financial health.

Tim O'Neil

Senior Workforce Solutions Specialist, TrueNorth Companies

Discussed data-driven strategy for establishing C-suite buy-in on financial wellness and measuring impact on retention and healthcare costs.

Daniel Posa

Founder, Workplace Wellbeing Advisors; Vice Chair, Workplace Wellbeing Initiative

Addressed how workplaces can operationalize wellbeing beyond vague promise, linking it to disease prevention and productivity.

Lylybell Vega

Enterprise and PEO Sales and Account Manager, FinFit

US Army Reserve member who brought lived experience to discussion of financial security and workforce service.

Questions this channel answers

Q

How does financial instability directly harm mental health and employee productivity?

Studies show 46% of individuals with debt also have a mental health diagnosis, and the CDC links greater wellbeing to decreased disease risk, better immune function, and increased longevity, implying that financial wellness drives workforce performance.

A Data Approach to Understanding Mental Health and Finan… →
Q

What regulatory changes should employers prepare for in 2024?

The SECURE 2.0 Act introduced over 100 provisions affecting retirement savings, emergency funds, and flexible 401(k) design, reshaping employer-sponsored financial benefits significantly.

SECURE 2.0: What to Expect in 2024 →
Q

Why are employers adding supplemental insurance and debt counseling to benefits packages?

Rising healthcare deductibles have created a mismatch between consumer risk and savings, while over 50% of Americans struggle with credit card debt, forcing employers to layer critical illness coverage and financial counseling to bridge gaps and prevent financial crisis.

FinFit: The Evolution of Employer-Sponsored Health Benef… →
Q

How can HR leaders convince executives to invest in financial wellness programs?

A data-driven approach tying financial wellness to retention, healthcare cost reduction, and workforce productivity is essential; the channel emphasizes that this has shifted from a 'feel-good' factor to a strategic business lever.

Employee Financial Wellness: Getting C-Suite Buy In and … →
Q

What is the opportunity with employee stock ownership plans (ESOPs)?

While 58% of Americans owned stocks in 2022, only 4% of the U.S. population participates in ESOPs despite nearly 14 million participants; growing employer interest suggests ESOPs can enhance both employee financial health and company loyalty.

Employee Ownership for Financial Health →
Topics:Retirement plan design and SECURE 2.0 provisionsMental health and financial stress correlationDebt management and bankruptcy preventionEmployee stock ownership plans (ESOPs)Workplace community and loneliness mitigation
Themes:Financial stress as root cause of both mental health crisis and employee turnoverRegulatory change (SECURE 2.0) as catalyst for employer-led financial security redesignData-driven measurement as prerequisite for C-suite commitment to workforce wellness

Industry context

SECURE 2.0 retirement plan provisions are reshaping employer responsibilities and employee savings options, with both mandatory and voluntary compliance requirements taking effect.

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