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.
Financial wellness is a business retention and productivity lever.
FinFit argues that employee financial stress directly erodes retention, health, and work output. The channel grounds this through prevalence data, survey results, and employer benefit strategy.
FinFit's core argument is that financial instability and mental health are inseparable, and that employers who address financial wellness strategically improve retention, reduce healthcare costs, and boost productivity. The channel proves this by connecting prevalence statistics (46% of people with debt also have a mental health diagnosis) to employer intervention outcomes, and by showing how regulatory changes like SECURE 2.0 create both urgency and structural opportunity for benefits redesign.
Drawn from A Data Approach to Understanding Mental Health… and 1 more →
“46% of individuals with debt also have a mental health diagnosis.”
Episode 3: A Data Approach to Understanding Mental Health and Financial Precarity
By the numbers
What the channel argues
Who and what shows up
Charles Lattimer
Chief Innovation Officer and host, FinFit
Hosts and drives all episodes, framing financial wellness as a business and employee health imperative across retirement, debt, mental health, and benefits strategy.
Kristen Holt
President and CEO, GreenPath Financial Wellness
Discusses personalized debt management strategies and financial counseling as tools to prevent financial crisis and help individuals regain control.
Tim O'Neil
Sr. Workforce Solutions Specialist, TrueNorth Companies
Advises on establishing data-driven financial wellness strategy for C-suite buy-in by demonstrating impact on retention, healthcare costs, and business outcomes.
Daniel Posa
Founder, Workplace Wellbeing Advisors; Vice Chair, Workplace Wellbeing Initiative
Addresses how workplaces can address wellbeing and wellness to improve productivity and longevity, citing CDC evidence for improved health outcomes.
Lylybell Vega
Enterprise and PEO Sales and Account Manager, FinFit; U.S. Army Reserve member
Brings firsthand experience as military service member, honoring sacrifice while contextualizing employee benefits and financial security for vulnerable populations.
Questions this channel answers
How do SECURE 2.0 changes affect employer benefits planning in 2024?
SECURE 2.0 introduces over 100 provisions expanding financial wellness beyond retirement to emergency savings and flexible 401(k) plans, requiring employers to audit and redesign benefits offerings.
SECURE 2.0: What to Expect in 2024 →What is the connection between financial hardship and mental health?
46% of individuals with debt also have a mental health diagnosis, proving financial strain and psychological distress are intricately connected and require simultaneous assessment for effective intervention.
A Data Approach to Understanding Mental Health and Finan… →How can employers justify financial wellness as a business investment?
By documenting data-driven impact on retention, healthcare cost reduction, and productivity improvements rather than framing it as a feel-good factor.
Employee Financial Wellness: Getting C-Suite Buy In and … →Why are rising health insurance deductibles forcing benefit changes?
High deductibles create a mismatch between consumer risk exposure and savings, prompting employers to add supplemental coverages like critical illness insurance.
FinFit: The Evolution of Employer-Sponsored Health Benef… →Best place to start
A Data Approach to Understanding Mental Health and Financial PrecarityEstablishes the channel's core thesis: financial stress and mental illness are inseparable, with 46% co-prevalence stat grounding the entire business case.
Employee Financial Wellness: Getting C-Suite Buy In and Measuring for SuccessShows how to translate employee financial wellness into business language: retention, healthcare cost reduction, and productivity, the core lever employers care about.Industry context
Financial wellness and mental health are emerging as priority employee benefits topics for 2026, reflecting employer recognition of their connection to workforce outcomes and the need for data-driven approaches to benefits design.
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