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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 is inseparable from mental health and retention

FinFit argues that employer-sponsored financial benefits are strategic business tools, not perks. The channel grounds this in data on debt, stress, loneliness, and engagement.

FinFit's core argument is that financial stress and mental health are locked together, and that employers who treat financial wellness as a strategic retention and productivity lever, not a feel-good add-on, win on both fronts. The channel backs this with correlations between debt and diagnosis, between loneliness and remote work, and between SECURE 2.0 provisions and measurable employer outcomes.

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

“Financial stress and mental health are intricately connected and exacerbate each other.”

Episode 3: A Data Approach to Understanding Mental Health and Financial Precarity

By the numbers

46%

of individuals with debt also have mental health diagnosis

60%

of U.S. workforce living paycheck to paycheck

$1.77 trillion

total outstanding student loan debt

$400 billion

student debt relief eliminated by Supreme Court decision

What the channel argues

DataSECURE 2.0 Act introduces over 100 provisions to reshape retirement and financial planning.→
Data46% of individuals with debt carry a mental health diagnosis, proving financial and psychological distress are intertwined.→
Data1.77 trillion dollars in student loan debt underscores post-pandemic repayment crisis.→
DataOver 50% of Americans struggle with credit card debt, creating urgent demand for counseling and personalized strategies.→
DataOver 50% of Americans have experienced loneliness, with remote work potentially contributing to workplace isolation.→
Data58% of Americans owned stocks in 2022, yet only 4% participate in ESOPs despite growing employer interest.→

What you'll learn

•Financial wellness must be measured and framed as a data-driven retention and cost-reduction strategy to win C-suite sponsorship, not treated as a feel-good initiative.
•Rising healthcare deductibles have created a mismatch between insurance risk and employee savings, forcing employers to layer supplemental coverage like critical illness insurance.
•The intersection of financial precarity and mental health means simultaneous assessment and intervention in both areas drives better employee outcomes than addressing either in isolation.
•Student loan repayment obligations resumed in October 2023 after the Supreme Court rejected the Biden forgiveness plan, making 529 education savings plans increasingly relevant to financial planning.
•Workplace community and belonging combat loneliness that now affects over half of Americans, particularly in remote and hybrid work environments.

What to do about it

→Build a data-driven business case linking employee financial wellness to retention, healthcare cost reduction, and productivity before pitching to C-suite.
→Assess your workforce simultaneously for financial stress and mental health challenges to identify where dual interventions will have the most impact.
→Evaluate whether your current health benefits adequately address rising deductibles through supplemental coverage or captive models, and whether emergency savings or flexible 401(k) provisions align with SECURE 2.0 requirements.

Who and what shows up

Charles Lattimer

Chief Innovation Officer, FinFit and host of SECURE

Consistent interviewer and voice framing financial wellness as both a human issue and a business strategy across the entire channel.

Kristen Holt

President and CEO, GreenPath Financial Wellness

Discussed how financial counseling and debt management programs empower individuals to regain financial control before crisis sets in.

Tim O'Neil

Senior Workforce Solutions Specialist, TrueNorth Companies

Explored how to establish data-driven strategies linking financial wellness to retention and cost reduction for workforce solutions.

Daniel Posa

Founder, Workplace Wellbeing Advisors and Vice Chair of Workplace Wellbeing Initiative

Addressed how CDC research shows wellbeing is associated with decreased disease risk and improved work productivity.

Lylybell Vega

Enterprise and PEO Sales and Account Manager, FinFit

Brought firsthand US Army Reserve experience to discussion of financial security and service-member benefits.

Questions this channel answers

Q

How do employers win C-suite buy-in for financial wellness programs?

Frame financial wellness as data-driven strategy tied to retention, healthcare cost reduction, and productivity gains rather than as a feel-good benefit.

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

Why are rising healthcare deductibles forcing employers to rethink benefits?

Average deductibles have skyrocketed, creating a mismatch between consumer risk exposure and savings capacity, pushing employers toward supplemental coverages like critical illness insurance and captive solutions.

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

How are SECURE 2.0 provisions changing what employers must offer?

Over 100 new provisions reshape retirement savings with options like emergency savings accounts and flexible 401(k) plans, expanding financial wellness beyond retirement into immediate financial stability.

SECURE 2.0: What to Expect in 2024 →
Q

What is the connection between financial stress and mental health outcomes?

Approximately 46% of individuals with debt also have a mental health diagnosis, demonstrating that financial strain and psychological distress exacerbate each other and require simultaneous intervention.

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

Why should employers care about workplace loneliness in remote and hybrid settings?

The US Surgeon General reported over 50% of Americans have experienced loneliness, and remote workplaces may be contributing to isolation that threatens organizational community and wellbeing.

Building Workplace Communities Around Wellness →
Topics:SECURE 2.0 Act and retirement savingsEmployer-sponsored health and financial benefitsStudent loan debt and 529 plansCredit card debt and financial counselingEmployee stock ownership plans (ESOPs)
Themes:Financial wellness as a strategic business retention and cost lever, not an HR perkInseparability of financial stress and mental health as a dual intervention opportunityData-driven design of employer benefits to measure and prove ROI

Industry context

Employers increasingly integrate financial wellness into broader health and retention strategies as the link between financial stress and mental health becomes clearer. Sixty-one percent of Americans report concern about retirement security, driving employer focus on measurable financial outcomes.

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