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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, health outcomes, and business strategy.

FinFit argues that employee financial stress is inseparable from mental health, retention, and workplace performance. The channel grounds this thesis in data linking debt to diagnoses, rising deductibles to benefit design, and legislative change to employer action.

FinFit's core argument is that financial wellness is no longer a peripheral benefit but a strategic business imperative tied directly to retention, healthcare costs, and employee mental health. The channel supports this by anchoring claims to specific data: 46% of individuals with debt carry a mental health diagnosis, 60% of the workforce lives paycheck to paycheck, and over 50% of Americans struggle with credit card debt. These figures recur across episodes to build a thesis that employers cannot address wellbeing, retention, or healthcare costs without confronting financial precarity.

Drawn from SECURE 2.0: What to Expect in 2024 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 have mental health diagnosis

60%

of workforce living paycheck to paycheck despite economic uncertainty

$1.77T

total student loan debt outstanding in United States

50%+

of Americans experiencing loneliness in remote work environments

What the channel argues

DataSECURE 2.0 Act introduces over 100 provisions reshaping retirement and financial wellness.→
Data46% of individuals with debt also carry a mental health diagnosis.→
Data60% of the workforce grapples with living paycheck to paycheck.→
DataSupreme Court elimination of Biden student loan forgiveness reset $1.77 trillion in repayment obligations.→
DataOver 50% of Americans concerned with ability to pay off credit card debt.→
Data58% of Americans owned stocks in 2022, but only ~4% participate in ESOPs.→

What you'll learn

•Financial stress and mental health form a feedback loop that employers must address simultaneously through integrated wellness strategy.
•SECURE 2.0 Act expands beyond retirement to emergency savings and flexible 401(k) designs, requiring employer adaptation across multiple provisions.
•Rising healthcare deductibles are pushing employers toward supplemental coverage like critical illness insurance and integrated captive structures.
•Student loan debt totaling $1.77 trillion and renewed payment obligations post-pandemic demand financial planning tools like 529 plans.
•Data-driven measurement of financial wellness impact on retention and healthcare costs is necessary to secure C-suite buy-in for programs.

What to do about it

→Build a data-driven business case showing how financial wellness programs reduce healthcare costs and improve retention, then present to C-suite with measured outcomes.
→Audit current 401(k) and benefits design against SECURE 2.0 provisions to identify gaps in emergency savings, flexible contributions, and plan portability.
→Integrate mental health screening with financial wellness assessment to identify and support employees experiencing simultaneous financial and psychological distress.

Who and what shows up

Charles Lattimer

Chief Innovation Officer and host, FinFit

Guides the channel's core conversations, consistently anchoring financial wellness to business outcomes and employee mental health across all episodes.

Kristen Holt

President and CEO, GreenPath Financial Wellness

Discusses how financial counseling and personalized debt strategies help individuals prevent financial crises and regain control.

Tim O'Neil

Senior Workforce Solutions Specialist, TrueNorth Companies

Collaborates on establishing data-driven strategies for measuring financial wellness success and securing executive buy-in.

Daniel Posa

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

Contributes perspective on how workplaces can operationalize wellbeing and understand its link to improved productivity and health outcomes.

Lylybell Vega

Enterprise and PEO Sales and Account Manager, FinFit and US Army Reserve member

Brings firsthand military service perspective to discussions of benefits, community building, and financial security for underserved populations.

Questions this channel answers

Q

How does financial instability directly influence mental health outcomes?

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

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

What are the major retirement and benefits changes employers must implement in 2024?

The SECURE 2.0 Act introduces over 100 provisions including expanded emergency savings options and flexible 401(k) plans, reshaping retirement savings and financial planning for American workers.

SECURE 2.0: What to Expect in 2024 →
Q

How can employers justify financial wellness programs to leadership?

HR executives must establish a data-driven strategy demonstrating impact on retention, reduction of healthcare costs, and workforce performance to win C-suite buy-in.

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

What are the consequences of student loan debt resumption post-pandemic?

The Supreme Court struck down Biden's $400 billion forgiveness plan and reset payment resumption to October 2023, affecting millions managing $1.77 trillion in total student loan debt amid economic uncertainty.

Student Loan Debt: Restarting Payments Post-Pandemic & t… →
Q

How are employers addressing rising healthcare deductibles?

Employers are rethinking benefits through supplemental insurances like critical illness coverage and integrating captive structures to bridge the gap between rising deductibles and employee savings.

FinFit: The Evolution of Employer-Sponsored Health Benef… →
Topics:Employer-sponsored benefits and 401(k) designMental health and financial precarityStudent loan debt and 529 plansDebt management and bankruptcy preventionWorkplace community and employee ownership
Themes:Financial precarity as root cause of mental health and retention crisesLegislative change as enabler of employer-led benefit redesignData and measurement as prerequisite for strategic business justification

Industry context

Employer health benefit costs continue to outpace wage growth: family premiums rose 6% in 2025 against 4% wage growth, while mental health access gaps persist, with only 70% of firms confident in timely mental health care access versus 92% for primary care.

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