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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 a workplace retention and health lever.

FinFit argues that employee financial stability directly reduces turnover, healthcare costs, and mental distress. The channel grounds this in data on debt prevalence, wage stagnation, and legislation reshaping benefits.

FinFit's core argument is that financial stress and mental health are inseparable forces driving both workplace outcomes and employee wellbeing, and that employers can measurably improve retention and reduce healthcare costs by treating financial wellness as a strategic business priority. The channel builds this case through recurring evidence of debt prevalence, correlation studies linking financial hardship to psychological distress, and testimony from HR leaders on how data-driven financial benefit design wins C-suite support.

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

“60% of the workforce is grappling with living paycheck to paycheck.”

Episode 1: SECURE 2.0: What to Expect in 2024

By the numbers

46%

of individuals with debt also have mental health diagnosis

$1.77T

total U.S. student loan debt magnitude

50%+

of Americans experiencing loneliness, partly driven by remote work isolation

14M

ESOP participants in U.S., representing 4% of population

What the channel argues

DataSECURE 2.0 Act introduces over 100 provisions reshaping retirement and emergency savings for American workers.→
Data46% of individuals with debt also carry mental health diagnoses, establishing financial-psychological link.→
DataOver 50% of Americans struggle with credit card debt repayment confidence.→
DataStudent loan payment resumption in October 2023 affected millions after Supreme Court struck down $400 billion relief plan.→
Data58% of Americans owned stocks in 2022, but only 4% participate in ESOPs, leaving growth opportunity.→
DataOnly 57% of U.S. adults are financially literate despite growing curriculum efforts.→

What you'll learn

•How SECURE 2.0's 100+ provisions expand employer benefit design beyond retirement into emergency savings and flexible plans.
•Why financial stress and mental health problems create a feedback loop that employers can interrupt through targeted interventions.
•How rising healthcare deductibles have forced employers to rethink benefits strategy, including supplemental insurance and captive structures.
•Why 529 plans and employee stock ownership programs remain underpenetrated despite tax and wealth-building advantages.
•How to build data-driven business cases for financial wellness programs that convince C-suite by linking them to retention and healthcare cost reduction.

What to do about it

→Map your employee population against SECURE 2.0's provisions and update 401(k) plans, emergency savings products, and student loan repayment assistance by end of 2024.
→Conduct simultaneous assessment of financial wellbeing and mental health across your workforce to identify overlapping risk cohorts for targeted intervention.
→Develop a data-driven ROI story for financial wellness tying employee financial stability metrics to measurable outcomes in turnover, healthcare claims, and productivity.

Who and what shows up

Charles Lattimer

Chief Innovation Officer, FinFit; host of SECURE podcast

Frames financial wellness as both employee wellbeing and business strategy problem; consistently connects data to employer ROI.

Kristen Holt

President and CEO, GreenPath Financial Wellness

Discusses mission of empowering financially healthy lives through financial counseling and debt management strategies.

Tim O'Neil

Senior Workforce Solutions Specialist, TrueNorth Companies

Advises on data-driven strategy for financial wellness and establishing C-suite buy-in through measured ROI storytelling.

Daniel Posa

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

Provides expert perspective on holistic wellbeing in workplace settings and connection between employee health outcomes and productivity.

Lylybell Vega

Enterprise and PEO Sales and Account Manager, FinFit

Brings firsthand experience as U.S. Army Reserve member; represents employee perspective in benefits discussions.

Questions this channel answers

Q

How does financial instability affect employee mental health and workplace performance?

46% of individuals with debt also have mental health diagnoses. Financial stress and psychological distress create a bidirectional loop; simultaneous assessment and intervention on both fronts drive effectiveness.

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

What new retirement and savings options are available to employers under SECURE 2.0?

The SECURE 2.0 Act of 2022 introduces over 100 provisions including expanded emergency savings accounts and more flexible 401(k) plan structures to support worker financial stability.

SECURE 2.0: What to Expect in 2024 →
Q

How can employers convince leadership to fund financial wellness programs?

HR executives must tell a data-driven story showing measurable impact on retention, reduction of healthcare costs, and workforce productivity tied to financial stability metrics.

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

What are the main barriers employees face with current health insurance benefits?

Rising deductibles have created a mismatch between consumer risk exposure and savings capacity, prompting employers to explore supplemental insurances like critical illness coverage.

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

Why have student loan payments become urgent again for millions of borrowers?

The Supreme Court struck down the Biden administration's $400 billion student loan forgiveness plan, resetting payment obligations to resume in October 2023. $1.77 trillion in total student loan debt underscores the magnitude.

Student Loan Debt: Restarting Payments Post-Pandemic & t… →
Topics:Retirement savings and 401(k) plansStudent loan debt and 529 education savingsEmployer-sponsored health benefits and deductiblesCredit card and personal debt managementEmployee ownership and ESOPs
Themes:Financial stress as health and retention crisisLegislation-driven benefit innovationData-first employer strategy

Industry context

Retirement savings confidence and participation are rising, yet account balances face headwinds from market volatility and demographic disparities in savings rates across income and age groups.

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