The Jason Clause Show

The Jason Clause Show


Personal Finance Education as a Workplace Benefit

April 06, 2018

We spend years in the formal education system learning about how to get a job and a career and earn money, but very little of that,  if any, is spent learning how to manage that money to reach lifestyle goals.

Money and the problems associated with personal finance are a source of a lot of anxiety and strife.   This can have a huge impact on personal happiness and our organization's culture. The main culprit, most of us learn about managing our personal finances through trial and error.   So how can we help our team with something so personal and difficult to talk about?

My guest, Michelle Boss, is a personal finance coach and a certified financial educational instructor. In this episode, Michelle shares a little bit about how to create a personal finance program for your team as an employee benefit.

In this episode we talk about:

The visible and not so visible impact of financial stress
Some of the elements of a financial literacy program
The broad steps to developing and implementing a program

Show Notes:

Companies Pay Workers to Get Savvier With Money
Why financial literacy education may help employees be more productive
Is 2017 the Year of Employee Financial Wellness Programs?
Financial Education Empowers Employees to be More Productive

About my Guest, Michelle Boss:

* Michelle Boss
* Own | The Money Boss
* LinkedIn

SlideShare:

Personal Finance Education as a Workplace Benefit from Jason Clause
Transcript:
Jason Clause: Welcome to the Jason Clause Show. I'm Jason Clause, your host, and today we're talking about, as always, good ideas for busy managers.

Welcome everybody to the show. My name's Jason Clause. I'm your host. This is the Jason Clause Show. It's a podcast dedicated to helping the Bay Area busy manager find and share really good ideas. My experience is that the best managers out there, they're always on the lookout for great ways to motivate their team, to inspire people, to be more productive with fewer resources, and that's what this podcast is about. It's about finding those ideas and sharing them with a growing community of Bay Area managers.

We have an awesome episode for you today. I have a friend, Michelle Boss. She's a personal finance coach and a certified financial educational instructor, and she's stopping by to talk a little bit about how to create a personal finance program for your team as an employee benefit. It just seems to me like a great way to help differentiate yourself and to help your team address something that is kind of underserved. And we're going to get into it right after this.

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