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HerMoney with Jean Chatzky

Ep 397: The New Value Prop Of Financial Wellness Programs

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.71.5K Ratings

🗓️ 15 November 2023

⏱️ 60 minutes

🧾️ Download transcript

Summary

To dive into the data that just came out of HerMoney’s 2023 State of Women survey, the HerMoney Podcast team recently traveled to The Inc. 5,000 conference in San Antonio, Texas, to speak with members of the executive team at Principal Financial Group® and a LIVE audience of female entrepreneurs. It’s all going down on this week’s episode, and it’s a conversation you absolutely don’t want to miss because we dive into all the data — the good, the bad, and the misconceptions! For example, our survey found that 90% of employees at small and midsized businesses — an overwhelming majority — said that they want a robust benefits package, yet just 63% of small and midsized business owners said it was important to their employees… In other words, we have a serious disconnect between what employees want most and what employers are offering. We dive into why, what we can do about it, and how we can bridge those disheartening financial confidence gaps between men and women at the same time we’re getting more people engaged with their money. The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

You're listening to an Airwave Media Podcast.

0:06.0

Her money is proudly sponsored by Edelman Financial Engines.

0:09.0

If you're empowered with your money, chances are you're saving and investing and planning for your

0:14.8

future, but are you budgeting the way you should be?

0:18.0

Learn more at plan EFE.com slash Her Money and schedule your complimentary wealth checkup today.

0:25.0

Who is this?

0:27.0

It's me.

0:28.0

Somebody is killing us.

0:29.0

Someone's coming.

0:30.0

Corporate streaming exclusively on Disney Plus.

0:33.0

Please help me.

0:34.0

I have a family.

0:35.0

I'm not part of this world.

0:36.0

A brand new thriller from the creators of the Night Manager.

0:39.0

If we fight, we die.

0:40.0

If we run, we die.

0:41.0

This is going to die.

0:42.0

Starring Gemma Artiton and Nathan Stewart Jarrett.

0:45.0

We're going to be dealing with some very serious people.

0:48.0

Culperts, an original series now streaming exclusively on Disney Plus.

0:52.0

18 Plus subscription required, T's and C's apply. is now streaming exclusively on Disney Plus.

0:52.5

18 Plus subscription required,

...

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