Advertisement
| financial wellness program ideas: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| financial wellness program ideas: Workplace Wellness Programs Study Soeren Mattke, Hangsheng Liu, John P. Caloyeras, Christina Y. Huang, Kristin R. Van Busum, 2013 The report investigates the characteristics of workplace wellness programs, their prevalence and impact on employee health and medical cost, facilitators of their success, and the role of incentives in such programs. The authors employ four data collection and analysis streams: a literature review, a survey of employers, a longitudinal analysis of medical claims and wellness program data from a sample of employers, and five employer case studies. |
| financial wellness program ideas: Clever Girl Finance Bola Sokunbi, 2019-06-25 Take charge of your finances and achieve financial independence – the Clever Girl way Join the ranks of thousands of smart and savvy women who have turned to money expert and author Bola Sokunbi for guidance on ditching debt, saving money, and building real wealth. Sokunbi, the force behind the hugely popular Clever Girl Finance website, draws on her personal money mistakes and financial redemption to educate and empower a new generation of women on their journey to financial freedom. Lighthearted and accessible, Clever Girl Finance encourages women to talk about money and financial wellness and shows them how to navigate their own murky financial waters and come out afloat on the other side. Monitor your expenses, build a budget, and stick with it Make the most of a modest salary and still have money to spare Keep your credit in check and clean up credit card chaos Start and succeed at your side hustle Build a nest egg and invest in your future Transform your money mindset and be accountable for your financial well-being Feel the power of real-world stories from other “clever girls” Put yourself on the path to financial success with the valuable lessons learned from Clever Girl Finance. |
| financial wellness program ideas: Workplace Wellness that Works Laura Putnam, 2015-06-08 A smarter framework for designing more effective workplace wellness programs Workplace Wellness That Works provides a fresh perspective on how to promote employee well-being in the workplace. In addressing the interconnectivity between wellness and organizational culture, this book shows you how to integrate wellness into your existing employee development strategy in more creative, humane, and effective ways. Based on the latest research and backed by real-world examples and case studies, this guide provides employers with the tools they need to start making a difference in their employees' health and happiness, and promoting an overall culture of well-being throughout the organization. You'll find concrete, actionable advice for tackling the massive obstacle of behavioral change, and learn how to design and implement an approach that can most benefit your organization. Promoting wellness is a good idea. Giving employees the inspiration and tools they need to make changes in their lifestyles is a great idea. But the billion-dollar question is: what do they want, what do they need, and how do we implement programs to help them without causing more harm than good? Workplace Wellness That Works shows you how to assess your organization's needs and craft a plan that actually benefits employees. Build an effective platform for well-being Empower employees to make better choices Design and deliver the strategy that your organization needs Drive quantifiable change through more creative implementation Today's worksite wellness industry represents a miasma of competing trends, making it nearly impossible to come away with tangible solutions for real-world implementation. Harnessing a broader learning and development framework, Workplace Wellness That Works skips the fads and shows you how to design a smarter strategy that truly makes a difference in employees' lives—and your company's bottom line. |
| financial wellness program ideas: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| financial wellness program ideas: Wellbeing: The Five Essential Elements Tom Rath, James K. Harter, 2010-05-04 Shows the interconnections among the elements of well-being, how they cannot be considered independently, and provides readers with a research-based approach to improving all aspects of their lives. |
| financial wellness program ideas: The Index Card Helaine Olen, Harold Pollack, 2016-01-05 “The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an offhand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4 x 6 card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life. |
| financial wellness program ideas: The Total Money Makeover: Classic Edition Dave Ramsey, 2013-09-17 Do you want to build a budget that actually works for you? Are you ready to transform your relationship with money? This New York Times bestseller has already helped millions of people just like you learn how to develop everyday money-saving habits with the help of America's favorite personal finance expert, Dave Ramsey. By now, you've already heard all of the nutty get-rich-quick schemes and the fiscal diet fads that leave you with a lot of quirky ideas but not a penny in your pocket. If you're tired of the lies and sick of the false promises, Dave is here to provide practical, long-term help. The Total Money Makeover is the simplest, most straightforward game plan for completely changing your finances. And, best of all, these principles are based on results, not pie-in-the-sky fantasies. This is the financial reset you've been looking for. The Total Money Makeover: Classic Edition will give you the tools and the encouragement you need to: Design a sure-fire plan for paying off all debt--from your cars to your home and everything in between using the debt snowball method Break bad habits and make lasting changes when it comes to your relationship with money Recognize the 10 most dangerous money myths Secure a healthy nest egg for emergencies and set yourself up for retirement Become financially healthy for life Live like no one else, so later you can LIVE (and GIVE) like no one else! This edition of The Total Money Makeover includes new, expanded Dave Rants that tackle marriage conflict, college debt, and so much more. The Total Money Makeover: Classic Edition also includes brand new back-of-the-book resources to help you make The Total Money Makeover your new reality. |
| financial wellness program ideas: The Financial Wellness Mandate Daniel R. Bryant, 2021-04-11 American workers are struggling financially. They face crippling student loan debt, a revolving door of credit card debt, rising housing expenses, and skyrocketing medical expenses.And more and more, employees looking to employers to help them solve this massive problem.This gives employers today an unprecedented opportunity. Employers who take the time to understand the financial obstacles faced by employees and understand the most important trends shaping workplace benefits, are the ones who will win the war for talent and improve financial outcomes for both workers and business. In The Financial Wellness Mandate, seasoned financial and workplace benefits expert Daniel explains how workplace benefits have evolved, details the big four obstacles standing between employees and financial wellness, and shares his unique take on the six most important megatrends that promise to upend how employers, their advisors and benefits providers view and deliver financial wellness benefits: Shifting demographics and the changing face of the American workerThe changing relationship between employer and employee from transactional to empathetic and focused on mutual outcomesThe undeniable force of behavioral economics and why they matter in how employees handle money and how employers think about benefitsThe growth of consumerism and what it means for how employee plan and deliver workplace benefitsThe convergence of health care and financial care and their inseparable impact on employee financial wellnessThe rise of technology and data, and their impact on financial wellness benefitsDaniel brings these insights together in a way no other author has yet. Employers who heed his advice and follow his clear prescription for creating a more modern benefits strategy will not only help the American worker achieve true financial wellness, they'll also position themselves to be the employer of choice for current and future generations of employees |
| financial wellness program ideas: Financial Education in U.S. State Colleges and Universities Donna E. Danns, 2015-11-28 This book addresses the uncertain state of financial literacy among today’s college students and examines steps colleges and universities are taking to address this widespread concern. This work introduces a four-fold typology of organizational models for college-based financial education programs and uses these as optics for grouping and presenting case studies. The case studies presented provide a holistic representation of how universities develop, sustain and grow financial education programs. Details on the nature of programs, goals, administrative support, resources, partnerships, scale of operations, program content and delivery, advertising, evaluation, program spinoffs, and much more are captured in this work. In addition to detailed case studies, this book presents general findings on the availability of and delivery modes for college-based financial education. This work has significant utility for universities and colleges seeking to implement new financial education programs, changing existing programs, improving program relevancy or expanding program delivery on campus. It is an important contribution to the experiential understanding on how college students as consumers can acquire financial education as part of their broader college curricula and be able to better manage their financial lives. Included in the coverage: The financial literacy imperative. Program delivery and organizational models in state colle ges and universities. The academic model. The full-fledged money management center. The aspirational/seed program. The branch/interspersed model. As financial literacy is increasingly recognized as a core life skill, it becomes more crucial as a component of higher education. Personal Financial Education in State Colleges and Universities in the U.S. is salient reading for college and university administrators, researchers, social workers and mental health professionals working with college students, policy analysts and faculty from any discipline interested in promoting the financial literacy of their students. |
| financial wellness program ideas: The Wiley Guide to Strategies, Ideas, and Applications for Implementing a Total Worker Health Program Linda Tapp, 2024-11-27 Addresses safety and health hazards through a holistic, organization-wide approach to worker wellbeing The Wiley Guide to Strategies, Ideas, and Applications for Implementing a Total Worker Health® Program presents specific information and guidance for Total Worker Health (TWH) applications in a variety of industries as well as specific aspects of TWH. This book covers how existing safety and health activities can support and be integrated into TWH programs, exploring specific topics such as how TWH initiatives can benefit the construction industry, ways to borrow from successful safety committee operations, and the use of technology. The innovative ideas and techniques from diverse fields, and from existing safety and health programs, help readers maximize efforts and increase the chance of long-term success. Case studies are included throughout to elucidate key concepts and aid in reader comprehension. Written by safety, health, and wellness practitioners with real-world experience, this resource includes: Organizational approaches for implementing key prevention programs to solve problems across diverse worker populations Guidance for improving the organization and design of work environments, including innovative strategies for promoting worker wellbeing Evidence of program effectiveness for addressing work conditions that impact mental health, fatigue and sleep, and work-life conflict Perspective of traditional safety and health professionals, emphasizing practical advice for practitioners throughout all chapters and connecting the narrative as a whole The Wiley Guide is an essential resource for safety, health, and industrial hygiene practitioners in industry, public services, government, insurance, and consulting, as well as others with safety and health responsibilities such as occupational medicine professionals. |
| financial wellness program ideas: The Stop & Go Fast Food Nutrition Guide Steven G. Aldana, 2007 The Stop & Go Fast Food Nutrition Guide shows you how to navigate the fast food maze and choose foods that are actually good for you. The guide uses the colors of the stop light (red, yellow, and green) to help individuals choose foods that lead toward or away from good health. The Stop & Go Fast Food Nutrition Guide is the only guide that shows you how to navigate the fast food maze and identify fast foods that are actually good for you. With the help of a nationally recognized panel of nutrition experts, Dr. Aldana has color coded almost 3,500 fast foods from 68 different restaurants. Now you can sort though the fast food maze and select the healthy foods and avoid the unhealthy ones. Keep the guide in your glove box for easy access. |
| financial wellness program ideas: What Your Financial Advisor Isn't Telling You Liz Davidson, 2016-01-05 Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review |
| financial wellness program ideas: Financial Fitness for Beginners - A 12-Week Training Program (Canadian Edition) Diana E. Young, 2010-12-13 Financial Fitness for beginner by Diana E. Young |
| financial wellness program ideas: Financial Recovery Karen McCall, 2011-03-21 After healing her own unhealthy relationship with money, and transforming her financial disaster into prosperity and security, Karen McCall created a recovery program she has now used for more than twenty years to help individuals, couples, and businesses large and small. In the midst of her money troubles, she saw a need for something other than financial planners, accountants, and credit counselors. These experts could tell her what she should be doing differently, but she needed someone to help her understand the underlying causes of chronic, self-defeating overspending and credit card debt, underearning, and low or no savings. To save herself, she created practical, holistic tools that address these sources of pain and shame. McCall’s program supports people as they uncover their deep-seated attitudes about money; provides simple, step-by-step tools for healing areas of physical, emotional, and spiritual deprivation; and teaches skills and strategies for experiencing lasting personal and financial fulfillment even in the midst of economic challenges and reversals. |
| financial wellness program ideas: The 30-Day Money Cleanse Ashley Feinstein Gerstley, 2019-01-01 Eliminate your money anxiety and create lasting happiness with your financial situation — not by creating a blistering budget but by living the life you love! Ashley Feinstein Gerstley was working in financial services when she came to the shocking realization that even she was stressed about her personal finances. Ashley quickly realized that her stress didn't only arise from a lack of knowledge but from the way that we as a society treat and talk (or rather don't talk) about money, so she created a system to turn the entire practice on its head! The 30-Day Money Cleanse, named an Amazon Best Book of 2019 So Far, is a groundbreaking money management book that will set you on the path to financial peace with interactive journaling prompts to hold you accountable and keep you on track. Through Ashley's system, in just 30 days you will create a healthier, happier relationship with your money by: Eliminating all money stressors Finally knowing where your money is going Breaking those panic-inducing bad money habits Learning the basics of how and where to invest Making a plan that you can not only live with but enjoy With its cheery and easy-to-follow guide, this is the perfect book on money management for young adults or those looking for an unintimidating guide to managing money. Readers who have tried the 30-Day Money Cleanse have, on average, saved over $950 through the course of the month! Are you ready for financial freedom? [An] easy-to-follow guide to creating a healthy personal relationship with money.—Publishers Weekly |
| financial wellness program ideas: The Financial Anxiety Solution Lindsay Bryan-Podvin, 2020-02-18 Discover how to overcome money stress, make smarter money moves, and find financial freedom with this life-changing interactive guide! Most adults today experience some degree of anxiety. In the United States alone, 51% of adults report feeling anxious. And what is one of the top causes of this chronic anxiety? Money. Financial anxiety is ranked #2 in terms of what is stressing Americans out. And the more anxious a person is about money, the less likely they are to take action toward improving their financial health. Hitting a little close to home? Now that your heart rate is up, here’s the good news—anxiety is treatable and financial literacy is easier than you think. The Financial Anxiety Solution will show you how to conquer money-related stress and take control of your financial life. Inside, you’ll find: Cognitive behavioral therapy (CBT) techniques for developing anxiety coping skills Interactive quizzes to help identify “pain points” of stress Journal prompts to help work through money-related thoughts and feelings Mindfulness exercises to help calm a worried mind Popular money-management techniques that can help turn the page on financial anxiety The Financial Anxiety Solution takes you step by step through helpful exercises and strategies to understand the sources of anxiety, apply coping skills to address anxiety symptoms, and prepare to tackle your financial worries. |
| financial wellness program ideas: Corporate Stewardship Susan Albers Mohrman, James O'Toole, Edward E. Lawler III, 2017-09-29 Stewardship entails a profound understanding and acceptance of the challenges that result from the organization’s interdependence with the societal and ecological contexts in which it operates—and of what it takes to embrace the challenges to be a force for building a viable future. This book dares to ask ‘why’ business leaders should embrace stewardship in the current market where profit reigns supreme. A shift in approach represents fundamental change for the corporate world, and even the most advanced corporations consider themselves to be in the starting block of this transition. The book sets out the practical ways in which corporate stewardship can be achieved through embedding new approaches across the different functions of a business. This book, written by the leading thinkers in sustainability research, provides practical guidance on how companies can resolve the paradoxical challenges they face. How can they be at the same time profitable and responsible, effective and ethical, sustainable and adaptable? It explores what businesses are doing, what they can and should do to effectively respond to external challenges, and focuses on how leaders can create cultures, strategies, and designs far beyond “business as usual”.Stewards must not only make proper current use of that which they hold in trust, they also must leave it in better condition for use by future generations. Corporate Stewardship challenges managers, executives, and directors of global corporations to think and act as stewards of both their organizations and the physical and social environments in which they operate. |
| financial wellness program ideas: When She Makes More Farnoosh Torabi, 2014-05-01 As seen on CNBC's Follow the Leader “Farnoosh’s ground-breaking book will save more relationships than couples counseling ever could.” —Barbara Stanny, author of Secrets of Six-Figure Women Today, a record number of women are their household’s top-earner. But if you’re that woman, you face a much higher risk of burnout, infidelity, and divorce. In this important and timely book, personal finance expert Farnoosh Torabi candidly addresses how income imbalances affect relationships and family dynamics, and presents a bold strategy to achieving happiness at work and home. Torabi’s ten essential rules include: • Buy Yourself a Wife: Outsource as many household tasks as possible to bring more peace and happiness to both your lives • Don’t Assume a Mr. Mom is Best: The math might say he should quit his job, but doing so can be dangerous. • Understand the Male Brain: Know how men think and what motivates their behavior to communicate effectively, share responsibilities, and avoid power struggles in your relationship. |
| financial wellness program ideas: Handbook of Consumer Finance Research Jing Jian Xiao, 2016-05-30 This second edition of the authoritative resource summarizes the state of consumer finance research across disciplines for expert findings on—and strategies for enhancing—consumers’ economic health. New and revised chapters offer current research insights into familiar concepts (retirement saving, bankruptcy, marriage and finance) as well as the latest findings in emerging areas, including healthcare costs, online shopping, financial therapy, and the neuroscience behind buyer behavior. The expanded coverage also reviews economic challenges of diverse populations such as ethnic groups, youth, older adults, and entrepreneurs, reflecting the ubiquity of monetary issues and concerns. Underlying all chapters is the increasing importance of financial literacy training and other large-scale interventions in an era of economic transition. Among the topics covered: Consumer financial capability and well-being. Advancing financial literacy education using a framework for evaluation. Financial coaching: defining an emerging field. Consumer finance of low-income families. Financial parenting: promoting financial self-reliance of young consumers. Financial sustainability and personal finance education. Accessibly written for researchers and practitioners, this Second Edition of the Handbook of Consumer Finance Research will interest professionals involved in improving consumers’ fiscal competence. It also makes a worthwhile text for graduate and advanced undergraduate courses in economics, family and consumer studies, and related fields. |
| financial wellness program ideas: Building a Resilient Workforce Institute of Medicine, Board on Health Sciences Policy, Planning Committee on Workforce Resiliency Programs, 2012-07-18 Every job can lead to stress. How people cope with that stress can be influenced by many factors. The Department of Homeland Security (DHS) employs a diverse staff that includes emergency responders, border patrol agents, federal air marshals, and policy analysts. These employees may be exposed to traumatic situations and disturbing information as part of their jobs. DHS is concerned that long-term exposure to stressors may reduce individual resilience, negatively affect employees' well-being, and deteriorate the department's level of operation readiness. To explore DHS workforce resilience, the Institute of Medicine hosted two workshops in September and November 2011. The September workshop focused on DHS's operational and law enforcement personnel, while the November workshop concentrated on DHS policy and program personnel with top secret security clearances. The workshop brought together an array of experts from various fields including resilience research, occupation health psychology, and emergency response. Building a Resilient Workforce: Opportunities for the Department of Homeland Security: Workshop Summary: Defines workforce resilience and its benefits such as increased operational readiness and long-term cost savings for the specified population; Identifies work-related stressors faced by DHS workers, and gaps in current services and programs; Prioritizes key areas of concern; and Identifies innovative and effective worker resilience programs that could potentially serve as models for relevant components of the DHS workforce. The report presents highlights from more than 20 hours of presentations and discussions from the two workshops, as well as the agendas and a complete listing of the speakers, panelists, and planning committee members. |
| financial wellness program ideas: Health and Wellness Programs for Commercial Drivers Gerald P. Krueger, 2007 TRB's Commercial Truck and Bus Safety Synthesis Program (CTBSSP) Synthesis 15: Health and Wellness Programs for Commercial Drivers explores health risks facing commercial truck and motorcoach drivers. The report examines the association between crash causation and functional impairments, elements of employee health and wellness programs that could be applied to commercial drivers, and existing trucking and motor coach employee health and wellness programs. In addition, the report includes several case studies on employee health and wellness programs in the truck and motorbus industries, focusing on the elements that appear to work effectively. |
| financial wellness program ideas: Smart Money Moves Vinod Desai, 2019-02-03 FOR GROWN UPS a.k.a. Kids with Money The most comprehensive, ruthlessly unbiased and easy-to-read guide on personal finance Who doesn’t want to save money! It is not as difficult as you think it is; you just need to understand the basics. Unfortunately, most books on personal finance are either too heavy or too dry, and intimidate even those who are keen to learn about investing. This is what drove Vinod Desai to write about investing in a way that is easy for anyone to understand. Smart Money Moves is a comprehensive but easy-to-read guide that will teach you everything you need to know about saving and multiplying your money using basic math. Starting from the fundamentals and all the way to step-by-step processes, you can now truly get started on your investing journey. IN THIS BOOK YOU WILL LEARN ABOUT: • Fundamentals of investing in stocks, mutual funds, real estate, debt instruments and gold • Salary structure, saving tax, annual tax to-dos • Insurance policies and loans • Goal-based investing and retirement saving • Most common mistakes and tips to avoid them VINOD DESAI is a seasoned investor and conducts a highly-acclaimed financial wellness educational workshop called ‘The Moneyplanting Program.’ He is also an entrepreneur, educator and speaker. You can find out more about him at desaivinod.com. |
| financial wellness program ideas: The Financial Mindset Fix Joyce Marter, 2021-07-27 Uncover Twelve Mindset Shifts That Will Transform Your Financial Future As a therapist, Joyce Marter noticed an extraordinary trend: as her clients improved their mental health, they leveled up in other areas of their lives. They received raises, they got promotions, and some even started their own business. This epiphany led her to develop an insightful and ingenious process for releasing limiting habits and beliefs so you can begin your journey to freedom and prosperity. Here, Joyce shares the culmination of her life’s work as the go-to expert on the “Psychology of Success”—a proven method to help you improve your financial well-being by focusing on your psychological and relational issues around money. By working with The Financial Mindset Fix, you will learn how to: • Recover from burnout, overwhelm, financial stress, and money anxiety • Improve your mental health by practicing better self-care and accessing the support you need and deserve • Change the way you think, feel, and behave with money to end self-limitation and self-sabotage and welcome far greater success • Embrace your worth and set healthy boundaries in your financial relationships with others at home and at work • Create a personal and professional vision for holistic success that includes work-life balance and tending to your dreams • Use simple tools from cognitive behavioral therapy, mindfulness, and narrative therapy to change your life personally, professionally, and financially For anyone looking to step into a life of wealth and well-being, this is a welcome guide. “In this wonderful new book, successful therapist Joyce Marter gently takes you by the hand and walks you down the path toward better mental health and abundant financial life. Her twelve unique mindsets will revolutionize your relationship with money and significantly improve the way you view yourself.” ―Stephen M. R. Covey, author of New York Times and #1 Wall Street Journal bestseller The Speed of Trust |
| financial wellness program ideas: Financial Counseling Dorothy B. Durband, Ryan H. Law, Angela K. Mazzolini, 2018-10-16 This text is a valuable new resource that we recommend for all of our professionals and are proud to incorporate as part of our AFC® certification program. With expertise representing the breadth and depth of the financial counseling profession, the content in this text provides you with a rigorous foundation of knowledge, considers critical theoretical models, and explores foundational skills of communication, self-awareness, and bias. This type of comprehensive approach aligns with our mission and vision—providing you with the foundational knowledge to meet clients where they are across the financial life-cycle and impact long-term financial capability. -Rebecca Wiggins, Executive Director, AFCPE® (Association for Financial Counseling and Planning Education®) This timely volume presents a comprehensive overview of financial counseling skills in accessible, practical detail for readers throughout the career span. Expert financial counselors, educators, and researchers refer to classic and current theories for up-to-date instruction on building long-term client competence, working with clients of diverse backgrounds, addressing problem financial behavior, and approaching sensitive topics. From these core components, readers have a choice of integrated frameworks for guiding clients in critical areas of financial decision-making. This essential work: · Offers an introduction to financial counseling as a practice and profession · Discusses the challenges of working in financial counseling · Explores the elements of the client/counselor relationship · Compares delivery systems and practice models · Features effective tools and resources used in financial counseling · Encourages counselor ethics, preparedness, and self-awareness A standout in professional development references, Financial Counseling equips students and new professionals to better understand this demanding field, and offers seasoned veterans a robust refresher course in current best practices. |
| financial wellness program ideas: Your Money, Your Goals Consumer Financial Consumer Financial Protection Bureau, 2015-03-18 Welcome to the Consumer Financial Protection Bureau's Your Money, Your Goals: A financial empowerment toolkit for social services programs! If you're reading this, you are probably a case manager, or you work with case managers. Finances affect nearly every aspect of life in the United States. But many people feel overwhelmed by their financial situations, and they don't know where to go for help. As a case manager, you're in a unique position to provide that help. Clients already know you and trust you, and in many cases, they're already sharing financial and other personal information with you. The financial stresses your clients face may interfere with their progress toward other goals, and providing financial empowerment information and tools is a natural extension of what you are already doing. What is financial empowerment and how is it different from financial education or financial literacy? Financial education is a strategy that provides people with financial knowledge, skills, and resources so they can get, manage, and use their money to achieve their goals. Financial education is about building an individual's knowledge, skills, and capacity to use resources and tools, including financial products and services. Financial education leads to financial literacy. Financial empowerment includes financial education and financial literacy, but it is focused both on building the ability of individuals to manage money and use financial services and on providing access to products that work for them. Financially empowered individuals are informed and skilled; they know where to get help with their financial challenges. This sense of empowerment can build confidence that they can effectively use their financial knowledge, skills, and resources to reach their goals. We designed this toolkit to help you help your clients become financially empowered consumers. This financial empowerment toolkit is different from a financial education curriculum. With a curriculum, you are generally expected to work through most or all of the material in the order presented to achieve a specific set of objectives. This toolkit is a collection of important financial empowerment information and tools you can access as needed based on the client's goals. In other words, the aim is not to cover all of the information and tools in the toolkit - it is to identify and use the information and tools that are best suited to help your clients reach their goals. |
| financial wellness program ideas: Wellbeing at Work Jim Clifton, Jim Harter, 2021-06-01 What if the next global crisis is a mental health pandemic? It is here now. One-third of Americans have shown signs of clinical anxiety or depression, and the current state of suffering globally has risen significantly. The mental health pandemic manifests everywhere, not least in your workplace. As organizations around the world face health and social crises, as well as economic uncertainty, acknowledging and improving wellbeing in your workplace is more critical than ever. Increasingly, leaders and managers must support mental health and cultivate resilience in employees — not just increase engagement and performance. Based on more than 100 million Gallup global interviews, Wellbeing at Work shows you how to do just that. Coauthored by Gallup’s CEO and its Chief Workplace Scientist, Wellbeing at Work explores the five key elements of wellbeing — career, social, financial, physical and community — and how organizations can help employees and teams thrive in those elements. The book also gives leaders ideas and action items to help employees use their innate talents and strengths to thrive in each of the wellbeing elements. And Wellbeing at Work introduces a metric to report a person’s best possible life: Gallup Net Thriving, which will become the “other stock price” for organizations. In a world where work and life are more blended than ever, maximizing employee wellbeing takes on greater urgency. Wellbeing at Work shows leaders how to create a thriving and resilient culture. If you and your leaders don’t change the world, who will? Wellbeing at Work includes a unique code to take the CliftonStrengths assessment, which reveals your top five strengths. |
| financial wellness program ideas: The Pig Book Citizens Against Government Waste, 2013-09-17 The federal government wastes your tax dollars worse than a drunken sailor on shore leave. The 1984 Grace Commission uncovered that the Department of Defense spent $640 for a toilet seat and $436 for a hammer. Twenty years later things weren't much better. In 2004, Congress spent a record-breaking $22.9 billion dollars of your money on 10,656 of their pork-barrel projects. The war on terror has a lot to do with the record $413 billion in deficit spending, but it's also the result of pork over the last 18 years the likes of: - $50 million for an indoor rain forest in Iowa - $102 million to study screwworms which were long ago eradicated from American soil - $273,000 to combat goth culture in Missouri - $2.2 million to renovate the North Pole (Lucky for Santa!) - $50,000 for a tattoo removal program in California - $1 million for ornamental fish research Funny in some instances and jaw-droppingly stupid and wasteful in others, The Pig Book proves one thing about Capitol Hill: pork is king! |
| financial wellness program ideas: Financial Literacy for Immigrants & Refugees Reilly White, Jay Shah, Kaleigh Hubbard, Anissia Savic, 2020-08-03 in An Immigrant's Guide to Personal Finance an America, UNM Finance professor Reilly White joins with 12 student contributors to create a practical, approachable guide for immigrants navigating personal finance challenges in the United States. The mission of this book series is to harness the knowledge resources of our educational and community partners to provide high-quality, culturally astute, and individually-tailored financial literacy education to marginalized populations within our communities in order to aid them in unlocking their economic potential and securing a brighter financial future for them and their families. |
| financial wellness program ideas: Corporate Wellness Programs Ronald J. Burke, Astrid M. Richardsen, 2014-11-28 øCorporate Wellness Programs offers contributions from international experts, examining the planning, implementation and evaluation of wellness initiatives in organizations, and offering guidance on how to introduce these programs in to the workplace. |
| financial wellness program ideas: Control Your Cash Greg McFarlane, Betty Kincaid, 2010-06 A 14% credit card rate! What a deal! Where it says 'adjustable' here on my mortgage - that means 'fixed', right? Work until I retire, then collect Social Security. That's my wealth plan. If you've ever wondered how your money works, where it goes or how it grows, stop wondering. Control Your Cash: Making Money Make Sense deconstructs personal finance so that everyone but the hopelessly inept can understand it. Inside the book, you'll learn: [ how to get your bank accounts, credit cards and other financial instruments to work for you, and not the other way around [ the right way to buy a car (i.e. with the salesman cursing your name as you drive away) [ where and how to invest, and what all those symbols, charts and graphs mean [ how to turn expenses into income, and stop living paycheck-to-paycheck [ whom the tax system is stacked against (hint: it's most of us) and how to use that to your advantage [ the very key to wealth itself. In fact, the authors thought it was so important they put it on the cover so you can read it even if you're too cheap to buy the book: Buy assets, sell liabilities. Finally, a book that explains personal finance not only in layman's terms, but in detail. If you can read, and have any capacity for self-discipline, invest a few bucks in Control Your Cash now and reap big financial rewards for the rest of your life. |
| financial wellness program ideas: The Money Game... and How to Win It Ellen Abramson, 2018-06 |
| financial wellness program ideas: The Library's Role in Supporting Financial Literacy for Patrons Carol Smallwood, 2016-05-17 Library Roles in Achieving Financial Literacy among its Patrons is a collection of articles from 25 librarians in different parts of the U.S. and Canada, each contributing 3,000-4,000 words: concise chapters with sidebars, bullets, and headers; there is an introduction. Contributors were selected for the creative potential in their topics, those that can be used in various types of libraries and that demonstrate a command of financial literacy and are able to communicate what they know to aiding users solve their financial information problems. The collection has three sections. The first provides an overview of financial literacy: what it means generally, what needs exist among library patrons, and what approaches have been tried to date. The second section deals with resources that are available in libraries, or should be made available. These include collections, skill sets in librarians, program opportunities and others. The third section is a series of case studies that demonstrate successes and best practices. |
| financial wellness program ideas: Global Perspectives in Workplace Health Promotion Wolf Kirsten, Robert Karch, 2012 Health Behavior, Education, & Promotion |
| financial wellness program ideas: Wellness Management in Hospitality and Tourism Bendegul Okumus, Heather Linton-Kelly, 2022-10-31 The first text that studies the science behind the trends and look at every aspect of wellness across the tourism and hospitality industries. It provides students with the skills and knowledge to become a leader in the development of this new wave of exciting, nutritious, safe and profitable wellness products, services and practices. |
| financial wellness program ideas: The Feeling Great! Wellness Program for Older Adults Jules C Weiss, 2014-06-17 The “Feeling Great!” Wellness Program is an inspirational book describing a successful health care program for older adults. Created for people who desire a richer life, “Feeling Great!” is a program of everyday miracles--the regaining of body strength and movement and the expanding of physical abilities. Participants learn to improve their physical, emotional, and psychological health through a comprehensive wellness program. A training manual and self-help guide, this motivational volume looks at an effective program that allows older adults to learn about their health care needs and options, practice a daily exercise program suited to their abilities, develop supportive new friendships, increase their self-esteem, and overcome barriers of ill health, poor diet, sedentary lifestyles, and physical and emotional difficulties. The “Feeling Great!” Wellness Program for Older Adults offers a comprehensive view of a quality program through the eyes of both participant and instructor. The text can be used for personal interest as well as a training manual for professionals who work with older adults. Features Offered in The “Feeling Great!” Wellness Program for Older Adults: Over 40 photographs The interaction of medication, nutrition, and exercise Attitude and exercise guidelines Liability concerns Step-by-step program description Sample health care lectures covering topics such as diet and nutrition Exercise pointers for people with arthritis Contraindicative exercises Cardiovascular fitness routines Minimizing the risks of exercise Addressing the emotional and physical fears of exercise Handling diverse abilities within a group setting Nine different exercise activity routines Relaxation techniques Sample program materials including a participant activity profile and health history |
| financial wellness program ideas: Student Financial Literacy Dorothy B. Durband, Sonya L. Britt, 2012-03-31 College students are particularly vulnerable to making poor financial decisions. One method of addressing personal finances and financial stress among students of higher education is through university based financial education programs. Student Financial Literacy: Program Development presents effective strategies to assist in the implementation or the enhancement of a program as a tool to improve students’ educational experience and financial well-being. It presents the key components of financial education programs designed to address the growing concerns associated with high levels of debt and low levels of financial literacy among college students. “Student Financial Literacy: Campus-Based Program Development is packed with financial education and counseling information and guidance. It was very difficult to write this review as I wanted to share ALL the excellent direction this book provides... The editors and contributing authors have developed an excellent resource for not only those interested in developing or enhancing a campus-based financial education program but also for anyone involved in financial education, counseling, and planning.” -Rebecca J. Travnichek, Family Financial Education Specialist, University of Missouri Extension Journal of Financial Counseling and Planning |
| financial wellness program ideas: Money Smart for Older Adults Resource Guide Federal Deposit Federal Deposit Insurance Corporation, Bureau of Bureau of Consumer Financial Protection, 2019-03 This recently updated guide produced by the Bureau of Consumer Financial Protection (BCFP) and the Federal Deposit Insurance Corporation (FDIC) provides information on common frauds, scams and other forms of elder financial exploitation and suggests steps that older persons and their caregivers can take to avoid being targeted or victimized.The mission of the BCFP, a government agency, is to make markets for consumer financial products and services work for consumers by making rules more effective, by consistently and fairly enforcing those rules, and by empowering consumers to take more control over their economic lives. The FDIC is an independent agency created by the Congress to maintain stability and public confidence in the nation's financial system. |
| financial wellness program ideas: Financial Wellness @ Work Jeff Rubleski, 2014-02-07 |
| financial wellness program ideas: Personal Finance Rachel S. Siegel, 2021 Personal Finance was written with two simple goals in mind: to help students develop a strong sense of financial literacy and provide a wide range of pedagogical aids to keep them engaged and on track. This book is a practical introduction that covers all of the fundamentals and introduces conceptual frameworks, such as the life cycle of financial decisions and basic market dynamics, in a way that students can easily grasp and readily use in their personal lives. --Provided by publisher. |
Yahoo Finance - Stock Market Live, Quotes, Business & Fina…
Encouraging economic data has boosted market hopes for Fed rate cuts, but policymakers remain cautious. …
Stock Market Prices, Real-time Quotes & Business News - Go…
Google Finance provides real-time market quotes, international exchanges, up-to-date financial …
Home Page - APG Federal Credit Union
APGFCU offers checking, savings, loans, and business banking services in Maryland to help you achieve your …
Stock Markets, Business News, Financials, Earnings - CNBC
Global Business and Financial News, Stock Quotes, and Market Data and Analysis. CNBC is the world leader in …
MarketWatch: Stock Market News - Financial News
Americans spend $10 billion more on Mother’s Day than Father’s Day. What’s going on? So your company offered …
PROMOTING FINANCIAL WELLNESS SOLUTIONS IN THE …
necessary to start and sustain an employee wellness program. And, regardless of where the idea originates, a financial wellness program will almost certainly need the support of the company …
Financial Wellness Program Ideas (2024) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Knox County Health Department Worksite Wellness Toolkit
by a worksite wellness program and the results could a mean more efficient workforce. The Knox County Health Department Worksite Wellness Toolkit provides resources and . tools to create …
Brighthouse Financial Actuarial Development Program
The Brighthouse Financial Actuarial Development Program (ADP) is a rotational program designed to develop well-rounded, high-performing ... are celebrated and where different ideas …
to Watch in 2022 4 Employee Wellness Trends - NIS Benefits
Financial wellness is a critical component of well-being and can be a competitive offering in today’s labor market. Conclusion ... Contact National Insurance Services today for more …
How Do the Eight Dimensions of Wellness Affect Your Life?
that those who are financially well are more productive at work. Planning is the key to attaining financial wellness. It’s important to plan a budget, set goals, plan a saving's strategy, and plan …
CCAP Insurance Programs Risk Control Services - pacounties.org
work programs, offering innovative, evidence-based wellness program ideas to members, participating in safety committee meetings, evaluations utilizing slip, sound and light meters, …
PROMOTING FINANCIAL WELLNESS SOLUTIONS IN THE …
necessary to start and sustain an employee wellness program. And, regardless of where the idea originates, a financial wellness program will almost certainly need the support of the company …
A Study on Workplace Wellness Programs and Their …
financial and infrastructural resources, cultural attitudes towards health and wellness, and the variability in workplace environments across different sectors and regions. By examining these …
Risk Control Services - pacounties.org
programs, offering innovative, evidence-based wellness program ideas to members, participating in safety committee meetings, evaluations utilizing slip, sound and light meters, identifying …
Financial Wellness Program Ideas [PDF] - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Financial Wellness Program Ideas (PDF) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Employee Wellness Programs (EWPs) - U.S. Office of …
competency of professional Employee Wellness service providers across all agencies. Section 2: Employee Wellness Program Structure . Employee Wellness Programs are designed to be …
Financial Wellness Program Ideas (2024) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Financial Wellness Program Ideas (book) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Financial Wellness Program Ideas (PDF) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Employee Wellness – Importance and Impact on Employee …
According to research, 85% of companies say wellness programs support employee engagement. When an employee wellbeing program is implemented, employees feel more connected, their …
AtlantiCareHE FinanicialWellness Flyer working r1
Financial stress and worry can impact both our personal and professional lives. That’s why AtlantiCare’s Financial Wellness Program offers a variety of solutions to support your financial …
Financial Wellness Program Ideas (2024) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Financial Wellness Program Ideas (PDF) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Financial Wellness Program Ideas (Download Only)
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
PEER-TO-PEER PROGRAM - ECMC
The mission should be short and direct, such as: to define and create a financial wellness program that empowers students to understand the five core competencies and use the …
Financial Wellness Program Ideas (book) - 10anos.cdes.gov.br
Financial Wellness Program Ideas: Boosting Employee Well-being and Bottom Line Are you looking to improve employee morale, reduce stress, and enhance your company's bottom …
Client Stories of Financial Resilience - Greenpath
Jun 23, 2020 · financial resilience, GreenPath Financial Wellness relies upon a proven model of personalized, holistic financial counseling. This personal approach is even more critical today. …
The Effectiveness of Workplace Wellness Programmes on
Sep 30, 2024 · 1.1 Definition of wellness programmes and productivity 4 2 Wellness Programmes Set Up to Benefit the Company 7 2.1 Financial perspective 7 2.2 Employee retention and …
2020 EMPLOYEE WELLNESS - HRMorning
In addition to mental health, financial well-being continues to be an area of focus for employers. As noted in the 2019 Employee Wellness Industry Trends Report, educational resources, such …
Starting and Sustaining a Workplace Wellness Program
Financial Wellness Programs A inancial wellness program is intended to educate and engage employees on their inancial well-being. There are many ways to approach this, such as …
Financial wellness programs in the workplace
Financial wellness programs in the workplace are the best ways to reach a vast majority of the adult population. This report is part of a more comprehensive study that focuses on a …
Workplace Wellness Programs - RAND Corporation
Table 8. Analytics Approach for Wellness Program Data Analysis ..... 32 Table 9. Fortune 100 Employer Data Availability and Wellness Program Evolution ..... 35 Table 10. Key Simulation …
Employee Financial Wellness Programs - Washington …
Key words: Employee financial wellness program, financial education, income, well-being Project Overview The Employee Financial Wellness Programs (EFWPs) project, 1 an exploratory …
RA Programming Ideas - reslife.com
RA Ideas: • Invite representatives from the Counseling Center and Financial Aid to talk with students about the stress and hardship that follow credit card misuse. • Invite a representative …
Finding Funds for Older Adult Wellness Programs - Keiser
It outlines how to create a senior wellness center and provides S.T.E.P. (Stability Training Exercise Program) resources to help your program leaders build, manage, and market an …
Financial Wellness April is National Financial Literacy Month!
Financial literacy is the ability to effectively use financial skills, which includes personal financial management, investing, and budgeting. As Financial Wellness is one of Level Up’s 5 …
Financial empowerment self-assessment tool
Financial empowerment self-assessment. Take this self-assessment to better understand your own . financial knowledge, skills, and overall confidence. As someone who helps your …
A program of The Centers Training Tracks
Program length: 8-10 weeks Available only in English (Solamente disponible en Inglés) GENERAL JOB READINESS Program length: 4 weeks ENTREPRENEURSHIP & FINANCIAL …
In today’s war for talent, - Prudential Financial
to build and restore financial wellness— and are willing to change jobs to find it. Employee turnover is very costly for business owners. In today’s war for talent, employer-sponsored …
Information and Resources - Personnel Service Center (PSC)
Oct 22, 2019 · Personal Financial . Management. Program. CG SUPRT Personal Financial Wellness Program Offerings •Money Coach. A money coach assists, advises and teaches …
2017 Financial Wellness Essay Collection - Introduction
Julie Stich, “What Makes a Workplace Financial . Wellness Program Successful?” THIRD PRIZE. Ken Steiner, “Using Sound Actuarial Principles to Enhance Financial Well-Being“ J. M. “Jack” …
3 Employee Wellness Trends to - NIS Benefits
offer financial wellness programs to help reduce these stressors. These programs vary in complexity but can include virtual personal financial planning meetings, tuition reimbursement, …
Healthy You BINGO Challenge - butlercc.edu
healthy recipe ideas Order a side salad instead of fries or chips Sit and eat slowly with no electronic distractions. Be grateful for your food Eat 6 vegetables today –one of each color of …
Financial Wellness Essay Collection - Society of Actuaries (SOA)
essays contain insights and ideas as well. Fast Facts Financial Wellness Essay Collection Aging and Retirement HIGHLIGHTS ... procrastination as part of a financial wellness program. Both …
Crafting a More Effective Financial Literacy Program
different expectations for a financial literacy program. You can also organize and present selected content based on audience knowledge and expertise. There will be Consumers, regardless of …
Advisor Cost & Service Benchmark Report - Fi360
Financial Wellness Program Strategy - 58 4,500 5,000 5 15 EDUCATION Dedicated 1-800 Number for Participants 31 - - - 44 Education Program Strategy 86 - - - 5 Fiduciary Training for …
Employee Wellness - WebMD Health Services
to the wellness benefits, tools and resources to help them be their best every day.” Jennifer Dietrich Senior Vice President, Global Benefits and Wellness Employee Assistance Program • …
CREATING A HEALTHIER LIFE - Substance Abuse and Mental …
A STEPBY-STEP GUIDE TO WELLNESS IMPROVING OUR PHYSICAL WELLNESS A healthy body. Good physical health habits. Nutrition, exercise, and appropriate health care. These …
Risk Control Services - pacounties.org
programs, offering innovative, evidence-based wellness program ideas to members, participating in safety committee meetings, evaluations utilizing slip, sound and light meters, identifying …
Financial Empowerment and Entrepreneurship - Girl Scouts of …
Financial literacy skills matter now more than ever. However, there’s a gap when it comes to teaching young people, especially girls, the skills they need. Many parents are uncomfortable …
NATIONAL WELLNESS POLICY FOR FIJI - Ministry of Health …
6. Physical Wellness, maintaining a state of biological good health and freedom from diseases, and 7. Financial Wellness, having the ability to access resources readily, to maintain smooth …
Work Healthy Georgia
industry type and contains resources, sample policies, and program ideas to help you initiate or advance your worksite wellness initiatives – regardless of where you may be starting with your …
Roadmap to employee health and wellness - Benefits by Design
The 2025 Health and Wellness Roadmap provides activities and ideas for all four pillars of employee well-being: Physical health, mental health, social health, and financial health. When …
