Ep 397: The New Value Prop Of Financial Wellness Programs

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.

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