Financial Wellness and What Really Works

Financial wellness is a top priority for employers—but many programs aren’t delivering meaningful results. On this episode of Benefits Companion, host Brydon DeWitt speaks with Sarah Parker of SageView Advisory Group to explore what financial wellness really means and why so many initiatives fall short. 

They discuss how employers can move beyond check-the-box solutions to strategies that truly improve employee outcomes, how to measure success, and what the future of financial wellness may look like. Tune in for practical insights to help you design more effective, impactful financial wellness programs.