Better Being Series: Improving Your Financial Wellbeing

On Aon

What does financial wellbeing mean and how can you improve it? In today’s Better Being episode, our experts explore financial wellbeing and offer steps and strategies both employers and colleagues can take in the workplace to improve it.

Featured in this episode:
Rachel Fellowes, chief wellbeing officer, Aon
Bobbi Rebell, CFP, founder and CEO of Financial Wellness Strategies

• [4:38] Defining financial wellbeing as it relates to happiness
• [7:26] Bobbi’s motivation to establish Financially Wellness Strategies
• [9:19] The role of the workplace in cultivating healthy financial wellbeing
• [12:00] Bobbi’s approach to increasing financial literacy in adults
• [16:01] Strategies for supporting better employee financial wellbeing

Additional Resources:

Aon’s website

Better Being Series: Are You Taking Care of Your Digital Wellbeing?

Better Being Series Dives into Women’s Health

Rachel Fellowes LinkedIn

Aon’s Workplace Wellbeing

Aon’s 2022-2023 Global Wellbeing Survey

Bobbi Rebell Resources:

• Newsletter
• Books
• Website

Tweetables:

• “The workplace creates both a challenge and a huge opportunity to have financial wellness conversations.” — Bobbi Rebell
• “It is important for employers to understand that to get the best out of their workforce, [financial conversations] make a lot of business sense.” — Bobbi Rebell
• “The workforce is where we can really make an impact, not only for employees but companies benefit from this as well.” — Bobbi Rebell
• “Structured programs with accountability can be very effective [in supporting financial wellbeing].” — Bobbi Rebell