Financial Empowerment Digest #02: Navigating Financial Wellness Trends in 2024-2025

Financial Empowerment Digest #02: Navigating Financial Wellness Trends in 2024-2025

?? February 3 - February 10, 2025 ??????

Tanya Taylor, CPA, MBA Financial Coach for Corporations & Professionals - Reducing Financial Stress, Boosting Productivity, and Driving Growth | 25+ Years of Expertise | TEDx Speaker ??? | Author




Your Weekly Digest: Embracing Financial Wellness Trends

Welcome back to Financially Empowered, your trusted resource for strategies to enhance financial well-being. This week, we focus on workplace financial wellness programs and emergency savings strategies—plus, an exclusive insight from Tanya Taylor!



This Week’s Highlights

?? Tanya’s Take: The #1 Money Mindset Shift for Financial Freedom ?? Personalized Financial Wellness Programs: Tailored Support for Employees ?? Building a Robust Emergency Fund: A Financial Safety Net


Tanya’s Take: The #1 Money Mindset Shift for Financial Freedom

?? "Many of my clients ask me: ‘What’s the secret to financial stability?’

My answer is simpleconsistency over intensity. It’s not about making one big financial move; it’s about small, intentional habits that build long-term wealth.

?? Shift from scarcity to strategy: Instead of thinking, "I can't afford this," reframe it as "How can I afford this?" This keeps you in a growth mindset. ?? Pay yourself first: Treat saving and investing like a non-negotiable expense. Automate it! ?? Master your money emotions: Your spending often reflects your emotions. Identify your triggers and create healthier financial habits.

? Financial freedom is built daily, not in a day. Start small, stay consistent, and watch your financial future transform!




1?? Personalized Financial Wellness Programs: Tailored Support for Employees

?? Publisher: WellSteps, 11/15/2024 ?? URL: Financial Wellness Programs In The Workplace: Full 2024 Guide

?? Overview: Employers are increasingly offering personalized financial wellness programs to support their workforce's diverse needs.

?? Key Points:

  • Customized financial education and resources cater to individual employee circumstances.
  • Access to financial planning tools and personalized coaching enhances financial literacy.
  • Such programs lead to reduced financial stress and improved workplace productivity.

?? Financial Coach’s POV: Embracing personalized financial wellness initiatives can empower employees to manage their finances effectively, fostering a more engaged and productive work environment.



2?? Building a Robust Emergency Fund: A Financial Safety Net

?? Publisher: Vox, 02/08/2025 ?? URL: The Beginner's Guide to Building an Emergency Fund

?? Overview: Establishing an emergency fund is crucial for financial stability, especially in uncertain times.

?? Key Points: ?? Aim to save three to six months' worth of living expenses. ?? Start small by setting aside manageable amounts regularly. ?? Prioritize building this fund before tackling other financial goals.

?? Financial Coach’s POV: An emergency fund acts as a financial buffer against unexpected expenses, providing peace of mind and preventing reliance on high-interest debt.

That’s it for this week! Did you find these insights helpful?

?? Subscribe to the Financial Empowerment Digest to stay updated on the latest financial strategies that reduce stress and build lasting wealth.

Stay tuned for more updates next week!


Useful Resources to Take the First Step

?? Follow for Inspiration: Connect with me on ?Instagram, LinkedIn and Tiktok.

Take the First Step Toward Empowered Employees

Are you ready to build a workplace that supports financial well-being and engagement? Let’s discuss how my financial wellness programs can transform your organization.

?? ?Schedule a Free Consultation?


Curtis Matsko ★

CEO @ Portland Leather Goods ---- $150,000,000 per year Owner... A 9-Figure Founder Building a 10-Figure Exit... Or maybe I will just keep it!

1 个月

Pure fire right here!! Consistency always wins, and you’re proving it!

Tony Steuer, CLU, LA, CPFFE

Changing the way we think about money | Best Selling Author | Podcaster | International Financial Preparedness Advocate | FinTech Advisor

1 个月

Great summary Tanya Taylor, CPA, MBA - and I love the format - well done ??

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