Tag: California
Why Financial Wellness Programs Often Miss the Mark (Ep.45)

Why Financial Wellness Programs Often Miss the Mark (Ep.45)

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Rebecca Hourihan speaks with Blake Allison, founder and CEO of LifeCents, on the evolving concept of financial wellness, its challenges, and how it impacts both employers and employees. He emphasizes the need for personalized financial wellness programs and critiques overly complex, one-size-fits-all programs, advocating instead for tailored approaches that consider each employee’s unique financial situation, stressors, and goals. Blake highlights the importance of measuring success through behavioral changes rather than just numerical outcomes, advocating for a more holistic approach to financial health.

Gain insight from today’s conversation as Rebecca and Blake highlight:

  • People are more than numbers–what truly defines financial wellness
  • Serving diverse employee needs–the significance of financial access and inclusion
  • Beyond the bottom line–why every employer should invest in financial wellness 
  • How LifeCents is Redefining Financial Wellness Programs
  • The pitfalls of current financial wellness programs and how LifeCents innovates
  • And more

Connect With Rebecca Hourihan: 

Connect With Blake Allison:

About Our Guest:

Blake founded LifeCents with a mission to empower individuals by making financial health accessible, personalized, and behaviorally driven. Since 2005, Blake has championed a holistic approach to financial wellness, pioneering LifeCents as an adaptive platform that responds to each user’s unique needs, values, and goals. Under his leadership, LifeCents has set a new standard in the industry by combining technology, behavioral insights, and inclusivity to transform the way people engage with their financial health—changing lives and redefining what it means to be financially well.

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Creating Compelling Video Content with Laura Garfield (Ep. 44)

Creating Compelling Video Content with Laura Garfield (Ep. 44)

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Rebecca Hourihan is joined by Laura Garfield, co-founder of Idea Decanter, to discuss the evolution and significance of short-form content and video marketing, particularly for financial advisors. Laura emphasizes the importance of adapting to your audience’s evolving preferences, leveraging video for effective communication, and utilizing AI tools to enhance video production.

Gain insight and actionable takeaways surrounding:

  • Short-form video content 
  • How to structure compelling video marketing strategies 
  • AI’s role in enhancing video creation and engagement
  • Maintaining consistency in content creation
  • And more

Connect With Laura Garfield:

Connect With Rebecca Hourihan: 

About Our Guest:

Laura Garfield spent her teenage years idolizing Jane Pauley and Katie Couric. A thirst for learning and a love of writing had her hooked on broadcast journalism – where you didn’t have to know everything except how to ask the right questions. After graduation, Laura landed her first news gig at a tiny TV station in Hastings, Nebraska. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta. 

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Retirement Income Solutions with Nevin Adams (Ep.42)

Retirement Income Solutions with Nevin Adams (Ep.42)

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In this episode, Rebecca is honored to welcome Nevin Adams, a legendary figure in the retirement planning industry. With a career spanning nearly five decades, Nevin has played a pivotal role in shaping the landscape of retirement plans. His wealth of experience and knowledge is undeniable as he shares his insights and future projections.

Dive into the transformative impact of target date funds, the advent of automatic enrollment, and the challenges with retirement income solutions as Rebecca and Nevin discuss:

  • How target date funds have simplified the investment process for 401(k) participants
  • Why automatic enrollment could change significantly increase participation rates
  • Challenges and missed opportunities regarding retirement income
  • Forecasted growth and changes in the 401(k) industry by 2030.
  • And more

Resources:

Connect With Nevin Adams:

Connect With Rebecca Hourihan: 

About Our Guest:

Now “retired” (whatever that means), Nevin is the former Chief Content Officer and Head of Retirement Research for the American Retirement Association.  One of the retirement industry’s most prolific writers, these days he’s “retired”, which means he writes less but continues to keep his eye on developments in, and threats to, the nation’s private retirement system.  In addition to helping guide the agenda development for the NAPA 401(k) Summit, he’s also the “Nevin” in the Nevin & Fred podcast (along with renowned ERISA attorney Fred Reish), offering irreverent, but relevant perspectives on the critical issues confronting plan sponsors, advisors, and retirement industry professionals. 

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