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86. Financial First Aid with Abby Birch from Claro Wellbeing
Manage episode 370912255 series 3011006
In this episode of Women & Money Cafe, our hosts Emily and Julie are joined by the fabulous Abby Birch from Claro Wellbeing to talk about the innovative concept of "financial first aid." They dive into the importance of understanding our finances to impact our overall health and well-being, and Abby shares her insights on creating a safe space to talk about money matters. The trio also discusses how employers can support their employees through the cost of living crisis and provide helpful resources. Get ready to feel financially empowered and learn how to be a financial "first aider" for yourself and those around you!
GUEST EXPERT: Abby Birch is Claro Wellbeing’s Coaching Excellence & Training Lead. As well as ensuring all Claro’s financial coaches meet its industry-leading standards, Abby empowers employees to become Financial First Aiders. With over 18 years of experience in the financial services industry, including 13 years as an adviser, she is passionate about helping people understand money and giving them the skills and confidence to achieve their financial goals.
Resources:
Money Helper
Step Change
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 odcinków
Manage episode 370912255 series 3011006
In this episode of Women & Money Cafe, our hosts Emily and Julie are joined by the fabulous Abby Birch from Claro Wellbeing to talk about the innovative concept of "financial first aid." They dive into the importance of understanding our finances to impact our overall health and well-being, and Abby shares her insights on creating a safe space to talk about money matters. The trio also discusses how employers can support their employees through the cost of living crisis and provide helpful resources. Get ready to feel financially empowered and learn how to be a financial "first aider" for yourself and those around you!
GUEST EXPERT: Abby Birch is Claro Wellbeing’s Coaching Excellence & Training Lead. As well as ensuring all Claro’s financial coaches meet its industry-leading standards, Abby empowers employees to become Financial First Aiders. With over 18 years of experience in the financial services industry, including 13 years as an adviser, she is passionate about helping people understand money and giving them the skills and confidence to achieve their financial goals.
Resources:
Money Helper
Step Change
YOUR HOST
Julie Flynn is an experienced independent financial adviser and financial coach. Justice and equality drive Julie. Which is why she’s spent years studying and researching how stress affects our financial decision making.
Julie is best known for her work with women who have lost their partner and coaching financial services business who want to implement fair and transparent charges.
Ebb & Flow Financial Coaching | Bree Wealth & Tax | Instagram
CO-HOSTS
Emily Pool is a Financial Planner and Will Writer. She is passionate about empowering people to invest their wealth (pensions and savings) sustainably and in line with their personal values.
✅ And if you enjoyed the show, please leave us a review.
We genuinely love hearing your questions and feedback.
So, email us a voice note womenandmoneycafe@gmail.com or via instagram with your thoughts and suggestions.
129 odcinków
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