PIVOT: Building Better Financial Wellness in 2022 with Kristen Carlisle, Betterment
Play • 25 min

Seven in 10 employees believe that it's their employer's responsibility to make sure they're set up for financial success.  If small businesses can help their people make the most of their paychecks, will they stick around longer? On this episode of POPS!, Betterment General Manager Kristen Carlisle joins the show to talk about the financial benefits small businesses should consider offering employees. You’ll hear how to help employees save for retirement and ensure they feel taken care of financially so they’ll be more likely to stay. Additional Resources:

On this episode, you’ll hear: 

  • [01:24-02:22] Meet Kristen Carlisle, General Manager at Betterment
  • [02:49-03:56] Why offering better personal financial planning is good for small businesses
  • [04:19-05:58] How small business owners and employees can prepare for emergencies
  • [07:21-10:18] The importance of holistic and personalized financial advice
  • [11:05-13:13] How small businesses are helping employees with retirement and financial planning
  • [13:14-15:37] How the Great Resignation is affecting financial benefits for employees
  • [15:39-18:58] What employers need to know about the retirement crisis in America
  • [18:59-22:20] How employers can help employees financially outside of retirement benefits
  • [22:21-24:11] The 50-30-20 rule
  • [26:01-27:57] How Betterment helps people save for retirement
  • [28:02-31:36] Where to start in terms of offering financial benefits 
  • [31:40-33:21] How to start conversations about financial benefits with employees
  • [33:37-34:29] How the retirements and benefits space is changing for the better
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