June 13, 2025

Are You Actually Making Financial Progress… or Just Busy With Money?

In this episode, we tackle a sneaky problem: confusing financial motion with actual progress. Just because you’re constantly doing money-related tasks—paying bills, checking balances, moving money around—doesn’t mean you’re getting ahead. Pete opens with a gym analogy that hits a little too close to home, then brings in Kristen and Dame to break down why so many people feel stuck despite their efforts. We explore what real progress looks like—both on paper and emotionally. From Power Percentage and savings rate to the peace of mind that comes with financial confidence, we’re separating the signal from the noise. And with the year halfway over, we wrap with a "mid-year compass check" to help you course-correct before it’s too late. If January’s goals are now a blurry memory, this is your wake-up call. Don’t wait for December to figure out whether you made progress—let’s find out now.
0:00
0:00

Step up your financial wellness game.

Stay up-to-date with the latest in employee wellbeing from the desk of Pete the Planner®. Subscribe to the monthly newsletter to get industry insights and proven strategies on how to be the wellness champion your team wants you to be.