In this episode of The Accel Advantage podcast, host Sara Sladky (The Accel Group) and guest Stacie Brass (Accel Wealth Management) are diving into wealth management. They discuss everything from the importance of financial literacy, the evolving role of employers in financial education, pooled employer plans (PEPs), and the significance of financial planning to when individuals might consider seeking professional help. With Stacie’s 30+ years of industry knowledge and experience working with families, plan sponsors, and more, this is a conversation with actionable insights and answers to your questions you won’t want to miss. After all, you make financial decisions every day – so why not make them smarter? That’s the Accel Advantage!Check out our websites: https://www.accelwealthmanagement.com/ & https://acceladvantage.com/Follow us on social media for more tips, tricks, and fun!Accel Wealth Management: FacebookLinkedInInstagramThe Accel Group:FacebookLinkedInInstagramChapters00:00 Introduction to Financial Wellness01:42 The Importance of Financial Literacy04:02 Evolution of Employer-Sponsored Retirement Plans05:34 Understanding Pooled Employer Plans (PEPs)08:37 Navigating Financial Planning and Choosing Advisors10:45 The Role of Financial Advisors14:00 Pros and Cons of Hiring a Financial Advisor16:00 Recognizing When to Seek Professional Help17:33 Finding the Right Financial Advisor18:50 Costs and Fees19:43 Transitioning Between Financial Advisors20:59 Final Thoughts and EncouragementKeywords:401(k), retirement planning, financial planning, wealth management, financial wellness, fiduciary, pooled employer plans, financial literacy, employer-sponsored plans, financial advisor, PEPs

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