You care about your employees' financial wellbeing — but 401(k)s, benefit packages, and financial advisors aren't always in the budget. There's a better way to invest in your team. Give them the personal finance education that will genuinely change their lives, for a lot less than you'd think.
"You may not be able to offer a 401(k) — but you can offer something just as valuable."
Brad Talks Finance · Small Business Program
Small business owners often can't compete with large corporations on compensation and traditional benefits. But here's something the big companies rarely think to offer: truly personal, live financial education that employees actually remember and act on.
Your team members are dealing with the same questions as everyone else — how to invest, how to handle debt, how to start building toward retirement. They just don't have anyone to ask. You can be the employer who changes that.
When you bring Brad Talks Finance to your team, you're not just offering information — you're offering a genuine, judgment-free environment where your employees can finally get answers to the questions they've been afraid to ask.
"Nobody really taught me about money. I figured it out the hard way — and it worked. Now I want to save your employees time and get them started quicker."
✓ Live, interactive — not another online video
✓ Small groups where every question gets answered
✓ Taught by a certified instructor (CFEI & WMS)
✓ Real-world examples, no jargon
✓ Sessions recorded — never miss a class
Financial stress is one of the top sources of distraction and dissatisfaction for employees. Giving your team the tools to understand and manage their money isn't just generous — it builds loyalty, reduces turnover, and signals that you invest in their whole lives, not just their working hours.
At just $59 per employee, this is one of the most affordable meaningful benefits available to small businesses. There are no ongoing fees, no subscriptions, and no minimum commitments. A single cohort for your entire team may cost less than one Friday lunch — and the results will last a lifetime.
We work around your team's schedule — not the other way around. Run the course as four separate one-hour sessions on weekends, or condense it into a single four-hour block. Private cohorts can be arranged on any day and at any time that works best for your employees. Minimum group size: 8 people.
Not every small business can afford to offer a retirement plan. But you can still give your employees the knowledge they need to take control of their own financial future — IRAs, Roth accounts, compounding, investing basics. This course teaches your team exactly what they need to start building wealth on their own, no employer match required.
Whether your employees are all in one city or spread across time zones, we make it work. Choose the format that fits your business best.
The standard format — four separate one-hour sessions, typically on weekend afternoons. Gives employees time to absorb and apply each week's content before the next session. Sessions are recorded so no one has to miss out.
Ideal for: teams that prefer to spread the learning out
Prefer to get it done in one dedicated block? We can deliver the entire course in a single four-hour session — perfect for an all-hands day, a team offsite, or a company-sponsored Saturday morning. Everything covered, all at once.
Ideal for: businesses that want a one-day event
Have a group of 8 or more employees? Brad will host a dedicated cohort exclusively for your team. You set the schedule — days, times, and format — and he delivers the full course directly to your people. No mixing with public cohorts. No compromising on scheduling. Just your team, learning together in a safe, private space.
The four-session course covers the fundamentals every working adult needs — in the right order, at the right pace. No prior knowledge required.
The magic of compounding — why starting early is the single most important money decision
Understanding investment risk across checking, savings, stocks, bonds, crypto, and more
The stock market explanation — categories, indexes, and what S&P 500 and Nasdaq actually mean
Taxes and investments — how they interact and what your employees need to know
IRA vs. 401(k), Roth vs. Traditional — how to choose what's right for your situation
Mutual funds and ETFs explained — and which is probably the better choice
Rollovers — what they are and why most employees will do them 3–4 times in their career
Investment diversification — large cap, mid cap, small cap, and where most money belongs
Fidelity, Vanguard, or Schwab — which broker to use and how to compare fees
Putting it all together — a 3-step personal action plan each employee takes home
How to use AI to continue the financial education journey on their own
Money psychology — understanding personal beliefs about money that hold people back
Three steps from conversation to your first employee session.
Send Brad an email with a few details about your team — size, general availability, and any questions you have. He'll respond within one business day.
Decide between the weekly series or a single full-day session. We can even do it at your office location if you have the space. Brad will work around your schedule and confirm a date that works for your team.
You sign up your team and pay for their class. All they have to do is show up and learn!
Have questions? Want to set up a private cohort? Just want to learn more before committing? Reach out directly — Brad reads and responds to every email personally.
✉ Email Brad Directlybradtalksfinance@gmail.com · Replies within one business day
Your employees deserve a financial foundation.
You can be the one who gives it to them.