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Jason Vitug is a financial wellness expert and author of two best-selling money books. His NY Times reviewed “You Only Live Once: The Roadmap to Financial Wellness and a Purposeful Life” and his most recent, “Happy Money Happy Life: A Multidimensional Approach to Health, Wealth, and Financial Freedom.” Learn more about his books.

Inspiring and thought-provoking storyteller

Hi, I’m Jason!

My keynotes have been called “TED Talks.”

I reignite the fire, plant the seeds of inspiration, encourage big and bold thinking, and share actionable takeaways that will have your people at the edge of their seats.

My goal is to engage and connect with your attendees so they leave with new ideas, a better understanding of their professional impact, and a greater sense of purpose.

I am available for keynotes, fireside chats, employee resource group discussions, and panel expertise.

My keynotes focus on financial wellness, holistic finance, money mindset, psychology of spending, financial stress management, and employee financial well-being.

Jason Vitug Financial Wellness Expert and Speaker

“I’m not a guru or the person who’ll save you. You are the hero of your story, and I am but a guide to help you on your journey.”

Jason is the founder of the financial wellness platform, creator of the Plutus award-winning project the Road to Financial Wellness, and promoter of The Smile Lifestyle, a philosophy on purposeful and experiential living through sound financial decision-making.

Jason “was a high-achieving financial mess” and reached financial security. Instead of accepting a role as CEO, he left his successful corporate career to pursue a more fulfilling life. That decision led him on a backpacking journey around the world to discover the true meaning of happiness and success. Along the way, he had some hilarious misadventures, including becoming a national face of a tsunami panic in Southeast Asia and accidentally becoming royalty.

But more than just a storyteller, Jason also advocates for financial wellness and empowers people to live their best lives. He believes everyone deserves a happy life, regardless of their income or background.

Whether you’re struggling with debt, looking to invest in your future, starting out, or headed to retirement, Jason’s wisdom and guidance will help you navigate the road ahead with confidence and optimism.

Through his work, he has helped countless people achieve financial freedom, break free from the rat race, and find their true calling in life.

Read more about Jason’s financial wellness journey.

Financial Wellness TEDx Talk

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What others are saying

Jason’s infectious energy and positive attitude are sure to leave you feeling inspired and motivated to take control of your own life.


“Jason Vitug has a message that people of all ages need to hear: wise money management is the key to living a purposeful, meaningful life. He skillfully blends his life story, warts and all, with key financial planning principles. Participants in his seminars and readers of his book, You Only Live Once, will be inspired to examine both their priorities and their personal finances.”

–Dr. Barbara O’Neill, Distinguished Professor Emeritus of Rutgers University, CFP® professional.

“Jason has the unique ability to engage any audience – from financial professionals to consumers. Through his work and his words, he is inspiring a social shift – removing the stigma around the topic of money and creating more access and opportunity for financial secure.”

–Rebecca Wiggins, Executive Director, AFCPE®

What is Financial Wellness?

Financial wellness is about your health and wealth. It’s about the overall quality of the life you’re living. It takes into account how you manage money and think and feel about your life situation.

In the book, You Only Live Once, Jason wrote:

“I wanted people to understand that financial success-however you choose to define that success only matters if you’ve found a balance between money and life. I used the term financial wellness to describe the state of living in which your well-being is measured by the quality of your life, not just by wealth.”

Your health matters, so, therefore, financial wellness matters.

Financial wellness is actively pursued through knowledge, planning, and goal setting.

When you can manage your money and feel better about your finances, you’ll gain a sense of security and peace of mind supporting physical, mental, and emotional well-being.

The focus is to achieve financial well-being – a healthy living state where you experience less money-related stress: your outlook on money is positive. And your life satisfaction is high. A state of being where you feel well about where you are and where you are headed.

7 Days to Financial Wellness: The email series to make your money smile.

  • Day 1: Money Mindset: Understand your money relationship
  • Day 2: Manage Money: Think cash flow, not budgets
  • Day 3: Earn Money: Build your income strategy
  • Day 4: Grow Money: Invest for your future
  • Day 5: Borrow Money: Use credit as a tool
  • Day 6: Protect Money: Safeguard your assets and family
  • Day 7: Happy Life: Your path to health, wealth, and freedom

Kickstart your wellness journey!

Enroll in a free 7-day financial wellness email series sent to your inbox written by me from The Smile University.

Jason Vitug Speaker Expert Presenter Wellness Happiness


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