Modern Financial Wellness Podcast
Modern Financial Wellness isn’t just about dollars and cents—it’s about how we think and feel about money, the decisions we make, and the deeper forces that influence our financial wellbeing. Hosted by financial planner Jim Grace, CFP®, this podcast gives you insights into the psychology of money, exploring the emotions, habits, and experiences that shape the way we approach our finances.
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Latest Episodes
Hello everyone, Jim Grace here, host of Modern Financial Wellness. I’m excited to share the latest episode, which dives deep into the real story behind financial wellness, the power of education, and how changing your money mindset can truly transform lives and workplaces. In this episode, we go beyond the nuts and bolts of budgeting...
Welcome to another episode of Modern Financial Wellness! I’m your host, Jim Grace. In this episode, we tackle an essential but often overlooked part of financial wellness—how we support our loved ones (and ourselves) as we age. Whether you’re part of the sandwich generation juggling kids and aging parents, or you’re planning ahead for your...
Welcome to Modern Financial Wellness! I’m your host, Jim Grace, and today I was thrilled to sit down with Christine Moriarty, CFP®, a seasoned financial planner, author, and keynote speaker, whose area of expertise is navigating money conversations for couples. With over 30 years in the industry, Christine has helped countless couples and individuals bring...
Welcome back to Modern Financial Wellness! In today’s episode, I tackle one of the most pressing and emotionally charged questions in personal finance: Should you rent, or should you strive for homeownership? Rising interest rates, surging home prices, and shifting economic forces have made the decision more complicated than ever. With headlines declaring the “death...
Hey everyone and welcome back to another episode of Modern Financial Wellness. This week, we’re diving deep into one of the biggest and most stressful financial decisions families face: planning and paying for college. I’m thrilled to be joined by Jack Wang, a seasoned college financial aid advisor and host of the Smart College Buyer...
Welcome back to Modern Financial Wellness! I’m Jim Grace, and in this episode, I’m thrilled to have a very special guest—Michael Scarpati, the CEO of Retire Us. Retire Us is a game-changing financial advice platform that blends human relationships and technology to help individuals achieve financial freedom with less friction and more clarity. We kick...
