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
So many are working towards retirement, but will you feel fulfilled when work no longer defines you? In this episode, I talk to Jeff Bernier, a seasoned financial planner, Founder of Tandem Growth Financial Advisors, and host of the "Money & Meaning" Podcast. Jeff brings over 37 years of experience and shares insights from his...
In this episode, I talk to Kim Jones, who shares her journey from a senior executive role in a Fortune 250 company to becoming a coach dedicated to helping individuals align their careers with their values and purpose. We discuss the psychological and emotional aspects shaping financial decisions and career paths, highlighting the prevalent issue...
In this episode, I talk to Erika Wasserman, Your Financial Therapist, to explore the relationship between money and emotions. Erika shares her journey from learning finances from her father to a dynamic career that included significant life transitions, such as marriage, children, divorce, and inheriting assets. Through these experiences, Erika deeply understood money's impact on...
On this episode I talk to the author of the new book "F.I.R.E for Dummies", Jackie Cummings Koski, CFP®️. Jackie's road to an early retirement in her forties began with a wake-up call during her divorce. She walks us through her journey from conquering her fear of the stock market by joining an investment club,...
On this episode I am joined by Christine Hargrove, PhD candidate at The University of Georgia. Christine's work centers around ADHD, Relationships and Finances and we had a great conversation about the intersection of all three of those things. ADHD is something that my family lives with, which in the past has sometimes made it...
Dr. Mary Bell Carlson, CFP®, AFC®, is a financial behavior expert, well-known speaker, podcaster, and storyteller and I was excited to have the chance to talk to her about her work around Financial Biases. We had a really wide ranging conversation in which we cover… Mary's extremely unique career thus far. Having spent time...
