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
For the first episode of Modern Financial Wellness in 2024, I put together a short "How To" show. I'll walk you through the things to think about and steps to take when you consider organizing your finances. We'll start with some high-level ideas like: Creating a "Year End Review" for 2023. Because you can't move...
On this special TECH SPOTLIGHT edition of Modern Financial Wellness Jim talks with Gilad Uziely CEO and Founder of Sequence, a first of its kind “Financial Router”. So What is Sequence? Sequence is a “Financial Router” which means it is a platform designed to help you use logic and automation to move money, or route...
In this episode Jim talks with mortgage expert John Donlon about the home buying experience, why it can feel so stressful and how to best prepare for the biggest financial transaction in most of our lives. John has over 20 years of experience, helped thousands of people purchase a home or refinance their existing mortgage...
On this episode Jim talks with couples financial therapist and coach Ashely Quamme, LMFT about couples & money and why talking about money can be so difficult. So why is it difficult for couples to talk about money? Here are a handful of ideas from Ashley and Jim’s conversation: Culturally money can be a taboo...
In this episode of MFW Jim’s talks to time management expert Sarah Reiff-Hekking about the similarities between managing your time and managing your finances. Jim recently completed Sarah’s “Jump Start Your Productivity” online program and shared what he learned while spotlighting some of the areas where having better time management skills would benefit someone's financial...
In this episode Jim talks to clinical neuropsychologist Dr. Moira Somers, Ph. D. and Financial Planner/Fin Tech Founder Shaun Erickson, CFP®️ about why it can be difficult to complete financial tasks and what to do about it. Dr. Somers describes the 3 biggest reasons why we don't accomplish our financial tasks: 1) Procrastination. Usually used...
