Modern Financial Wellness

Jim Grace CFP®️
  • 5,0 (5)
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Modern Financial Wellness

Modern Financial Wellness is the podcast dedicated to helping you feel better about your finances.   We will explore the psychology of money and delve into the emotional aspects that shape our financial decisions and how we feel about them.

  1. HÁ 1 DIA

    EP: 025 How To Be a “Modern Husband” w/ Brian Page

    In this episode, I welcome Brian Page to discuss the interconnectedness of financial management and home management. Highlighting the importance of delegation to reduce stress and improve happiness, Brian shares his journey about using meal delivery services and budgeting with his kids. He talks about intentional communication with his wife, utilizing tools like Tiller and shared calendars for efficient household and financial coordination. The conversation also covers evolving gender roles, ...

    46min

  2. 24/12/2024

    EP: 024 - Reprogramming Your Subconscious Mind With Jen Reid and Julie Costa

    In this episode, I welcome back Jen Reid, but I also talk to Julie Costa to talk about their unique and reciprocal professional relationship that has profoundly influenced their personal and client journeys.Jen shares her path to recognizing and overcoming subconscious blocks through Julie's Anchored program, while Julie, in turn, became Jen's client, showcasing the value of mutual learning. We discuss their fascinating techniques like subconscious reprogramming, hypnosis, and NLP (neuro-ling...

    1h1min

  3. 03/12/2024

    EP: 023 Flourishing Longevity With Jonathan Ainsley

    In this episode of Modern Financial Wellness, I talk to Jonathan Ainsley to explore the concept of flourishing longevity and how it relates to rethinking retirement. We talk about the importance of planning for not just financial stability but also personal well-being and purpose as people age. With people living longer, Jonathan challenges traditional retirement stereotypes and discusses a more dynamic vision that encompasses meaningful activities, health, mindset, and community involvement....

    56min
  4. EP: 022 Financial Coaching & Hypnotherapy With Jen Reid

    12/11/2024

    EP: 022 Financial Coaching & Hypnotherapy With Jen Reid

    In this episode, I talk to Jen Reid, the CEO and financial consultant at BASE Financial Planning, Consulting, and Education. Jen discusses her transition from a traditional financial setting, where her role was primarily to sell life insurance, to becoming an independent financial coach and licensed hypnotherapist. She shares her dissatisfaction with the commission-based model and how it motivated her to focus on addressing clients' broader financial issues, like debt, investments, and colleg...

    40min
  5. EP: 021 Start Thinking Rich With Adrian Brambila and Dr. Brad Klontz

    22/10/2024

    EP: 021 Start Thinking Rich With Adrian Brambila and Dr. Brad Klontz

    In this episode, I welcome Adrian Brambila and Dr. Brad Klontz to discuss their new book, "Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Rich" and to talk about the mindset that may be keeping you poor.Dr. Brad Klontz is a clinical psychologist and Certified Financial Planner, and Adrian is a former professional dancer, now entrepreneur, YouTuber, and self-made millionaire. They discuss how they met, and why this book was so important for them to write. From Dr. Klontz's begi...

    51min
  6. EP: 020 The Money & Meaning Journey With Author Jeff Bernier

    01/10/2024

    EP: 020 The Money & Meaning Journey With Author Jeff Bernier

    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 book, "The Money in Meaning Journey, a Guide to Clarity, Financial Confidence, and Joy." Jeff shares how his personal experiences, like his father's struggle with fi...

    53min
  7. Ep: 019 Aligning Your Purpose With Your Profession w/ Kim Jones

    10/09/2024

    Ep: 019 Aligning Your Purpose With Your Profession w/ Kim Jones

    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 of feeling unfulfilled in traditional corporate roles. Kim talks about reconciling financial stability with work that holds meaning and purpose, usi...

    48min
  8. EP: 018 Talking Finances With Erika Wasserman

    21/08/2024

    EP: 018 Talking Finances With Erika Wasserman

    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 personal relationships and the importance of clear financial communication.We talk about the crucial role of estat...

    46min
Ver tudo (25)

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Sobre

Modern Financial Wellness is the podcast dedicated to helping you feel better about your finances.   We will explore the psychology of money and delve into the emotional aspects that shape our financial decisions and how we feel about them.

Informações

  • Criado por
    Jim Grace CFP®️
  • Anos de atividade
    2023 - 2025
  • Episódios
    25
  • Classificação
    Explícito
  • Copyright
    © 2025 Modern Financial Wellness
  • Site do podcast
    Modern Financial Wellness

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