Modern Financial Wellness

By Modern Financial Wellness

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Category: Investing

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Subscribers: 1
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Episodes: 48

Description

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. In today’s world, financial advice is everywhere, but most of it focuses on the technical aspects—how to save for retirement, invest wisely, and minimize taxes. While those topics are important, they’re only part of the picture. The real challenge isn’t just knowing what to do with your money, but understanding why you make the choices you do and how those decisions impact your overall wellbeing. Modern Financial Wellness is dedicated to exploring the human side of personal finance—the fears, anxieties, and personal histories that influence our financial decisions, sometimes more than logic and numbers ever could. Jim has spent years helping clients navigate their financial lives. Through these experiences, he’s seen firsthand how emotions, upbringing, and past experiences drive financial behaviors. Why do some people feel guilt when spending money, even when they can afford it? Why do others struggle with saving, even when they know it’s important? Why do we sometimes make irrational choices, even when we know better? The answers to these questions often lie beyond spreadsheets and investment strategies—in our personal stories, beliefs, and behaviors. Releasing every two weeks, each episode of Modern Financial Wellness explores these deeper topics, offering conversations with experts, real-world insights, and thought-provoking discussions to help you better understand yourself and your relationship with money. You’ll hear from psychologists, behavioral finance experts, and everyday people who have experienced financial challenges and breakthroughs. Together, we’ll explore themes like: How childhood experiences shape our financial habits and attitudes The emotional impact of financial stress and how to manage it How social media and modern culture influence our financial choices The connection between financial security and overall happiness The hidden psychological barriers that prevent us from reaching our financial goals But this podcast isn’t just about discussing problems—it’s about finding solutions. Every episode provides practical takeaways, mindset shifts, and actionable strategies to help you make financial decisions that align with your values and bring you peace of mind. Whether it’s learning how to reframe financial anxiety, develop healthier money habits, or simply gain more confidence in your financial choices, Modern Financial Wellness is here to support you on your journey. Beyond the podcast, we’ll also share additional insights, blog posts, and curated resources—books, articles, and tools—to help you continue exploring these topics. If an episode resonates with you, you’ll always have the next steps to dive deeper and apply what you’ve learned in your own life. Money is personal. It’s emotional. And it’s deeply connected to who we are. Modern Financial Wellness is your guide to understanding that connection and learning how to improve not just your finances, but your overall sense of well-being. Subscribe now and tune in every other Thursday for new episodes.

Episode Date
Homeownership Myths and Truths: The Real Cost, Benefits, and Emotional Drivers
Jan 15, 2026
The Power of Financial Therapy: Understanding Your Relationship with Money with Ashley Quamme
Jan 01, 2026
Creating a Compassionate Framework for Financial Success as a Couple
Dec 18, 2025
The Human Side of Retirement and How to Truly Thrive in Your Next Chapter with Dan Haylett
Dec 04, 2025
Ending the Year Strong: Practical Advice for Stress-Free Holiday Planning
Nov 20, 2025
Financial Secrets in Relationships: Understanding Infidelity and Its Impact on Love and Money
Nov 06, 2025
Managing Money with ADHD: Executive Function Strategies for Financial Health
Oct 23, 2025
Breaking Generational Money Habits: Matt Morizio on Values, Giving, and Financial Clarity
Oct 09, 2025
Navigating Widowhood: Practical and Emotional Tools for Financial Well-being
Sep 25, 2025
Couples and Money: Exploring Breadwinning, Bean Counting, and Shared Financial Stress
Sep 11, 2025
Breaking Money Myths: Practical Financial Wellness for Individuals, Couples, and Communities
Aug 28, 2025
When to Seek Help: Signs Your Loved One Might Need Senior Care Coordination
Aug 14, 2025
Navigating Couples and Money: Building Conscious Financial Partnerships with Christine Moriarty
Jul 31, 2025
Facing Housing Anxiety: Smart Tips for Renters Ready to Buy Their First Home
Jul 17, 2025
Financial Wellness in College Planning: Timelines, Expectations, and Emotional Traps
Jul 03, 2025
The Truth About Fiduciary Advice and How to Find It Easily
Jun 05, 2025
From Korean Orphanage to Millionaire: Sun Yong Kim-Manzolini on Overcoming Adversity and Building Wealth
May 22, 2025
ADHD, Executive Function, and Money: Practical Strategies for Financial Wellness with Laurel Black
May 08, 2025
Awakened Investing: Merging Mindfulness, Spirituality, and Wealth Management with Tim "Jai" Baker
Apr 24, 2025
Inheriting Wealth? How to Tackle the Money Mindset & Emotional Rollercoaster
Apr 10, 2025
Shifting Your Identity and Spending Habits in Retirement with Dan Haylett
Mar 20, 2025
Just F&%$ing Breathe! w/ Dave Gieselman
Feb 25, 2025
Ep: 26 Cashflow Cookbook w/ Author Gordon Stein
Feb 04, 2025
EP: 025 How To Be a “Modern Husband” w/ Brian Page
Jan 14, 2025
EP: 024 - Reprogramming Your Subconscious Mind With Jen Reid and Julie Costa
Dec 24, 2024
EP: 023 Flourishing Longevity With Jonathan Ainsley
Dec 03, 2024
EP: 022 Financial Coaching & Hypnotherapy With Jen Reid
Nov 12, 2024
EP: 021 Start Thinking Rich With Adrian Brambila and Dr. Brad Klontz
Oct 22, 2024
EP: 020 The Money & Meaning Journey With Author Jeff Bernier
Oct 01, 2024
Ep: 019 Aligning Your Purpose With Your Profession w/ Kim Jones
Sep 10, 2024
EP: 018 Talking Finances With Erika Wasserman
Aug 21, 2024
EP: 017 "F.I.R.E for Dummies" w/ Author Jackie Cummings Koski
Jul 24, 2024
EP: 016 Love, Money & ADHD: How Neurodivergence Impacts Your Finances w/ Christine Hargrove
Mar 06, 2024
EP: 015 An Intro to Financial Biases w/ Mary Bell Carlson
Feb 29, 2024
EP: 014 Living Big: Using Curiosity and Creativity to Create the Life You Want w/ Rochelle Seltzer
Feb 21, 2024
EP: 013 Love & Money: How Joint Bank Accounts Help Your Marriage w/ Jenny Olson
Feb 15, 2024
EP: 012 Finding Your Purpose In Life, The Japanese Secret of Ikigai w/ Neil Bage
Feb 12, 2024
EP: 011 Finding Your "Enough" w/ Manisha Thakor
Jan 29, 2024
EP: 010 Breaking Money Silence w/ Wealth Psychology Expert Kathleen Burns Kingsbury
Jan 23, 2024
EP: 009 F.I.R.E: Charting a Healthy Coarse Towards Financial Independence w/ Allen Mueller
Jan 17, 2024
EP: 008 New Year Money Makeover a Step by Step Guide To Organizing Your Finances in 2024
Jan 09, 2024
EP: 007 Tech Spotlight on Sequence, a first of it's kind Financial Router
Dec 06, 2023
EP: 006 Buying a House is Hard w/ Mortgage Expert John Donlon
Nov 14, 2023
EP: 005 Couples & Money w/ Couples Therapist Ashley Quamme, LMFT
Nov 07, 2023
EP: 004 Time & Money w/ Time Management Expert Dr. Sarah Reiff-Hekking
Oct 26, 2023
EP: 003 Getting Things Done w/ Clinical Neuropsychologist Dr. Moira Somers and FinTech Founder Shaun Erikson
Jul 31, 2023
EP:002 Feel Empowered By Budgeting w/ Budget Coach Jen Fuhler
Jun 26, 2023
EP: 001 Mindfulness and Your Money w/ Mindfulness Coach and CFP Derek Hagen
Jun 07, 2023