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.
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In this episode, I welcome Gordan Stein, author of "Cash Flow Cookbook: $2,000,000 of Financial Freedom in 60 Easy Recipes." Gordon shares his unique journey from a career in tech to becoming an author and speaker focused on personal finance. Our conversation centers around practical ways to improve cash flow without significant sacrifices. Gordon …
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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, utiliz…
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EP: 024 - Reprogramming Your Subconscious Mind With Jen Reid and Julie Costa
1:00:58
1:00:58
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1:00:58In 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 cli…
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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 traditi…
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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 wi…
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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 entrep…
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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 M…
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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 o…
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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 dee…
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EP: 017 "F.I.R.E for Dummies" w/ Author Jackie Cummings Koski
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1:04:31On 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, educating herself on the ins and outs…
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EP: 016 Love, Money & ADHD: How Neurodivergence Impacts Your Finances w/ Christine Hargrove
1:09:01
1:09:01
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1:09:01On 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 challenging for my w…
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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 in Washington D.C. wor…
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EP: 014 Living Big: Using Curiosity and Creativity to Create the Life You Want w/ Rochelle Seltzer
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Creativity is something that often appears as a key ingredient in finding purpose and living a meaningful life. I find that connection between creativity and purpose to be really fascinating, which is why I was excited to have the opportunity to talk to Rochelle Seltzer. Rochelle is an award winning designer, author and coach and she joined me to t…
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Merging your finances and having joint bank accounts when you get engaged or married might seem like a good idea. But it turns out that it's actually backed by science as well! I sat down with Jenny Olson, Assistant Professor of Marketing at Indiana University's Kelley School of Business to discuss her work around all things couples and money, but …
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On this episode I talk with Neil Bage about Ikigai, the Japanese concept that combines the words "Iki" or "Life" and "Gai" or "Worth". Combined the word Ikigai means, "That which gives your life worth, meaning, or purpose". Finding purpose and living a life filled with meaning are important things to pursue, but these concepts can sometimes feel di…
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On this episode of MFW I talk with Manisha Thakor about her new book "Money Zen: The Secret to Finding Your Enough". In the book Manisha shares her struggles with workaholism and "hustle culture" and how she's left behind the constant quest for "more" and created a life filled with balance and meaning. I believe that the word "Enough" can be one of…
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On this episode I discuss the often difficult subject of "Talking About Money" with Wealth Psychology Expert, Author and Coach Kathleen Burns Kingsbury. Through her work Kathleen inspires women, the next generation, and financial professionals to break their money silence and live richer, more satisfying lives. THINGS YOU WILL LEARN: Kathleen descr…
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In this episode I talk with Financial Planner Allen Mueller about F.I.R.E, Financial Independence Retire Early. What it is and isn't, how to go about seeking financial independence and things to consider if you plan to retire early. YOU WILL LEARN ABOUT: F.I.R.E - What it is and isn't Allen’s journey from engineer in a cubicle to being an independe…
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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 forward without thinking about wher…
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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 it, between multiple accounts, a…
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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 and talked thousands more …
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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 subject, we don’t talk about a lot in …
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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 b…
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EP: 003 Getting Things Done w/ Clinical Neuropsychologist Dr. Moira Somers and FinTech Founder Shaun Erikson
1:04:38
1:04:38
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1:04:38In 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 as a…
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In this episode Jim talks with YNAB certified Budget Coach Jen Fuhler about how she found confidence and comfort during a difficult personal time by taking control of her finances and budgeting. About our Guest: Jen Fuhler is a YNAB certified budget coach. She holds a masters degree in Financial Planning and a certificate in Financial Therapy. She …
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In this episode Jim talks to mindfulness/meditation coach Derek Hagen about what mindfulness is and isn't as well as some practical ways to apply mindfulness to our financial lives. About our Guest: Derek Hagen, CFP®, CFA, CFT-I™, FBS®, CIPM is a certified mindfulness/meditation teacher and financial psychology expert specializing in meaning in lif…
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