Modern Financial Wellness

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 d...

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...

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 milliona...

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 Clar...

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 rol...

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 rel...

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, educating herself on the ins and outs of personal finance and eventuall...

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 challenging for my wife and I to have healthy, constructive con...

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. working with the Pentagon and lobbying Congre...

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 talk about her book, "Live Big: A Manifesto f...

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 specifically... Combining finances and...

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...

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 th...

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 describes the shift she has seen in the finan...

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 independent financial advisor on his own path to...

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 where you have b...

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, across the many financial institutions you might c...

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 through the process ultimately never leading to a...

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 our families and growing up. We may have de...

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 life. Jim and Sar...

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 as an avoidance tool because we don't want...

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.  A bout 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 is currently a full time college professor whe...

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.   A bout our Guest: Derek Hagen, CFP®, CFA, CFT-I™, FBS®, CIPM is a certified mindfulness/meditation teacher and financial psychology expert specializing in meaning in life. He helps clients who feel stuck.   He s...