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.
Episodes
19 episodes since 2023
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 psychologi...
September 10, 2024
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48:21
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 tra...
August 21, 2024
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Episode 18
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45:57
EP: 017 "F.I.R.E for Dummies" w/ Author Jackie Cummings Koski
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 jo...
July 24, 2024
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1:04:31
EP: 016 Love, Money & ADHD: How Neurodivergence Impacts Your Finances w/ Christine Hargrove
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 t...
March 06, 2024
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1:09:01
EP: 015 An Intro to Financial Biases w/ Mary Bell Carlson
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 co...
February 29, 2024
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55:05
EP: 014 Living Big: Using Curiosity and Creativity to Create the Life You Want w/ Rochelle Seltzer
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 ...
February 21, 2024
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46:27
EP: 013 Love & Money: How Joint Bank Accounts Help Your Marriage w/ Jenny Olson
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 Ma...
February 14, 2024
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42:03
EP: 012 Finding Your Purpose In Life, The Japanese Secret of Ikigai w/ Neil Bage
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".<...
February 12, 2024
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38:18
EP: 011 Finding Your "Enough" w/ Manisha Thakor
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 que...
January 29, 2024
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58:14
EP: 010 Breaking Money Silence w/ Wealth Psychology Expert Kathleen Burns Kingsbury
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 profes...
January 23, 2024
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46:51
EP: 009 F.I.R.E: Charting a Healthy Coarse Towards Financial Independence w/ Allen Mueller
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.
January 16, 2024
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41:53
EP: 008 New Year Money Makeover a Step by Step Guide To Organizing Your Finances in 2024
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-le...
January 09, 2024
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21:42
EP: 007 Tech Spotlight on Sequence, a first of it's kind Financial Router
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 ...
December 06, 2023
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56:13
EP: 006 Buying a House is Hard w/ Mortgage Expert John Donlon
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 o...
November 14, 2023
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56:49
EP: 005 Couples & Money w/ Couples Therapist Ashley Quamme, LMFT
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?&nb...
November 06, 2023
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50:39
EP: 004 Time & Money w/ Time Management Expert Dr. Sarah Reiff-Hekking
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 prog...
October 26, 2023
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39:49
EP: 003 Getting Things Done w/ Clinical Neuropsychologist Dr. Moira Somers and FinTech Founder Shaun Erikson
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 d...
July 31, 2023
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1:04:38
EP:002 Feel Empowered By Budgeting w/ Budget Coach Jen Fuhler
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 Fu...
June 26, 2023
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Season 1
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Episode 2
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50:01
EP: 001 Mindfulness and Your Money w/ Mindfulness Coach and CFP Derek Hagen
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, C...
June 07, 2023
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56:12