Hosted by Unknown Host · 🇺🇸 US · EN · 48 episodes
Established thought leaders with verified media credentials.
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 number
Unknown Host hosts Modern Financial Wellness, a business show with 48 episodes published.
Hi everyone, Jim Grace here, host of Modern Financial Wellness. In today’s episode, I sit down with a familiar voice for long-time listeners John Donlon of Gold Coast Mortgage in Beverly, Massachusetts. If you’ve been th
Hey everyone, it’s Jim Grace, your host, and I’m excited to welcome you back to the Modern Financial Wellness podcast. In today’s episode, we’re doing something a little different—instead of our usual deep dive into a sp
Welcome back to Modern Financial Wellness! In this episode, we tackle one of the biggest pain points for couples everywhere: how to work as a team around money. Managing finances together isn’t just about budgeting and s
Hey everyone, welcome back to Modern Financial Wellness! I’m Jim Grace, your host, and I’m excited for this week’s episode, where we’re diving deep into the human side of retirement. Retirement is a huge milestone, but a
Welcome back to Modern Financial Wellness! In this episode, we dive into a topic that resonates with so many of us—how to navigate the overwhelming demands of the fall season and maintain productivity (and sanity!) as we
Welcome back to Modern Financial Wellness! I’m your host, Jim Grace, and I’m excited to share today’s episode—a deep dive into one of the most complex and sometimes overlooked aspects of couples and money: financial infi
Welcome back to Modern Financial Wellness, the podcast dedicated to helping you cultivate a healthier, more empowered relationship with your money. I’m Jim Grace, your host, and today’s episode is an essential listen for
Welcome to another episode of Modern Financial Wellness! I’m your host, Jim Grace, and I couldn’t be more excited about this conversation. In this episode, I sat down with Matt Morizio, founder of Reconstructing Wealth—a
Welcome back to another episode of Modern Financial Wellness. I’m your host, Jim Grace, and today, we’re exploring an incredibly important, nuanced topic—how grief and loss, particularly widowhood, impact financial well-
Welcome back to Modern Financial Wellness! I’m your host, Jim Grace. In today’s episode, I’m joined by a returning favorite: Dr. Christine Hargrove (she/her). If you’ve listened before, you might remember her as Christin
Hello everyone, Jim Grace here, host of Modern Financial Wellness. I’m excited to share the latest episode, which dives deep into the real story behind financial wellness, the power of education, and how changing your mo
Welcome to another episode of Modern Financial Wellness! I’m your host, Jim Grace. In this episode, we tackle an essential but often overlooked part of financial wellness—how we support our loved ones (and ourselves) as
Welcome to Modern Financial Wellness! I’m your host, Jim Grace, and today I was thrilled to sit down with Christine Moriarty, CFP®, a seasoned financial planner, author, and keynote speaker, whose area of expertise is na
Welcome back to Modern Financial Wellness! In today’s episode, I tackle one of the most pressing and emotionally charged questions in personal finance: Should you rent, or should you strive for homeownership? Rising inte
Hey everyone and welcome back to another episode of Modern Financial Wellness. This week, we're diving deep into one of the biggest and most stressful financial decisions families face: planning and paying for college. I
Welcome back to Modern Financial Wellness! I'm Jim Grace, and in this episode, I’m thrilled to have a very special guest—Michael Scarpati, the CEO of Retire Us. Retire Us is a game-changing financial advice platform that
Welcome back to Modern Financial Wellness! I’m your host, Jim Grace. On today’s episode, I had the privilege of sitting down with Sun Yong Kim-Manzolini—a truly remarkable entrepreneur, author, and self-made millionaire.
Welcome to another episode of Modern Financial Wellness! I’m your host, Jim Grace. On this show, we explore what it means to truly thrive financially—not just in terms of dollars and cents, but in terms of how we relate
Welcome back to Modern Financial Wellness! I'm your host, Jim Grace, and on today’s episode, I had the privilege of sitting down with Tim "Jai" Baker—wealth advisor, founder of Luminess Wealth, and author of “The Awakene
Welcome back to Modern Financial Wellness. I’m Jim Grace, CFP®, your host, and today I had the pleasure of speaking with Melissa Hoyer, a certified financial planner and certified coach from The Wealth Conservancy in Bou
Ashley Quamme
licensed therapist and financial behavior specialist · Beyond the Plan®
1 appearance on this show
Heather Boneparth
Director of Business and Legal Affairs · Bone Fide Wealth
1 appearance on this show
Douglas Boneparth
Bone Fide Wealth
1 appearance on this show
Dan Haylett
retirement coach, financial planner, keynote speaker, creator of the “Humans vs Retirement” platform, and author · UK-based retirement transition coach
2 appearances on this show
Matt Morizio
licensed financial advisor · Reconstructing Wealth
1 appearance on this show
Paula Harris
author, TEDx speaker, financial planner, dream architect, widow advocate · WH Cornerstone Investments
1 appearance on this show
Jack Wang
financial advisor specializing in college planning
1 appearance on this show
Brian Page
Chief Legal Officer and practicing attorney · Automation Group
1 appearance on this show
Julie Costa
Certified Master Clinical Hypnotherapist and Trainer
1 appearance on this show
Dr. Brad Klontz
clinical psychologist, Certified Financial Planner
1 appearance on this show
Adrian Brambila
1 appearance on this show
Kim Jones
Change Agent and Transformational Coach · Testicular Cancer Awareness Foundation
1 appearance on this show
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Modern Financial Wellness is hosted by Unknown Host. The show is categorised under business (investing) and has published 48 episodes.
Modern Financial Wellness has published 48 episodes.
Modern Financial Wellness regularly covers business, investing, education. It sits in the business category, with a investing focus.
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Modern Financial Wellness hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Modern Financial Wellness average 51 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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