Modern Financial Wellness  By  cover art

Modern Financial Wellness

By: Jim Grace CFP®️
  • Summary

  • 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.



    © 2024 Modern Financial Wellness
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Episodes
  • EP: 016 Love, Money & ADHD: How Neurodivergence Impacts Your Finances w/ Christine Hargrove
    Mar 6 2024

    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 conversations about our finances. Being neurodivergent can make the difficult task of managing your money even more challenging.

    Additionally, being the spouse or partner of someone with ADHD (like me) requires additional thought and attention focused on things like how you will communicate with one another, what systems of support you might need to have in place and an acknowledgement that even if things are tough, you can and will get through it if you work together and remember that it doesn't have to be perfect.

    We talk about ...

    • What ADHD is, how it is diagnosed and the symptoms that present in those living with it.
    • Executive functioning skills and how they are impacted by ADHD.
    • How ADHD can impact not only being able to effectively manage your finances, but also the affects it may have on your relationship.
    • Systems of support and resources available to help you understand the condition better and tips to apply to your financial lives to help you have a better relationship with money.

    ... and much more.

    READ + LISTEN + LEARN:

    Christine provided an amazing list of resources, YouTube channels and books to check out.

    • The work of Dr. Russell Barkley. His book "Executive Functions" as well as his YouTube channel.

    Note: The "Executive Function Jenga" image that appears in the video was adapted by Christine based on the work of Dr. Barkley.

    • The "How to ADHD" YouTube channel and specifically the, "Wall of Awful" videos.
    • "Love & Money: 15 Exercises to Strengthen Your Relationship", The book by Dr. Sonya Lutter.
    • "Your Future Self: How to Make Tomorrow Better Today", The book by Hal Hershfield is also brought up, not as a direct recommendation of Christine. However, having read it myself I wanted to make sure it was listed here.


    WELLBEING:


    • Christine joked (but was serious) that if you live with ADHD, you should make sure you are taking your meds as a step #1 in improving your wellbeing.
    • She also told us that one of her tricks to make sure she gets a good night sleep is to get herself ready for bed when her kids go to sleep. This keeps her from catching a "second wind" late at night and getting sucked into work into the later hours of the evening. Advice that I could use myself!


    FIND HER AT:

    • Christinehargrove.com
    • https://www.linkedin.com/in/christine-hargrove/


    ABOUT ME:

    My name is Jim Grace and I am a CFP®️ (Certified Financial Planner) and the Director of Wealth Management at Silver Pine Capital, LLC. (www.silverpinecapital.com) a registered investment advisory firm in Medfield, Massachusetts. ​

    In my spare time I host a podcast and write about Financial Wellness & Wellbeing. Check out some of my other work @ www.ModernFinancialWellness.com. On the website I try to unpack each episode a little further and also spotlight any other resources I think might be helpful to anyone trying to feel better about their finances.

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    1 hr and 9 mins
  • EP: 015 An Intro to Financial Biases w/ Mary Bell Carlson
    Feb 29 2024

    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 Congress on behalf of the Financial Planning Association, Mary gives us a behind the scenes look at the role of the federal government and the impact it can have on financial decision making and financial behavior.
    • We talk about what Financial Biases are and how they appear in our daily lives.
    • She helps us understand ourselves better and gives us a lesson in Heuristics, or the "short cuts" our bodies use to help us make decisions.

    And much more...

    READ + LISTEN + LEARN:

    • "The Book of Forgiving", By Desmond and Mpho Tutu
    • "The Bomber Mafia", By Malcolm Gladwell
    • "Long Walk to Freedom: The Autobiography of Nelson Mandela"

    WELLBEING:

    • Mary loves to spend time in prayer, reflecting on the things she is grateful for in her life and reading to her children.

    FIND HER AT:

    • https://keynote.financial/mary-carlson/

    ABOUT ME:

    My name is Jim Grace and I am a CFP®️ (Certified Financial Planner) and the Director of Wealth Management at Silver Pine Capital, LLC. (www.silverpinecapital.com) a registered investment advisory firm in Medfield, Massachusetts. ​

    In my spare time I host a podcast and write about Financial Wellness & Wellbeing. Check out some of my other work @ www.ModernFinancialWellness.com. On the website I try to unpack each episode a little further and also spotlight any other resources I think might be helpful to anyone trying to feel better about their finances.

    https://www.instagram.com/modernfinancialwellness/


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    55 mins
  • EP: 014 Living Big: Using Curiosity and Creativity to Create the Life You Want w/ Rochelle Seltzer
    Feb 21 2024

    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 for a Creative Life". 

    We talk about... 

    • Rochelle's journey from business owner to coach & author. 
    • How curiosity and creativity help create the space for purpose and meaning to grow.
    • We also take a tour around her book and some of the 'Discovery Dozen' exercises which Seth Godin said "will change your creative practice (and your life) for the better." ! 

    ... And much more

    The book is easily digestible and full of great activities, thought provoking questions and ideas to help you re-empower your creative self.

    WELLBEING: 

    • In 2015 Rochelle took a painting class which she describes as having changed her life.  She has been taking painting classes ever since and draws great joy from the experience in creating on a canvas. 
    • She also enjoys writing.

    FIND HER AT: 

    • https://thelivebigbook.com/

    ABOUT ME:

    My name is Jim Grace and I am a CFP®️ (Certified Financial Planner) and the Director of Wealth Management at Silver Pine Capital, LLC. (www.silverpinecapital.com) a registered investment advisory firm in Medfield, Massachusetts. ​

    In my spare time I host a podcast and write about Financial Wellness & Wellbeing.  Check out some of my other work @  www.ModernFinancialWellness.com. On the website I try to unpack each episode a little further and also spotlight any other resources I think might be helpful to anyone trying to feel better about their finances.

    https://www.instagram.com/modernfinancialwellness/

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    46 mins

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