Modern Financial Wellness

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

Modern Financial Wellness is a business podcast hosted by Unknown Host, with 48 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Modern Financial Wellness, a business show with 48 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #48

  Homeownership Myths and Truths: The Real Cost, Benefits, and Emotional Drivers

  Jan 15, 202658 minS0

  <p>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 thinking about buying your first home, debating whether to keep renting, or just curious about how today’s housing market is evolving, this episode is packed with practical wisdom.</p><p>The big question we're exploring today is one that’s increasingly top-of-mind for many: Is homeownership still attainable and affordable, or is it drifting out of reach? The idea of owning a home h...

  ListenShow Notes
• 

  Episode #47

  The Power of Financial Therapy: Understanding Your Relationship with Money with Ashley Quamme

  Jan 1, 202628 minS0

  <p>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 specific financial topic or professional’s life story, we’re making a big announcement: Modern Financial Wellness is officially not just a podcast anymore, but now a flat-fee financial planning firm! It’s a milestone for both me personally and for all of you who want approachable, comprehensive, and emotionally intelligent financial guidance.</p><p>Joining me is my friend and lo...

  ListenShow Notes
• 

  Episode #46

  Creating a Compassionate Framework for Financial Success as a Couple

  Dec 18, 202542 minS0

  <p>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 spreadsheets—it’s about trust, fairness, teamwork, and building a life that supports both partners’ dreams. Today’s conversation dives deep into the emotional and practical sides of money and relationships, with plenty of stories and actionable advice for anyone sharing their financial life with someone else.</p><p>I’m joined by the dynamic husband-wife team, Douglas Boneparth and Heather Boneparth of Bona Fide...

  ListenShow Notes
• 

  Episode #45

  The Human Side of Retirement and How to Truly Thrive in Your Next Chapter with Dan Haylett

  Dec 4, 202551 minS0

  <p>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 as many are beginning to realize, it’s about so much more than just making the numbers work. Today, we’ll unpack the emotional, psychological, and deeply personal challenges—and opportunities—that this major transition brings.</p><p>My guest this episode is Dan Haylett, retirement coach, financial planner, keynote speaker, creator of the “Humans vs Retirement” platform, and now an author! Dan’s...

  ListenShow Notes
• 

  Episode #44

  Ending the Year Strong: Practical Advice for Stress-Free Holiday Planning

  Nov 20, 202539 minS0

  <p>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 approach the holidays and the end of the year. If you’ve ever felt a wave of anxiety triggered by the sight of Christmas decorations in October or the reminder that “Q4” is flying by, you’re not alone.</p><p>To help us work through these feelings and get practical strategies for this time of year, I was thrilled to welcome ba...

  ListenShow Notes

Recent guests on Modern Financial Wellness. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.