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 roles. Kim talks about reconciling financial stability with work that holds meaning and purpose, using frameworks like Ikigai and Clifton Strength Finders to guide her clients through transformational career changes.

Kim also shares valuable insights on the contemporary job market, discussing the biases in the recruitment process and the importance of soft skills such as resilience, adaptability, and problem-solving. She provides success stories of clients who have made meaningful career transitions, breaking through limiting beliefs, and emphasizes the importance of creating an intentional life and making important career decisions. We also talk about the essential role of coaching in providing clarity and support to individuals looking to make career changes, with personal practices like meditation and journaling aiding in the pursuit of well-being and purpose.

We Talk About:

• Career Misalignment and Burnout
• Shifting Values Over Time
• Balancing Financial Stability with Meaningful Work
• The Sole Ego Continuum
• Kim’s Transition to Coaching
• Importance of Soft Skills in the Modern Workforce
• Use of Ikigai and CliftonStrengths Frameworks
• Role of ChatGPT in Career Exploration
• Biases and Challenges in Recruitment Processes
• Success Stories of Career Transitions
• Personal Practices for Well-Being
• Recommendations for Further Resources

READ+LISTEN+LEARN:
Kim had a great list of items that have helped her in her career change.

1. Books & Resources
   • Adam Grants Work
     • Podcast - “Work life” https://adamgrant.net/podcasts/work-life
     • “Rethinking” - https://adamgrant.net/podcasts/rethinking/
   • Other Podcasts
     • Brene Brown - Unlocking Us & Dare To Lead - https://brenebrown.com/podcasts/
     • We Can Do Hard Things - https://wecandohardthingspodcast.com/
2. Wellbeing and Music:
   • 42 minute mark - morning routine meditation journaling and taking a walk , being conscious of her energy level and looking for a boost

Links & Socials

• Kimjonesalliance.com
• https://www.linkedin.com/in/kimberleesjones/

ABOUT ME:

My name is Jim Grace. 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.

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 relationships and the importance of clear financial communication.

We talk about the crucial role of estate planning and life insurance, particularly for parents with children and aging parents. Erika gives great advice about reducing spending, setting financial boundaries, and using conversation tools to facilitate healthy money discussions. She also talks about the benefits of small, sustainable financial habits and introduces innovative methods, like using conversation cards, to improve financial wellness.

We Talk About:

• Importance of estate planning and life insurance
• Communication between parents and children about financial matters
• Financial support for aging parents
• Setting boundaries in financial discussions
• Challenges in talking about finances and overcoming them
• Reducing spending and building sustainable habits
• Practical tips for financial conversations
• Aligning spending with personal values
• Creating a “Yes Plan” for financial priorities
• Importance of updating estate plans and documents
• Erika's background and journey in financial therapy
• Using conversation cards to improve financial communication

READ+LISTEN+LEARN:

Erika offered a great list of resources for helping with estate planning and money conversations:

1. Books:
   • Cash Flow Cookbook by Gordon Stein
2. Resources:
   • Let's Talk Finances, Erika's new game: https://www.amazon.com/Couples-Relationship-Conversation-Card-Game/dp/B0CZM89CZD
   • Erika's website: https://yourfinancialtherapist.com/
   • Erika's LinkedIn: https://www.linkedin.com/company/your-financial-therapist/
   • Erika's Facebook: https://www.facebook.com/yourfinancialtherapy
   • Erika's Instagram: https://www.instagram.com/yourfinancialtherapist/
3. Wellbeing and Music:
   • "War" by Katy Perry

ABOUT ME:

My name is Jim Grace. 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.

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 eventually sharing her knowledge through writing and educating others.

We talk about...

• How life events like divorce can spur a quest for financial knowledge.
• How joining investment clubs and other communities can demystify the stock market and provide valuable insights around personal finance.
• What F.I.R.E is and isn't and how achieving an early retirement requires planning, a commitment to financial education and ACTION!
• How to take control of your finances and how to find useful resources for your own F.I.R.E journey.

And much more...

READ+LISTEN+LEARN:

Jackie shared some amazing resources during our conversation. Check them out to find podcasts to listen to, blogs to read and resources to help you along your own path toward Financial Independence and Retiring Early:

https://www.choosefi.com/
https://www.madfientist.com/
https://richandregular.com/
https://www.financiallyintentional.com/
https://www.biggerpockets.com/
https://affordanything.com/

WELLBEING:

Jackie shared that she tries to go out for a hike as much as she can. Now that she's financial independent and has the flexibility, she'll go out for a walk almost everyday.

FIND JACKIE:

Buy the Book ! : https://bit.ly/3SjbNue
https://www.linkedin.com/in/jackiecummingskoski/
https://www.instagram.com/finomenal_woman/
Check her podcast : https://catchinguptofi.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.