Episode 7: The Practice of Enough
The world is always uncertain. Learn how to make thoughtful financial decisions, build flexibility, and prepare for the future even when the path isn’t clear.
Episode 6: How to Make Financial Decisions When the World Feels Unstable
The world is always uncertain. Learn how to make thoughtful financial decisions, build flexibility, and prepare for the future even when the path isn’t clear.
Episode 5: The Hidden Money Stories Driving Your Decisions
Episode 5 Transcript: The Hidden Money Stories Driving Your Decisions This month, I want to introduce a theme you may have heard me talk about before, and that is money history. Your money history, and why it matters. Spending time understanding your own history with money and how it shapes the way you think about it, […]
Episode #4: A Different Way to Start the Year with Money
Episode 4 Transcript: A Different Way to Start the Year With Money It is January, and that means everyone is talking about resolutions and wanting fresh starts, particularly around money. A big goal folks usually have in the new year is cutting back on their spending so they can save more for retirement, buy a […]
Episode #3: Being Present With Your Spending
Episode 3 Transcript: Being Present with Your Spending Hello and welcome back to The Thinking Bigger Than Money Podcast. I’m your host, Jim Marrocco — and today, I want to talk to you about becoming more aware and present with your spending. I recently challenged myself to write down every single thing I spent money […]
Always in Transition: Planning for the Only Constant in Life
Life happens, they say. And so much of life is made up of transitions: changing jobs, growing families and care responsibilities, new relationships, moving homes, and beyond and often without even realizing it we’re managing big and small transitions, learning, and growing. I started thinking about this after attending a conference where Susan Bradley, who specializes in […]
‘Where Do I Live?’: The Real Question Behind “Rent versus Buy”
We spend a lot of time talking about real estate. For one, it’s big business: Residential real estate alone will dominate the US real estate industry in 2025, with an estimated $110.83 trillion in market value. Undoubtedly, it’s also part of our culture. We go on Zillow searching for our dream homes, checking the value […]
Economic Shock? This Playbook Helps You Roll with It
We’re in the middle of an economic shock – and it feels eerily familiar. When the past three economic shocks were happening, we felt like we were at ground zero. In 2008, we were plunged into the Great Recession. In 2020, the world shut down, and the stock market went into free fall. In […]
Our Holistic Financial Planning Approach: Centered on You, Not Just Your Money
Holistic financial planning isn’t usually the first thing that pops into people’s minds when they think of financial planning. Instead, they often think of it as a transaction: I give you my money and let you invest it so you can make me more money. This makes sense considering that’s how the industry started! Now […]
Financial Wellness for Trans People: A Sustainable Plan for Your Wellbeing
Surviving as a trans person in this world is no small feat. You are not only fighting for basic rights while confronting discrimination and transphobia but also facing unique challenges to your financial health and well-being. Dealing with higher medical costs or wait times for gender-affirming health care, the ongoing costs of aesthetic modifications, limited […]