Are your values aligned with your spending habits?  If planning for retirement feels overwhelming or emotionally loaded, this conversation is for you. Join hosts Angela and Reg as they chat with Jack Howard, Head of Money Wellness at Ally, about building a healthy money mindset and relationship with money — not just in numbers, but in beliefs, behavior, and self-worth. In this episode, we cover: ✅ The four workshops in the Money Roots curriculum ✅ How to use your values + history to shape better financial habits ✅ When to automate vs. personally managing finances ✅ Emotional tools to reduce money stress Whether you're starting late or just need a reset, this episode gives you the mental, emotional, and tactical foundation to move forward. CHAPTERS 00:00 Introduction to Financial Wellness 02:54 Jack Howard's Journey in Financial Wellness 05:48 Understanding Money Roots Program 08:45 The Importance of Money Mindset 11:58 Shifting from Scarcity to Abundance Mindset 14:46 Generational Perspectives on Money Mindset 18:01 Practical Steps to Address Financial Anxiety 20:42 Leveraging Technology for Financial Management 23:52 Automation vs. Manual Management of Finances 31:03 Understanding Money Trauma 35:58 The Importance of Conversations About Money 41:28 Aligning Values with Financial Decisions 45:42 Concrete Steps Towards Financial Wellness 47:57 Resources for Financial Growth #moneymindsetmotivation  #financialwellness #RetirementPlanning #HealingYourMoneyStory #MoneyAnxiety #moneyhabitsJoin our free newsletter to get highlights and action steps from this show, https://www.thewiseretirement.com/.

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