107. Tricky Topics #6: Money (with Jim Danielson)
Money can feel overwhelming, especially when you’re not sure where to start—or how to talk about it with the person you share your life with. But having a plan can make all the difference. In this episode of our Tricky Topics series, we sit down with Jim, a financial advisor with 22 years of experience and a heart for the emotional side of money, to unpack why couples go silent when the conversation turns to finances. From generational money scripts and the shame of not knowing enough to the “freedom fence” of budgeting and teaching kids the joy of giving, Jim shares stories from decades of helping people build a plan and get on the same page. Whether you’re just starting out, drowning in debt, or realizing you don’t even know your partner’s salary (you’re not alone—43% of couples don’t!), this conversation is a warm, hopeful invitation to stop avoiding the topic and start talking. Because couples who talk about money can experience less anxiety, greater well-being, and stronger relationships.
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Jim Danielson is a Financial Advisor and fiduciary helping busy professionals build financial confidence into their lives. He is a 22 year - experienced financial professional specializing in helping clients create a financial road map to invest their assets, enhance the quality of their lives, and realize personal and financial goals. A graduate of Purdue University, Jim holds his series 7 and series 66 financial licenses along with his life insurance license.
Focusing on
personal financial road mapping,
401K to IRA rollover strategies,
custom financial plans,
retirement planning & cash flow analysis.
When not talking to and helping clients, Jim is an avid photographer, loves spending time and traveling with his wife and 2 daughters and is an active member of his faith community.
Find out more about Jim here: https://www.raymondjames.com/jimdanielson/
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With You in Marriage: A Family Systems Approach to a Healthy Relationship by David & Tara Van Dyke launches February 2! Please help us get the word out, and preorder the book on Amazon or at IVPress.com
If you’d like to bring a marriage workshop to your organization or church, reach out to us on our website, withuprojects.com
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Produced by Zach Van Dyke
