Podcast | Modern Husbands
Hosted by Brian Page, founder of Modern Husbands — a podcast where national experts share winning ideas to manage money and the home as a team.
In this episode, Sex, Money, Marriage (and Pickleball), Jon talks about how money, attachment patterns, and intimacy intersect in marriage, sharing practical frameworks for breaking negative cycles and managing finances as a true team.
"If your first response after your partner talks is a statement versus a question, you probably weren't listening."
Press Feature | MarketWatch
Jonathan was featured in a MarketWatch news article, "Don't spend thousands on a couple's trip without taking these 3 steps first," offering expert insight on how couples can navigate money conversations around travel. Jonathan encourages partners to use trip planning as a low-stakes opportunity to practice talking about finances — and explains why emotional readiness matters just as much as budget alignment.
“Ask your partner what travel and vacation looked like to them in their early adulthood. Ask them about what traveling with their family is like.”
Press Feature | Bankrate
Jonathan was featured in a Bankrate piece, "Swipe, spend and regret: The sneaky psychology of credit card spending," offering expert insight on the behavioral psychology behind why people overspend on credit cards. Jonathan breaks down the key psychological levers credit card companies use — from removing the pain of payment to gamification and FOMO — and explains why understanding these forces is the first step to taking back financial control.
“The swipe or tap distances you from the cost. You don’t see or feel money leaving, just a quick transaction. And because there’s a delay between spending and paying the bill, your brain separates the action from the consequence.”
Press Feature | Kiplinger
Jonathan was featured in a Kiplinger editorial, "Five Estate Planning Pitfalls and How to Avoid Them," offering expert insight on the emotional and relational barriers that prevent families from completing estate plans. Jonathan speaks to the importance of slowing down, fostering empathetic conversations around money, and helping couples articulate what "fairness" truly means to them — before it becomes a source of conflict or litigation.
"Often, what's holding up a couple's plan isn't the dollar amounts; it's that they each need to express what fairness means to them."
Editorial Column | Rethinking65
As a regular columnist for Rethinking65, Jonathan contributes expert perspective on the intersection of financial planning and human behavior. In his piece, "When a Client Asks, 'Can You Work with My Kids?'" Jonathan walks financial advisors through the hidden structural risks of multigenerational client relationships — and offers a repeatable protocol for navigating them with confidence, compliance, and care.
"There is nothing more rewarding than watching multiple generations of the same family find clarity, confidence, and a path forward together."
Editorial Column | Rethinking65
As a regular columnist for Rethinking65, Jonathan explores the emotional underpinnings of financial planning. In "Why Clients Don't Get the Results They Expect from Their Financial Plans," Jonathan challenges advisors to look beyond the checklist and address the emotional barriers that quietly stall even the best financial plans — and shares how integrating financial therapy transforms the planning process for both clients and advisors.
"Without a focus on the underlying emotions and intentions that drive their money decisions, certain tasks feel overwhelming, like sinking in quicksand."
Editorial Column | Rethinking65
As a regular columnist for Rethinking65, Jonathan explores the human side of financial planning. In "What Are Your Clients' Money Stories?" Jonathan reflects on the pivotal shift in his practice — from asking clients about retirement timelines and savings balances to uncovering the deeper emotional narratives and generational patterns that quietly shape every financial decision.
"My clients don't just get a financial advisor who's also a therapist — they get me, someone who has aligned his values and his work."
