As individuals in the wealth management industry, we excel at advising people on what to do with their money. But how did we get here? Money Chronicles aims to personalize the industry with featured guests sharing their unique stories and experiences with money, from piggy banks to 401(k)s.
Jess Bost compares her initial relationship with money to food. It’s simple, you spend money and you eat food, especially when you’re just trying to survive.
What seems like a carefree childhood left Jess with unlearned lessons.
“Growing up with little meant no choices really had to be made,” she said.
Without a decision-making matrix modeled for her, she turned to the church to educate her on money, which brought its own complexities. So, she turned to herself.
Playing both the role of teacher and student meant she made mistakes – costly ones even – as she untangled and unlearned some of the wrong thinking she had interpreted from her church.
After wading through the shame and frustration, Jess developed her own money strategies. She knows what works best for her (no carrying cash or cards!). And she carries her self-determined spirit into her work as Vice President of Strategic Partnerships and Client Success at Alpha Architect, a “research-intensive asset management firm” based in Philadelphia.
Jess joins co-hosts Johnny Sandquist of Three Crowns Marketing and Torie Happe of Holistiplan on a new episode of Money Chronicles. They unpack their collective memories around the collection plate in church, how religion factors into our early money lessons and more!
Click “play” above to listen to the full episode. For more personal money stories from more industry friends and experts, subscribe to Money Chronicles wherever you listen to podcasts.
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