194. It’s Time We Talk About Money with Anders Jones

FINE is a 4-Letter Word

Ever heard the phrase “may you live in interesting times?” Seems applicable these days. And it’s causing a lot of people to live with a constant feeling of anxiety that nags at you, sapping at your energy throughout the day, so by bedtime, you're exhausted but still can’t sleep. Financial stress is a primary source. According to an April 2025 survey, fewer than 45% of Americans say they’re in better than fair shape financially. Which means more than 50% are not ok.

Well, there's a good chance that it’s not your fault. Because many Americans did not grow up with the family support to develop financial literacy from a young age. Maybe you were told family finances were “none of your business.” Layer on top that often parents and grandparents didn’t have a strong financial foundation of understanding to start with either.

Anders Jones has been taking matters around this topic into his own hands ever since a series of twists and turns brought him into what he and his mother jokingly call "the family business", even though the family doesn't have a business and they never worked together.

Growing up, Anders was fortunate to not really want for much of anything. His mom worked at Fidelity and helped millions of Americans prepare for retirement. His stepdad was a British guy who gifted him his first car, complete with a single CD disc changer and two requirements.

Graduating college in 2009, at the height of a financial crisis, he didn't have a whole lot of prospects for becoming an investment banker or going into private equity. So he joined a Web 2.0 company owned by a serial entrepreneur whose method was to hire young, promising talent and empower them to figure things out. After a while, they sold the company. Since then, he's become involved with several ventures, including co-founding a financial planning firm called Facet.

Now, Anders says that he feels so fortunate that if he were to die and be reincarnated, he'd want to come back as himself. That’s not something many people would say. So at what moment did the boomerang whack him in the face and show him why Fine Is a 4-Letter Word?

Well hang on, because when you meet Anders, you'll find out that this time, it's you, the listener, for whom things are not "fine". Up until now, you've been told that money is a taboo topic. Up until now, you've been told to trust your gut, then gotten lambasted when you did and things didn't work out as planned.

It's time for new conversations on a lot of topics. Anders is going to get us started on three - gratitude, mindfulness, and financial literacy. There's a reason he picks three, which you'll also find out.

Anders’ hype song is “Riding With The King” by B.B. King & Eric Clapton.

Resources:

• Anders Jones’ website: https://facet.com/
• LinkedIn: https://www.linkedin.com/in/anders-jones/

Invitation from Lori:

This episode is sponsored by Zen Rabbit.

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I look forward to speaking with you about all that. In the meantime, you and I are the guests of honor at Anders Jones’ dinner party. This is going to be so interesting.