Financial Health with CPA Jeff Gullickson: Stress, Planning & Peace of Mind - 27

On this episode of The Whole Health Podcast, co-hosts Megan Barnett, MS, CNS, and Dr. Kelly Blodgett, DMD, NMD, IBDM sit down with their longtime CFO and CPA, Jeff Gullickson, to explore what financial health really means. Together, they unpack how money stress—from debt and taxes to economic downturns—shows up in the body and impacts overall well-being. Jeff shares his journey from entrepreneur to “virtual CFO” and offers practical tools for reducing financial anxiety, clarifying your “why,” and aligning your money habits with the life and health you actually want.

Topics Discussed:

• How financial stress—like debt, taxes, and economic downturns—directly affects physical and mental health, and why avoiding money issues often makes anxiety and health outcomes worse.
• Jeff’s approach as a CPA and “virtual CFO”: helping clients clarify their why, set 3/5/10-year goals, and create practical systems (automation, budgeting, emergency funds, retirement planning) so their finances support their life and health, not the other way around.
• Ways listeners can improve their own financial health right now, including educating themselves, finding trusted financial professionals, using resources like books and podcasts, and aiming for balanced “whole health” where money is simply a tool aligned with their values and overall well-being.

JNG Advisors Website: https://www.jngadvisors.com/

Jeff Gullickson’s LinkedIn: https://www.linkedin.com/in/jeff-gullickson-135a31a/

To learn more about Megan Barnett’s clinic and practice, click below:
https://bioloungepdx.com

To learn more about Megan's organic soluble fiber blends, click below:
https://thinkflorasophy.com

Learn more about Dr. Kelly Blodgett's dental practice below:
https://www.blodgettdentalcare.com/

About The Whole Health Podcast:
Hosted by Dr. Kelly J. Blodgett, DMD, NMD, IBDM, and Megan Barnett, MS, CNS, this podcast is dedicated to advancing biological dentistry and integrative health. Join Kelly and Megan as they dive deep with experts and leaders across various disciplines to explore the connections between oral health, nutrition, and holistic human wellness.

🎧 Listen now: https://thewholehealthpodcast.buzzsprout.com/