• What is Mindfulness?
    May 11 2023

    In this episode Jim and Dan talk to mindfulness coach Derek Hagen about what mindfulness is and isn't as well as some practical ways to apply mindfulness to our financial lives. 

     

    About our Guest:

    Derek Hagen, CFP®, CFA, CFT-I™, FBS®, CIPM is a certified mindfulness/meditation teacher and financial psychology expert specializing in meaning in life. He helps clients who feel stuck.

     

    He supports financial health, mindset change, and intentional living by helping people understand their beliefs, values, and thinking patterns to help them live a life of meaning and purpose. He is a certified mindfulness and meditation teacher

     

    He writes about the psychology of money and meaningful living using simple sketches on his Meaningful Money blog.

     

    He has been featured in The Wall Street Journal, Nerd’s Eye View, Standard Deviations Podcast, Human Side of Money Podcast, Business Insider, and the Minneapolis Star Tribune.

     

    Here are some links:

     

    Website: www.meaningfulmoney.life

    Mindfulness Course: www.meaningfulmoney.life/mindfulness

    Blog and Newsletter: www.meaning.blog

    Twitter: Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry and currently leads the firms flat fee only financial planning offering. 

    He most often helps busy, successful, professional couples with kids get organized, create meaningful goals and implement financial strategies designed at increasing their financial wellbeing. He is married, is a father to two young children and the son of two aging parents, and faces many of the same financial challenges that his clients and listeners do every day. 

    LinkedIn: James Grace

    Director of Wealth Management, SilverPine Capital

    Personal Blog: www.modernfinancialwellness.com

     

    Daniel James

    Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

    LinkedIn: Daniel James

    Founder: CanopyLife

     

    The Financially Mindful Podcast

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    Spotify: The Financially Mindful Podcast

     

    Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.

     

    This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)

     

     

     

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    50 mins
  • Who Wants to be a Millionaire? The traits, habits and behavior’s of the self made wealthy.
    Apr 27 2023

    In this episode Dan and Jim talk with Dr. Sarah Stanley Fallaw, Ph. D. author of "The Next Millionaire Next Door"  about the habits and traits researchers find most often amongst the self made wealthy.

     

    About our Guest:

    Sarah Stanley Fallaw, Ph.D., is the author of The Next Millionaire Next Door and the founder and President of DataPoints LLC, a company that provides technologically-enabled financial psychology tools to enhance wealth-building.

    In her role at DataPoints and her research, Dr. Fallaw continues the study on self-made wealth begun by her late father, Dr. Thomas J. Stanley, who was America’s foremost expert on the affluent.

    Dr. Fallaw’s research has been featured in publications including Industrial and Organizational Psychology, Journal of Financial Planning, the Financial Planning Review, and Journal of Financial Services Professionals. She has been a guest to multiple radio shows and podcasts, including The Dave Ramsey Show, So Money with Farnoosh Torabi, BBC Radio, and the White Coat Investor. She has presented at multiple conferences, including FPA of Georgia, FPA NorCal, XY Planning Network Live, Shareholder Services Group, Invest, and She Leads! Georgia. Her areas of expertise include personality, psychometrics, survey design, and financial psychology.

    Dr. Fallaw received her Ph.D. in Applied Psychology from the University of Georgia in 2003. She lives in East Cobb, Georgia with her family.

    Connect with Dr. Fallaw on LinkedIn, Twitter, or Facebook.

     

    James V. Grace

    Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry and currently leads the firms flat fee only financial planning offering. 

    He most often helps busy, successful, professional couples with kids get organized, create meaningful goals and implement financial strategies designed at increasing their financial wellbeing. He is married, is a father to two young children and the son of two aging parents, and faces many of the same financial challenges that his clients and listeners do every day. 

    LinkedIn: James Grace

    Director of Wealth Management, SilverPine Capital

     

    Daniel James

    Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

    LinkedIn: Daniel James

    Founder: CanopyLife

     

    The Financially Mindful Podcast

    Itunes: The Financially Mindful Podcast

    Spotify: The Financially Mindful Podcast

     

    Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.

     

    This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)

     

     

     

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    40 mins
  • Did I Miss It? How higher rates will affect real estate markets
    Feb 20 2023

    In this episode Dan and Jim talk to John Donlon owner of GoldCoast Mortgage about the current interest rate environment and whether or not now is still a good time to buy a home.

     

    About our Guest:

      John Donlon founded GoldCoast Mortgage in Beverly, MA way back in 1999.  Since then he has helped thousands of individuals navigate the complex and sometimes anxiety inducing process of buying a home and obtaining a mortgage.    He is a selfless resources to countless people on a regular basis who want to talk about their situation and educate themselves about the process of applying for a loan.  Whether or not they are a first time home buyer or seasoned real estate investor.   John is a problem solver, for those in a tough situation when a mortgage refinance or cash out might be a solution.   He welcomes any opportunity to connect and chat.   Links:    GoldCoast Mortgage Case-Shiller US National Home Price Index

     

    Daniel James

    Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

     

    James V. Grace

    Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and wealth management service offering.  He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents, and faces many of the same financial challenges that his clients and listeners do every day. 

     

    Stay Connected:

    Daniel James

    LinkedIn: Daniel James

    Founder: CanopyLife

     

    James V. Grace

    LinkedIn: James Grace

    Director of Wealth Management, SilverPine Capital

     

     

     

    The Financially Mindful Podcast

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    Spotify: The Financially Mindful Podcast

     

    Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.

     

    This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)

     

     

     

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    47 mins
  • Time Management: Take control of your calendar and get more done
    Jan 24 2023

    In this episode Dan and Jim talk to Time Management Expert and Coach Sarah Reiff-Hekking, about how to take control of our days and use our time best.  From managing email notifications to defining better goals, they cover a wide range of topics and deliver takeaways you can apply to your days right away.

     

    "Time is a Non-Renewable Resource"  - Sarah Reiff -Hekking

     

    About our Guest:

    Dr. Sarah Reiff-Hekking is a Speaker, Coach, and Clinical Psychologist with over 20 years’ experience helping people create and achieve their goals. She’s developed unique systems to help her clients get a grip on their time and step up to the next level in their life or business.

    Dr. Reiff-Hekking received her Ph. D. from SUNY at Stony Brook in 1997, and Coach Certification from MentorCoach. She was on the facility at UMass Medical School for 6 years. She founded True Focus Coaching in 2005 and, as a business-savvy entrepreneur, she grew her successful coaching practice during a down economy.

      Links: LinkedIn: https://www.linkedin.com/in/truefocuscoaching True Focus Coaching: https://www.truefocuscoaching.com    

     

    Daniel James

    Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

     

    James V. Grace

    Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and wealth management service offering.  He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents, and faces many of the same financial challenges that his clients and listeners do every day. 

     

    Stay Connected:

    Daniel James

    LinkedIn: Daniel James

    Founder: CanopyLife

     

    James V. Grace

    LinkedIn: James Grace

    Director of Wealth Management, SilverPine Capital

     

     

     

    The Financially Mindful Podcast

    Itunes: The Financially Mindful Podcast

    Spotify: The Financially Mindful Podcast

     

    Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.

     

    This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)

     

     

     

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    46 mins
  • 2022 Recap
    Jan 5 2023

    In the final episode of 2022 Dan and Jim talk to Rob Skloff of Silver Pine Capital.  They cover the war in Ukraine, "transitory" inflation, the labor market and how these and other things have impacted the economy in the prior year.

     

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    46 mins
  • Why Making Financial Decisions Can Be Hard
    Dec 16 2022

    In this episode Dan and Jim talk to Financial Behavior Expert Neil Bage about how the human brain evolved to make decisions, the challenges we face as consumers in a modern world and how to eliminate some of the stress and anxiety around making financial decisions.

     

    About our Guest:

    Neil is an expert at bridging complex behavioral science with practical, tech-enabled application. He has served as a Chief Behavioral Officer for a UK-based financial planning firm and was the founder of an award-winning behavioral technology business. He has presented to thousands of business professionals around the world on human evolution, human biology, and behavioral psychology.    Links: Twitter: @neilbage @shapingwealth Shaping Wealth: www.shapingwealth.com  

     

    Daniel James

    Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

     

    James V. Grace

    Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and wealth management service offering.  He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents, and faces many of the same financial challenges that his clients and listeners do every day. 

     

    Stay Connected:

    Daniel James

    LinkedIn: Daniel James

    Founder: CanopyLife

     

    James V. Grace

    LinkedIn: James Grace

    Director of Wealth Management, SilverPine Capital

     

     

     

    The Financially Mindful Podcast

    Itunes: The Financially Mindful Podcast

    Spotify: The Financially Mindful Podcast

     

    Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.

     

    This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)

     

     

     

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    57 mins
  • Elections, FTX Collapse and Inflation’s Affect on The Holidays
    22 mins
  • Money and Emotions: Why is talking about money so hard?
    Jun 30 2022

    In this episode Dan and Jim talk to clinical psychologist Dr. Joy Lere about why money can be such an emotional subject to talk about and a few things we can all do to make it a little easier.

     

    About our Guest:

    Dr. Joy Lere is a licensed clinical psychologist and co-founder of Shaping Wealth. She has held research and clinical positions at Penn Medicine Princeton Health, Children's National Medical Center, and the Department of Defense and has served as an Assistant Clinical Professor in Clinical Psychology at George Washington University. She earned her Psy.D. at George Washington University.   Links: Substack: https://joylere.substack.com/ Twitter: @joylerepsyd Linked In: Joy Lere, Psy.D. Shaping Wealth: www.shapingwealth.com Website: www.joylere.com

     

    Daniel James

    Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

     

    James V. Grace

    Jim Grace is the Director of Wealth Management at Silver Pine Capital, LLC. a registered investment advisory firm in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry and currently leads Silver Pine’s financial planning and broader wealth management service offering.  He is responsible for ensuring that the firm's clients are properly planning and have access to any and all resources and guidance available inside and outside of the organization when faced with making important financial decisions. He is married, is father to two young children and the son of two aging parents, and faces many of the same financial challenges that his clients and listeners do every day. 

     

    Stay Connected:

    Daniel James

    LinkedIn: Daniel James

    Founder: CanopyLife

     

    James V. Grace

    LinkedIn: James Grace

    Director of Wealth Management, SilverPine Capital

     

     

     

    The Financially Mindful Podcast

    Itunes: The Financially Mindful Podcast

    Spotify: The Financially Mindful Podcast

     

    Subscribe to our podcast + download each episode on Apple Podcasts and Spotify.

     

    This episode was produced and managed by Podcast Laundry (www.podcastlaundry.com)

     

     

     

    Show more Show less
    45 mins