44 min

Money and Emotions: Why is talking about money so hard‪?‬ The Financially Mindful Podcast

    • Self-Improvement

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)
 
 
 

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)
 
 
 

44 min