26 episodes
The Financially Mindful Podcast Daniel James & Jim Grace
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- Education
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5.0 • 10 Ratings
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The Financially Mindful podcast is geared to help families, young professionals and couples prepare for major life events financially, practically and emotionally. By being mindful of the things you can control, you can avoid being taken by surprise by the things you can't. Hosted by Entrepreneur Daniel James of Canopy Life and Wealth Management expert James V. Grace of Silver Pine Capital, the Financially Mindful podcast aims to transform listeners from being overwhelmed to being empowered and controlling their situations. Learn more at: www.FinanciallyMindful.co
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What is Mindfulness?
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: @_derekhagen_
Instagram: @moneypsychology
About Jim & Dan:
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
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
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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Who Wants to be a Millionaire? The traits, habits and behavior’s of the self made wealthy.
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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Did I Miss It? How higher rates will affect real estate markets
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
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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Time Management: Take control of your calendar and get more done
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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2022 Recap
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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Why Making Financial Decisions Can Be Hard
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)
Customer Reviews
Great pod
This pod has really helped me. I went from penny stocks and gambling on horses as my primary retirement investment source to following the advice of these two. Wish they would get more into obscure crypto, that and water reserves are where it’s at y’all.
Relatable
The power of this pod is this is the relatability of the hosts. The content is practical, uncomplicated, and insightful - perfect for a mid 30s dad who (should) doesn’t put enough much thought into family finances because it feels complicated when it really isn’t.