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

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)

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:

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)