The Financially Mindful Podcast

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

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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:

 

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)

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)

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.

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)

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 about the importance of Special Needs Planning with expert Annette Hines ESQ, Founder of The Special Needs Law Group of Massachusetts, PC.

 

About our Guest:

Attorney, mother, author, advocate and founder of Special Needs Law Group, Special Needs Family Services, The Special Needs Companies, and host of Parenting Impossible - The Special Needs Survival Podcast.   Annette Hines, brings personal experience with special needs to her work as the mother of two daughters, one of whom passed away from Mitochondrial disease in November 2013.  This deep personal understanding of raising a child with disabilities fuels her passion for quality special needs planning.

Annette Hines knows firsthand just how complex and overwhelming the legal systems and processes are for parents of children with special needs. Amidst the grief of losing her beloved Elizabeth, Annette realized that life was giving her a “second chance” touse her extensive legal expertise to help families who are going through the same challenges she faced. She authored her life story of her and Elizabeth’s powerful journey of hope in her memoir, Butterflies and Second Chances.

 

Resources:

The Arc 

The Academy of Special Needs Planners

National Association of Elder Law Attorneys

Boston Center for Independent Living

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.   

 

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 personal finance expert Brian Portnoy about why meaning and purpose are so important to consider when planning and investing.

In this episode Dan and Jim talk with Brittany Melville about the different types of alternative investments that can be used to fund a Self Directed IRA.