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