• Why Making Financial Decisions Can Be Hard

  • Dec 16 2022
  • Length: 57 mins
  • Podcast

Why Making Financial Decisions Can Be Hard

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  • Summary

  • 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

     

     

     

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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)

     

     

     
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