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Financial Wellness

 “People aren’t dumb, the world is hard.

Richard Thayler
Nobel Prize Winning Behavioral Economist

This page was created for individuals who want to gain a better understanding of how the world of personal finance works. We don’t have all the answers, but we’re looking for them.

Our Mission

We’re learning and growing every day and want to share our experiences with you. Follow along for free advice and personal guidance.

Podcast

Financially Mindful

Silver Pine’s Jim Grace hosts the Financially Mindful Podcast with entrepreneur Daniel James, where they unpack the secrets to financial wellness by chatting with industry professionals and influencers.

Blog

Money Stories

Learn from our experiences as we share anecdotes from our own lives, as well as our clients. We also share additional resources from our partners to get as much helpful information in front of you as possible.

Financially Mindful

Listen to recent podcasts

Gain insights from a range of experts to prepare you for life’s unexpected events and planned milestones.

Investing

Money & Emotion

How to keep your emotions out of making important financial decisions.

Retirement

Retiring Comfortably

Debunking the myths of retirement communities with our resident expert.

Real Estate

Real Estate Investing 101

Tips on adding value to your properties and financing your initial investment.

College

Funding College

Simplifying the often overwhelming process of college planning.

Identity Theft

Beat the Scammers

Steps you can take to ensure you don’t fall victim to an increasingly common crime.

Retirement

Making Sense of your 401K

Unpacking the ins and outs of what might be your largest asset, your 401K.

Money Stories

Read our latest posts

Helping you navigate uncertain times with real-world financial advice from us, our partners, as well as our clients.

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Consumer Tips

What to do after a car accident

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Consumer Tips

The summer music festival lineup

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Consumer Tips

The best time of year to visit Australia

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Consumer Tips

The incredible history of Queensland

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Consumer Tips

Before traveling to Port Douglas

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Consumer Tips

Top destinations worth visiting

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Get Started

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