Beste Dr. Daniel Crosby podcasts (2024)

1
Adam Tolliver - The Racial Wealth Gap 43:29

3d ago43:29

43:29

Tune in to hear: Get a better sense of the size and scope of the racial wealth gap problem in the US. Should financial advisors play a role in addressing these inequalities? Also, do historical factors, such as systemic discrimination and redlining, largely to blame for the genesis of this disparity? What sort of systemic inequities and injustices …

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How to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491) 27:13

12d ago27:13

27:13

In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person. In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth a…

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The Soul of Wealth with Dr. Daniel Crosby 37:38

14d ago37:38

37:38

In this episode of The Resilient Advisor Show, Jay Coulter interviews Dr. Daniel Crosby, the Chief Behavioral Officer at Orion, discussing a wide array of topics from health to financial wisdom and his latest book, The Soul of Wealth. Dr. Crosby begins by sharing his health journey, which began as a support effort for a friend and evolved into a st…

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Where Money Intersects with Meaning with Dr. Daniel Crosby 45:11

19d ago45:11

45:11

When asked to describe what he does, today’s guest says that he deals with the messiness of money as it intersects with the strangeness and oddity of being a human being. Where money intersects with meaning, you’ll find psychologist, behavioral finance expert, podcaster, and author of the new book Soul of Wealth, 50 Reflections on Money and Meaning…

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Retire Without Regrets: A Harvard Business Review Longitudinal Study 35:18

2d ago35:18

35:18

Our Retire Sooner Team has been researching, studying, and writing about happy retirements for years, so there aren’t many aspects we haven’t considered. But every once in a while, a new study grabs our attention. The latest, Retire Without Regrets, from the Harvard Business Review, used a longitudinal study to examine the gap between retirement ex…

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7 Tips for a Fulfilling and Purposeful Retirement 24:25

4d ago24:25

24:25

Watch this episode on YouTube In this episode of the Canadian Money Roadmap Podcast, we explore seven actionable ideas to ensure a fun, fulfilling, and purposeful retirement. Moving beyond the financial aspects of retirement planning, Evan delves into the importance of creating structure, lifelong learning, building intentional relationships, focus…

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Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492) 28:44

5d ago28:44

28:44

What if there was a way to make every client meeting feel more personal, engaging, and trust-building? In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on h…

1
Making Meaning of Our Money Habits 25:34

5d ago25:34

25:34

In this recap episode of Analog Advisor, hosts Wes Brown and Dr. Sonya Lutter explore two of their most recent episodes with financial psychologist Dr. Daniel Crosby and Money Habitudes expert Cara Macksound. The conversation explores how our personal beliefs, attitudes, and habits around money form our Money Habitudes that shape our finances and o…

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You Weren't Supposed To See That with Josh Brown 41:59

9d ago41:59

41:59

In this episode of The Resilient Advisor Show, Jay Coulter sits down with Ritholtz Wealth CEO and CNBC contributor Josh Brown. They explore key topics from Josh's new book, 'You Weren't Supposed to See That'. Josh delves into the legacy of legendary trader Jesse Livermore, discussing how his trading style and insights into behavioral finance remain…

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Revolutionize Your Retirement with Dr. Dorian Mintzer 39:29

9d ago39:29

39:29

The transition from one goal to another is often more challenging than either of the goals themselves. Once you get going, momentum can do a lot of the work, but turning the ship around or veering in a different direction takes planning, effort, discipline, and patience. If that sounds daunting, don’t worry. Today’s guest can help. Dr. Dorian Mintz…

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5 Reasons I'm Bullish On The United States 36:09

16d ago36:09

36:09

Only 36% of voters still believe the American Dream is attainable, according to a 2023 Wall Street Journal/NORC survey. This figure is decidedly lower than other pollster findings in similar surveys. Those revealed that 48% of voters in 2016 and 53% in 2012 felt reasonably assured of their opportunities for a prosperous future. In other words, more…

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Retire on Autopilot 26:41

18d ago26:41

26:41

Watch this episode on YouTube In this episode, Evan outlines three key decisions to set up your retirement on autopilot: asset allocation, choosing the right plan type like RRSP or TFSA, and deciding how much to regularly invest. Learn how to simplify your retirement investing strategy with clear, actionable steps. Rumi.ai All-in-one meeting tool w…

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How to Build Trust and Win Clients By Communicating With Intention With Joe Steuter (Ep. 490) 31:56

19d ago31:56

31:56

Anyone can talk. But how good of a communicator are you? In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Joe Steuter — Chief of Communications at Intention.ly — about the critical role that intentional communication plays in the success of financial advisors. Joe shares his extensive experience in helping advisors devel…

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Thriving Beyond 50 With Will Harlow 1:05:16

23d ago1:05:16

1:05:16

Think about the day you drove your favorite car off the dealer’s lot. The engine was purring, the paint job was shining, and it ran like a dream. But as time passed, little things started to go wrong. A scratch here. An odd noise there. You took it to the shop for repairs, but eventually, you had to buy a new one. The same thing happens to our bodi…

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Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It 14:04

24d ago14:04

14:04

Tune in to hear: What elements do “tulip mania,” the roaring twenties and the .com bubble share and what should be our biggest takeaway from these historic market events? What is the "affect heuristic" and how should we be thinking about it in relation to our investment decision making? How do the emotional states of euphoria and despair effect our…

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Proven Strategies for Scaling Your Advisory Business and Enhancing Client Experience With Kristin Harad (Ep. 489) 30:04

26d ago30:04

30:04

Oh, those messy middles! In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but…

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3 Lessons For Investors: What Would John Bogle Do? 34:52

1M ago34:52

34:52

Warren Buffett once said, “If a statue is ever erected to honor the person who has done the most for American investors, the hands-down choice should be Jack Bogle.” By creating index investing, the Vanguard Group founder helped to provide investors with a streamlined and low-cost way to buy broader market-tracking mutual funds. Though he died in 2…

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Michael Finke - The Behavioral Science Behind Your Retirement 32:01

1M ago32:01

32:01

Tune in to hear: From Michael’s vantage point, what did he observe during this recent market downturn? How can those nearing retirement overcome the tendency to have knee jerk responses to major negative market events? How can we better inoculate people against volatility before it happens? During a significant financial downturn is it more effecti…

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How to calculate your retirement number 26:07

1M ago26:07

26:07

In this episode of the Canadian Money Roadmap Podcast, Evan discusses the limitations of the '25x your expenses' rule for retirement savings. He delves into real-world considerations and personalized financial planning to realistically determine one's retirement number. Covered topics include tax implications, government benefits, retirement spendi…

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Get Noticed on LinkedIn Now: How To Spark More Conversations With Jessica Brown (Ep. 488) 34:42

1M ago34:42

34:42

LinkedIn is the social media platform for professionals. And as someone offering professional services, you have a presence there. But leveraging its potential takes more than just being present. In this episode, Matt Halloran welcomes ProudMouth’s own Marketing Editor, Jessica Brown, to share data-backed strategies to increase meaningful engagemen…

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Developing Resiliency through Grief with Dr. Sonya Lutter 46:49

1M ago46:49

46:49

Grief and loss are a part of being human. While it may be a universal experience, many of us don’t know how to feel it for ourselves, let alone meet our loved ones in their grief. In today’s episode, co-hosts Sonya and Wes share a special conversation about grief, loss, and resiliency, and Sonya shares a vulnerable part of her story. Together they …

1
Decoding Market Psychology with Dr. Daniel Crosby 1:16:23

1M ago1:16:23

1:16:23

Investing for the future can be daunting. And while many of us assume the key is mastering the market’s financial aspects, a persuasive argument says the behavioral side is perhaps even more critical. How we think about money can significantly impact our journey to financial freedom in retirement. But where exactly is that intersection of mind and …

1
Greg Davies - The Way Forward for Behavioral Finance 42:12

1M ago42:12

42:12

Tune in to hear: Relative to all the other behavioral experts out there, what stands out about Greg and his work? How did he arrive at this unique point of emphasis? How has Behavioral Finance come full circle in recent years? What have been the biggest shifts in Behavioral Finance in the past decade? Also, how does he anticipate it might change in…

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From Best-Kept Secret to Industry Authority: Grow Your Influence with Proven Strategies With Kirk Lowe (Ep. 487) 35:29

1M ago35:29

35:29

Are you ready to stop being the best-kept secret? In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing pros…

1
How the Fed's Rate Cut Could Impact Income Investors + A Deep Dive into Income Investing Strategy 33:40

1M ago33:40

33:40

How will the recent Federal Reserve rate cut impact your retirement income? Are your investments at risk or ready to benefit? In today’s episode of Retire Sooner, Wes Moss breaks down the 0.5% interest rate cut announced on September 18th and what it could mean for income investors. Plus, we revisit our popular episode, “Income Investing: The Proce…

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Retirement Roadmap: Mapping Out Your Income Sources 25:32

2M ago25:32

25:32

Watch this episode on YouTube Join us in Episode 4 of the Retirement Roadmap series on the Canadian Money Roadmap Podcast as we delve into the essential strategies and income sources to ensure a secure retirement. This episode focuses on practical steps to estimate your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits, and how to integ…

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How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486) 26:58

2M ago26:58

26:58

Use a lead magnet. You’ve heard that before. But are all lead magnets created equal, and can you cast your net far and wide with it? (Should you?) So many questions… How can you effectively attract and convert ideal clients using lead magnets and marketing funnels? In this episode, Matt Halloran welcomes Hillary Gale — founder of Moneta Copy — for …

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Facilitating Better Financial Conversations with Cara Macksoud 57:09

2M ago57:09

57:09

We know that our beliefs and behaviors around money are deeply personal. However, many financial professionals still try to keep the personal stuff out of the conversation. What if there was a way for us to have better financial conversations? Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand…

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Caring For Caretakers with Elizabeth Miller 50:07

2M ago50:07

50:07

More than one in five Americans serve as caretakers for an elderly parent or aging relative. How will we know what to do if and when that time comes? Is there someone we can ask? On today’s episode of the Retire Sooner Podcast, Wes sits down with author and Certified Caregiving Consultant Elizabeth Miller. Elizabeth’s experiences caring for her agi…

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Megan Gorman - All the Presidents’ Money 52:05

2M ago52:05

52:05

Tune in to hear: What was Megan’s favorite finding in the deep research she did for this book? Learn about Truman’s financial anxiety and how this impacted him. Why is it harder to pivot and recover from financial pitfalls than it used to be? What advice did Calvin Coolidge get from his stock broker? How did George Washington make his money and wha…

1
Building Your Dream Retirement: Setting Targets and Goals 20:39

2M ago20:39

20:39

In this episode of the Canadian Money Roadmap Podcast, join Evan as he discusses how to build your dream retirement on your terms. Learn about setting spending and time targets, the importance of early planning, and practical savings milestones you should aim for at different ages. Whether you're aiming for financial freedom, work optional, or trad…

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Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485) 30:13

2M ago30:13

30:13

Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth? Answer: You start with this podcast episode. Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a n…

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Defending Core Investment Principles 26:52

2M ago26:52

26:52

In today’s episode of the Retire Sooner Podcast, Wes takes aim at a recent Wall Street Journal article claiming the 60/40 portfolio and 4% retirement withdrawal rate could lead to ‘catastrophic’ outcomes. Wes concedes the author’s point about market unpredictability but rebuts such a gloomy hypothetical. He points to the potentially destructive con…

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Cady North - The Art of Sabbatical 36:10

2M ago36:10

36:10

Tune in to hear: Did Cady’s recent book, The Art of the Sabbatical, come from a place that was very personal and meaningful to Cady? If so, what was it that made this project so personal for her? In Cady’s experience, are many of those hoping to take a sabbatical doing so to just take a break from work or are they in search of a deeper, transformat…

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Don’t even THINK about retirement before doing these 5 things 30:16

2M ago30:16

30:16

Invest With Evan Watch this episode on YouTube In today's episode of the Canadian Money Roadmap Podcast, we continue our Retirement Roadmap Series by focusing on the foundational elements necessary for a secure retirement. We discuss essential steps like ensuring consistent cash flow, getting disability and life insurance, setting up a will, and el…

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Discovering Hope and Empathy in the Face of Tragedy with Dr. Nathan Harness 1:02:12

2M ago1:02:12

1:02:12

On the morning of 9/11, Dr. Nathan Harness was a young stockbroker starting his second day working in the World Trade Center. The events that unfolded that day have altered the world as we know it. For Nathan, surviving this traumatic and life-altering experience has shaped how he approaches every aspect of his life and spurred him to a profession …

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Master Marketing With the Two-Toed Sloth Strategy With Kalli Fedusenko (Ep. 484) 27:07

2M ago27:07

27:07

Channel your inner two-toed sloth. Bet that’s the first time you’ve heard that advice. In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. Sh…

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The Secret to Happy Aging With Alan Castel 41:47

2M ago41:47

41:47

Have you ever met a 75-year-old who seems 40? How about a 30-year-old who seems 50? Why do some folks seem to age like a fine wine while others settle like a lukewarm wine cooler? On today’s episode of the Retire Sooner Podcast, Wes sits down with Dr. Alan Castel to delve into how we might be able to improve our own aging process. A Professor in UC…

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Emily Blue - Humanizing the M&A Process 44:47

2M ago44:47

44:47

Tune in to hear: What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real world? What should people know about the process that they may not currently understand? What are the big things that are missing from the “highlight reel” version of selling a business and how can peop…

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The Most Overlooked Step in Retirement Planning 28:19

2M ago28:19

28:19

In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance…

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The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483) 27:38

2M ago27:38

27:38

How do you truly stand out in a crowded and competitive industry? In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has…

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Foundational Investment Principles of the Retire Sooner Community 46:57

2M ago46:57

46:57

Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation a…

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The Pursuit of Life Well-Being with Meir Statman 1:03:49

2M ago1:03:49

1:03:49

How does our understanding of money shape our pursuit of happiness? Wes Brown and Sonya Lutter are joined by renowned behavioral finance expert Meir Statman to learn how our financial decisions impact our life satisfaction and explore the intersection of money and psychology through Meir’s extensive research and experiences. Meir shares insights fr…

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Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe 45:25

2M ago45:25

45:25

Watch this episode on YouTube In this episode of the Canadian Money Roadmap podcast, host Evan Neufeld chats with Jason Yee, the dynamic co-founder and CEO of GrantMe. Jason shares invaluable insights on how Canadian families can navigate their way to a debt-free university education for their children. From understanding the difference between gra…

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From Jockey to Financial Advisor: A Blueprint for Niche Success With Billy Peterson (Ep. 482) 28:50

2M ago28:50

28:50

You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it. So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients?Door Matt Halloran, CRO at ProudMouth

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Retire Sooner Pajama Party 58:03

3M ago58:03

58:03

A fulfilling job is great, but being able to do it in your pajamas? Now, we’re talking. On today’s episode, we’re joined by Kerry Hannon, author of “Great Pajama Jobs: Your Complete Guide To Working From Home.” Between that and the dozen other books she’s published, Kerry is a renowned professional on careers, entrepreneurship, and financial planni…

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Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481) 32:42

3M ago32:42

32:42

Do you want to turn your podcast appearances into more business wins? You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting.Door Matt Halloran, CRO at ProudMouth

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The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits 47:27

3M ago47:27

47:27

Join me as I revisit one of my most popular episodes ever on the Canadian Money Roadmap Podcast. In this special summer highlight, I delve into 'The Laws of Wealth' with Dr. Daniel Crosby. Dr. Crosby, a psychologist and behavioural finance expert, provides valuable insights into the psychology of money and how it shapes our financial decisions and …

1
How To Handle A Market Selloff 23:38

3M ago23:38

23:38

On today’s episode of the Retire Sooner Podcast, Wes examines the recent market crash and analyzes how the Fed’s decisions may have helped lower inflation but negatively affected the housing market and unemployment rate. Wes acknowledges that the specific challenges can differ for each market downturn but reassures listeners that productive reactio…

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Dr. Charles Eckhart - Family Wealth Dynamics 38:47

3M ago38:47

38:47

Tune in to hear: What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting? What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? What does Dr. Eckart mean, exactly, when he refers to family mythology and how migh…

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Dr. Daniel Crosby Podcasts

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