Shows
Retire With Purpose - The Retirement PodcastThe Soul of Wealth: Bridging the Gap Between Money and Happiness with Daniel Crosby, PhDToday’s guest is Dr. Daniel Crosby, a leading psychologist and behavioral finance expert who helps individuals and organizations understand how our thoughts, emotions, and behaviors intersect with the markets—and ultimately, our sense of purpose. He serves as Chief Behavioral Officer at Orion Advisor Solutions and is the bestselling author of The Soul of Wealth: 50 Reflections on Money and Meaning. He’s been recognized by AARP and Monster.com as a top financial thinker and is the host of the Standard Deviations podcast. Daniel was on the podcast back in 2020, and I’m thrilled to have h...
2025-08-111h 02Retire With Purpose - The Retirement PodcastCoronavirus and Your Retirement with Daniel CrosbyToday’s guest is Daniel Crosby. Daniel is the Chief Behavioral Officer at Brinker Capital, where he helps organizations better understand the intersection between minds and markets. Daniel has more than 10 years of experience in the financial services industry and has published a number of bestselling books that serve as guides to building stronger advisor-client engagement with a focus on achieving better outcomes. Daniel gets not just how markets work, but why people make decisions - both good and bad - as they invest and build financial plans. In his book, The Behavioral Investor, he exa...
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