Best Dr Daniel Crosby Podcasts (2024)

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

1d 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

2d 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…

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

9d 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…

1
Retirement Roadmap: Mapping Out Your Income Sources 25:40

10d ago25:40

25:40

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…

1
Caring For Caretakers with Elizabeth Miller 50:07

16d 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…

1
Megan Gorman - All the Presidents’ Money 52:05

16d 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 21:35

17d ago21:35

21:35

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…

1
Defending Core Investment Principles 26:52

23d 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…

1
Cady North - The Art of Sabbatical 36:10

23d 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…

1
Don’t even THINK about retirement before doing these 5 things 30:24

24d ago30:24

30:24

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…

1
The Secret to Happy Aging With Alan Castel 41:47

30d 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…

1
Emily Blue - Humanizing the M&A Process 44:47

1M 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…

1
The Most Overlooked Step in Retirement Planning 28:28

1M ago28:28

28:28

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…

1
Foundational Investment Principles of the Retire Sooner Community 46:57

1M 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…

1
Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe 45:34

1M ago45:34

45:34

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…

1
Retire Sooner Pajama Party 58:03

1M 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…

1
The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits 47:35

2M ago47:35

47:35

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

2M 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…

1
Dr. Charles Eckhart - Family Wealth Dynamics 38:47

2M 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…

1
The Scientific Significance Of Fun With Mike Rucker 1:01:15

2M ago1:01:15

1:01:15

It’s been said that loneliness is worse for our health than smoking cigarettes. Take a second to inhale that scary thought. In contrast, pro-social behavior triggers the release of oxytocin in our body. That’s the love hormone, and it’s crucial for happiness. We’ve all had that nagging feeling that we need to spend more leisure time with friends an…

1
Clare Flynn Levy - Good Behavior, Good Returns? 34:07

2M ago34:07

34:07

Tune in to hear: What does Clare and her team at Essentia Analytics focus on specifically? How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website? One of the trick things about behavioral investing is you can get a go…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck 40:04

2M ago40:04

40:04

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Revisiting How To Stay A Millionaire, And Other Lessons from The Millionaire Next Door 46:48

2M ago46:48

46:48

In today’s episode, Wes points out that the population of mini-millionaires is growing and that society’s perception of them isn’t always very accurate. Producer Mallory Boggs joins to discuss this latest variant of what authors Thomas Stanley and Bill Danko originally coined, The Millionaire Next Door. They elaborate on five habits that this cohor…

1
Tim Holland - The Election and Your Money 35:48

2M ago35:48

35:48

Tune in to hear: How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year? What would Tim tell …

1
Parkour and Pickleball: Tips on Active Aging with Erin Eleuterio 55:26

2M ago55:26

55:26

In this actionable episode of Retire Sooner, Wes Moss sits down with Erin Eleuterio to explore the importance of physical activity for older adults. Erin shares her unique techniques, like parkour-based fall resiliency training, to help people in their 70s and 80s stay strong and recover from falls. They discuss the benefits of programs such as Sil…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski 36:36

2M ago36:36

36:36

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Revisiting Three Investing Keys to Help Retirees Sleep Well at Night 29:13

3M ago29:13

29:13

On today’s episode, we ponder the question, “Can money buy happiness?” The answer might surprise listeners, and Wes borrows the words of best-selling author Morgan Housel to help discuss the positive and negative psychological effects money can have on retirees. Wes then uses his own “Bucket System” analogy to explain income investing and how three…

1
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

3M ago35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…

1
Spending Our Anxieties: The Motivations Of Financial Decision-Making With Christine Moriarty 58:11

3M ago58:11

58:11

Morgan Housel’s eye-opening book amplified the idea that the intersection of psychology and money is bigger and more bustling than most of us know. Today’s guest, Christine Moriarty, has dedicated her life to finding harmony between the two. Christine isn’t the typical CERTIFIED FINANCIAL PLANNER™. Despite her finance degree and MBA in Entrepreneur…

1
Phil Bray - Effective Marketing in a Noisy World 47:47

3M ago47:47

47:47

Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr 46:10

3M ago46:10

46:10

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Andy Baxley - The Power of Financial Purpose 43:21

3M ago43:21

43:21

Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…

1
5 Common Mistakes To Avoid When Retiring Early 35:15

3M ago35:15

35:15

Despite the continued popularity of retiring at 65, many folks are drawn to the allure of an early exit. The promise of more time for family, travel, and core pursuits can be hard to resist—the very mission of this podcast is to help people retire sooner than they ever thought possible. But as wonderful as an early retirement can be if you can affo…

1
From Rejection To Financial Freedom: The Minority Mindset With Jaspreet Singh 1:02:25

4M ago1:02:25

1:02:25

Jaspreet Singh’s parents gave him two choices: become a doctor or be a failure. Understandably, he chose medicine, but deep down, he knew it was for all the wrong reasons. People like Jaspreet are born entrepreneurs. They just see the world a little bit differently. He inherently knew he could be happier and make more money doing something else, an…

1
Nuala Wash - Ten Steps to Better Decision Making 59:15

4M ago59:15

59:15

Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson 48:34

4M ago48:34

48:34

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
You May Be Able To Retire One (Or Five) Years Sooner 30:16

4M ago30:16

30:16

According to a National Institute on Retirement Security report, 79% of Americans agree that there is a retirement crisis. It also revealed that over half of Americans are concerned they won’t be able to achieve financial security. Retirement insecurity may be a daunting reality, but on today’s episode Wes sets some theoretical parameters to illus…

1
Shawn Sparks - The Advisor Transformation 51:14

4M ago51:14

51:14

Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…

1
My career path as an independent CFP® Professional 28:49

4M ago28:49

28:49

In this episode of the Canadian Money Roadmap Podcast, host Evan Neufeld shares his personal journey to becoming a certified financial planner at an independent investment firm in Canada. Evan discusses his educational background, early entrepreneurial ventures, and the pivotal moments that led him to his current role. He elaborates on his experien…

1
How To Stay Young As We Age with Doctor Dawn Carr 1:04:22

4M ago1:04:22

1:04:22

We all know that older person who just seems so young. How do they pull it off? Did they hit the genetic jackpot? Or do their lifestyle habits act as a fountain of youth? Doctor Dawn Carr has answers. With a PhD in Sociology and Gerontology, she directs the Claude Pepper Center at Florida State University and is a former researcher at the Stanford …

1
Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing 45:13

4M ago45:13

45:13

Tune in to hear: How should advisors go about optimizing SEO for their practice and why is it so critical? Why do advisors who offer texting as a communication option get 400% more opt-ins? Why is email so powerful and how can advisors build out a list that will serve them well? Emails with video content really outperform, but many people are hesit…

1
Retirement Reality Check: Know Your Income Needs 13:33

4M ago13:33

13:33

In today's episode, we're tackling one of the biggest challenges pre-retirees face: accurately calculating their retirement income needs. Many people underestimate their expenses, leading to potential shortfalls in their retirement planning. Join host Evan Neufeld as he breaks down the essential expenses you'll need to consider, including those tha…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova 36:50

4M ago36:50

36:50

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Investing At Market All-Time Highs 33:18

4M ago33:18

33:18

According to a recent Schroders study, just 4% of current retirees say they are “living the dream,” while another 4% report they are “living a nightmare.” On today’s show, Wes lists some primary concerns, including inflation and unpredictable market fluctuations. He then relates it to the Dow, S&P 500, and Nasdaq, each hitting all-time highs in May…

1
Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement 25:01

4M ago25:01

25:01

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld addresses a wide range of listener questions. Topics covered include understanding capital gains on property sales, taxation of CPP payments, investment strategies for different time horizons, setting up custodial accounts for children, and managing pensions from previous employers…

1
Can you retire at 55 with $500,000 in Canada? 14:42

4M ago14:42

14:42

Can You Retire at 55 in Canada with $500,000? Watch this episode on YouTube In this special Tuesday edition of the Canadian Money Roadmap Podcast, host Evan Neufeld shares the audio from his recent YouTube video discussing the feasibility of retiring with $500,000 in savings for a 55-year-old couple. He explores various factors such as spending nee…

1
The Millionaire Mission with Brian Preston 58:45

4M ago58:45

58:45

You work hard for your money. But what if your money could work even harder for you? Brian Preston says there’s a way to make that happen. It’s called taking control of your financial freedom, and in his new book “Millionaire Mission,” he makes the case that it’s simpler than you think. I’ve known Brian for a long time. His podcast, “The Money Guy …

1
Investment Fund Performance: Costs, Turnover, and Long-Term Success 18:37

5M ago18:37

18:37

In this episode I explore why a significant number of investment funds fail to outperform their benchmarks (let alone survive for the long term). This episode breaks down the critical factors of high fees and high turnover, offering insights on how these elements negatively impact fund performance. Invest With Evan Become more confident with your m…

1
A 6% Withdrawal Rate: Crazy or Possible? 25:52

5M ago25:52

25:52

Running out of money may be retirement’s most frightening concern, so it’s not surprising that people want to know how much of their nest egg they can safely spend. The 4% rule, identified by William Bengen, states that retirees who draw down 4% of their portfolio in the first year of retirement, adjusting every year for inflation, will likely see …

1
Jason Pereira - The Future of AI in Wealth Management 37:18

5M ago37:18

37:18

Tune in to hear: What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field? What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?" Why is the developing world, on average, more optimistic about AI than the developed world? Will our pess…

Podcasts Worth a Listen

Dr Daniel Crosby Podcasts

Podcasts Worth a Listen

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