Standard Deviations With Dr Daniel Crosby public
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
 
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Jess Von Bank (also known as JVB) is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. JVB is proficient with, and passionate about, HR tech and connecting talent to opportunity. She lives in Minneapolis, MN with her three daughters and enjoys obstacle races and dark chocolate.Tune in to hear:- What…
 
Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirements. He has worked as a CFP for more than 25 years and is passionate about making sure people are prepared for retirement while living their best lives along the way. He authored the book Rock Retiremen…
 
Now in his 31st year as a financial professional and Partner of Strategic Wealth Group, LLC. John is a Chartered Financial Consultant and member of MDRT's Top of the Table. SWG's mission is to help clients establish goals, make efficient decisions and implement macro strategies to reach those goals.Tune in to hear:- Why is it potential a mistake fo…
 
In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of accelerating change. Dani is also responsible for implementing voice-first capabilities at TD Amer…
 
Dr. Joy Lere is a psychologist and consultant who practices where Freud meets finance. She works with foot planted in the field of psychology and the other waltzing on Wall Street. She has previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and has held clinical and research positions at Child…
 
Phil Pearlman is the Chief Community Officer at Stocktwits, the world’s largest community of investors and traders. Phil previously worked as the Director of Marketing at Bank OZK and as the Interactive Editor at Yahoo Finance. On his blog Eight Fat Swine, Phil looks at questions about behavior and irrationality and seeks out solutions that foster …
 
Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scientific approach to investment. He is the author of seven books, including The Only Guide to a Winning Investment Strategy You’ll Ever Need, and the co-author of eight other investment books. At Buckingham…
 
Tune in to hear:- Ways investors can confront their fear of loss aversion when this fear holds them back- How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus- Is there a such thing as too much communication with cl…
 
Iván is a graduate of the College of the Holy Cross with a bachelor’s degree in political science and Spanish literature and brings a unique blend of analytical and holistic thinking to each of his clients. Iván’s expertise is in asset protection, wealth accumulation and wealth distribution strategies. His vast knowledge and rich experience in the …
 
Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased financial planning and investment management should be available to everyone looking for it. In addition to working with clients regardless of their asset level or income, Justin runs the financial pl…
 
Ashvin Chheda, President & Managing Director at Opes One Advisors, was born in Ibadan, Nigeria. Moving to the UK, Ashvin earned a Bachelors of Engineering in Electrical Engineering from the University of Manchester Institute of Science and Tech, and subsequently moved to the US to complete a Master’s of Science at the University of Michigan. While …
 
Dr. Joy Lere is a psychologist with a practice focused on the merger of money and mindset. She has worked internationally with driven, achievement-oriented professionals who are motivated to reach the next level in their careers and finances.Tune in to hear:- What is “an existential boundary experience?”- How we can hold on to, and harness, the cla…
 
Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS&C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate ab…
 
Lisa Brenneman is the Behavioral Finance and Strategic Innovation leader at TD Wealth. She created the TD Wealth Personality Assessment Tool using the Five Factor Model of Personality, enabling clients and advisors to identify their financial and investing blind spots.Tune in to hear:- What are the “Big 5” measures of personality?- What lessons can…
 
Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using Histor…
 
Paul Hebert is the Vice President of Individual Performance Strategy at Creative Group, and is widely considered an expert on motivation and incentives focused on influencing behaviors that drive business results through employees, channel partners and consumers. Using tested behavioral economic and motivational ideas he has driven engagement progr…
 
Bio: Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Your Practice.’ He’s also a certified expert of the Experience Economy (Pine and Gilmore). He lives with his wife Sherri, two daughters and a yellow lab. He loves spending his winters skiing as much as p…
 
Emily Binder is an entrepreneur, speaker, and founder of Beetle Moment Marketing. She focuses on AI and voice assistants, branded audio content, and digital strategy.Tune in to hear:- if synchronicity can be cultivated or if it is just random- why people often dislike their own voice- why voice is more compelling than text or visuals- what ingredie…
 
President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment decisions via providing robust data, intuitive tools and outstanding customer support. Sean received his MBA in Finance and Entrepreneurship from Stanford’s Graduate School of Business and he graduate…
 
Gregory Zuckerman is a Special Writer at The Wall Street Journal. He writes about big financial trades, hedge funds, private-equity firms and other investing and business topics. In the past, Greg wrote the "Heard on the Street" column and covered the credit markets for the paper. Greg is the author of "The Frackers: The Outrageous Inside Story of …
 
Coach Dana Cavalea is the former Director of Strength & Conditioning and Performance for the New York Yankees. He led the team to a World Championship in 2009. He is also the author of his new book, ‘Habits of a Champion, Nobody Becomes a Champion By Accident.’Tune in to hear:- why influence is a cornerstone of performance- how to hate losing while…
 
Jim leads the Retirement Income Specialist, DI and Life Wholesale Team at Guardian and has more than 25 years of financial sales experience. Prior to joining Guardian in 2008, Jim was Vice President and National Sales Director for the Independent Division of PLANCO, representing Hartford Investments. During his tenure at PLANCO, Jim consistently ra…
 
Corey Phillips is a successful financial advisor with the Bulfinch Group in Boston as well as a co-owner of a retail liquor-store, community advocate that sits on the Board of four different non-profits, a youth sports coach, and a dad of one and one-on-the-way, we ask Corey Phillips, how do you do it all? Corey explores how to manage the illusive …
 
Brett McKay - The Art of Manliness Brett McKay is an attorney and the founder of The Art of Manliness, the largest men's interest magazine on the web. He drops by Standard Deviations this week to shatter one-dimensional notions of masculinity and tell us what's going right with men and boys. Tune in to hear: - How Brett started this runaway success…
 
Nichole is wealth management advisor with Westpac Wealth Partners who has 13 years of industry experience. She joins Dr. Crosby this week to discuss the good, bad and ugly of taking on personal debt. Listen in to learn: How certain types of debt can actually be goodWhat she thinks can be done about the student debt crisisWhy you might not be able t…
 
Jim O'Shaughnessy is the founder of O'Shaughnessy Asset Management and the author of "What Works on Wall Street", one of the most influential investing books of all time. He joins me this week to discuss: - How we can overcome the "illusion of uniqueness" and understand that we are just as prone to bias as the next person -Whether or not he in fact…
 
Andrew Guyton is a financial advisor with seven years of experience who joins us today to talk about the pros and perils of family business. In specific, we discuss: What he and his father do to make financial planning fun and engagingHow he maintains a personal identity within a family businessWhat his father required him to do to prove himself be…
 
Laurie Ruettimann is an HR consultant, keynote speaker, entrepreneur, and now, the proud owner of a pretty sweet book deal. In this candid interview she speaks to the ins and outs of something that 80% of Americans hope to accomplish: writing a book. Specifically, we discuss: - Why writing a book is a goal for so many people -How to know if you hav…
 
Kathleen Burns Kingsbury is on a mission to break money silence and shatter taboos around finance. She joins us this week to discuss:- Why we are more comfortable talking about sex, politics and religion than money-How to talk to children about money in a manner that's meaningful to them-The pros and cons of financial literacyJoin us for this fasci…
 
Marty Nachemson is a partner at Prosperian Wealth Management where he specializes in holistic financial planning. Today, he joins us to discuss how he stays adaptable in a business world that's always changing. We touch on:- How "adaptability quotient" or AQ, differs from IQ and EQ- Is the world really changing faster than ever?- Harvard's take on …
 
Doug Shaw believes that we are all artists and teaches business professionals to regain the natural enthusiasm for creativity we all had as children. Join us this week to learn:- How we can regain our former skill with and love of creative thinking-Why the World Economic Forum rates creativity as one of the top 3 skills needed for the future-How to…
 
Perth Tolle is the founder of the Life + Liberty index, the methodology underlying the launch of a new ETF. She joins us to discuss how she lives her mission of "We invest in freedom." Tune in to learn: -How Perth and her team measure the abstract concept of freedom-Why countries like the Philippines, with high profile human rights abuses, are stil…
 
Bob Seawright is the Chief Investment Officer of Madison Avenue Securities and a widely read blogger at Above the Market. He joins us to discuss:-How to actively seek out dissenting opinions-How investors can become educated without being inundated-Some practical tips for overcoming overconfidenceListen in to see what the king of long-form behavior…
 
Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession.She joins us today to talk about opportunity zones, includ…
 
Ron Carson is one of the most successful financial advisors in the world in addition to being a bestseling author and sought after coach. He joins Standard Deviations to share his journey from college dorm room to the top of the mountain. Within, we discuss: - How Ron moved from loving to hating the financial advice business- Why he thinks that tec…
 
Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: -How he maintains an attitude of "principled contrarianism" -The 10 ideas that have shaped his approach to life and business-His disdain…
 
Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss:- How he manages bias in his search for the best data- What he believes to be "the most important asset" - Rules of thumb for deciding whether to trade time for money- His innovative take on competitio…
 
Morgan Housel is one of the world's foremost leaders on all things money and human nature. He joins us this week to discuss: -Why education improves outcomes in other disciplines but not always in finance-The just-world fallacy as it pertains to wealth -The inescapability of our personal histories-The appropriate balance between optimism and pessim…
 
Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won't want to miss this episode in which we discuss: - Jason's tak…
 
Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: -Why Clare believes in active management at a time when fund flows suggest otherwise-How she tells some of the richest people in the world, "You're wrong" -Th…
 
Jamie is a rising star in the world of finance who has burst onto the scene with his in-depth analysis of financial history. In this episode, Jamie helps us understand the lessons of financial history with an eye to learning from past mistakes. Our discussion includes: -How can learn from financial history without drawing spurious correlations? -Wh…
 
Andy Swan is the founder of LikeFolio, a company that provides consumer behavior insights to investors and corporations. In this episode, we discuss using social media sentiment from sites like Twitter to make investment decisions. Our conversation includes:- How accurate is Twitter sentiment at helping predict market moves?-Why Andy believes in co…
 
When her life was upended by a series of tragic events, Joleen Mainz wasn't sure how to proceed. Luckily, she found strength in taking much of the same advice that she had given her clients over the years. Listen to this heart wrenching episode to learn: Why "eating your own" cooking is a must for financial professionalsHow Joleen maintains hope in…
 
This week on Standard Deviations, Dr. Crosby is joined by Christine Benz, the Director of Personal Finance at Morningstar and author of "30 Minute Money Solutions: A Step-by-Step Guide to Managing your Finances." They take on the intersection of retirement and psychology, specifically focusing on goals-based approaches to retirement readiness. Talk…
 
The Myers-Briggs Type Indicator is the world's most popular personality instrument but isn't without its controversies. Loved by loyalists and sneered at by many social scientists, Dr. Turner gives a candid assessment of the strengths and weaknesses of the MBTI and speaks directly to how it can be used to deepen our understanding of self. Specifica…
 
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