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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Dr Daniel Crosby Podcasts
The Way Forward: interviews with top wealth management professionals about topics including compensation, hiring, marketing, next-gen, and more.
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Welcome to Analog Advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.
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*** Named a Best Podcast By The New York Times, Time Magazine, Real Simple and MSNBC *** Host Farnoosh Torabi is an award-winning financial strategist, TV host and bestselling author. With over 40 million downloads and multiple Webby wins, So Money is dedicated to sharing inspiring money strategies and stories straight from today's financial leaders, bestselling authors and entrepreneurs. One day, hear an intimate money conversation with industry greats like Queen Latifah, Barbara Corcoran o ...
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Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order. Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode. This podcast will ...
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Behaviour Lab CEO Magdalena Smith sits down with special guests to discuss how we can debias investment decision making through analytics and behavioural science.
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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A guide for future ER physicians. "Becoming an Attending" delivers insights for navigating undergrad, medical school, residency, and becoming an attending physician. Financial & Investment Advisory services provided by Money Script Wealth Management, PLLC "MSWM", a registered investment adviser offering advisory services in the states of Texas, California, Louisiana, Nevada, New York, North Carolina, Florida, Georgia, and other states where exempted. MSWM does not provide specific tax or leg ...
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Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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I have always been interested in the "how" and "why" some people have been able to achieve amazing personal and professional success. After finishing my Master's degree in Teaching I wanted to pursue my curiosity further. With this podcast I am going to talk to and learn from the founders of companies and leaders in their own profession. We will discuss how they got started and what they had to learn to get to where they are today.The premise of this podcast is to show that everyone is capab ...
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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to na ...
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Tune in to hear: What novel approach did Hungarian Mathematician Abraham Wald utilize to better understand which parts of American planes needed improved armor during WWII? What is “survivorship bias” and how did Abraham Wald avoid this? Why does professor Scott Galloway suggest that we should follow our talent, or gift, rather than our passion? Wh…
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I’m delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Daniel has a new book out, which I highly recommend, called The Soul of Wealth, and having read and enjoyed it, I asked Daniel to come and talk about it. It’s a deeply practical book - not just theory or stats - a…
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1849: The Psychology of Wealth: Money, Meaning, and Mental Well-Being with Dr. Daniel Crosby
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Dr. Daniel Crosby is a psychologist, behavioral finance expert, and New York Times bestselling author. His works, The Laws of Wealth and The Behavioral Investor have transformed how we think about investing by shedding light on the emotional and cognitive biases that often shape our financial behavior. He also serves as Chief Behavioral Officer at …
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108: When Business Is Personal | What Happens When Siblings Take Over the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street
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What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common? Dock Street. This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it’s run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they’d never work together. In this episode, Spencer and Liz j…
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It’s another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffers, and much more besides! Shownotes: https://meaningfulmoney.tv/QA20 01:21 Question 1 Hi to you both. Absolutely love the podcast and Pete's book. The information in both has made a huge difference to my under…
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Evan Osnos: What Advisors Need to Know About the New Gilded Age
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The National Book Award winner explores how today’s extreme concentration of wealth is reshaping risk, client expectations, and the future of financial advice. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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1858: Why Six-Figure Earners Still Feel Broke (and What to Do About It)
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Visit stashwealth.com/somoney for a secret stash of financial goodies. On today's episode: Where do you stand on budgeting? Hate it? Feel defeated by it? You’re not alone—and you’re going to love today’s episode. We’re joined by Priya Malani, the dynamic founder of Stash Wealth and host of the new podcast The F. Word, who’s making personal finance …
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Venture Capital and Private Market Investing with Rob and Scott
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In this episode of the Informed Decisions podcast, I chat with Rob Halligan and Scott Ashmore, co-founders of Shuttle, a platform aiming to democratise access to private equity and venture capital investments. The conversation dives into the fundamentals of private markets, how they differ from public equity investing, and why early-stage companies…
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1857: Ask Farnoosh: Affording My Parents' Care with Georgia Lee Hussey
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This week Georgia Lee Hussey of Modernist Financial joins to break down the challenges and solutions for affording elder care, especially as it may fall on adult children to pay for their parents' expenses. Read more about this topic in The New York Times. Join FarnooshBTS.com Find a HYSA at SoMoneyLinks.com…
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1856: Proven Ways to Climb the Wealth Ladder and Level Up Your Net Worth
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Where do you think you are on the wealth ladder? Just starting out and struggling to save? Sitting on six figures and wondering what’s next? Or maybe you’ve hit a financial milestone—but it doesn’t feel as life-changing as you expected. Today’s episode is all about understanding what changes—and what should change—as you move up the financial ladde…
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107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds
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What do you do when the market tells you there’s no room for another fund? You tell a better story and carve your niche anyway. In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds. They dive into how…
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Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson
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Today I’m joined by my friend Lee Jackson who came to me with a thorny financial/legal problem a few months ago pertaining to Family Protection Trusts. I was able to help him answer one specific question, but the issue he faced is shared by tens of thousands of other people up and down the UK. So, I asked him to come on to the show to discuss it, j…
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How a Top Morgan Stanley Doctor Helps Clients Stay Healthy
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Dr. Kim Henderson, the head of health and wellness education, discusses how she applies her medical expertise to help the firm’s advisors when clients face health-related challenges. Host: Greg Bartalos. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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1855: The Quiet Billion-Dollar Machine Behind Job Loss, Higher Rents, and Vanishing Services
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Ww’re pulling back the curtain on one of the most powerful — and least understood — forces shaping our economy: private equity. My guest is Megan Greenwell, a veteran journalist and former editor-in-chief of Deadspin, whose new book, Bad Company: Private Equity and the Death of the American Dream, is both a searing exposé and a deeply human investi…
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Understanding Your Defined Benefit Pension Scheme
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If you’ve ever looked at your pension statement and thought, “What does this actually mean?” You’re not alone. In this episode, #338, we’re cutting through the jargon and making sense of Defined Benefit (DB) pension schemes, especially for Irish employees and retirees. These schemes can offer incredible long-term value, but many people don’t fully …
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1854: Ask Farnoosh: Debt Consolidation, Roth IRA Investing and Windfall Management. Plus: How Much to Feel Wealthy?
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Apply for Farnoosh's 4-month mentorship program at FarnooshBTS.com How much do you need in net worth to feel wealthy? This week's Ask Farnoosh covers recent money headlines about wealth. student loans and social security. And audience questions related to windfalls, investing and debt management.
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Tom Klingman: The Best Things About Independence | Next Gen
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Younger advisors at RIAs have “the ability to really drive change, thinking and innovation,” says the managing partner of Klingman & Associates. “There is no red tape.” Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Dr. Daniel Crosby - Your Curiosity Points to Your Purpose
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Tune in to hear: What can we learn from Leonardo da Vinci about harnessing curiosity to fill our lives with purpose? Why does science writer Sharon Begley think that curiosity is the mental counterpart to physical hunger? What is an example of how curiosity is hardwired into our genetic makeup? What can “convergent” and “divergent” ways of thinking…
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1853: Financial Freedom in the Age of AI and Data Surveillance. What it Means For Your Money and Privacy
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Today’s episode is a powerful conversation about legacy, love, and how technology is reshaping the way we protect our wealth and our families. My guest is Martha Underwood, a 25-year tech veteran and the founder and CEO of Prismm, a digital vault platform that helps families and financial institutions securely manage documents, streamline inheritan…
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106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series
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Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast. If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash. The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is break…
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Edward Fishman: Weaponizing Finance and What It Means for Portfolios
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The economic statecraft expert explains how sanctions, chokepoints, and financial tools are redefining market risk and opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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Flashback to episode 296 - Risk of Ruin...Lifestyle & Default Investment Pension Strategies
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For the past 8 years, I’ve been making the case that most investors, particularly those who can tolerate volatility, should avoid Lifestyle investment strategies in pensions. It’s been a lonely stance, with little to no mainstream coverage, even though investor feedback on my analysis was consistently positive. Back in early 2024, I shared updated …
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1852: The Upside of a Messy Career and the Myth of Having it All Together
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Today’s guest is no stranger to reinvention—or to messiness. Maryam Banikarim is a powerhouse C-suite executive turned podcast host whose résumé reads like a tour through media, hospitality, tech, and purpose-driven leadership. She’s served as Global CMO at companies like Hyatt, Gannett, and Nextdoor. But in her latest chapter, Maryam is pulling ba…
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1851: Ask Farnoosh: Navigating Financial Dilemmas: From Divorce to Job Toxicity and Starting a Business
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This week: Topics covered include the financial implications of divorce, starting an investment account for children, addressing a toxic workplace, and planning for a new business venture. Farnoosh also discusses a concerning trend on TikTok about 'stay at home girlfriends' and provides practical advice on managing personal finances and investments…
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1850: New Grants for Small Business Owners in Midlife (Plus: Amazon Prime Day Deals)
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Today’s guest has long been a trusted voice in the world of smart shopping and consumer advice, and now she’s turning her attention—and resources—to a new mission: empowering midlife entrepreneurs. Trae Bodge is a journalist, television commentator, and consumer expert who’s helped millions save at the checkout. However, after the passing of her mo…
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105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family
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Picture this: You’ve got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband. That’s exactly what Liz Fritz did. In this Episode, she joins Stacy Havener to chat about: Taking the leap from corporate to co-founder (with two babies in tow) What it’s ac…
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Julia Carlson: Why You Should ‘Fire Yourself’ to Grow Your Business
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The founder and CEO of Financial Freedom Wealth Management Group also discusses how advisors can create team cultures that thrive. Host: Ray Sclafani. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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1848: Ask Farnoosh: Big Beautiful Bill Winners and Losers
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It’s July 4th—a day for fireworks and freedom—but this year, we’re confronting a very different kind of spark. In this special holiday episode, Farnoosh breaks down the controversial “Big Beautiful Bill,” passed by the House. The sweeping legislation includes massive tax cuts for the wealthy and deep spending cuts to public services like health car…
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Ryan Moran: Top Tips for Working With Younger Clients | Next Gen
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The Merrill Lynch Wealth Management advisor discusses how a sound financial plan can reduce client anxiety about their finances. Moran also offers career advice for younger advisors and discusses intergenerational planning, crypto, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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Dr. Daniel Crosby - Your Story Needs a Villain
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Tune in to hear: What are anti-goals and why are they often just as, if not more, powerful than goals? What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain? Why do humans have asymmetrical risk preferences and what does this reveal about human nature? What did famous investor Charlie Mun…
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1847: Rethinking FIRE, Quick Ways to Save with Brad Barrett, Founder of ChooseFI
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Brad Barrett, the co-founder of ChooseFI, joins us to share his latest financial perspectives and views on FIRE (Financial Independence Retire Early) and some small ways to cut thousands of dollars per year from your budget.
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104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building
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What if luck plays a bigger role in fund success than anyone wants to admit? Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it. He spent years on the allocator side, vetting fund managers and learning what really sticks (hint: it’s not just your track record). Now that he’s a fund manager himself, he’s pulling back the curtain …
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It’s another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots more besides! Shownotes: https://meaningfulmoney.tv/QA19 00:57 Question 1 Hello Pete & Roger I am a regular listener to you show, love it and keep up the good work. My question is… I have a full 6 months …
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Robert D. Kaplan: How to Invest Wisely in an Age of Permanent Crisis
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A masterclass in connecting global disorder to smarter long-term investing. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Barron's Advisor
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