Standard Deviations with Dr. Daniel Crosby Dr. Daniel Crosby

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Kitces. Michael Kitces has been in the financial space for more than two decades, serving as a financial advisor and educator who helps clients improve their financial situation at all stages of life. He has been at the top of the Investopedia 100 list since 2019.

After completing an undergraduate degree with a major in psychology and a minor in theater, along with a pre-med concentration, Michael Kitces started his career as a life insurance agent. In the early 2000s, he made the switch to financial planning.

With a broad range of financial planning topics to learn, he dove quickly into the educational process full steam, ultimately racking up two Master's degrees (one in Financial Services and one in Taxation), along with Certified Financial Planner (CFP) marks and a slew of other designations.

Eventually, his desire to continue learning—beyond what the available designation programs could teach—and reach a wider audience led him to professional speaking, the launch of an advanced educational newsletter for financial planners called "The Kitces Report," and the curation of the blog, The Nerd’s Eye View. The latter contains publicly accessible retirement research that has been referenced and featured in numerous consumer-oriented podcasts to help further promote retirement literacy.

Michael speaks at 50 to 70 conferences every year to share his knowledge with other advisors. His website, Kitces.com, serves nearly 3,000 advisors, and his Nerd's Eye View blog reaches more than 200,000 unique visitors each month.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Kathi Balasek. Kathi Balasek is an educator, grief literacy & empathy communication coach, corporate consultant, university lecturer, speaker, podcast host, and widow advocate. She teaches professionals how to improve their grief literacy communication skills to best serve bereaved clients.

Experiencing the financial uniqueness of widowhood first hand, she learned that the relationship between professionals and bereaved clients is pivotal. Combining her 25 years of teaching, coaching and personal experience, she created Grief Smart Advisor as a tool to help professionals retain, connect and support clients experiencing loss and grief.

She is currently a lecturer at California State University, Chico in the Department of Communication and Education where she trains future teachers and athletic coaches. She has a passion for motivating leaders to develop communication skills that engage and connect.

This week on Standard Deviations, Dr. Daniel Crosby lays out Seven Rules for Life and Money. Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets.

Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese, Vietnamese and German. His latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making.

Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP and a member of InvestmentNews prestigious "40 Under 40". When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. LaKeitha Poole. Dr. LaKeitha Poole is in her seventh season leading LSU’s Sport Psychology & Counseling unit under a newly appointed title of Assistant Athletic Director, an administrative promotion from Director of Student-Athlete Mental Health for the last six years. She also recently served as the Interim Senior Advisor to the Athletics Director for Equity, Diversity and Inclusion from March 2020 – July 2021. In this role, she worked to implement various initiatives including a climate survey, hiring practices, diversity supplier policies, supporting racial equity, and assessing communication and developing educational programming for student-athletes, coaches and staff.

Poole played numerous roles on campus before moving over to the Athletic Department in 2016. She spent six years in LSU’s Office of Multicultural Affairs (OMA), serving as an Assistant Director and as the Coordinator of the LSU African American Cultural Center. As the Assistant Director, and complementary to her programming and student development roles, she was responsible for creating and managing the mental health services of the department.

In addition to her primary roles at LSU, Poole serves as an adjunct instructor in the College of Human Sciences and Education, was a board member for the Baranco-Clark YMCA in Old South Baton Rouge, and owns a private practice, Small Talk Counseling & Consulting. Her private practice allows her to have a broad range of clinical experiences ranging from athletes and working professionals, couples and families, universities and professional organizations, including Brown University, the NCAA, Women Leaders in College Sports, as well as professional leagues and clubs, including the NFL, Team USA and, most recently, the 2021 – 2022 World Champion Golden State Warriors.

A 2009 graduate of Florida State University, Poole was honored as a 2018 Notable ‘Nole, an award that recognizes FSU alumni ages 35 or younger for their significant contributions to their professions, communities or alma mater.

She earned her master’s degree in Clinical Mental Health from LSU and her doctoral degree in Counselor Education & Supervision from Regent University in Virginia Beach, Va.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Sterling Johnson. Sterling Johnson is the Just Opportunity Portfolio Director for the Partnership for Southern Equity. Sterling utilizes interdisciplinary approaches and strategic partnerships to develop economically viable and diverse communities. Sterling also maximizes public policy, planning principles, community engagement and economic development tools to address the history of economic disenfranchisement and racial economic disparities through the development of research and policy initiatives that promote diversity, equity, and inclusion in the public, private, and social sector.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Stacy Havener, of Billion Dollar Backstory, for the second part in an ongoing miniseries between the two podcasts. Stacy Havener has made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her success in an industry dominated by numbers. Growing up the only girl on all-boy soccer teams, it’s no surprise she’s now a female entrepreneur in one of the toughest “boys clubs.” At the heart of it all, there is one thing Stacy believes in – underdogs. Stacy is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade. Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year. Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin’ coffee, and listening to 90’s hip hop.