Standard Deviations with Dr. Daniel Crosby

Dr. Daniel Crosby
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Standard Deviations with Dr. Daniel Crosby

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, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.

  1. DEC 12

    Joe Duran - Humanizing the Future of Wealth Management

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Joe Duran. Joe is a serial entrepreneur and an industry visionary in wealth management and wealthtech. Most recently Joe was a Partner at Goldman Sachs as Co-Head of the Workplace and Personal Wealth business. Joe founded and was CEO of United Capital, one of the nation’s largest independent wealth management firms, which was acquired by Goldman Sachs in July, 2019. Prior to that he built and sold Centurion Capital, one of the first Turnkey Asset Management Platforms to General Electric where he served as President of GE Private Asset Management (now NYSE listed AssetMark.) He has written three books on investing and entrepreneurship and has been on the New York Times and USA bestseller lists. Joe is a sought after conference speaker and appears frequently on a broad spectrum of media from CNBC to Goop. Joe has MBAs from Columbia University and UC Berkeley, and an undergraduate degree from Saint Louis University. He is a CFA Charterholder and a member of YPO. He has been a Yogi for decades, meditates daily and is an avid beach volleyball player. Joe is married to Jennifer and they have three daughters that they cherish. They live in Laguna Beach, California and Tribeca, New York. They travel frequently, love dining, dancing and live concerts.

    50 min

  2. DEC 5

    Breanna Blaney (Live at Future Proof)

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Breanna Rae Blaney. Breanna Blaney is the Life, Invested Director & Vice President leading Dimensional’s efforts to explore the relationship between life and investing. The firm’s Life, Invested program helps simplify the world of investing, integrating it into the bigger picture of people’s lives so that they can not only invest better but live better. Bre also has over 1,000 hours training in yoga and Ayurveda and is passionate about the intersection of mindfulness and finance. She serves on Dimensional's Women & Wealth steering committee and has prior experience in real estate private equity and corporate finance. She graduated with a BA in business and economics from the University of North Carolina at Chapel Hill.

    26 min

  3. NOV 14

    Dr. Christina Lynn - Motivational Interviewing for Financial Advisors

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Christina Lynn. Christina Lynn, Ph.D., CFP®, AFC®, CDFA®, is a wealth management consultant specializing in the psychology of financial planning, divorce finances, estate planning, and digital assets. Her approach to financial planning is holistic and evidence-based, with a strong emphasis on life planning and innovation. One of her passion projects involves leveraging Motivational Interviewing to enhance the work of wealth advisors. Christina earned her doctorate in personal financial planning from Kansas State University. Her work has been published in the Journal of Financial Planning and Counseling and the Journal of Financial Planning. In addition to her consulting work, Christina is an aspiring author, focusing on raising financially savvy kids.

    38 min

  4. NOV 7

    Adam Tolliver - The Racial Wealth Gap

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Adam Tolliver. Adam Tolliver is a Partner Financial Advisor at Artisan Financial Strategies. He approaches each engagement with a strong commitment to helping clients achieve financial security for themselves and their families. When meeting Adam for the first time, clients quickly sense his deeply held belief that the keys to generations of wealth and financial security can realistically lie in just a handful of critical conversations that people have not yet had with their loved ones. With previous professional experience in personal banking, Adam holds a Bachelor of Science from Florida State University. (Interesting fact: his second cousin was the first African-American undergraduate student at the same university.) Adam is a member of the National Association of Insurance and Financial Advisors and has already earned an impressive collection of professional awards: 2016 Career Life Success Award; 2016 Career Life Producer Award; 2017 Agency Builder of The Year, Greater Atlanta; and Executive Council Member in 2017-2020 and MDRT Member 2021. Adam brings the same passion and energy to community leadership roles as he displays in his professional pursuits, serving as Chair of Atlanta Smart Academy School Board and Vice President of The Vision Foundation. He also holds memberships in the Atlanta Business League and Urban League of Young Professionals. Born and raised in Atlanta, GA, Adam makes his home in Southwest Atlanta. Like any true Southerner, he relishes a good peach cobbler whenever he can. Adam is a talented writer and artist in addition to his professional skill set and enjoys movies, drawing, poetry, and spirited debates. Don’t get him started on college sports though – for Adam, it’s Noles all the way!

    43 min

  5. OCT 17

    Dr. Daniel Crosby - Emotions and Money: If You Can’t Beat It, Join It

    This week on Standard Deviations, Dr. Daniel Crosby shares an unreleased essay from his new book, The Soul of Wealth. 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.

    14 min

  6. OCT 10

    Michael Finke - The Behavioral Science Behind Your Retirement

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Michael Finke. Michael Finke, PhD, CFP® is a professor of wealth management and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services. He received a doctorate in consumer economics from the Ohio State University in 1998 and in finance from the University of Missouri in 2011. He leads the O. Alfred Granum Center for Financial Security at the American College and is a research fellow at the Retirement Income Institute, and a member of the Defined Contribution Institutional Investment Association Academic Advisory Council. He also serves on the board of the Puerto Rico Pension Reserve Trust. He is a nationally known researcher in the areas of retirement income planning, retirement spending, life satisfaction and cognitive aging. He is a frequent speaker at financial planning conferences and was named one of the 25 most influential people in the field of investment advising in 2020 and 2021 by Investment Advisor Magazine.

    32 min

  7. OCT 3

    Greg Davies - The Way Forward for Behavioral Finance

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Greg Davies, Head of Behavioral Finance at Oxford Risk. Greg is a specialist in applied behavioral finance, decision science, impact investing and financial well being. He founded the banking world’s first behavioral finance team at Barclays in 2006, which he led for a decade. In 2017 he joined Oxford Risk to lead the development of behavioral decision support software to help people make the best possible financial decisions. Greg holds a PhD in Behavioral Decision Theory from Cambridge; has held academic affiliations at UCL, Imperial College and Oxford; and is author of Behavioral Investment Management.

    42 min

  8. SEP 19

    Megan Gorman - All the Presidents’ Money

    This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Megan Gorman. Megan is the founding partner of Chequers Financial Management, a fee-only planning firm that specializes in high net worth and ultra-high net worth families in San Francisco, California. Chequers focuses on establishing long term relationships with families and helps them navigate through tax, estate, liquidity and investment planning. Megan heads the firm's family office services practice. Megan is a Senior Contributor for Forbes in personal finance and tax. She is also quoted regularly in the press as a tax and financial planning expert including such publications as The Wall Street Journal, The Washington Post and CNBC among others. She regularly blogs at www.thewealthintersection.com and has appeared on numerous podcasts and is a regular weekly commentator on The Money Tree Podcast.

    52 min
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About

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, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more. Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/ Standard Deviations is presented by Orion.

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