ALL EPISODES

Feeding Your Unicorn with Tra Williams

Do you let others define your success? This week, entrepreneurship consultant Tra Williams offers us a personal life lesson on why you need to stop, on why work and life are equal goods that feed one another, not separate entities to be “balanced,” and how to maintain childhood and creativity, all while earning a living. Listeners will leave energized and more encouraged than ever to chase that long-ignored dream!

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#15 / January 3, 2019

Do you let others define your success? This week, entrepreneurship consultant Tra Williams offers us a personal life lesson on why you need to stop, on why work and life are equal goods that feed one another, not separate entities to be “balanced,” and how to maintain childhood and creativity, all while earning a living. Listeners will leave energized and more encouraged than ever to chase that long-ignored dream!

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#15 / January 3, 2019

Applying Value Investing to Real Estate with Randy Norton

This week the Standard Deviations is pleased to welcome Randy Norton, who shares how the wisdom of value investing can be applied to real estate.  As Managing Partner and Global Head of Real Estate and Alternative Investments at Green Mesa Capital. Randy provides excellent guidance on how to think about seldom-considered asset classes, the most common behavioral traps among real estate investors, and considerations for buying a REIT vs. real property.

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#14 / December 27, 2018

This week the Standard Deviations is pleased to welcome Randy Norton, who shares how the wisdom of value investing can be applied to real estate.  As Managing Partner and Global Head of Real Estate and Alternative Investments at Green Mesa Capital. Randy provides excellent guidance on how to think about seldom-considered asset classes, the most common behavioral traps among real estate investors, and considerations for buying a REIT vs. real property.

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#14 / December 27, 2018

A Practical Conversation About ESG Investing with Joey Fishman

Change your investment approach, change the world? This week Joey Fishman, who heads up the socially responsible investing arm of Ritholtz Wealth Management and oversees their “Portland Portfolio,” joins us for a discussion of Environmental, Social and Governance (ESG). Learn about the differences between SRI, ESG and impact investing, how to think about risk and return tradeoffs in values-based portfolios, and whether or not SRI brings about the desired changes.  

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#13 / December 20, 2018

Change your investment approach, change the world? This week Joey Fishman, who heads up the socially responsible investing arm of Ritholtz Wealth Management and oversees their “Portland Portfolio,” joins us for a discussion of Environmental, Social and Governance (ESG). Learn about the differences between SRI, ESG and impact investing, how to think about risk and return tradeoffs in values-based portfolios, and whether or not SRI brings about the desired changes.  

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#13 / December 20, 2018

Good Design, Good Behavior with Dan Egan

Are “centaur” approaches (combining human advisors with tech) the future of finance? Our guest this week, Dan Egan, is Director of Investing and Personal Finance at Betterment. Dan is an expert at improving decisions through smart technological design and he brings that wisdom in a conversation on why investors need to have faith in their own approach, the future of behavioral finance, and whether it is most effective to change the person or the product.

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#12 / December 6, 2018

Are “centaur” approaches (combining human advisors with tech) the future of finance? Our guest this week, Dan Egan, is Director of Investing and Personal Finance at Betterment. Dan is an expert at improving decisions through smart technological design and he brings that wisdom in a conversation on why investors need to have faith in their own approach, the future of behavioral finance, and whether it is most effective to change the person or the product.

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#12 / December 6, 2018

The Next Millionaire Next Door with Dr. Sarah Stanley Fallaw

What steps can you take now to become the next millionaire on the block? Learn about the characteristics shown by young people who are likely to become millionaires and what to look for in an appropriate measure of risk tolerance from this week’s guest, financial behaviors expert, Sarah Stanley Fallaw, Ph.D., founder and President of DataPoints, LLC, a research-based tech company.

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#11 / November 30, 2018

What steps can you take now to become the next millionaire on the block? Learn about the characteristics shown by young people who are likely to become millionaires and what to look for in an appropriate measure of risk tolerance from this week’s guest, financial behaviors expert, Sarah Stanley Fallaw, Ph.D., founder and President of DataPoints, LLC, a research-based tech company.

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#11 / November 30, 2018

Financial Advisors of the Future with Chris Turchansky

Is investing about more than money to you? It is for our guest, Chris Turchansky, President of ATB Investor Services, who breaks down how the future of advice will look different than it is today. Listeners to this week’s episode will learn what the financial services industry can change to better serve clients’ interests, why Chris is optimistic about the future of advice in the face of a great deal of naysaying, and how clients can discern between good and bad financial advisors.

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#10 / November 26, 2018

Is investing about more than money to you? It is for our guest, Chris Turchansky, President of ATB Investor Services, who breaks down how the future of advice will look different than it is today. Listeners to this week’s episode will learn what the financial services industry can change to better serve clients’ interests, why Chris is optimistic about the future of advice in the face of a great deal of naysaying, and how clients can discern between good and bad financial advisors.

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#10 / November 26, 2018

Special Planning for Special Needs with Annette Hammortree

Are you the parents of a child with special needs? On this week’s show, learn three steps necessary to help prepare today for an uncertain tomorrow. Annette Hammortree, financial specialist, owner of Hammortree Financial Services and parent of a child with special needs, provides us with a detailed look at the unique financial considerations of those who love someone with special needs. Annette explains the biggest misconceptions and misunderstanding around money and children with special needs, how living with a special child impacts daily living, and the financial considerations that are unique to families of children with special needs. Follow up with Annette: http://www.hammortreefinancial.com/

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#9 / November 15, 2018

Are you the parents of a child with special needs? On this week’s show, learn three steps necessary to help prepare today for an uncertain tomorrow. Annette Hammortree, financial specialist, owner of Hammortree Financial Services and parent of a child with special needs, provides us with a detailed look at the unique financial considerations of those who love someone with special needs. Annette explains the biggest misconceptions and misunderstanding around money and children with special needs, how living with a special child impacts daily living, and the financial considerations that are unique to families of children with special needs. Follow up with Annette: http://www.hammortreefinancial.com/

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#9 / November 15, 2018

Behavioral Finance and FinTech with Neil Bage

Is education enough to change bad behaviors? This week, behavioral finance guru Neil Bage, co-founder of the award winning fintech Be-IQ., answers this question as he explores the intersection of technology and psychology and discusses how behavioral finance can move from diagnosing bias toward more practical solutions and the recent critique of loss aversion in the Journal of Consumer Psychology.

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#8 / November 8, 2018

Is education enough to change bad behaviors? This week, behavioral finance guru Neil Bage, co-founder of the award winning fintech Be-IQ., answers this question as he explores the intersection of technology and psychology and discusses how behavioral finance can move from diagnosing bias toward more practical solutions and the recent critique of loss aversion in the Journal of Consumer Psychology.

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#8 / November 8, 2018

Millennials and Money with Kristin Scroggin

Are millennials really as entitled as the media would have us believe? This week, generational expert Kristin Scroggin joins us to cut through the noise and provide facts and figures around millennials and money. In this stereotype-destroying hour you will learn how early bad experiences with investing have sensitized young people to volatility, the source of Millennials skepticism toward financial experts, truths vs. stereotypes about Millennials and money, how best to provide advice to young investors, and why socially responsible investing might succeed with this generation.

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#7 / November 1, 2018

Are millennials really as entitled as the media would have us believe? This week, generational expert Kristin Scroggin joins us to cut through the noise and provide facts and figures around millennials and money. In this stereotype-destroying hour you will learn how early bad experiences with investing have sensitized young people to volatility, the source of Millennials skepticism toward financial experts, truths vs. stereotypes about Millennials and money, how best to provide advice to young investors, and why socially responsible investing might succeed with this generation.

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#7 / November 1, 2018

The Eight Pillars of Financial Wellness with Brian Ford

Ready to take steps towards a more financially confident future? This week financial wellness executive, Brian Ford, helps us understand the eight pillars of financial readiness. He also walks us through the behavioral benefits of automation, the most ignored source of additional money, and the psychological and planning benefits of giving money away.

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#6 / October 25, 2018

Ready to take steps towards a more financially confident future? This week financial wellness executive, Brian Ford, helps us understand the eight pillars of financial readiness. He also walks us through the behavioral benefits of automation, the most ignored source of additional money, and the psychological and planning benefits of giving money away.

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#6 / October 25, 2018

About Dr. Daniel Crosby

Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert. His 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 his latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Dr. Crosby has also contributed to Living Confidently previously to create our Vision Test and Personality Quiz.

All opinions expressed by Dr. Daniel Crosby and podcast guests are solely their own opinions and do not reflect the opinion of The Guardian Life Insurance Company of America (Guardian) and its affiliates, subsidiaries, employees and agents. This podcast is for informational purposes only and should not be relied upon as a basis for legal, tax and investment decisions, as participants are not undertaking advice for any specific individual or situation. The opinions are based upon information participants consider reliable and Dr. Crosby and Guardian are not responsible for the consequences of any decisions or actions taken because of the information provided. Not all guests are not employees of Guardian or any of its affiliates.  GUARDIAN® and the GUARDIAN G® logo are registered service marks and are used with express permission.  All materials are subject to United States copyright laws.  © 2018 Guardian. 2018-67236 Exp 9/2020