ALL EPISODES

The Retirement Savings Crisis and You with Joe Fitzgerald

Joe Fitzgerald, Financial Advisor at Northeast Planning Corporation, sees the retirement savings crisis in America for what it is and has thoughts on how to fix it. Tune in to learn:  Which cultural differences drive savings behaviors around the world The common behaviors shared by the best savers How to avoid “lifestyle creep” and living beyond your means   Follow up with Joe: https://www.nepcusa.com/team/joseph-fitzgerald

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#27 / March 28, 2019

Joe Fitzgerald, Financial Advisor at Northeast Planning Corporation, sees the retirement savings crisis in America for what it is and has thoughts on how to fix it. Tune in to learn:  Which cultural differences drive savings behaviors around the world The common behaviors shared by the best savers How to avoid “lifestyle creep” and living beyond your means   Follow up with Joe: https://www.nepcusa.com/team/joseph-fitzgerald

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#27 / March 28, 2019

New Horizons in Risk Profiling with Aaron Klein

Aaron Klein is the CEO and co-founder of Riskalyze, a fintech company that has taken the world of financial advice by storm over the past five years. In this episode, Aaron touches on: The Riskalyze origin story Why he favors numerical over psychometric approaches to measuring risk What the future of fintech looks like How Riskalyze hires and trains for culture

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#26 / March 21, 2019

Aaron Klein is the CEO and co-founder of Riskalyze, a fintech company that has taken the world of financial advice by storm over the past five years. In this episode, Aaron touches on: The Riskalyze origin story Why he favors numerical over psychometric approaches to measuring risk What the future of fintech looks like How Riskalyze hires and trains for culture

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#26 / March 21, 2019

A Day at the Factor Zoo with Corey Hoffstein 

Corey Hoffstein is one of the brightest minds in quant investing and has a unique knack for making hard-to-understand concepts palatable for novice investors. Tune in this week to understand: Why a risk-first approach to managing money could make sense Why pain may actually be sought out when considering investment factors What set of circumstances would cause Corey to reconsider a cherished investment factor Why honesty and candor can be essential characteristics of good asset managers

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#25 / March 14, 2019

Corey Hoffstein is one of the brightest minds in quant investing and has a unique knack for making hard-to-understand concepts palatable for novice investors. Tune in this week to understand: Why a risk-first approach to managing money could make sense Why pain may actually be sought out when considering investment factors What set of circumstances would cause Corey to reconsider a cherished investment factor Why honesty and candor can be essential characteristics of good asset managers

SHOW LESS

#25 / March 14, 2019

Lessons on Leadership with Noreen Beaman

Noreen Beaman is living the American Dream. After starting at Brinker Capital three decades ago, and having worked in every vertical in the company, she is now the CEO of the multi-billion-dollar asset management firm. In this episode, Noreen shares the lessons of leadership she learned along the way, including: > How she defines leadership > The steps she takes to ensure that Brinker’s culture remains vibrant > What she learned from her biggest professional mistake > The place of failure and hardship in becoming a great leader

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#24 / March 7, 2019

Noreen Beaman is living the American Dream. After starting at Brinker Capital three decades ago, and having worked in every vertical in the company, she is now the CEO of the multi-billion-dollar asset management firm. In this episode, Noreen shares the lessons of leadership she learned along the way, including: > How she defines leadership > The steps she takes to ensure that Brinker’s culture remains vibrant > What she learned from her biggest professional mistake > The place of failure and hardship in becoming a great leader

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#24 / March 7, 2019

Unexpected Keys to Financial Success with Michele Lee Fine

What’s broken and what works in today’s wealth management industry? This week we talk to Michele Lee Fine, President Cornerstone Wealth Advisory about this and the importance of managing fees, risk and taxes, and under-considered investment strategies.   Follow up with Michele: https://www.strategiesforwealth.com/team/michele-fine

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#23 / February 28, 2019

What’s broken and what works in today’s wealth management industry? This week we talk to Michele Lee Fine, President Cornerstone Wealth Advisory about this and the importance of managing fees, risk and taxes, and under-considered investment strategies.   Follow up with Michele: https://www.strategiesforwealth.com/team/michele-fine

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#23 / February 28, 2019

The Future of Retirement with Douglas Boneparth

Douglas Boneparth is an InvestmentNews 40 Under 40 alum and co-author of The Millennial Money fix. In this episode, we discuss: Whether or not online interactions can take the place of “in real life” connection The case for authenticity and being candid about our own struggles The changing shape of retirement and what it could look like in the future

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#22 / February 26, 2019

Douglas Boneparth is an InvestmentNews 40 Under 40 alum and co-author of The Millennial Money fix. In this episode, we discuss: Whether or not online interactions can take the place of “in real life” connection The case for authenticity and being candid about our own struggles The changing shape of retirement and what it could look like in the future

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#22 / February 26, 2019

Should You Fire Your Male Broker with Blair duQuesnay

After her recent New York Times op-ed, “Consider Firing Your Male Broker”, Blair duQuesnay precipitated some soul-searching and started some great conversations about gender equality on Wall Street. This week, she joins Standard Deviations to give further insights into why she thinks the future of wealth management is female. Listen to learn: What Blair views as the source of women’s strong investment performance Why both women and men view women as less competent with money, despite data to the contrary Which financial planning considerations are unique to women’s lives What the industry can do to achieve gender parity

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#21 / February 14, 2019

After her recent New York Times op-ed, “Consider Firing Your Male Broker”, Blair duQuesnay precipitated some soul-searching and started some great conversations about gender equality on Wall Street. This week, she joins Standard Deviations to give further insights into why she thinks the future of wealth management is female. Listen to learn: What Blair views as the source of women’s strong investment performance Why both women and men view women as less competent with money, despite data to the contrary Which financial planning considerations are unique to women’s lives What the industry can do to achieve gender parity

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#21 / February 14, 2019

Can You Do Well by Doing Good with Sonya Dreizler

Some call it ESG, while still others refer to as “impact” or “values-based investing.” But whatever you call it, Sonya Dreizler, the founder of Solutions With Sonya, can help you make sense of how you can wear your heart on your sleeve and still secure your financial future. In this episode we discuss, whether or not divesting of public equities has the intended impact, why shareholder engagement is the future of values-based investing, how owning stocks of companies you hate might actually make a lot of sense, and how ESG investing can actually improve investor behavior.

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#20 / February 8, 2019

Some call it ESG, while still others refer to as “impact” or “values-based investing.” But whatever you call it, Sonya Dreizler, the founder of Solutions With Sonya, can help you make sense of how you can wear your heart on your sleeve and still secure your financial future. In this episode we discuss, whether or not divesting of public equities has the intended impact, why shareholder engagement is the future of values-based investing, how owning stocks of companies you hate might actually make a lot of sense, and how ESG investing can actually improve investor behavior.

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#20 / February 8, 2019

Millennial Myth Busting with James Matthews

With all the negative stereotypes around Millennials and money, it’s hard to separate fact from fiction. Luckily, James Matthews, Director of Wealth Management at Consolidated Planning, joined us and he’s just the guest for that job. Listen in to learn about couples’ five most common sources of disagreement about money and how a deeply felt personal purpose can lead to better financial decisions. Follow up with James: http://www.cplanning.com/team/james-matthews

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#19 / January 31, 2019

With all the negative stereotypes around Millennials and money, it’s hard to separate fact from fiction. Luckily, James Matthews, Director of Wealth Management at Consolidated Planning, joined us and he’s just the guest for that job. Listen in to learn about couples’ five most common sources of disagreement about money and how a deeply felt personal purpose can lead to better financial decisions. Follow up with James: http://www.cplanning.com/team/james-matthews

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#19 / January 31, 2019

Business Lessons from a Spy with John Nolan

This podcast will not self-destruct after listening. It will teach you a thing or two around the skill that separates good from great spies, the surprising lengths to which companies and countries go to steal secrets, and how to get complete strangers to share their secrets. Get ready to be fascinated by John Nolan, who spent 22 years in the CIA before going on to found and sell his own corporate espionage firm.

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#18 / January 24, 2019

This podcast will not self-destruct after listening. It will teach you a thing or two around the skill that separates good from great spies, the surprising lengths to which companies and countries go to steal secrets, and how to get complete strangers to share their secrets. Get ready to be fascinated by John Nolan, who spent 22 years in the CIA before going on to found and sell his own corporate espionage firm.

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#18 / January 24, 2019

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