ALL EPISODES

Ready for 30 Years Without a Paycheck with Travis Scribner

Is it possible to really be ready for retirement? Yes. And this week Travis Scribner, Managing Partner of WestPac Wealth Partners, tells us what it takes to be prepared. Listen in to hear a discussion of whether or not the retirement readiness landscape is as bleak as it is sometimes portrayed, some of the psychological barriers to preparing for an event that is so far away, and tips for maintaining a sense of meaning in retirement Follow up with Travis: http://www.westpacwealthpartners.com/team/travis-scribner

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#5 / October 18, 2018

Is it possible to really be ready for retirement? Yes. And this week Travis Scribner, Managing Partner of WestPac Wealth Partners, tells us what it takes to be prepared. Listen in to hear a discussion of whether or not the retirement readiness landscape is as bleak as it is sometimes portrayed, some of the psychological barriers to preparing for an event that is so far away, and tips for maintaining a sense of meaning in retirement Follow up with Travis: http://www.westpacwealthpartners.com/team/travis-scribner

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#5 / October 18, 2018

How to Write a Book with Jeff Zentner

Is writing a book on your bucket list? This week award-winning author Jeff Zentner joins us to share advice that will help listeners accomplish something that 80% of Americans say is a goal of theirs: to write a book. In this episode, you will learn why Jeff chooses to write his books on a phone on a Nashville city bus, where he finds inspiration for his characters, and how he overcomes the overwhelming cruelty of that first blank page.

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#4 / October 11, 2018

Is writing a book on your bucket list? This week award-winning author Jeff Zentner joins us to share advice that will help listeners accomplish something that 80% of Americans say is a goal of theirs: to write a book. In this episode, you will learn why Jeff chooses to write his books on a phone on a Nashville city bus, where he finds inspiration for his characters, and how he overcomes the overwhelming cruelty of that first blank page.

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#4 / October 11, 2018

Women and Wall Street with Meredith Jones

Do men and women invest differently? This week Meredith Jones, internationally recognized writer, sought-after speaker and alternative investment industry expert, tackles Wall Street’s diversity problem while making the case for women as the ultimate behavioral investors. Listeners will leave with a sense of the biopsychosocial roots of women’s investment outperformance, insights into the “confidence gap” exhibited by female investors, and steps to increase diversity in financial services

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#3 / October 4, 2018

Do men and women invest differently? This week Meredith Jones, internationally recognized writer, sought-after speaker and alternative investment industry expert, tackles Wall Street’s diversity problem while making the case for women as the ultimate behavioral investors. Listeners will leave with a sense of the biopsychosocial roots of women’s investment outperformance, insights into the “confidence gap” exhibited by female investors, and steps to increase diversity in financial services

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#3 / October 4, 2018

Life on Your Terms with Eric McDermott

Are you prepared as life keeps happening? This week, Eric McDermott, Managing Partner at Pacific Advisors, breaks down the steps investors can take to operate from a “risk first” mentality. Learn fascinating facts from a Financial Specialist and marketing guru about the origins of insurance as an industry and how to overcome overconfidence en route to having candid conversations about risk. Follow up with Eric: http://www.pacificadvisors.com/team/eric-mcdermott

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#2 / September 27, 2018

Are you prepared as life keeps happening? This week, Eric McDermott, Managing Partner at Pacific Advisors, breaks down the steps investors can take to operate from a “risk first” mentality. Learn fascinating facts from a Financial Specialist and marketing guru about the origins of insurance as an industry and how to overcome overconfidence en route to having candid conversations about risk. Follow up with Eric: http://www.pacificadvisors.com/team/eric-mcdermott

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#2 / September 27, 2018

The Geometry of Wealth with Dr. Brian Portnoy

What is the role of money in creating a life of holistic wealth? What does it do well? And where does it fall short? This week, Brian Portnoy, Ph.D., CFA, Director of Investment Education at Virtus Investment Partners, offers us lessons on the difference between experienced and reflective happiness and the strengths of limitations of money as it intersects with meaning.

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#1 / September 25, 2018

What is the role of money in creating a life of holistic wealth? What does it do well? And where does it fall short? This week, Brian Portnoy, Ph.D., CFA, Director of Investment Education at Virtus Investment Partners, offers us lessons on the difference between experienced and reflective happiness and the strengths of limitations of money as it intersects with meaning.

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#1 / September 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