ALL EPISODES

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

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

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