Invest Well, Be Well

Tune in to hear: In this episode, we discuss the connection between cultivating discipline in your personal health routine and in the markets with Dr. Phil Pearlman. Learn more about Phil’s professional background and what he’s up to now. Why did Dr. Pearlman have to help himself before he was able to help others? When did Dr. Pearlman’s idea of “fitness alpha” take shape for him? Was there a pers...

In this episode, we take a closer look at Dr. Daniel Crosby’s new book, The Soul of Wealth and some of its Behavioral Finance applications. In particular, we look at some of the most common behavioral mistakes investors make and what accounts for their persistence. Tune in to hear: What brought Dr. Daniel Crosby from practicing Clinical Psychology to Behavioral Finance? What does the phrase “Soul...

A podcast for wiser investing and stronger living. Success in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well will explore the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Va...