Standard Deviations with Dr. Daniel Crosby

Coach Dana Cavalea is the former Director of Strength & Conditioning and Performance for the New York Yankees. He led the team to a World Championship in 2009. He is also the author of his new book, ‘Habits of a Champion, Nobody Becomes a Champion By Accident.’ Tune in to hear: why influence is a cornerstone of performance how to hate losing while not becoming overly risk averse why too much d...

The Psychology Of Commitment Vs. Context by Dr. Daniel Crosby

Tune in to hear: Why retirement is the #1 financial concern of most people How storytelling and introspection are revelatory when considering which financial retirement option suits you best What qualities to look for in a financial professional who will bring your best interests to the table when preparing you for retirement Advice for those who simply cannot save 20% of their present income for...

Corey Phillips is a successful financial advisor with the Bulfinch Group in Boston as well as a co-owner of a retail liquor-store,  community advocate that sits on the Board of four different non-profits, a youth sports coach, and a dad of one and one-on-the-way, we ask Corey Phillips, how do you do it all?  Corey explores how to manage the illusive time-to-value ratio so that we can decide what d...

The Four Pillars of Investor Psychology by Dr. Daniel Crosby

Nichole is wealth management advisor with Westpac Wealth Partners who has 13 years of industry experience. She joins Dr. Crosby this week to discuss the good, bad and ugly of taking on personal debt. Listen in to learn: How certain types of debt can actually be good What she thinks can be done about the student debt crisis Why you might not be able to afford as much home as that mortgage calculato...

Jim O'Shaughnessy is the founder of O'Shaughnessy Asset Management and the author of "What Works on Wall Street", one of the most influential investing books of all time. He joins me this week to discuss: How we can overcome the "illusion of uniqueness" and understand that we are just as prone to bias as the next person -Whether or not he in fact killed value investing -The pri...

Andrew Guyton is a financial advisor with seven years of experience who joins us today to talk about the pros and perils of family business. In specific, we discuss: What he and his father do to make financial planning fun and engaging How he maintains a personal identity within a family business What his father required him to do to prove himself before signing on How he and his father manage to...

Laurie Ruettimann is an HR consultant, keynote speaker, entrepreneur, and now, the proud owner of a pretty sweet book deal. In this candid interview she speaks to the ins and outs of something that 80% of Americans hope to accomplish: writing a book. Specifically, we discuss: Why writing a book is a goal for so many people -How to know if you have what it takes -How much money you stand to make fr...

Kathleen Burns Kingsbury is on a mission to break money silence and shatter taboos around finance. She joins us this week to discuss: Why we are more comfortable talking about sex, politics and religion than money -How to talk to children about money in a manner that's meaningful to them -The pros and cons of financial literacy Join us for this fascinating discussion that will lead you to break do...

Marty Nachemson is a partner at Prosperian Wealth Management where he specializes in holistic financial planning. Today, he joins us to discuss how he stays adaptable in a business world that's always changing. We touch on: How "adaptability quotient" or AQ, differs from IQ and EQ Is the world really changing faster than ever? Harvard's take on the three keys to having high AQ How to cre...

Doug Shaw believes that we are all artists and teaches business professionals to regain the natural enthusiasm for creativity we all had as children. Join us this week to learn: How we can regain our former skill with and love of creative thinking -Why the World Economic Forum rates creativity as one of the top 3 skills needed for the future -How to focus on creative process rather than outcomes H...

Perth Tolle is the founder of the Life + Liberty index, the methodology underlying the launch of a new ETF. She joins us to discuss how she lives her mission of "We invest in freedom." Tune in to learn: -How Perth and her team measure the abstract concept of freedom -Why countries like the Philippines, with high profile human rights abuses, are still represented in the index -The unique...

Bob Seawright is the Chief Investment Officer of Madison Avenue Securities and a widely read blogger at Above the Market. He joins us to discuss: -How to actively seek out dissenting opinions -How investors can become educated without being inundated -Some practical tips for overcoming overconfidence Listen in to see what the king of long-form behavioral finance writing has to say about overcoming...

Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She joins us today to talk about opportunity zones, including: • What is an opportunity zone anyway? • From...

Ron Carson is one of the most successful financial advisors in the world in addition to being a bestseling author and sought after coach. He joins Standard Deviations to share his journey from college dorm room to the top of the mountain. Within, we discuss: How Ron moved from loving to hating the financial advice business Why he thinks that tech giants pose a threat to the world of finance His vi...

Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: -How he maintains an attitude of "principled contrarianism" -The 10 ideas that have shaped his approach to life and business -His disdain for the term "irrationality"...

Change Your Environment, Change Your Life by Dr. Daniel Crosby

Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be "the most important asset" Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick'...

Morgan Housel is one of the world's foremost leaders on all things money and human nature. He joins us this week to discuss: -Why education improves outcomes in other disciplines but not always in finance -The just-world fallacy as it pertains to wealth -The inescapability of our personal histories -The appropriate balance between optimism and pessimism Don't miss this conversation with one of the...

Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won't want to miss this episode in which we discuss: Jason's take on the future of the asset management industry &qu...

Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: -Why Clare believes in active management at a time when fund flows suggest otherwise -How she tells some of the richest people in the world, "You're wrong" -The most common behavioral errors she see...

Jamie is a rising star in the world of finance who has burst onto the scene with his in-depth analysis of financial history. In this episode, Jamie helps us understand the lessons of financial history with an eye to learning from past mistakes. Our discussion includes: -How can learn from financial history without drawing spurious correlations? -Why the roots of modern ETFs actually begin in Medie...

Andy Swan is the founder of LikeFolio, a company that provides consumer behavior insights to investors and corporations. In this episode, we discuss using social media sentiment from sites like Twitter to make investment decisions. Our conversation includes: How accurate is Twitter sentiment at helping predict market moves? -Why Andy believes in concentrated portfolios The benefits of running a te...

When her life was upended by a series of tragic events, Joleen Mainz wasn't sure how to proceed. Luckily, she found strength in taking much of the same advice that she had given her clients over the years. Listen to this heart wrenching episode to learn: Why "eating your own" cooking is a must for financial professionals How Joleen maintains hope in the face of tragedy What you can do to...