Standard Deviations with Dr. Daniel Crosby

Douglas Boneparth is an InvestmentNews 40 Under 40 alum, the co-author of The Millennial Money fix, and financial Twitter's resident hair and coffee expert. 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 will look...

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 str...

Life Lessons: A Letter To My Daughter by Dr. Daniel Crosby

The 10 Laws of Wealth - Dr. Daniel Crosby by Dr. Daniel Crosby

Some call it ESG, others SRI, while still others refer to as "impact" or "values-based investing." But whatever you call it, Sonya Dreizler 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...

Audio of a TEDx presentation given by Dr. Daniel Crosby

With all of the negative stereotypes around Millennials and money, it can be hard to separate fact from fiction. Luckily, Standard Deviations is joined by James Matthews, who is just the man for that job. Listen in to learn: Couples' five most common sources of disagreement about money Why James and Daniel are not fans of budgeting How a deeply felt personal purpose can lead to better financial de...

Audio of my second TEDx talk, given in Huntsville, Alabama.

This week, Dr. Crosby is joined by John Nolan, who may just be the most interesting man in the world. Mr. Nolan is a Vietnam veteran who then spent 22 years in the CIA before going on to found and sell his own corporate espionage firm. Listen in for fascinating discussion of: The one skill that separates good from great spies The surprising lengths to which companies and countries go to steal secr...

Audio of my first ever TEDx talk, given in Huntsville, Alabama. I also created a book based on the ideas presented here, which can be found here: https://www.amazon.com/Youre-That-Great-Daniel-Crosby/dp/1595718362

This week on Standard Deviations, the tables are turned as Daniel passes the mic to Dr. Brian Portnoy, author of The Geometry of Wealth. Brian and Daniel discuss Dr. Crosby's new book, The Behavioral Investor, touching on: The four primary types of investor misbehavior What can be done to manage behavioral risk The future of behavioral finance For fans of psychology, personal finance and the elusi...

What’s the recipe for a great presentation? This week Jennifer McClure, an entrepreneur, keynote speaker, leadership success coach, and former HR executive who works with business leaders to build their influence, think strategically, and create maximum positive impact at work and in life, provides a masterclass on sharing ideas with the world generally as well as specific advice around common cli...

During the last holiday season, entrepreneurship consultant Tra Williams was feeling especially thankful for his gifts and said so on social media. His gratitude was immediately thrown back in his face by an online troll who suggested that he "go feed his unicorn." Originally taken aback by the rudeness, Tra decided not to let the bully get him down and instead determined he would follow...

Randy Norton - Applying Value Investing to Real Estate This week the Standard Deviations is pleased to welcome Randy Norton, Managing Partner and Global Head of Real Estate and Alternative Investments at Green Mesa Capital. Randy provides excellent guidance on how to think about seldom-considered asset classes in a conversation that touches on: How the wisdom of value investing can be applied to r...

Joey Fishman - A Practical Conversation About ESG This week on Standard Deviations, Dr. Crosby speaks with Joey Fishman who heads up the socially responsible investing arm of Ritholtz Wealth Management and oversees their "Portland Portfolio." Their discussion of ESG investing includes: A definition of the differences between SRI, ESG and impact investing How to think about risk and retur...

Tyrone Ross is a financial advisor, cryptocurrency enthusiast and Olympic Trials qualifier in the 400 meters. In this week's episode, Tyrone shares intensely personal stories of how his brushes with defeat have made him the success that he is today. Our longest episode to date, you'll understand why we needed all 1.5 hours to have this important conversation! Listen in to learn: How a handful of h...

Our guest this week is Dan Egan, Director of Investing and Personal Finance at Betterment. Dan is an expert at improving decisions through smart technological design and he brings that wisdom to a show that includes talk of: How "centaur" approaches (combining human advisors with tech) are the future of finance Why investors need to have faith in their own approach The future of behavior...

Dr. Sarah Stanley Fallaw - The Next Millionaire Next Door Standard Deviations welcomes Sarah Stanley Fallaw, Ph. D. the founder and President of DataPoints LLC, a research-based technology company that gives advisors tools to identify and guide better financial behaviors in their clients. Dr. Fallaw is continuing and furthering the important work begun by her father, Thomas Stanley, author of The...

Chris Turchansky - The Financial Advisor of the Future Standard Deviations is pleased this week to welcome Chris Turchansky, President of ATB Investor Services. Chris's role is unique in that he leads a team of investment and financial services professionals with a singular focus on serving the residents of Alberta, Canada. Chris believes that investing is about more than just money and that it is...

Annette Hammortree is the owner of Hammortree Financial Services and the parent of a child with special needs. With a passion born of personal experience, Annette provides us with a detailed look at the unique financial considerations of those who love someone with special needs. Listeners will learn: The biggest misconceptions and misunderstanding around money and children with special needs How...

Neil Bage - Behavioral Finance and FinTech This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage, co-founder of the award winning fintech Be-IQ. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we explore the intersection of technology and psychology by discussing: How beh...

Kristin Scroggin - Millennials and Money The world "millennial" was recently deemed so loaded and negative that the New York Times struck it from their style book. But are millennials really as entitled as the popular press 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. I...

Brian Ford - The Eight Pillars of Financial Wellness This week on Standard Deviations, Dr. Crosby sits down with financial wellness executive Brian Ford to understand the eight pillars of financial readiness. Discussion points include: The behavioral benefits of automation The most ignored source of additional money The psychological and planning benefits of giving money away Learn more about Bria...

October is Retirement Readiness Month and Travis Scribner is ready to tell us what it takes to be prepared. Travis initially worked on Wall Street before discovering his true passion; simplifying the complex world of finance for the benefit of everyday investors. In his current role as Managing Partner of WestPac Wealth Partners he oversees more than 25 financial representatives as well as hosting...

Jeff Zentner - How to Write a Book Dr. Crosby is joined this week by Jeff Zentner, author of New York Times Notable Book The Serpent King as well as Goodbye Days. His third book, Rayne & Delilah’s Midnite Matinee is forthcoming in February 2019. He is the winner of the William C. Morris Award, the Amelia Elizabeth Walden Award, the International Literacy Association Award, and the Westchester...