Tune in to hear: What are some of the unique fiscal or emotional challenges immigrants sometimes face? Nick’s perspective, as an immigrant, on “The American Dream” Why immigrants are often more inclined to entrepreneurial ventures than people born in the US Are there structural or systemic reasons why immigrants are often kept from more traditional forms of employment, choosing instead to forge their own path? How financial professionals can help clients balance financial best practices with the...
Nov 19, 2020•31 min•Ep 133•Transcript available on Metacast Maddie has a Masters in Behavioral Science from the London School of Economics. She is the co-founder and director of Salient, which is a behavioral science consultancy, and she is head of membership at the newly formed Global Association of Applied Behavioral Scientists. Maddie also enjoys teaching yoga whenever she can. Tune in to hear: Western philosophy tends to think of the self as static and immutable, while Eastern philosophy thinks about the self in more contextual ways. Which conception...
Oct 29, 2020•57 min•Ep 132•Transcript available on Metacast Maxine Gray is the Business Strategy Development and Implementation Manager at Investec Wealth, South Africa. She is an ambassador for the United Nations Global Compact of young SDG innovators. Maxine has also been a board member of imagine.nation (NPO) since 2015, and she is the founder of Winter Warmer drive (2010-2020), helping over 20,000 people keep warm during winter. Tune in to hear: What are the UN’s sustainable development goals and how do they relate to investing and business? How did ...
Oct 15, 2020•42 min•Ep 131•Transcript available on Metacast Jess Von Bank (also known as JVB) is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. JVB is proficient with, and passionate about, HR tech and connecting talent to opportunity. She lives in Minneapolis, MN with her three daughters and enjoys obstacle races and dark chocolate. Tune in to hear: What are potential long-term changes to the world of work as a result of the massive spike in unemployment? How freelance and contract work can be mutuall...
Oct 01, 2020•46 min•Ep 130•Transcript available on Metacast Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirements. He has worked as a CFP for more than 25 years and is passionate about making sure people are prepared for retirement while living their best lives along the way. He authored the book Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, and he is an instructor for the CFP program at The University...
Sep 17, 2020•35 min•Ep 129•Transcript available on Metacast Tune in to hear: Why is it potential a mistake for small business owners to count on monetizing their business at a later date? How to create cashflows today for your small business rather than relying on a future exit How does one get their clients to consider potential negative events when it’s so hard to swallow that these could be on the horizon? Why it’s prudent for business owners to consider their exit strategy from day 1 when starting a business What qualities do financial professionals ...
Sep 03, 2020•53 min•Ep 128•Transcript available on Metacast In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technology tools designed to help independent registered investment advisors compete and thrive in a world of accelerating change. Dani is also responsible for implementing voice-first capabilities at TD Ameritrade, which will employ conversational AI that can communicate with advisors. Dani joined TD Ameritrade in 2012 and puts more than 15 years of wealt...
Aug 06, 2020•41 min•Ep 127•Transcript available on Metacast Dr. Joy Lere is a psychologist and consultant who practices where Freud meets finance. She works with foot planted in the field of psychology and the other waltzing on Wall Street. She has previously served as an Associate Clinical Professor of Clinical Psychology at George Washington University and has held clinical and research positions at Children's National Medical Center, Penn Medicine Princeton Health, and the Department of Defense. Website: www.joylere.com LinkedIn: www.linkedin.com/in/j...
Jul 23, 2020•49 min•Ep 126•Transcript available on Metacast Phil Pearlman is the Chief Community Officer at Stocktwits, the world’s largest community of investors and traders. Phil previously worked as the Director of Marketing at Bank OZK and as the Interactive Editor at Yahoo Finance. On his blog Eight Fat Swine, Phil looks at questions about behavior and irrationality and seeks out solutions that foster lasting, and adaptive, change. Phil is interested in the psychology of investor behavior, UI and the development of online communities. He has a docto...
Jul 09, 2020•1 hr 5 min•Ep 125•Transcript available on Metacast Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scientific approach to investment. He is the author of seven books, including The Only Guide to a Winning Investment Strategy You’ll Ever Need, and the co-author of eight other investment books. At Buckingham, Larry synthesizes peer-reviewed financial journals to come up with custom investment strategies for the firm. He’s made appearances on NBC, CNBC, CN...
Jun 25, 2020•1 hr•Ep 124•Transcript available on Metacast Tune in to hear: Ways investors can confront their fear of loss aversion when this fear holds them back How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus Is there a such thing as too much communication with clients during times of uncertainty and unrest? Coronavirus has allowed many people extra time to take stock of their lives and priorities - will this “gre...
Jun 22, 2020•41 min•Ep 123•Transcript available on Metacast Tune in to hear: How do various cultures differ on their views of wealth and propensity to openly discuss financial matters? What are some of the unique financial concerns and strengths faced by immigrant families? Financial preparation takeaways from coronavirus and other disruptive, unexpected events. For many first generation families, owning property is a sign of financial success and a big priority - what is the genesis of this belief, and how does one counsel their clients to take a more d...
Jun 11, 2020•39 min•Ep 122•Transcript available on Metacast Tune in to hear: What impact from coronavirus is Ashvin seeing on his clients? Which workforce sectors are getting hardest hit, so far, by Covid-19? Potential approaches financial professionals can take when there are unprecedented levels of uncertainty What the concept of “bucketing” means within a financial plan and how this can encourage positive investment behavior How to counsel a client set on sending money home to family abroad without having their own stable financial house While every p...
May 28, 2020•53 min•Ep 121•Transcript available on Metacast Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased financial planning and investment management should be available to everyone looking for it. In addition to working with clients regardless of their asset level or income, Justin runs the financial planning blog ‘All About Your Benjamins.’ He loves spending quality time with his family and listening to hip-hop. Tune in to hear: What does authentici...
May 28, 2020•41 min•Ep 120•Transcript available on Metacast Dr. Joy Lere is a psychologist with a practice focused on the merger of money and mindset. She has worked internationally with driven, achievement-oriented professionals who are motivated to reach the next level in their careers and finances. Tune in to hear: What is “an existential boundary experience?” How we can hold on to, and harness, the clarity that moments of hardship and grief can afford us How saying “no” more often can help you lead your best life What to consider when saying “no” or ...
May 14, 2020•40 min•Ep 119•Transcript available on Metacast Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS & C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate about golf, craft coffee, southern cooking, the ATL falcons and charitable works. Tune in to hear: What we can learn from financial failures Why a...
Apr 30, 2020•31 min•Ep 118•Transcript available on Metacast Lisa Brenneman is the Behavioral Finance and Strategic Innovation leader at TD Wealth. She created the TD Wealth Personality Assessment Tool using the Five Factor Model of Personality, enabling clients and advisors to identify their financial and investing blind spots. Tune in to hear: What are the “Big 5” measures of personality? What lessons can financial advisors learn from the Big 5 personality elements? How openness to experience impacts one’s financial decision-making How gender plays into...
Apr 16, 2020•53 min•Ep 117•Transcript available on Metacast Jack Forehand is a partner at Validea Capital and is responsible for the firm's overall operations and portfolio management. Working in conjunction with founder John Reese, Jack led the development and optimization of Validea Capital's quantitative investment models. He is also the co-author of The Guru Investor: How to Beat the Market Using History's Best Investment Strategies. Jack graduated from the honors program of the University of Connecticut with a B.A. in Economics and is a CFA charterh...
Apr 02, 2020•35 min•Ep 116•Transcript available on Metacast Paul Hebert is the Vice President of Individual Performance Strategy at Creative Group, and is widely considered an expert on motivation and incentives focused on influencing behaviors that drive business results through employees, channel partners and consumers. Using tested behavioral economic and motivational ideas he has driven engagement programs at Michelin, Chrysler Service and Parts, Toyota Financial Services, AT & T, Goodyear and a variety of other Fortune 1000 companies. Tune in to...
Mar 19, 2020•52 min•Ep 115•Transcript available on Metacast Bio: Dennis Moseley Williams is an entrepreneur, founder of DMW Strategic Consulting and author of ‘Serious Shift: How Experience Staging Can Save Your Practice.’ He’s also a certified expert of the Experience Economy (Pine and Gilmore). He lives with his wife Sherri, two daughters and a yellow lab. He loves spending his winters skiing as much as possible. In the summer he spends time with family at their cottage, Pine Lodge, in the Quebec wilderness. Tune in to hear: how luck plays into persona...
Mar 05, 2020•52 min•Ep 114•Transcript available on Metacast Emily Binder is an entrepreneur, speaker, and founder of Beetle Moment Marketing. She focuses on AI and voice assistants, branded audio content, and digital strategy. Tune in to hear: if synchronicity can be cultivated or if it is just random why people often dislike their own voice why voice is more compelling than text or visuals what ingredients make for a successful podcast if the podcast phenomena reached it's peak Web: https://beetlemoment.com/ & www.emilybinder.com...
Feb 20, 2020•37 min•Ep 113•Transcript available on Metacast President and CEO of YCharts, a Chicago-based, cloud provider of financial data and analysis/visualization tools. They help enable smarter investment decisions via providing robust data, intuitive tools and outstanding customer support. Sean received his MBA in Finance and Entrepreneurship from Stanford’s Graduate School of Business and he graduated in the top 10% of his class. Tune in to hear: how to be selective about the data for your investment strategy why loss can make us better leaders th...
Feb 06, 2020•49 min•Ep 112•Transcript available on Metacast Gregory Zuckerman is a Special Writer at The Wall Street Journal. He writes about big financial trades, hedge funds, private-equity firms and other investing and business topics. In the past, Greg wrote the "Heard on the Street" column and covered the credit markets for the paper. Greg is the author of "The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters," published November 2013 by Penguin Press. He's also the author of “The Greatest Trade Ever: The ...
Jan 23, 2020•35 min•Ep 111•Transcript available on Metacast 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 data can adversely effect performance why living “one pitch at a time” can lead to success www.danaca...
Jan 09, 2020•53 min•Ep 110•Transcript available on Metacast The Psychology Of Commitment Vs. Context by Dr. Daniel Crosby
Nov 25, 2019•11 min•Ep 109•Transcript available on Metacast 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 retirement Why Jim doesn't feel that "retirement" is a good word to describe the contemporary shift ...
Oct 17, 2019•48 min•Ep 108•Transcript available on Metacast 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 doing it all looks like for each of us. Additionally, Corey shares how, as a business owner and entrepr...
Sep 26, 2019•41 min•Ep 107•Transcript available on Metacast The Four Pillars of Investor Psychology by Dr. Daniel Crosby
Sep 03, 2019•54 min•Ep 106•Transcript available on Metacast Brett McKay - The Art of Manliness Brett McKay is an attorney and the founder of The Art of Manliness, the largest men's interest magazine on the web. He drops by Standard Deviations this week to shatter one-dimensional notions of masculinity and tell us what's going right with men and boys. Tune in to hear: How Brett started this runaway success by accident How he tries to stand out from caricatures of manliness and cultivate real depth Why men today are lonelier than ever before Why living a s...
Aug 29, 2019•56 min•Ep 105•Transcript available on Metacast 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 calculator suggests What to consider when taking on credit card debt Many personal finance professionals cons...
Aug 22, 2019•35 min•Ep 104•Transcript available on Metacast 
