The Soul of Wealth | Dr. Daniel Crosby | 180
Catching Up to FI
Intro
Bill and Jackie introduce the show and welcome guest Daniel Crosby, mentioning his background and book The Soul of Wealth & Ad break.
Dr. Daniel Crosby took a circuitous path to the world of money — starting as a psychologist and ending up as one of the most engaging voices in behavioral finance. He is Chief Behavioral Officer at Orion and author of The Soul of Wealth. Dr. Crosby goes beyond the math to the meaning: identity, autonomy, and why 'you don't really want to be rich, you want to be free.' He joins the show to talk us through:
- Reframing money as a tool for time freedom, relationships, and purpose—not status
- Using behavior science to close the gap between 'knowing' and 'doing'
- Downshifting lifestyle creep and designing guardrails
- Replacing 'I'll be happy when...', with habits, community, and a clear vision of your 'retirement cow'
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