

The Soul of Wealth with Dr Daniel Crosby
27 snips Jul 16, 2025
Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and a leading voice in behavioral finance, shares insights from his new book, *The Soul of Wealth.* He discusses redefining wealth by integrating personal growth and meaningful living. Daniel emphasizes the importance of embracing personal accountability and the psychological aspects of financial well-being. He also explores how our environment shapes financial decisions and reflects on the deeper significance of identity and relationships in the journey towards true fulfillment.
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The Three B's of Wealth
- Wealth is defined by three B's: Believing, Belonging, and Becoming.
- Living according to values, having deep relationships, and striving for growth create a wealthy life.
Retiring From and To
- Plan your retirement around what you will engage in, not just what you'll escape from.
- Cultivate social connections and growth opportunities outside work to avoid post-retirement depression.
Comparison Steals Joy
- Your sense of wealth depends more on your social comparison group than your actual wealth.
- Gratitude can reduce harmful comparisons and increase perceived wealth.