The Soul of Wealth w/ Daniel Crosby #893

Oct 16, 2024

In this engaging discussion, Daniel Crosby, a psychologist and Chief Behavioral Officer at Orion Advisor Solutions, delves into the essence of true wealth beyond finances. He highlights how personal fulfillment, relationships, and experiences define real richness in life. Crosby examines the balance between passion projects and profit, and how societal influences can shape our financial behaviors. He emphasizes the importance of delayed gratification and using wealth to enhance life experiences, ultimately advocating for a more holistic approach to personal finance.

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Intro

00:00 • 3min

The Complexity of Wealth and Fulfillment

03:12 • 22min

Navigating Financial Goals and Happiness

24:43 • 4min

Wealth, Happiness, and Social Influence

28:48 • 18min

Enriching Life Through Financial Wisdom

46:30 • 6min

The Power of Delayed Gratification

52:33 • 10min

A Toast to Enjoyment and New Discoveries

01:02:50 • 2min

“Humankind finds itself at a strange crossroads; we know intuitively that true wealth – real wealth, soulful wealth – is about far more than mere money. Yet, far too often, we act as though money is an end unto itself, sacrificing some of the richest parts of our lives in its pursuit.” Quoted directly from Dr. Daniel Crosby’s new book, The Soul of Wealth. Daniel is making a rare, second appearance here on the podcast because when you write multiple fantastic books on investing and personal finance, we’re going to want to have you back on! He’s a psychologist, the Chief Behavioral Officer at Orion Advisor Solutions, and author of many thought-provoking books that are more than just “investing guides.” Listen as we have a great conversation about finding balance between financial wealth and true wealth, all in pursuit of living a good life!

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During this episode we enjoyed a Beach Slap by Brewyard Beer Co – a big thanks to Better Joel, JO, 5am Joel for donating this one to the pod! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

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