

Daniel Crosby
Chief Behavioral Officer at Orion Advisor Solutions, applying behavioral science to financial advising. Author of "The Soul of Wealth".
Top 10 podcasts with Daniel Crosby
Ranked by the Snipd community

331 snips
Oct 16, 2024 • 48min
Money CAN Buy Happiness (If You Use It In These Ways)
Dr. Daniel Crosby, a psychologist and behavioral finance expert, sheds light on how money can actually enhance happiness under certain conditions. He discusses the minimum income needed to avoid pain and emphasizes the importance of spending on health and meaningful experiences rather than succumbing to materialism. Daniel highlights the significance of aligning financial choices with personal values and advocates for a values audit to ensure your spending reflects your true priorities. He also warns against excessive saving, urging listeners to invest in their well-being.

64 snips
Feb 4, 2023 • 1h 19min
Key Takeaways: Best Lessons from the Last Year
#426: Behavioral researcher, Vanessa Van Edwards, talks to us about the critical importance of charisma - and how to use the perfect blend of warmth and competence to be charismatic.Dr. Michael Slepian walks us through what secrets mean, what they cost, and how we think about them.We dive into the world of long distance real estate investing, and talk about two of the major components of investing - Cash and mindsets - to help you determine if long distance real estate investing is right for you.International best selling author, Julie Winkle Giulioni, reviews eight dimensions of career development and how to navigate them.Chris Hutchins, entrepreneur and life hacker extraordinaire, spills his best secrets on optimizing spend to travel more cheaply.Kiersten and Julien Sanders join us to discuss money topics for couples, and their framework for being financially independent in 15 years.Stanford professor Jeremy Utley breaks down the art of creativity and producing new ideas - and shares actionable tips on how we can be more creative and have better ideas.Dr. Daniel Crosby discusses how we are not wired to be good investors, and how to overcome our evolutionary wiring.Enjoy this compilation of our favorite episodes to air in the second half of 2022.For more information, visit the show notes at https://affordanything.com/episode426 Learn more about your ad choices. Visit podcastchoices.com/adchoices

50 snips
Jun 7, 2025 • 34min
Talk Your Book: The Joneses Aren't That Happy
In this engaging discussion, Daniel Crosby, Chief Behavioral Officer at Orion and a renowned expert in behavioral finance, dives into the paradox of wealth and happiness. He shares insights on how material abundance often leads to dissatisfaction due to social comparison, urging listeners to shift focus towards personal growth and genuine connections. Crosby also highlights the mental benefits of giving, exploring how generosity enhances happiness while weaving in parallels between health and financial well-being from his personal experiences.

27 snips
Jul 16, 2025 • 40min
The Soul of Wealth with Dr Daniel Crosby
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.

18 snips
Dec 17, 2024 • 55min
Daniel Crosby: Can Money Really Buy Happiness?
Dr. Daniel Crosby, the Chief Behavioral Officer at Orion Advisor Solutions and author of "The Soul of Wealth," dives deep into the intricate dance between money and happiness. He explores how financial success doesn't guarantee emotional well-being and dissects the psychological impacts of social comparisons intensified by social media. Crosby also shares insights on cultivating healthy financial habits and emphasizes that true wealth is found in meaningful experiences, urging listeners to prioritize gratitude.

15 snips
Jun 5, 2025 • 47min
635. The Wallet-Body Connection
Daniel Crosby, a psychologist and behavioral finance expert, discusses the fascinating 'wallet-body connection.' He dives into how financial stress impacts mental health and emphasizes viewing money as a tool for enhancing life rather than an end goal. The conversation also explores the connection between financial wellness and workplace productivity, along with practical strategies using the EAST Framework to simplify healthy financial behaviors. Listeners are encouraged to rethink their relationship with money and prioritize personal fulfillment.

13 snips
Aug 7, 2024 • 16min
At The Money: Humans Are Not Built For Investing
Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and author of "The Laws of Wealth," teams up with finance leader Barry Ritholtz to explore why humans struggle with investing. They discuss how emotional biases, such as overconfidence, cloud our judgment and emphasize the need for a systematic, rules-based approach to investing. The importance of professional guidance is highlighted, showcasing how financial advisors can mitigate these biases and enhance decision-making, especially in unpredictable markets.

11 snips
Jul 23, 2025 • 29min
Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby
Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisory Services, delves into the psychological hurdles retirees face in shifting from saving to spending. He highlights the struggle many experience with frugality and provides practical strategies to embrace spending confidently. The conversation emphasizes the importance of experiences over accumulated wealth, urging listeners to prioritize meaningful moments with loved ones. Discover how to overcome regret aversion and transform your retirement into a fulfilling journey, rather than holding back out of fear.

11 snips
Jan 29, 2025 • 1h 20min
131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby
Dr. Daniel Crosby, a behavioral finance expert and author of "Soul of Wealth," discusses the deeper meanings behind money. He argues that money should be a tool for enhancing happiness, not just an end goal. Learn how to prioritize time over money and use gratitude to boost well-being. Crosby shares personal stories linking health and wealth and offers insights on how to cope with market uncertainty. He emphasizes that true wealth encompasses fulfillment and aligning spending with personal values.

10 snips
Feb 8, 2024 • 15min
Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)
Dr. Daniel Crosby, an expert in money and wealth, discusses the emotional impact of losing a friend on Alexander the Great, the true nature of wealth and its impact on happiness and fulfillment, the importance of relationships and the value of work, and the importance of accomplishment and fulfillment in life. He emphasizes the need to focus on various sources of fulfillment beyond financial goals.