Standard Deviations with Dr. Daniel Crosby artwork

Standard Deviations with Dr. Daniel Crosby

294 episodes - English - Latest episode: 11 days ago - ★★★★★ - 102 ratings

The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, research-based, and designed to fit perfectly within your commute time. So, tune in for practical news that will help you make more, think more and be more.

Learn more by following Dr. Daniel @danielcrosby or visit the website at www.standarddeviationspod.com/

Standard Deviations is presented by Orion.

Education invesment how to invest dr. daniel crosby behavioral finance fintech daniel crosby befi behavioral economics investor psychology investor emotion
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Episodes

Adam Holt - Advice Engagement and the Future of WealthTech

February 16, 2023 05:00 - 35 minutes - 32.9 MB

Tune in to hear: - How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled? - What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings? - What has he observed, from a behavioral perspective, about the advantages of having something simple and visual? - What do people underestimate about the difficulty of becoming a FinTech CEO? - Financial planning is only gettin...

Dr. Tom Howard - Behavioral Finance and Asset Management

February 09, 2023 05:00 - 37 minutes - 34.6 MB

Tune in to hear: - Why does behavioral investing often get focused on less than other elements of behavioral finance? - What role should pessimistic forecasts play, if any, in our financial decision making? - What are some behavioral barometers that can give us meaningful insights into forward return suggestions? What clues does he think these are providing in this particular moment? - If we do away with style boxes how will we differentiate appropriate style drift from just sloppy, undi...

Jeff Bernier - The Money and Meaning Journey

February 02, 2023 05:00 - 39 minutes - 36.5 MB

Tune in to hear: - What led Jeff to sometimes act inauthentically in the past and what snapped him out of this? - How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset? - What does Jeff see as the most common impediment that’s keeping people from creating a meaningful money life? - How do we get people to shift from a solipsistic approach to what Jeff describes as “other focused?” Con...

Jamie Hopkins - Financial Planning for a Life on Purpose

January 26, 2023 05:00 - 49 minutes - 45.7 MB

Tune in to hear: - Why is understanding our own money stories such a valuable principle? What is Jamie’s money story? - Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career? - Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles? - Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth? - Does Jamie foresee a world where a...

Derek Hagen - The Role of Money in a Life of Meaning

January 19, 2023 05:00 - 46 minutes - 42.9 MB

Tune in to hear: - What is the three part formula for meaning that Derek has proposed and how do these three aspects tend to shape a meaningful life? - What is the role of money in getting these three parts to work in unison? Can money help our lives be more purposeful, coherent and significant? - Why do we sometimes seem hardwired to pursue the “thin meaning” when the “thick meaning” is often accessible and a lot more conducive to our long-term happiness? - How can an awareness of our o...

Laura Larios - Your Nervous System and Your Money

January 12, 2023 05:00 - 47 minutes - 43.4 MB

Tune in to hear: - Why do we take our autonomic nervous system for granted and why does it have such a profound effect on our ability to be successful communicators? - What are the different hierarchical states of the nervous system and what role do each of these play in determining the stories we tell ourselves?  - How would Laura’s work with a client look different than a CBT (Cognitive Behavioral Therapy) approach and why does she believe that nervous system work should come before one...

Dr. Sonya Lutter - Love and Money

December 15, 2022 05:00 - 36 minutes - 33.8 MB

Tune in to hear: - Why are love and money so uniquely combustible? - Why do we often not give our significant other the benefit of the doubt? How can we give our partners more grace and understanding? - What do you do if a couple is stonewalling one another? - Can understanding your partner’s money type or money script play a role in giving them this grace? - How accurately are couples assessing each other's spending habits and what can be done to combat this trap of both spenders getti...

Alex Murguia and Wade Pfau - The Four Retirement Income Styles

December 08, 2022 05:00 - 46 minutes - 42.8 MB

Tune in to hear: - What are some of the accomplishments of financial psychology thus far and where should we be headed next? - Why does Wade diverge from a lot of the popular thinking around insurance products and what does the industry get wrong when it comes to these products and retirement income? - Is it safe to say that a lot of the benefit of these “unpopular tools” is behavioral in nature?  - What question was Wade hoping to answer when he dove into RISA (Retirement Income Style A...

Carl Richards (Live from Fuse in Park City)

December 01, 2022 05:00 - 51 minutes - 47.2 MB

Tune in to hear: - What are some problems that money solves well and what are some problems it does a poor job of solving? - Has Carl recently pivoted a bit in his career to focus more on the philosophical or, more broadly, “life stuff?” If so, why?  - Has Carl found any common thread between people who feel a sense of security, both financially and in a broader sense? - What are some things that the financial services industry isn’t speaking about that are topical and need to be address...

Tina Powell (Live from Fuse in Park City)

November 24, 2022 05:00 - 55 minutes - 51.2 MB

Tune in to hear: - What might account for the very low conversion rate following viral content on social media? - Are new followers a good metric for measuring the success of a post or not necessarily? - Why is it so difficult to “engineer virality” and why does this often fall flat? - Is it smart to try to monetize a viral moment with sponsored content or is this likely to backfire? - Some advisors are reluctant to become active on social media because it seems to favor negative conten...

Anika Hoybjerg (Live from Fuse in Park City)

November 16, 2022 21:05 - 38 minutes - 35.6 MB

Tune in to hear: - What are some of the most common misconceptions about Anika’s work and more broadly about those on the autistic spectrum? - What is ABA and why is early intervention so important? - What might account for the precipitous growth in autism spectrum disorders? Is it superior diagnostic abilities or something else? - Why do autism spectrum disorders often go undiagnosed in girls? - What are some of the unique financial considerations for advisors with clients or children ...

Shannon Spotswood (Live from Fuse in Park City)

November 10, 2022 05:00 - 49 minutes - 45.7 MB

Tune in to hear: - What about the investment world clicked for Shannon, and drew her in, at such a young age? - Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold? - Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business? - What does RFG focus on in-particular and what did they win a “wealthie” award for? - Shannon built RFG in Alabama. How did she settle on such an unconventional place to bu...

Kurt Brown (Live from Fuse in Park City)

November 03, 2022 04:00 - 30 minutes - 27.9 MB

Tune in to hear: - How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise? - How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence? - When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active? - In the current market we are in, which is of course a littl...

Tim Maurer - A Logos Centered Approach to Advising

October 27, 2022 04:00 - 46 minutes - 42.2 MB

Tune in to hear: - What has Tim found helpful in helping clients to articulate their life purpose in a practical way? - What is an effective life planning strategy for ultra-high net worth individuals that don’t have a super specific “raison d’etre?” - How can we practically communicate to clients that they are whole and how do we create an environment that encourages them to draw from their internal resources? - Does Victor Frankl or Logo Therapy have anything to teach us about how to c...

Ashley Quamme - Bridging the Gap Between Money and Mental Health

October 20, 2022 04:00 - 45 minutes - 41.6 MB

Tune in to hear: - A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor? - When should a financial advisor make a referral to a mental health practitioner? - What is circular questioning and what is an example of where an advisor might apply this technique? - From a high level perspective, what is the notion of “stages of ch...

Paul Craven - Magic’s Lessons for Behavioral Finance

October 13, 2022 04:00 - 1 hour - 61 MB

Tune in to hear: - What can magic teach us about behavioral science and psychology and how does Paul marry these two worlds together? - How do magicians see the world differently? Does magic make you more or less skeptical and do you now move through the world differently as a result of knowing about the art of how the mind fools us and how we fool each other? - What are the evolutionary origins of behavioral bias and what are the implications of overcoming them? - In his years of study ...

Dr. Ben Hunt - Reading the Metanarrative’s Subtext

October 06, 2022 04:00 - 44 minutes - 41.1 MB

Tune in to hear: - Dr. Hunt often questions - why am I hearing this now? Why is Dr. Hunt calling for greater thoughtfulness around timing? - How can we be thoughtful about “weaponized narratives” without succumbing to seeing boogeyman around every corner? - How do we think about this narrative formation process when it comes from the inside out? Is that something we should be seeking to do proactively or should we avoid it to truly be our “authentic selves?” - How can one “let their frea...

Ann Garcia - How to Pay for College

September 29, 2022 04:00 - 43 minutes - 39.7 MB

Tune in to hear: - Is this an era of particularly anti-college sentiments? - How can we incentivize the shift to better align societal needs with colleges? - How should you think about and weigh the personal passion angle vs. the job security angle when counseling families on potential college paths? - On average, how does being college educated affect one’s life in a broader sense (e.g. divorce rates, personal health)? - Are there any clear downsides to college education? If so, what a...

Tom Morgan - Personal Myth Making

September 22, 2022 04:00 - 39 minutes - 36.4 MB

Tune in to hear: - What is the role of personal myth making in ameliorating the psychological crisis of modernity that we find ourselves in? - Thinking about the current state of generalized despair at play in the world - are we consuming the wrong messages as we move through the world? - What is the 1st step in Joseph Campbell’s Hero’s Journey? - Why aren’t we answering the call to adventure and, realistically, are we all able to answer it? - What’s the explore / exploit dissonance? -...

Morgan Housel - The Psychology of Money (Your Questions Answered)

September 15, 2022 04:00 - 49 minutes - 45.6 MB

Tune in to hear: - Which of the ideas from ‘The Psychology of Money’ does Morgan find most useful in his own life? If he had to re-release the book today, what would he change about it or omit from the book? - What did Morgan expect readers to takeaway from the book and how does that contrast with the feedback he has received from readers? - How applicable does Morgan feel the lessons from his book are across cultures? - What’s the best conversation that Morgan has ever had about money a...

Taylor Schulte - An Abudance Mindset (Live from San Diego)

September 08, 2022 04:00 - 41 minutes - 37.6 MB

Tune in to hear: - Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and how did the community he's built help insulate him from this? - What role should community play for advisors and what can community provide that you couldn’t necessarily get through self-study or other means? - In setting up his podcast, what did Taylor find worked well and what ended up surprising him? - What differentiates marketing tac...

Taylor Schulte - An Abundance Mindset (Live from San Diego)

September 08, 2022 04:00 - 41 minutes - 37.6 MB

Tune in to hear: - Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and how did the community he's built help insulate him from this? - What role should community play for advisors and what can community provide that you couldn’t necessarily get through self-study or other means? - In setting up his podcast, what did Taylor find worked well and what ended up surprising him? - What differentiates marketing tac...

Cullen Roche - Debunking Common Investment Myths (Live from San Diego)

September 01, 2022 04:00 - 37 minutes - 34.3 MB

Tune in to hear: - What is “all duration investing” and what behavioral upside might this approach have for investors? - How can you better organize a bucketing approach to reflect those investments’ time horizons? - What about the tendency for all time horizons to become today in the face of behavioral pressure - how can we protect ourselves from this? - Why is the myth that “China owns the USA” constantly perpetuated? - A lot of people think quantitative easing is just printing money ...

Shabana Siyed - Creating Authentic Content (Live from LA)

August 25, 2022 04:00 - 36 minutes - 33.5 MB

Tune in to hear: - A lot of the best content creators in this industry are a bit edgy. How can very large companies create good content when they are almost, by definition, required to not be edgy? - If your brand wants to be honest about who they are - how do you begin to introspect and have that conversation? - What’s a potentially interesting brand collaboration for a fintech firm? - When is it appropriate for a brand to take advantage of a viral trend and when might it make sense for...

Alex Chalekian - Financial Literacy that Sticks (Live from LA)

August 18, 2022 04:00 - 38 minutes - 35.7 MB

Tune in to hear: - What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy space?  - Knowing what we know about behavior, what does effective financial literacy education look like? - Is there a way we can take the fight of financial literacy to an institutional level? Also, is there any hope of having financial literacy win out when large companies often monetize people’s poor financial decisions? - If Alex had to ...

Melina Palmer - Harnessing Surprise and Delight

August 11, 2022 04:00 - 53 minutes - 49.4 MB

Tune in to hear: - What are some of the psychological mechanisms that make our vision of ourselves so cloudy at times? - If Melina hoped to draw out a deeply personal answer to the question “what are your financial goals,” how would she go about constructing the question? - What are the hallmarks of a psychologically sophisticated brand and what is the psychological impact of this authenticity? - What is the “surprise and delight” approach and why isn’t it more ubiquitous in customer ser...

Dr. Ashvin Chhabra - Mental Accounting for Improved Investor Behavior

August 04, 2022 04:00 - 30 minutes - 27.8 MB

Tune in to hear: - What does Ashvin propose as a better measure of investor success above risk adjusted returns? - What are the two main reasons why we invest? Ashvin thinks that, with a traditional portfolio, we will be disappointed with at least one of these two dimensions at any given moment - why is this the case? - What is the three-tiered investment approach that Ashvin came up with and how does it help ameliorate some of the disappointment implicit in investing? - How does this bu...

Samantha Lamas - The Complicated Art of Making Things Simple

July 28, 2022 04:00 - 32 minutes - 29.9 MB

Tune in to hear: - Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face? - Why might psychological shortcuts potentially lead to gender bias in asset allocation? - Are there any salient differences between men and women, on average, in regards to risk tolerance? - How can we systematize the information gathering process during client intake in order to give more equitable advice? - Why is there often a discrepancy betwe...

Dr. Sarah Asebedo - Resolving Financial Conflict

July 21, 2022 04:00 - 49 minutes - 45.1 MB

Tune in to hear: - What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiated from the popular conception of behavioral finance as the study of bias? - What is the “three good things” intervention and why does it work? Is it applicable in a financial context as well? - What do you do when someone attributes the best things in life to happenstance or luck? How can you potentially reorient this into something with a ...

Dr. Kristy Archuleta - Lessons from Financial Therapy

July 14, 2022 04:00 - 47 minutes - 43.7 MB

Tune in to hear:  - As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this unique discipline? - What are the lines of demarcation between financial planning, financial therapy and traditional therapy? Should financial planners look to make referrals, when necessary, for financial therapists or is this a largely academic discipline? - What’s a concrete example of a concern that is out of the scope of a traditional financ...

Nick Maggiulli - Personal Finance Myth Busting

July 07, 2022 04:00 - 40 minutes - 36.6 MB

Tune in to hear: - How did Nick land on a kinder, more gentle approach, to personal finance? - What is the least conventional bit of financial advice that a reader may come across in Nick’s new book? - Nick’s new book states that most savings advice is problematic - where does he differ from the conventional wisdom with respect to savings advice? - How should we think about lifestyle creep from a data driven perspective? - How should people think about investing at a time when inflation...

Tim Houlihan - Change Behavior with this Simple Framework

June 30, 2022 04:00 - 49 minutes - 45.2 MB

Tune in to hear: - If Tim could personify himself as a guitar, what type of guitar would he be? - Tim thinks that engagement, performance and persuasion all begin with behavioral science and that behavioral science begins with the unconscious. What does this mean from a scientific perspective and how can we tap into these unconscious motivations? - The unconscious is pretty intensely guarded, and sometimes for good reason - how can we push through this and access information below the dec...

Steve Atkinson - The Admired Advisor

June 23, 2022 04:00 - 39 minutes - 35.8 MB

Tune in to hear: - When we narrow down the financial advisors to those who we would trust to manage our spouse’s or parent’s finances, Steve thinks that we do so largely on behavioral factors alone. Which behavioral considerations make someone a trusted advisor? - From the outside looking in (i.e. if you don’t personally know an advisor beforehand), how can one make a determination about whether an advisor is going to be one of the handful of advisors that another advisor might entrust wit...

Jeff Levine - How to Reduce Your Tax Burden

June 16, 2022 04:00 - 49 minutes - 45.3 MB

Tune in to hear: - Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him interested in this in the first place? - What is keeping us from a more simplified tax code? Is it really as complicated as it appears or is there some subterfuge here where the complexity is just a feature and not a bug? - When Jeff hears politicians and everyday people talking about tax schemes - which ideas sort of make him cringe and which ideas around taxation does ...

Jeff Levine - Tax something something

June 16, 2022 04:00 - 49 minutes - 45.3 MB

Tune in to hear: - Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him interested in this in the first place? - What is keeping us from a more simplified tax code? Is it really as complicated as it appears or is there some subterfuge here where the complexity is just a feature and not a bug? - When Jeff hears politicians and everyday people talking about tax schemes - which ideas sort of make him cringe and which ideas around taxation does ...

Drew Dickson - Stay in the Game

June 09, 2022 04:00 - 47 minutes - 43.6 MB

Tune in to hear: - What was Drew’s experience studying under Richard Thaler like? - Drew thinks that you have to hold a willingness to be right and to be wrong in equal measure at all times - is this something that Thaler modeled in his behavior and how does he think about this in the context of his own firm? - What’s an analogy we can draw between Hank Aaron’s batting behavior and the act of picking stocks? - What are a few techniques Drew has discovered to de-bias his thinking a bit? ...

Jez Groom - Behavioral Nudging for Positive Influence

June 02, 2022 04:00 - 42 minutes - 39 MB

Tune in to hear: - Where are we at, as an industry, in terms of the application of behavioral sciences to the world of work? Where does Jez see us headed next or what’s his outlook for the industry? - Compared to something like tech, where does the financial industry fall on the adoption curve of behavioral sciences?  - In what field might we have the next big, unexplored vertical jump for applied behavioral sciences? - What was the case study about helping regular folks save more money ...

Herman Brodie - The Power of Trust

May 26, 2022 10:59 - 54 minutes - 49.4 MB

Tune in to hear: - What are some of the primary drivers of asset flows from a behavioral perspective? - Soft factors account for a lot more of clients’ decision-making process about their assets - what is the takeaway, for asset managers and financial advisors, from this revelation? - What are the three different types of trust that Herman breaks down in his book? - Interpersonal trust might be the most important pillar of trust, as well as being the most within an advisor’s sphere of co...

Dr. Kurt Nelson - Finding Your Behavioral Groove

May 19, 2022 04:00 - 36 minutes - 33.7 MB

Tune in to hear: - Has Kurt ever noticed a problem that isn’t ostensibly behavioral in nature that ended up being behavioral? - How can we craft a cohesive work culture without contributing to problems like group think? - From a leadership perspective, how can we open ourselves up to new ideas and not fall prey to confirmation bias? Also, if we are the person that’s going to question the status quo of an organization - how can we do that in a way that it’s likely to get picked up? - What...

Peter Lazaroff - Making Money Simple

May 12, 2022 04:00 - 45 minutes - 42 MB

Tune in to hear: - How did Peter get started reviewing frozen pizzas? - What is it that most people misunderstand about investing? - How does Peter, as an advisor, go about crafting a vivid and salient personal vision for his clients? - How can you bring clients back to a vision of their future selves in a difficult moment? - How, practically, does Peter try to maximize anxiety-adjusted returns when creating a portfolio? - What are some behavioral similarities between cake mixes and po...

Natalie Taylor - The Client-Centric Future of Financial Advice

May 05, 2022 21:11 - 47 minutes - 43.8 MB

Tune in to hear: - How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technology - how can this induce us to make good or poor decisions? - Is there a way that tech can facilitate some of the soft skills of client interaction (e.g. care, empathy and connection)? - What role should self-care, self-work and introspection play in advisors being better behavioral coaches for their clients? - When Natalie had realizations a...

Meb Faber - Market Timing, Limited Liquidity and Other Ideas You Probably Disagree With

April 28, 2022 12:28 - 48 minutes - 44.6 MB

Tune in to hear: - How has Meb’s world, and domestic, travel shifted the way he thinks about investment? - What is Meb’s least popular idea about investing? - Why is it so important to codify and pre-commit to your own sell strategy? - What is Meb’s “red light, green light” approach? How does he think about market timing and tactical asset allocation? - Meb likes to give out free business ideas that he doesn’t have the bandwidth to take on himself. Has anyone ever run with one of these ...

Seth Streeter - Money with a Mission

April 14, 2022 04:00 - 36 minutes - 33.7 MB

Tune in to hear: - What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness? - If an advisor’s number one job is not to make you money, what might it be? - What are the 11 different dimensions of wealth that Seth’s firm lays out? How did he arrive at these? - How do these provide a helpful framework for clients during times of crisis? - How do you balance giving your children a great amount of access without spoiling them or diminishing the...

Dr. Rick Bookstaber - The Psychology of Risk

April 07, 2022 04:00 - 48 minutes - 44.5 MB

Tune in to hear: - How does Dr. Bookstaber think about and define risk in the most practical terms possible? - Does the way people like us talk about risk differ in an overly academic way from how people in the street think about it? - Which of the sort of commonly discussed current risks seem legitimate to Dr. Bookstaber and which might loom larger in peoples’ minds than they should? - Why aren’t geopolitical conflicts  more catastrophic to the market than they are with how intertwined ...

Dr. Brian Portnoy - Behavioral Finance 2.0

March 31, 2022 04:00 - 56 minutes - 51.5 MB

Tune in to hear: - Dr. Portnoy says we’ve created a “Behavioral Finance entertainment complex that does very little to help real people make real decisions.” What does he mean by this? - Do you think we overlook the good behavioral finance has done because the good is subtle and simple? - What does he see as the good, the bad and the ugly of “nudging?” How can or can’t it be applied to the field of wealth management? - How can we make the distinction between normalizing clients’ maladapt...

Dr. Sonya Lutter - Money and Happiness

March 24, 2022 04:00 - 47 minutes - 43.9 MB

Tune in to hear: - Are various addictive behaviors (e.g. gambling, drug abuse) potentially symptoms of a larger societal issue? - What percentage of people in standard therapy might benefit from a finance-centric therapeutic approach? - What are some of the most common, or universal, expressions of financial dysfunction that Dr. Lutter sees in her work? - Are there some cases where having financially dependent adult children is an appropriate course of action because of cultural or other...

Dr. Moira Somers - Giving Financial Advice That Sticks

March 17, 2022 04:00 - 39 minutes - 36.6 MB

Tune in to hear: - How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives? - Is the financial services industry, as a whole, guilty of delivering advice without much regard for how it is retained and implemented? - How is the term non-compliance potentially problematic? - What are some individual characteristics of advice givers that helps their advice be stickier? - What are some of the big drivers that cause profession...

Jackie Wilke - You Are the Most Unique Thing About Your Business

March 10, 2022 16:28 - 45 minutes - 42 MB

Tune in to hear: - As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board?  - Are there specific examples of advisors who have created a unique experiential piece for their clients. If so, what did these experiences look like? - Where do we get it wrong as an industry around some of the most discussed buzzwords? - What is a common misunderstanding about next generation investors? - How can one resolve the catch 22 of bein...

Dr. Meghaan Lurtz - The Empathic Future of Financial Advice

March 03, 2022 05:00 - 55 minutes - 50.9 MB

Tune in to hear: - Of the “36 questions that lead to love,” what are a few that Dr. Lurtz zeros in on and what makes these questions so powerful? Can these be applied in client-advisor relationships as well?  - What is the peak end rule and how can understanding it help us set better goals with our clients? - As practitioners, how can we drive home the salience of our future selves both for ourselves and our clients? - How can we distinguish financial stress from financial anxiety and wh...

Lauren Hunter - The Financial Realities of Death and Aging

February 24, 2022 05:00 - 42 minutes - 39.3 MB

Tune in to hear: - What are some different attitudes about aging and death held across the world? How particular is the western attitude about these things relative to the rest of the world? - How do these attitudinal perspectives shift the concrete outcomes (e.g. levels of happiness and fulfillment) for people who are themselves aging? - Where should one begin if they would like to start incorporating more eastern ideas around death and not push back so much against the natural aging pro...

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