ALL EPISODES

Adapting to a Changing World with Marty Nachemson

Marty Nachemson is a partner at Prosperian Wealth Management where he specializes in holistic financial planning. Today, he joins us to discuss how he stays adaptable in a business world that’s always changing. We touch on: How “adaptability quotient” or AQ, differs from IQ and EQ Is the world really changing faster than ever? Harvard’s take on the three keys to having high AQ How to create a culture that is comfortable with change Follow up with Marty: http://prosperianwealth.com/martin-nachemson/

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#43 / July 18, 2019

Marty Nachemson is a partner at Prosperian Wealth Management where he specializes in holistic financial planning. Today, he joins us to discuss how he stays adaptable in a business world that’s always changing. We touch on: How “adaptability quotient” or AQ, differs from IQ and EQ Is the world really changing faster than ever? Harvard’s take on the three keys to having high AQ How to create a culture that is comfortable with change Follow up with Marty: http://prosperianwealth.com/martin-nachemson/

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#43 / July 18, 2019

Cultivating Creativity with Doug Shaw

Doug Shaw believes that we are all artists and teaches business professionals to regain the natural enthusiasm for creativity we all had as children. Join us this week to learn: How we can regain our former skill with and love of creative thinking Why the World Economic Forum rates creativity as one of the top 3 skills needed for the future How to focus on creative process rather than outcomes How to overcome the fear of failure that chokes out creative thinking Join us for this candid conversation that includes Daniel sharing his own struggles with breaking out of an intellectual rut.    

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#42 / July 11, 2019

Doug Shaw believes that we are all artists and teaches business professionals to regain the natural enthusiasm for creativity we all had as children. Join us this week to learn: How we can regain our former skill with and love of creative thinking Why the World Economic Forum rates creativity as one of the top 3 skills needed for the future How to focus on creative process rather than outcomes How to overcome the fear of failure that chokes out creative thinking Join us for this candid conversation that includes Daniel sharing his own struggles with breaking out of an intellectual rut.    

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#42 / July 11, 2019

Investing in Freedom with Perth Tolle

Perth Tolle is the founder of the Life + Liberty index, the methodology underlying the launch of a new ETF. She joins us to discuss how she lives her mission of “We invest in freedom.” Tune in to learn: How Perth and her team measure the abstract concept of freedom Why countries like the Philippines, with high profile human rights abuses, are still represented in the index The unique danger AI presents for the flourishing of freedom You’ll leave this interview inspired and better equipped to invest your money in a way that lets freedom ring.

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#41 / July 2, 2019

Perth Tolle is the founder of the Life + Liberty index, the methodology underlying the launch of a new ETF. She joins us to discuss how she lives her mission of “We invest in freedom.” Tune in to learn: How Perth and her team measure the abstract concept of freedom Why countries like the Philippines, with high profile human rights abuses, are still represented in the index The unique danger AI presents for the flourishing of freedom You’ll leave this interview inspired and better equipped to invest your money in a way that lets freedom ring.

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#41 / July 2, 2019

The Top 10 Ways to Overcome Behavioral Bias with Bob Seawright

Bob Seawright is the Chief Investment Officer of Madison Avenue Securities and a widely read blogger at Above the Market. He joins us to discuss: How to actively seek out dissenting opinions How investors can become educated without being inundated Some practical tips for overcoming overconfidence Listen in to see what the king of long-form behavioral finance writing has to say about overcoming bias.

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#40 / June 27, 2019

Bob Seawright is the Chief Investment Officer of Madison Avenue Securities and a widely read blogger at Above the Market. He joins us to discuss: How to actively seek out dissenting opinions How investors can become educated without being inundated Some practical tips for overcoming overconfidence Listen in to see what the king of long-form behavioral finance writing has to say about overcoming bias.

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#40 / June 27, 2019

Investing with Taxes in Mind with Andrea Schaffer

Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She joins us today to talk about opportunity zones, including: What is an opportunity zone anyway? From a social responsibility standpoint, why might OZ make sense? Join us to learn more about one of the hottest topics in investing. Follow up with Andrea: https://www.pacificadvisors.com/andrea_schaffer

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#39 / June 20, 2019

Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She joins us today to talk about opportunity zones, including: What is an opportunity zone anyway? From a social responsibility standpoint, why might OZ make sense? Join us to learn more about one of the hottest topics in investing. Follow up with Andrea: https://www.pacificadvisors.com/andrea_schaffer

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#39 / June 20, 2019

Building a Financial Advice Empire with Ron Carson  

Ron Carson is one of the most successful financial advisors in the world in addition to being a bestselling author and sought after coach. He joins Standard Deviations to share his journey from his college dorm room to the top of the mountain. Within, we discuss: How Ron moved from loving to hating the financial advice business Why he thinks that tech giants pose a threat to the world of finance His vision for the future of machine learning and artificial intelligence You won’t want to miss this personal and emotional conversation with one of the industry titans.

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#38 / June 14, 2019

Ron Carson is one of the most successful financial advisors in the world in addition to being a bestselling author and sought after coach. He joins Standard Deviations to share his journey from his college dorm room to the top of the mountain. Within, we discuss: How Ron moved from loving to hating the financial advice business Why he thinks that tech giants pose a threat to the world of finance His vision for the future of machine learning and artificial intelligence You won’t want to miss this personal and emotional conversation with one of the industry titans.

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#38 / June 14, 2019

Building a Baby Berkshire with Brent Beshore

Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: How he maintains an attitude of “principled contrarianism” The 10 ideas that have shaped his approach to life and business His disdain for the term “irrationality” with respect to human behavior Join us for a conversation with one of the most principled individuals and original thinkers in the space.

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#37 / June 6, 2019

Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: How he maintains an attitude of “principled contrarianism” The 10 ideas that have shaped his approach to life and business His disdain for the term “irrationality” with respect to human behavior Join us for a conversation with one of the most principled individuals and original thinkers in the space.

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#37 / June 6, 2019

Of Dollars and Data with Nick Maggiuli

Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be “the most important asset” Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick’s data help you better manage your dollars.

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#36 / May 30, 2019

Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be “the most important asset” Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick’s data help you better manage your dollars.

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#36 / May 30, 2019

The Psychology of Money with Morgan Housel

Morgan Housel is one of the world’s foremost leaders on all things money and human nature. He joins us this week to discuss: Why education improves outcomes in other disciplines but not always in finance The just-world fallacy as it pertains to wealth The inescapability of our personal histories The appropriate balance between optimism and pessimism Don’t miss this conversation with one of the deepest thinkers in finance!

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#35 / May 23, 2019

Morgan Housel is one of the world’s foremost leaders on all things money and human nature. He joins us this week to discuss: Why education improves outcomes in other disciplines but not always in finance The just-world fallacy as it pertains to wealth The inescapability of our personal histories The appropriate balance between optimism and pessimism Don’t miss this conversation with one of the deepest thinkers in finance!

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#35 / May 23, 2019

The Intuitive Investor with Jason Voss

Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won’t want to miss this episode in which we discuss: Jason’s take on the future of the asset management industry “Alpha wounds” or things that asset managers do that destroy value How people of all stripes can be more creative      

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#34 / May 16, 2019

Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won’t want to miss this episode in which we discuss: Jason’s take on the future of the asset management industry “Alpha wounds” or things that asset managers do that destroy value How people of all stripes can be more creative      

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#34 / May 16, 2019

About Dr. Daniel Crosby

Dr. Daniel Crosby

Dr. Daniel Crosby is a psychologist and behavioral finance expert. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards, and his latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Dr. Crosby has also contributed to Living Confidently previously to create our Vision Test and Personality Quiz.

All opinions expressed by Dr. Daniel Crosby and podcast guests are solely their own opinions and do not reflect the opinion of The Guardian Life Insurance Company of America (Guardian) and its affiliates, subsidiaries, employees and agents. This podcast is for informational purposes only and should not be relied upon as a basis for legal, tax and investment decisions, as participants are not undertaking advice for any specific individual or situation. The opinions are based upon information participants consider reliable and Dr. Crosby and Guardian are not responsible for the consequences of any decisions or actions taken because of the information provided. Not all guests are not employees of Guardian or any of its affiliates.  GUARDIAN® and the GUARDIAN G® logo are registered service marks and are used with express permission.  All materials are subject to United States copyright laws.  © 2018 Guardian. 2018-67236 Exp 9/2020