FEATURED EPISODES
Breaking the Chains of Debt with Nichole Mayer
#48 / August 22, 2019
Adapting to a Changing World with Marty Nachemson
#43 / July 18, 2019
Special Planning for Special Needs with Annette Hammortree
#9 / November 15, 2018
Life on Your Terms with Eric McDermott
#2 / September 27, 2018
ALL EPISODES
Becoming a Behavioral Investor with Dr. Daniel Crosby
For fans of psychology, personal finance and the elusive search for happiness, this episode is a can’t miss. This week, the tables are turned as Dr. Crosby passes the mic to Dr. Brian Portnoy, author of The Geometry of Wealth. Brian and Daniel discuss Dr. Crosby’s new book, The Behavioral Investor, touching on the four primary types of investor misbehavior, what can be done to manage behavioral risk and the future of behavioral finance.
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#17 / January 17, 2019
For fans of psychology, personal finance and the elusive search for happiness, this episode is a can’t miss. This week, the tables are turned as Dr. Crosby passes the mic to Dr. Brian Portnoy, author of The Geometry of Wealth. Brian and Daniel discuss Dr. Crosby’s new book, The Behavioral Investor, touching on the four primary types of investor misbehavior, what can be done to manage behavioral risk and the future of behavioral finance.
#17 / January 17, 2019
Becoming a Public Speaker with Jennifer McClure
What’s the recipe for a great presentation? This week Jennifer McClure, an entrepreneur, keynote speaker, leadership success coach, and former HR executive who works with business leaders to build their influence, think strategically, and create maximum positive impact at work and in life, provides a masterclass on sharing ideas with the world generally as well as specific advice around common clichés to avoid and for how to create a business around public speaking.
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#16 / January 10, 2019
What’s the recipe for a great presentation? This week Jennifer McClure, an entrepreneur, keynote speaker, leadership success coach, and former HR executive who works with business leaders to build their influence, think strategically, and create maximum positive impact at work and in life, provides a masterclass on sharing ideas with the world generally as well as specific advice around common clichés to avoid and for how to create a business around public speaking.
#16 / January 10, 2019
Feeding Your Unicorn with Tra Williams
Do you let others define your success? This week, entrepreneurship consultant Tra Williams offers us a personal life lesson on why you need to stop, on why work and life are equal goods that feed one another, not separate entities to be “balanced,” and how to maintain childhood and creativity, all while earning a living. Listeners will leave energized and more encouraged than ever to chase that long-ignored dream!
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#15 / January 3, 2019
Do you let others define your success? This week, entrepreneurship consultant Tra Williams offers us a personal life lesson on why you need to stop, on why work and life are equal goods that feed one another, not separate entities to be “balanced,” and how to maintain childhood and creativity, all while earning a living. Listeners will leave energized and more encouraged than ever to chase that long-ignored dream!
#15 / January 3, 2019
Applying Value Investing to Real Estate with Randy Norton
This week the Standard Deviations is pleased to welcome Randy Norton, who shares how the wisdom of value investing can be applied to real estate. As Managing Partner and Global Head of Real Estate and Alternative Investments at Green Mesa Capital. Randy provides excellent guidance on how to think about seldom-considered asset classes, the most common behavioral traps among real estate investors, and considerations for buying a REIT vs. real property.
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#14 / December 27, 2018
This week the Standard Deviations is pleased to welcome Randy Norton, who shares how the wisdom of value investing can be applied to real estate. As Managing Partner and Global Head of Real Estate and Alternative Investments at Green Mesa Capital. Randy provides excellent guidance on how to think about seldom-considered asset classes, the most common behavioral traps among real estate investors, and considerations for buying a REIT vs. real property.
#14 / December 27, 2018
A Practical Conversation About ESG Investing with Joey Fishman
Change your investment approach, change the world? This week Joey Fishman, who heads up the socially responsible investing arm of Ritholtz Wealth Management and oversees their “Portland Portfolio,” joins us for a discussion of Environmental, Social and Governance (ESG). Learn about the differences between SRI, ESG and impact investing, how to think about risk and return tradeoffs in values-based portfolios, and whether or not SRI brings about the desired changes.
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#13 / December 20, 2018
Change your investment approach, change the world? This week Joey Fishman, who heads up the socially responsible investing arm of Ritholtz Wealth Management and oversees their “Portland Portfolio,” joins us for a discussion of Environmental, Social and Governance (ESG). Learn about the differences between SRI, ESG and impact investing, how to think about risk and return tradeoffs in values-based portfolios, and whether or not SRI brings about the desired changes.
#13 / December 20, 2018
Good Design, Good Behavior with Dan Egan
Are “centaur” approaches (combining human advisors with tech) the future of finance? Our guest this week, Dan Egan, is Director of Investing and Personal Finance at Betterment. Dan is an expert at improving decisions through smart technological design and he brings that wisdom in a conversation on why investors need to have faith in their own approach, the future of behavioral finance, and whether it is most effective to change the person or the product.
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#12 / December 6, 2018
Are “centaur” approaches (combining human advisors with tech) the future of finance? Our guest this week, Dan Egan, is Director of Investing and Personal Finance at Betterment. Dan is an expert at improving decisions through smart technological design and he brings that wisdom in a conversation on why investors need to have faith in their own approach, the future of behavioral finance, and whether it is most effective to change the person or the product.
#12 / December 6, 2018
The Next Millionaire Next Door with Dr. Sarah Stanley Fallaw
What steps can you take now to become the next millionaire on the block? Learn about the characteristics shown by young people who are likely to become millionaires and what to look for in an appropriate measure of risk tolerance from this week’s guest, financial behaviors expert, Sarah Stanley Fallaw, Ph.D., founder and President of DataPoints, LLC, a research-based tech company.
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#11 / November 30, 2018
What steps can you take now to become the next millionaire on the block? Learn about the characteristics shown by young people who are likely to become millionaires and what to look for in an appropriate measure of risk tolerance from this week’s guest, financial behaviors expert, Sarah Stanley Fallaw, Ph.D., founder and President of DataPoints, LLC, a research-based tech company.
#11 / November 30, 2018
Financial Advisors of the Future with Chris Turchansky
Is investing about more than money to you? It is for our guest, Chris Turchansky, President of ATB Investor Services, who breaks down how the future of advice will look different than it is today. Listeners to this week’s episode will learn what the financial services industry can change to better serve clients’ interests, why Chris is optimistic about the future of advice in the face of a great deal of naysaying, and how clients can discern between good and bad financial advisors.
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#10 / November 26, 2018
Is investing about more than money to you? It is for our guest, Chris Turchansky, President of ATB Investor Services, who breaks down how the future of advice will look different than it is today. Listeners to this week’s episode will learn what the financial services industry can change to better serve clients’ interests, why Chris is optimistic about the future of advice in the face of a great deal of naysaying, and how clients can discern between good and bad financial advisors.
#10 / November 26, 2018
Special Planning for Special Needs with Annette Hammortree
Are you the parents of a child with special needs? On this week’s show, learn three steps necessary to help prepare today for an uncertain tomorrow. Annette Hammortree, financial specialist, owner of Hammortree Financial Services and parent of a child with special needs, provides us with a detailed look at the unique financial considerations of those who love someone with special needs. Annette explains the biggest misconceptions and misunderstanding around money and children with special needs, how living with a special child impacts daily living, and the financial considerations that are unique to families of children with special needs. Follow up with Annette: http://www.hammortreefinancial.com/
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#9 / November 15, 2018
Are you the parents of a child with special needs? On this week’s show, learn three steps necessary to help prepare today for an uncertain tomorrow. Annette Hammortree, financial specialist, owner of Hammortree Financial Services and parent of a child with special needs, provides us with a detailed look at the unique financial considerations of those who love someone with special needs. Annette explains the biggest misconceptions and misunderstanding around money and children with special needs, how living with a special child impacts daily living, and the financial considerations that are unique to families of children with special needs. Follow up with Annette: http://www.hammortreefinancial.com/
#9 / November 15, 2018
Behavioral Finance and FinTech with Neil Bage
Is education enough to change bad behaviors? This week, behavioral finance guru Neil Bage, co-founder of the award winning fintech Be-IQ., answers this question as he explores the intersection of technology and psychology and discusses how behavioral finance can move from diagnosing bias toward more practical solutions and the recent critique of loss aversion in the Journal of Consumer Psychology.
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#8 / November 8, 2018
Is education enough to change bad behaviors? This week, behavioral finance guru Neil Bage, co-founder of the award winning fintech Be-IQ., answers this question as he explores the intersection of technology and psychology and discusses how behavioral finance can move from diagnosing bias toward more practical solutions and the recent critique of loss aversion in the Journal of Consumer Psychology.
#8 / November 8, 2018
About 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