Standard Deviations with Dr. Daniel Crosby

Latest Episodes:

Dr. Sarah Stanley Fallaw - The Next Millionaire Next Door Nov 29, 2018

Show notes

Dr. Sarah Stanley Fallaw - The Next Millionaire Next Door

Standard Deviations welcomes Sarah Stanley Fallaw, Ph.D. the founder and President of DataPoints LLC, a research-based technology company that gives advisors tools to identify and guide better financial behaviors in their clients.

Dr. Fallaw is continuing and furthering the important work begun by her father, Thomas Stanley, author of The Millionaire Next Door. In this data-packed episode, Dr. Fallaw shares with us:

What to look for in an appropriate measure of risk tolerance
The characteristics shown by young people who are likely to become millionaires
The steps you can take to become the next millionaire next door

Learn more about Dr. Sarah:

https://www.datapoints.com/

https://twitter.com/sarahfallaw

Sarah's new book:

https://www.amazon.com/Next-Millionaire-Door-Enduring-Strategies/dp/1493035355/ref=sr_1_1?ie=UTF8&qid=1538393280&sr=8-1&keywords=sarah+stanley+fallaw

Chris Turchanksy - Future-Proofing Your Finances: The Evolution of Financial Advisors in 2025 and Beyond Nov 22, 2018

Show notes

Chris Turchansky - The Financial Advisor of the Future

Standard Deviations is pleased this week to welcome Chris Turchansky, President of ATB Investor Services. Chris's role is unique in that he leads a team of investment and financial services professionals with a singular focus on serving the residents of Alberta, Canada.

Chris believes that investing is about more than just money and that it is directly tied to things like happiness and family security. Listeners to this week's episode will learn:

What the financial services industry can change to better serve clients' interests
Why he is optimistic about the future of advice in the face of a great deal of naysaying
How the future of advice will look different than it is today
How clients can discern between good and bad financial advisors

Learn more about Chris:

https://www.atb.com/about/Pages/executive-team.aspx

https://twitter.com/turchansky?lang=en

Annette Hammortree - Navigating Financial Planning for Families with Special Needs Children Nov 15, 2018

Show notes

Annette Hammortree is the owner of Hammortree Financial Services and the parent of a child with special needs. With a passion born of personal experience, Annette provides us with a detailed look at the unique financial considerations of those who love someone with special needs. Listeners will learn:

The biggest misconceptions and misunderstanding around money and children with special needs

How living with a special child impacts daily living

The financial considerations that are unique to families of children with special needs

The three steps necessary to help prepare today for an uncertain tomorrow

Follow up with Annette:

http://www.hammortreefinancial.com/

Josh Wilson - "Dream Small" ~ https://www.youtube.com/watch?v=dOBaLrItEyc

Neil Bage - Exploring the Intersection of Behavioral Finance and FinTech: How Technology Shapes Investor Decision-Making Nov 07, 2018

Show notes

Neil Bage - Behavioral Finance and FinTech

This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage, co-founder of the award winning fintech Be-IQ. Neil is passionate about helping people make safe and informed choices and is a specialist on behavioral drivers of financial decisions. In this episode, we explore the intersection of technology and psychology by discussing:

How behavioral finance can move from diagnosing bias toward more practical solutions
Whether education is sufficiently powerful to constrain bad investor behavior
The recent critique of loss aversion in the Journal of Consumer Psychology

Learn more about Neil:

https://www.beiq.co.uk/

https://twitter.com/neilbage

Kristin Scroggin - Millennials and Money: Key Insights into Their Financial Priorities and Challenges Nov 01, 2018

Show notes

Kristin Scroggin - Millennials and Money

The world "millennial" was recently deemed so loaded and negative that the New York Times struck it from their style book.

But are millennials really as entitled as the popular press would have us believe?
This week, generational expert Kristin Scroggin joins us to cut through the noise and provide facts and figures around millennials and money. In this stereotype-destroying hour you will learn:

How early bad experiences with investing have sensitized young people to    volatility
The source of Millennials skepticism toward financial experts
Truths vs. stereotypes about Millennials and money
How best to provide advice to young investors
Why socially responsible investing might succeed with this generation

To learn more about Kristin:

https://www.genwhycommunications.com/

Brian Ford - The Eight Pillars of Financial Wellness: Expert Insights Oct 25, 2018

Show notes

Brian Ford - The Eight Pillars of Financial Wellness

This week on Standard Deviations, Dr. Crosby sits down with financial wellness executive Brian Ford to understand the eight pillars of financial readiness. Discussion points include:

The behavioral benefits of automation
The most ignored source of additional money
The psychological and planning benefits of giving money away

Learn more about Brian:

https://www.momentumonup.com/

Brian's book about the 8 pillars:

https://www.amazon.com/8-Pillars-Financial-Greatness/dp/1432737481/ref=sr_1_1?s=books&ie=UTF8&qid=1538055109&sr=1-1&keywords=brian+nelson+ford

Travis Scribner - Are You Prepared for 30 Years Without a Paycheck? Start Planning Now Oct 18, 2018

Show notes

October is Retirement Readiness Month and Travis Scribner is ready to tell us what it takes to be prepared. Travis initially worked on Wall Street before discovering his true passion; simplifying the complex world of finance for the benefit of everyday investors.

In his current role as Managing Partner of WestPac Wealth Partners he oversees more than 25 financial representatives as well as hosting his own radio show, "Las Vegas Money Resource." My talk with Travis includes:

A discussion of whether or not the retirement readiness landscape is as bleak as it is sometimes portrayed

Some of the psychological barriers to preparing for an event that is so far away

Tips for maintaining a sense of meaning in retirement

Follow up with Travis:

http://www.westpacwealthpartners.com/team/travis-scribner

Jeff Zentner - How to Write a Book: Expert Tips for Aspiring Authors Oct 11, 2018

Show notes

Jeff Zentner - How to Write a Book

Dr. Crosby is joined this week by Jeff Zentner, author of New York Times Notable Book The Serpent King as well as Goodbye Days. His third book, Rayne & Delilah’s Midnite Matinee is forthcoming in February 2019.

He is the winner of the William C. Morris Award, the Amelia Elizabeth Walden Award, the International Literacy Association Award, and the Westchester Fiction Award. His books have been nominated and longlisted for the Carnegie Medal, and he has been a finalist for the Indies Choice Award and the Southern Book Prize, and been named a Publishers Weekly Flying Start.

Specifically, Jeff gives advice in this episode that will help listeners accomplish something that 80% of American says is a goal of theirs: to write a book. In this episode, you will learn:

Why Jeff chooses to write his books on a phone on a Nashville city bus
Where he finds inspiration for his characters
How he overcomes the overwhelming cruelty of that first blank page

Learn more about Jeff:

http://www.jeffzentnerbooks.com/

Jeff's books:

https://www.amazon.com/Rayne-Delilahs-Midnite-Matinee-Zentner/dp/1524720208/ref=sr_1_3?ie=UTF8&qid=1538395403&sr=8-3&keywords=jeff+zentner

https://www.amazon.com/Serpent-King-Jeff-Zentner/dp/0553524054/ref=pd_sbs_14_3?_encoding=UTF8&pd_rd_i=0553524054&pd_rd_r=04d60b3e-c572-11e8-a709-598374602c47&pd_rd_w=l9hTy&pd_rd_wg=IWLVX&pf_rd_i=desktop-dp-sims&pf_rd_m=ATVPDKIKX0DER&pf_rd_p=0bb14103-7f67-4c21-9b0b-31f42dc047e7&pf_rd_r=EM73JT2DW7TAP9DH5XZ8&pf_rd_s=desktop-dp-sims&pf_rd_t=40701&psc=1&refRID=EM73JT2DW7TAP9DH5XZ8

https://www.amazon.com/gp/product/0553524097/ref=dbs_a_def_rwt_hsch_vapi_taft_p1_i0

Meredith Jones - Women on Wall Street: Paving the Path to Financial Empowerment Oct 04, 2018

Show notes

Standard Deviations is pleased to welcome Meredith Jones, award-winning author of Women of the Street and an internationally recognized expert on women and investing. She was named one of Inc. magazine’s “17 Inspiring Women To Watch in 2017” and a Distinguished Author by the Securities and Exchange Commission in 2018. She has been a regular columnist for Institutional Investor and is a contributor for Market Watch. In this episode, Meredith tackles Wall Street's diversity problem while making the case for women as the ultimate behavioral investors. Listeners will leave with:

A sense of the biopsychosocial roots of women's investment outperformance
Insights into the "confidence gap" exhibited by female investors
Concrete steps to increase diversity in financial services

Learn more about Meredith:

http://www.aboutmjones.com/about/

https://www.youtube.com/watch?v=-UR6WvCoNGQ

Meredith's book:

https://www.amazon.com/Women-Street-Managers-Generate-Returns/dp/1137462892/ref=sr_1_1?ie=UTF8&qid=1538396356&sr=8-1&keywords=women+of+the+street+jones

Unlock Your Full Potential: Life on Your Terms with Eric McDermott Sep 27, 2018

Show notes

In this episode of Standard Deviations, Eric McDermott, a Managing Partner at Pacific Advisors, Financial Specialist and marketing guru breaks down the steps investors can take to operate from a “risk first” mentality.

Learn fascinating facts about the origins of insurance as an industry and how to overcome overconfidence en route to having candid conversations about risk.

Eric’s book recommendation: Man’s Search for Meaning

Follow up with Eric: http://www.pacificadvisors.com/team/eric-mcdermott

Our TOPPODCAST Picks

Follow Us

Stay Connected

Standard Deviations with Dr. Daniel Crosby

Related Podcasts

Links

Stay Connected