Posts tagged financial wellness
Dr. Daniel Crosby - Money Isn’t About the Numbers (from the Soul of Wealth)
Daniel CrosbyAlexander the Great, Standard Deviations Podcast, Wellness, Wellbeing, financial wellbeing, financial wellness, behavioral psychology, setting goals, setting realistic goals, Dr. Daniel Crosby, how to set goals, Behavioral Finance, BeFI, investing 101, saving for retirement, conflict resolution, resolutions, the standard deviations podcast, goal setting, goals, goals-based planning, goals based investing, reaching goals, achieving goals, the PERMA model, befi, bronnie ware, The Behavioral Investor, siege of tyre, orion advisor solutions, orion wealth tech, orion portfolio solutions, reaching your goals, mental health, Standard Deviations, the top five regrets of the dying, new year's resolutions, behavioral science, Martin Seligman, Orion advisor tech, the soul of wealth, how to invest, The Laws of Wealth, retirement
Saundra Davis - Balancing Candor and Compassion in Client Communications
Daniel Crosbyfinancial planning, financial planner, certified financial planner, financial planners, Standard Deviations Podcast, client advisor relationship, Sage Financial Solutions, financial therapy association, FTA, Dr. Daniel Crosby, Orion, orion wealth tech, orion advisor solutions, Behavioral Finance, BeFi, building client trust, CFP, befi, building client rapport, The Behavioral Investor, The Laws of Wealth, soft skills, soft skill, financial professional, financial advice, financial advisor, financial advisors, financial wellbeing, financial wellness, wellness, wellbeing, the laws of wealth, financial therapy, certified financial therapist, financial therapist
Jay Coulter - The 5 Dimensions of a Great Advisory Practice
Daniel Crosbyfinancial planners, financial planning, financial planner, CFP, certified financial planner, the protocol system, Standard Deviations, Standard Deviations Podcast, financial advice, financial advisor, financial advisors, behavioral psychology, Dr. Daniel Crosby, Behavioral Finance, BeFi, depression, investing 101, advisory practices, advisory services, orion advisor solutions, orion wealth tech, investing podcast, Jay Coulter, Befi, The Behavioral Investor, finance podcast, cfp, behavioral psych, practice management, fintwit, meditation, anxiety, investing philosophy, how to invest, The Laws of Wealth, wellbeing, financial wellbeing, wellness, financial wellness
Kathi Balasek - Becoming Grief Literate
Daniel CrosbyStandard Deviations Podcast, disenfranchised grief, financial advisor, financial advisors, the grieving process, client advisor relationship, Kathi Balasek, psych, counseling, sitting with grief, Dr. Daniel Crosby, grief and investing, behavioral finance, BeFi, financial literacy, finlit, fintwit, finance 101, grieving, the stages of change, stages of grief, how to grieve, mourn, mourning, how to mourn, grief literacy, grief counselor, CFP, Standard Deviations, financial planner, wellness, financial wellness, wellbeing, financial wellbeing, grief literate, grief counseling
Dr. Daniel Crosby - Seven Rules for Life and Money
Daniel CrosbyDr. Crosby, Dr. Daniel Crosby, Standard Deviations Podcast, Standard Deviations, the psychology of money, money and emotion, money and happiness, Behavioral Finance, BeFi, investing 101, How to Invest, financial planning, financial planner, financial wellness, wellness, wellbeing, certified financial planner, cfp, investing, orion portfolio solutions, money and psychology, the pratfall effect, cognitive biases, cognitive bias, psychology, psychology of the market, psychology of finance, psychology of investing, psychology of markets
Dr. Emily Koochel - A Fresh Perspective on Financial Psychology
Daniel CrosbyStandard Deviations Podcast, personalization, wellness, financial wellness, financial advice, retirement psychology, retirement advice, retirement goal, retirement strategies, retirement planning, retirement approaches, retirement goals, Dr. Emily Koochel, Financial Psychology, Befi, Behavioral Finance, stocks, investing in stocks, stock market 101, Dr. Daniel Crosby, the stock market, psychology of the stock market, psychology of markets, behavioral finance, retiring early, investing 101, financial wellbeing, financial counselor, behavioral investing, The Behavioral Investor, The Laws of Wealth, financial psych, values based investing, ETFs, Standard Deviations, Standard Deviations podcast, financial advisors, investing, how to retire, retiring well
Jeff Bernier - The Money and Meaning Journey
Daniel Crosbymeaning, finding meaning, finding your purpose, a purpose driven life, purposeful planning, Jeff Bernier, Dr. Daniel Crosby, Standard Deviations, Standard Deviations Podcast, the standard deviations podcast, financial podcast, financial principles, psychological principles, financial literature, financial training, financial wellness, financial education, financial advice, finance, finance podcast, yahoo finance, investing 101, investing in stocks, How to invest, capital markets, money script, money scripts, money story, money stories, money traditions, money and religion, money and ethics, charity, charitable giving, charitable gift, charitable gifting, philanthropist, philanthropy
Jamie Hopkins - Financial Planning for a Life on Purpose
Daniel CrosbyJamie Hopkins, Dr. Daniel Crosby, Standard Deviations Podcast, Standard Deviations, How to invest, investing in stocks, investing, investing 101, investment, Investment Strategies, Investment Strategy, a purpose driven life, finding your purpose, meaning, finding meaning, Finding a financial advisor, retirement goal, retirement advice, retirement strategies, retirement goals, retirement planning, financial planning, wellness, financial wellness, financial advice, money script, money scripts, money story, money stories
Derek Hagen - The Role of Money in a Life of Meaning
Daniel CrosbyStandard Deviations Podcast, Standard Deviations, Derek Hagen, Money Health, mental health, Money Mind and Meaning, The Laws of Wealth, The Behavioral Investor, Dr. Daniel Crosby, Daniel Crosby, Standard Deviations podcast, the standard deviations podcast, financial planning, investing in stocks, investing, investing 101, thin meaning, thick meaning, financial advice, financial decision making, financial advisors, financial wellness, financial therapy, certified financial therapist, financial therapist, financial therapy association
Dr. Sonya Lutter - Money and Happiness
Daniel Crosbyfinancial podcast, finance and personality, money script, money and ethics, money traditions, money stories, money story, Dr. Sonya Lutter, Sonya Lutter, Dr. Daniel Crosby, Standard Deviations podcast, standard deviations, Angie Herbers, KSU, Kansas State University, The Behavioral Investor, financial wellness, financial concerns for women, Finding a financial advisor, finding your purpose, investing, investor, Stock Market, investor emotion, Investor Behavior, women investor, investor psychology, women investors, Emotional Intelligence, Investor emotion, behavioral IQ, behavior change, behavioral coaching, BeFi, behavioral finance, Fintech, Fintwit
Lauren Hunter - The Financial Realities of Death and Aging
Daniel Crosbyretirement planning, retirement approaches, retirement strategies, retiring early, retirement expert, retirement goals, retirement, early retirement, saving for retirement, planning retirement, financial independence retire early, financial planning, financial wellness, financial philosophies, financial podcast, retire, retirement goal, existential philosophy, existentialism, existentialist, existential boundary experience, sartre, kierkegaard, frankl, existential, lauren hunter, The Behavioral Investor, behavior change, aging, death, insurance, insurance plans, death and dying
Rob Gardner - Financial Wellness in a World Worth Living In
Daniel CrosbyRob Gardner, socially responsible investing, socially conscious investment, socially conscious investing, esg, esg investments, esgu, esg investing, esg principles, esg metrics, measuring esg, esg investment, investing in esg, investment, Investment Technologies, Investment Tech, Dr. Daniel Crosby, Standard Deviations podcast, standard deviations, The Behavioral Investor, behavioral finance, fintech, fintwit, environmentalism, investing in environmentalism, financial planning, financial wellness, financial education, financial literacy, literacy
Emilie Hill - “The Market is Uncertainty Distilled”
Daniel Crosbycreative destruction, existentialism, existential philosophy, wellness, existentialist, active investing, active management, passive investing, passive management, active vs. passive, loss aversion, uncertainty in the markets, market uncertainty, passive portfolios, active portfolios, women and investing, women in investment, women and investment, women and finance, financial concerns for women, volatility, volatile markets, market volatility, market history, market cycles, active vs. passive investing, financial wellness, financial training, financial trainer, financial podcast, financial literature, behavioral investing, behavioral finance, behavioral economics, history of behavioral economics, behavioral coaching, Daniel Crosby, Dr. Daniel Crosby, The Laws of Wealth, The Behavioral Investor, investing, investment, investor psychology, psychology of investing, Standard Deviations, Standard Deviations podcast, Stock Market, How to invest, investor emotion, yahoo finance