The Money and Meaning Show

Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”

Listen Later

In this episode of Money & Meaning, host Jeff Bernier welcomes back Dr. Daniel Crosby, a New York Times bestselling author and Chief Behavioral Officer at Orion. Together, they discuss concepts from Crosby’s new book, The Soul of Wealth, exploring how financial well-being intersects with psychology and personal growth. From defining “soulful wealth” to the psychology behind money and happiness, the conversation offers practical insights on aligning financial decisions with what truly matters for a fulfilling life.

Topics covered: 

  • Overview of Dr. Crosby’s career and role as Chief Behavioral Officer at Orion 
  • Exploring The Soul of Wealth and its unique, contemplative format 
  • Defining “soulful wealth” and why wealth is about more than finances 
  • The impact of meaningful work on life satisfaction and wealth 
  • Research findings on money and happiness 
  • Spending habits that contribute to lasting happiness and fulfillment 
  • The link between generosity, well-being, and the concept of “wealth” 
  • Behavioral insights for better financial decision-making 
  • The importance of flexibility in financial planning to accommodate personal growth 
  • Unique financial strengths and investment tendencies of women 
  • Setting deeply personal, meaningful financial goals for stronger motivation

    • Useful Links: 

    • Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ 
    • Daniel Crosby on LinkedIn: https://www.linkedin.com/in/danielcrosby 
    • Orion: https://orion.com/ 
    • TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ 
      • ...more
      View all episodesView all episodes
      Download on the App Store
      The Money and Meaning ShowBy moneyandmeaning
      • 5
      • 5
      • 5
      • 5
      • 5

      5

      7 ratings

      More shows like The Money and Meaning Show

      View all
      The Meb Faber Show - Better Investing by The Idea Farm

      The Meb Faber Show - Better Investing

      940 Listeners

      ChooseFI by ChooseFI

      ChooseFI

      5,139 Listeners

      The Daily by The New York Times

      The Daily

      112,277 Listeners

      Animal Spirits Podcast by The Compound

      Animal Spirits Podcast

      2,022 Listeners

      The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

      The Rational Reminder Podcast

      474 Listeners

      The Compound and Friends by The Compound

      The Compound and Friends

      2,115 Listeners

      Value Investing with Legends by Columbia Business School

      Value Investing with Legends

      211 Listeners

      The Long View by Morningstar

      The Long View

      919 Listeners

      Sound Investing by Paul Merriman

      Sound Investing

      343 Listeners

      Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

      Kitces and Carl - Real Talk for Real Financial Advisors

      242 Listeners

      Excess Returns by Excess Returns

      Excess Returns

      87 Listeners

      The Long Term Investor by Peter Lazaroff

      The Long Term Investor

      147 Listeners

      Retirement Planning Education, with Andy Panko by Andy Panko

      Retirement Planning Education, with Andy Panko

      947 Listeners

      The Morgan Housel Podcast by Morgan Housel

      The Morgan Housel Podcast

      994 Listeners

      The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

      The Great Retirement Debate with Ed Slott & Jeffrey Levine

      149 Listeners