In this episode, host Lynn Toomey sits down with Dr. Daniel Crosby, a psychologist, author, and Chief Behavioral Officer at Orion, to discuss the intersection of financial success and personal fulfillment. Dr. Crosby shares insights from his latest book, The Soul of Wealth, which explores how individuals can make financial decisions that align with their values and lead to a more meaningful life. He breaks down why simply accumulating wealth isn’t enough for happiness and how intentional spending, investing, and saving can create a richer, more fulfilling life. Dr. Daniel Crosby is a psychologist, behavioral finance expert, and the Chief Behavioral Officer at Orion. With multiple best-selling books to his name, including The Behavioral Investor and The Laws of Wealth, Dr. Crosby specializes in understanding the psychological factors that influence financial decision-making. His work focuses on helping people make smarter, more intentional choices with their money by bridging the gap between financial knowledge and behavior. His latest book, The Soul of Wealth, offers practical, research-backed insights on how to manage money in a way that fosters happiness and long-term well-being.