What if wealth isn’t just about numbers?
In this transformative episode, Melissa Joy, CFP® is joined by Dr. Daniel Crosby to discuss his latest book, The Soul of Wealth. With 50 thought-provoking essays, Dr. Crosby redefines wealth as more than financial figures—highlighting its connection to personal values, mental wellness, and meaningful living. Together, they navigate the powerful intersection of wealth and well-being, offering insights that will inspire you to approach financial planning in a way that aligns with your core values.

Key Takeaways:

• Redefining Wealth: Learn how The Soul of Wealth shifts the narrative from dollars and cents to a deeply personal and fulfilling approach to financial success.
• The Impact of Comparison: Discover how the life of Vincent Van Gogh offers a cautionary tale about the effects of comparison on financial and mental well-being.
• Choosing the Right Reference Class: Dr. Crosby and Melissa share strategies for focusing on personal growth by reframing your reference points and eliminating unhealthy comparisons.
• Women in Finance: Explore the unique strengths women bring to investing, and how challenging outdated stereotypes can empower financial decision-making.
• The Role of Gratitude and Giving: Be inspired by stories from The Soul of Wealth that emphasize the power of gratitude and generosity in fostering a healthier relationship with money.

Resources:

Buy Daniel's Book Here
Follow Daniel on LinkedIn
Learn More about Daniel 

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...