FEATURED EPISODES
Ready for 30 Years Without a Paycheck with Travis Scribner
#5 / October 22, 2019
Storytelling, Introspection & Retirement with Jim Lake
#50 / October 17, 2019
Community Leadership & Running a Small Business with Corey Phillips
#49 / October 2, 2019
Breaking the Chains of Debt with Nichole Mayer
#48 / August 23, 2019
All in the Family (Business) with Andrew Guyton
#46 / August 8, 2019
Adapting to a Changing World with Marty Nachemson
#43 / July 18, 2019
Investing with Taxes in Mind with Andrea Schaffer
#39 / June 20, 2019
Of Tragedy and Preparation with Joleen Mainz
#30 / April 18, 2019
The Retirement Savings Crisis and You with Joe Fitzgerald
#27 / March 28, 2019
Unexpected Keys to Financial Success with Michele Lee Fine
#23 / February 28, 2019
Millennial Myth Busting with James Matthews
#19 / January 31, 2019
Special Planning for Special Needs with Annette Hammortree
#9 / November 15, 2018
Life on Your Terms with Eric McDermott
#2 / September 27, 2018
ALL EPISODES
Investing with Twitter Sentiment with Andy Swan
Andy Swan is the founder of LikeFolio, a company that provides consumer behavior insights to investors and corporations. In this episode, we discuss using social media sentiment from sites like Twitter to make investment decisions. Our conversation includes: How accurate is Twitter sentiment at helping predict market moves? Why Andy believes in concentrated portfolios The benefits of running a tech company from a non-traditional location
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#31 / April 25, 2019
Andy Swan is the founder of LikeFolio, a company that provides consumer behavior insights to investors and corporations. In this episode, we discuss using social media sentiment from sites like Twitter to make investment decisions. Our conversation includes: How accurate is Twitter sentiment at helping predict market moves? Why Andy believes in concentrated portfolios The benefits of running a tech company from a non-traditional location
#31 / April 25, 2019
Of Tragedy and Preparation with Joleen Mainz
When her life was upended by a series of tragic events, Joleen Mainz, Retired Partner, Hegland Mainz Financial, wasn’t sure how to proceed. Luckily, she found strength in taking much of the same advice that she had given her clients over the years. Listen to this heart wrenching episode to learn: Why “eating your own” cooking is a must for financial professionals How Joleen maintains hope in the face of tragedy What you can do today to prepare for the unthinkable
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#30 / April 18, 2019
When her life was upended by a series of tragic events, Joleen Mainz, Retired Partner, Hegland Mainz Financial, wasn’t sure how to proceed. Luckily, she found strength in taking much of the same advice that she had given her clients over the years. Listen to this heart wrenching episode to learn: Why “eating your own” cooking is a must for financial professionals How Joleen maintains hope in the face of tragedy What you can do today to prepare for the unthinkable
#30 / April 18, 2019
Goals-Based Retirement with Christine Benz
Christine Benz, the Director of Personal Finance at Morningstar and author of “30 Minute Money Solutions: A Step-by-Step Guide to Managing your Finances” takes on the intersection of retirement and psychology, specifically focusing on goals-based approaches to retirement readiness. Talking points include: What is a goals-based approach to retirement and what are its potential psychological advantages? What is mental accounting and how can it be used to manage financial behavior? How can those who are underprepared for retirement get started today? Christine has a wealth of knowledge on the topic and you’re sure to leave with ideas for how you can better prepare for tomorrow.
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#29 / April 15, 2019
Christine Benz, the Director of Personal Finance at Morningstar and author of “30 Minute Money Solutions: A Step-by-Step Guide to Managing your Finances” takes on the intersection of retirement and psychology, specifically focusing on goals-based approaches to retirement readiness. Talking points include: What is a goals-based approach to retirement and what are its potential psychological advantages? What is mental accounting and how can it be used to manage financial behavior? How can those who are underprepared for retirement get started today? Christine has a wealth of knowledge on the topic and you’re sure to leave with ideas for how you can better prepare for tomorrow.
#29 / April 15, 2019
Understanding the Myers-Briggs Type Indicator (MBTI) with Dr. Jordan Turner
The Myers-Briggs Type Indicator ® is the world’s most popular personality instrument but isn’t without its controversies. Loved by loyalists and sneered at by many social scientists, Dr. Turner gives a candid assessment of the strengths and weaknesses of the MBTI and speaks directly to how it can be used to deepen our understanding of self. Specifically, we discuss: The origins of the MBTI Common criticisms of the MBTI including validity and reliability Each of the four personality scales The ideal applications of personality testing
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#28 / April 10, 2019
The Myers-Briggs Type Indicator ® is the world’s most popular personality instrument but isn’t without its controversies. Loved by loyalists and sneered at by many social scientists, Dr. Turner gives a candid assessment of the strengths and weaknesses of the MBTI and speaks directly to how it can be used to deepen our understanding of self. Specifically, we discuss: The origins of the MBTI Common criticisms of the MBTI including validity and reliability Each of the four personality scales The ideal applications of personality testing
#28 / April 10, 2019
The Retirement Savings Crisis and You with Joe Fitzgerald
Joe Fitzgerald, Financial Advisor at Northeast Planning Corporation, sees the retirement savings crisis in America for what it is and has thoughts on how to fix it. Tune in to learn: Which cultural differences drive savings behaviors around the world The common behaviors shared by the best savers How to avoid “lifestyle creep” and living beyond your means Follow up with Joe: https://www.nepcusa.com/team/joseph-fitzgerald
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#27 / March 28, 2019
Joe Fitzgerald, Financial Advisor at Northeast Planning Corporation, sees the retirement savings crisis in America for what it is and has thoughts on how to fix it. Tune in to learn: Which cultural differences drive savings behaviors around the world The common behaviors shared by the best savers How to avoid “lifestyle creep” and living beyond your means Follow up with Joe: https://www.nepcusa.com/team/joseph-fitzgerald
#27 / March 28, 2019
New Horizons in Risk Profiling with Aaron Klein
Aaron Klein is the CEO and co-founder of Riskalyze, a fintech company that has taken the world of financial advice by storm over the past five years. In this episode, Aaron touches on: The Riskalyze origin story Why he favors numerical over psychometric approaches to measuring risk What the future of fintech looks like How Riskalyze hires and trains for culture
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#26 / March 21, 2019
Aaron Klein is the CEO and co-founder of Riskalyze, a fintech company that has taken the world of financial advice by storm over the past five years. In this episode, Aaron touches on: The Riskalyze origin story Why he favors numerical over psychometric approaches to measuring risk What the future of fintech looks like How Riskalyze hires and trains for culture
#26 / March 21, 2019
A Day at the Factor Zoo with Corey Hoffstein
Corey Hoffstein is one of the brightest minds in quant investing and has a unique knack for making hard-to-understand concepts palatable for novice investors. Tune in this week to understand: Why a risk-first approach to managing money could make sense Why pain may actually be sought out when considering investment factors What set of circumstances would cause Corey to reconsider a cherished investment factor Why honesty and candor can be essential characteristics of good asset managers
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#25 / March 14, 2019
Corey Hoffstein is one of the brightest minds in quant investing and has a unique knack for making hard-to-understand concepts palatable for novice investors. Tune in this week to understand: Why a risk-first approach to managing money could make sense Why pain may actually be sought out when considering investment factors What set of circumstances would cause Corey to reconsider a cherished investment factor Why honesty and candor can be essential characteristics of good asset managers
#25 / March 14, 2019
Lessons on Leadership with Noreen Beaman
Noreen Beaman is living the American Dream. After starting at Brinker Capital three decades ago, and having worked in every vertical in the company, she is now the CEO of the multi-billion-dollar asset management firm. In this episode, Noreen shares the lessons of leadership she learned along the way, including: > How she defines leadership > The steps she takes to ensure that Brinker’s culture remains vibrant > What she learned from her biggest professional mistake > The place of failure and hardship in becoming a great leader
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#24 / March 7, 2019
Noreen Beaman is living the American Dream. After starting at Brinker Capital three decades ago, and having worked in every vertical in the company, she is now the CEO of the multi-billion-dollar asset management firm. In this episode, Noreen shares the lessons of leadership she learned along the way, including: > How she defines leadership > The steps she takes to ensure that Brinker’s culture remains vibrant > What she learned from her biggest professional mistake > The place of failure and hardship in becoming a great leader
#24 / March 7, 2019
Unexpected Keys to Financial Success with Michele Lee Fine
What’s broken and what works in today’s wealth management industry? This week we talk to Michele Lee Fine, President Cornerstone Wealth Advisory about this and the importance of managing fees, risk and taxes, and under-considered investment strategies. Follow up with Michele: https://www.strategiesforwealth.com/team/michele-fine
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#23 / February 28, 2019
What’s broken and what works in today’s wealth management industry? This week we talk to Michele Lee Fine, President Cornerstone Wealth Advisory about this and the importance of managing fees, risk and taxes, and under-considered investment strategies. Follow up with Michele: https://www.strategiesforwealth.com/team/michele-fine
#23 / February 28, 2019
The Future of Retirement with Douglas Boneparth
Douglas Boneparth is an InvestmentNews 40 Under 40 alum and co-author of The Millennial Money fix. In this episode, we discuss: Whether or not online interactions can take the place of “in real life” connection The case for authenticity and being candid about our own struggles The changing shape of retirement and what it could look like in the future
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#22 / February 26, 2019
Douglas Boneparth is an InvestmentNews 40 Under 40 alum and co-author of The Millennial Money fix. In this episode, we discuss: Whether or not online interactions can take the place of “in real life” connection The case for authenticity and being candid about our own struggles The changing shape of retirement and what it could look like in the future
#22 / February 26, 2019
About Dr. Daniel Crosby
Dr. Daniel Crosby is a psychologist and behavioral finance expert. His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards, and his latest work, The Behavioral Investor, is an in-depth look at how sociology, psychology and neurology all impact investment decision-making. Dr. Crosby has also contributed to Living Confidently previously to create our Vision Test and Personality Quiz.
All opinions expressed by Dr. Daniel Crosby and podcast guests are solely their own opinions and do not reflect the opinion of The Guardian Life Insurance Company of America (Guardian) and its affiliates, subsidiaries, employees and agents. These podcasts are for informational purposes only and should not be relied upon as a basis for legal, tax and investment decisions, as participants are not undertaking advice for any specific individual or situation. The opinions are based upon information participants consider reliable and Dr. Crosby and Guardian are not responsible for the consequences of any decisions or actions taken because of the information provided. Not all guests are not employees of Guardian or any of its affiliates. GUARDIAN® and the GUARDIAN G® logo are registered service marks and are used with express permission. All materials are subject to United States copyright laws. © 2021 Guardian. This material is intended for general public use. By providing this content, The Guardian Life Insurance Company of America, The Guardian Insurance & Annuity Company, Inc. and their affiliates and subsidiaries are not undertaking to provide advice or recommendations for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. 2021-131250 Exp 12/23