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 in Freedom with Perth Tolle
Perth Tolle is the founder of the Life + Liberty index, the methodology underlying the launch of a new ETF. She joins us to discuss how she lives her mission of “We invest in freedom.” Tune in to learn: How Perth and her team measure the abstract concept of freedom Why countries like the Philippines, with high profile human rights abuses, are still represented in the index The unique danger AI presents for the flourishing of freedom You’ll leave this interview inspired and better equipped to invest your money in a way that lets freedom ring.
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#41 / July 2, 2019
Perth Tolle is the founder of the Life + Liberty index, the methodology underlying the launch of a new ETF. She joins us to discuss how she lives her mission of “We invest in freedom.” Tune in to learn: How Perth and her team measure the abstract concept of freedom Why countries like the Philippines, with high profile human rights abuses, are still represented in the index The unique danger AI presents for the flourishing of freedom You’ll leave this interview inspired and better equipped to invest your money in a way that lets freedom ring.
#41 / July 2, 2019
The Top 10 Ways to Overcome Behavioral Bias with Bob Seawright
Bob Seawright is the Chief Investment Officer of Madison Avenue Securities and a widely read blogger at Above the Market. He joins us to discuss: How to actively seek out dissenting opinions How investors can become educated without being inundated Some practical tips for overcoming overconfidence Listen in to see what the king of long-form behavioral finance writing has to say about overcoming bias.
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#40 / June 27, 2019
Bob Seawright is the Chief Investment Officer of Madison Avenue Securities and a widely read blogger at Above the Market. He joins us to discuss: How to actively seek out dissenting opinions How investors can become educated without being inundated Some practical tips for overcoming overconfidence Listen in to see what the king of long-form behavioral finance writing has to say about overcoming bias.
#40 / June 27, 2019
Investing with Taxes in Mind with Andrea Schaffer
Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She joins us today to talk about opportunity zones, including: What is an opportunity zone anyway? From a social responsibility standpoint, why might OZ make sense? Join us to learn more about one of the hottest topics in investing. Follow up with Andrea: https://www.pacificadvisors.com/andrea_schaffer
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#39 / June 20, 2019
Andrea Schaffer CLU® ChFC® CFP® is with Pacific Advisors in Claremont, California. Her practice focuses on individual and business planning, with special knowledge in charitable and investment planning, tax offset strategies, executive tax issues, executive benefits, and business succession. She joins us today to talk about opportunity zones, including: What is an opportunity zone anyway? From a social responsibility standpoint, why might OZ make sense? Join us to learn more about one of the hottest topics in investing. Follow up with Andrea: https://www.pacificadvisors.com/andrea_schaffer
#39 / June 20, 2019
Building a Financial Advice Empire with Ron Carson
Ron Carson is one of the most successful financial advisors in the world in addition to being a bestselling author and sought after coach. He joins Standard Deviations to share his journey from his college dorm room to the top of the mountain. Within, we discuss: How Ron moved from loving to hating the financial advice business Why he thinks that tech giants pose a threat to the world of finance His vision for the future of machine learning and artificial intelligence You won’t want to miss this personal and emotional conversation with one of the industry titans.
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#38 / June 14, 2019
Ron Carson is one of the most successful financial advisors in the world in addition to being a bestselling author and sought after coach. He joins Standard Deviations to share his journey from his college dorm room to the top of the mountain. Within, we discuss: How Ron moved from loving to hating the financial advice business Why he thinks that tech giants pose a threat to the world of finance His vision for the future of machine learning and artificial intelligence You won’t want to miss this personal and emotional conversation with one of the industry titans.
#38 / June 14, 2019
Building a Baby Berkshire with Brent Beshore
Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: How he maintains an attitude of “principled contrarianism” The 10 ideas that have shaped his approach to life and business His disdain for the term “irrationality” with respect to human behavior Join us for a conversation with one of the most principled individuals and original thinkers in the space.
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#37 / June 6, 2019
Brent Beshore, author of The Messy Marketplaces, is on a mission to build a wealth compounding enterprise comprised of the sort of small business that make up the backbone of American commerce. Join us as we talk: How he maintains an attitude of “principled contrarianism” The 10 ideas that have shaped his approach to life and business His disdain for the term “irrationality” with respect to human behavior Join us for a conversation with one of the most principled individuals and original thinkers in the space.
#37 / June 6, 2019
Of Dollars and Data with Nick Maggiuli
Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be “the most important asset” Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick’s data help you better manage your dollars.
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#36 / May 30, 2019
Nick Maggiuli is unrivaled in his ability to illustrate complex financial ideas simply using data. He joins Standard Deviations this week to discuss: How he manages bias in his search for the best data What he believes to be “the most important asset” Rules of thumb for deciding whether to trade time for money His innovative take on competition (or the lack thereof) Tune in and let Nick’s data help you better manage your dollars.
#36 / May 30, 2019
The Psychology of Money with Morgan Housel
Morgan Housel is one of the world’s foremost leaders on all things money and human nature. He joins us this week to discuss: Why education improves outcomes in other disciplines but not always in finance The just-world fallacy as it pertains to wealth The inescapability of our personal histories The appropriate balance between optimism and pessimism Don’t miss this conversation with one of the deepest thinkers in finance!
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#35 / May 23, 2019
Morgan Housel is one of the world’s foremost leaders on all things money and human nature. He joins us this week to discuss: Why education improves outcomes in other disciplines but not always in finance The just-world fallacy as it pertains to wealth The inescapability of our personal histories The appropriate balance between optimism and pessimism Don’t miss this conversation with one of the deepest thinkers in finance!
#35 / May 23, 2019
The Intuitive Investor with Jason Voss
Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won’t want to miss this episode in which we discuss: Jason’s take on the future of the asset management industry “Alpha wounds” or things that asset managers do that destroy value How people of all stripes can be more creative
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#34 / May 16, 2019
Jason is the CEO Active Investment Management Consulting, a former asset manager, the author of The Intuitive Investor and innovator in the world of financial services around making the field more introspective and empathic. He is one of the most original thinkers in finance and you won’t want to miss this episode in which we discuss: Jason’s take on the future of the asset management industry “Alpha wounds” or things that asset managers do that destroy value How people of all stripes can be more creative
#34 / May 16, 2019
Improving Decisions with Behavioral Science With Clare Flynn Levy
Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: Why Clare believes in active management at a time when fund flows suggest otherwise How she tells some of the richest people in the world, “You’re wrong” The most common behavioral errors she sees among fund managers
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#33 / May 9, 2019
Clare Flynn Levy is a former fund manager who is now the CEO of Essentia Analytics, a behavioral finance platform designed to help managers make better decisions. In this episode, we discuss: Why Clare believes in active management at a time when fund flows suggest otherwise How she tells some of the richest people in the world, “You’re wrong” The most common behavioral errors she sees among fund managers
#33 / May 9, 2019
The Lessons of Financial History with Jamie Catherwood
Jamie is a rising star in the world of finance who has burst onto the scene with his in-depth analysis of financial history. In this episode, Jamie helps us understand the lessons of financial history with an eye to learning from past mistakes. Our discussion includes: How can learn from financial history without drawing spurious correlations? Why the roots of modern ETFs actually begin in Medieval Europe Jamie’s favorite books on financial history
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#32 / May 8, 2019
Jamie is a rising star in the world of finance who has burst onto the scene with his in-depth analysis of financial history. In this episode, Jamie helps us understand the lessons of financial history with an eye to learning from past mistakes. Our discussion includes: How can learn from financial history without drawing spurious correlations? Why the roots of modern ETFs actually begin in Medieval Europe Jamie’s favorite books on financial history
#32 / May 8, 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