The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Dr Daniel Crosby Podcasts
Pete Matthew discusses and explains all aspects of your personal finances in simple, everyday language. Personal finance, investing, insurance, pensions and getting financial advice can all seem daunting, but with the right knowledge and easy-to-follow action steps, Pete will help you to get your money matters in order. Each show is in two segments: Firstly, everything you need to KNOW, and secondly, everything you need to DO to move forward on the subject of that episode. This podcast will ...
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Welcome to Analog Advisor, a podcast about the way money shapes our lives, relationships and society. Join us as we explore the nuances of living an analogue life in an evermore digital world.
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Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours. Presented by: Ultimus Fund Solutions // www.ultimusfundsolutions.com GemCap // www.geminicapital.ie @s ...
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Behaviour Lab CEO Magdalena Smith sits down with special guests to discuss how we can debias investment decision making through analytics and behavioural science.
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We promote open Objectivism: the philosophy of reason, achievement, individualism, and freedom. Ayn Rand's philosophy of Objectivism was set forth in such works as her epic novel Atlas Shrugged, and in her brilliant non-fiction essays. Objectivism is designed as a guide to life, and celebrates the remarkable potential and power of the individual. Objectivism also challenges the doctrines of irrationalism, self-sacrifice, brute force, and collectivism that have brought centuries of chaos and ...
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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A guide for future ER physicians. "Becoming an Attending" delivers insights for navigating undergrad, medical school, residency, and becoming an attending physician. Financial & Investment Advisory services provided by Money Script Wealth Management, PLLC "MSWM", a registered investment adviser offering advisory services in the states of Texas, California, Louisiana, Nevada, New York, North Carolina, Florida, Georgia, and other states where exempted. MSWM does not provide specific tax or leg ...
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Where you’ll learn how to stop the sales cycle insanity and become the trusted authority you’re meant to be. Hosted by our CRO and in-house podcasting expert, Matt Halloran. Brought to you by ProudMouth. #BeYourOwnLoud 286290
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I have always been interested in the "how" and "why" some people have been able to achieve amazing personal and professional success. After finishing my Master's degree in Teaching I wanted to pursue my curiosity further. With this podcast I am going to talk to and learn from the founders of companies and leaders in their own profession. We will discuss how they got started and what they had to learn to get to where they are today.The premise of this podcast is to show that everyone is capab ...
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The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to na ...
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Dr. Daniel Crosby - Gratitude: Giving Thanks for the Meaning You Already Enjoy
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10:53Tune in to hear: How does Guy de Maupassant’s short story, The Necklace, illustrate the importance of gratitude and how a lack of it can lead to personal misfortune? What does contemporary Psychology research show about the transformative power of gratitude in our lives? What are some examples of reciprocal altruism in the Animal Kingdom, aside fro…
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I’m delighted to welcome back repeat guest, and one of the worlds leading lights in the field of behavioural finance - Dr Daniel Crosby. Daniel has a new book out, which I highly recommend, called The Soul of Wealth, and having read and enjoyed it, I asked Daniel to come and talk about it. It’s a deeply practical book - not just theory or stats - a…
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The Lessons of Lockdowns with David Zweig
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1:02:16Join Atlas CEO Jennifer Grossman for the 263rd episode of Objectively Speaking, where she interviews journalist David Zweig about his book "An Abundance of Caution: American Schools, the Virus, and a Story of Bad Decisions,” which offers a devastating account of the decision-making process behind one of the worst American policy failures in a centu…
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108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street
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1:13:15What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common? Dock Street. This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it’s run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they’d never work together. In this episode, Spencer and Liz j…
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It’s another full show of questions, ranging from assumed growth rates for investments, to Save As You Earn schemes to retirement cash buffers, and much more besides! Shownotes: https://meaningfulmoney.tv/QA20 01:21 Question 1 Hi to you both. Absolutely love the podcast and Pete's book. The information in both has made a huge difference to my under…
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Venture Capital and Private Market Investing with Rob and Scott
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1:02:33In this episode of the Informed Decisions podcast, I chat with Rob Halligan and Scott Ashmore, co-founders of Shuttle, a platform aiming to democratise access to private equity and venture capital investments. The conversation dives into the fundamentals of private markets, how they differ from public equity investing, and why early-stage companies…
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How Tech Empowered the Populist Right with Martin Gurri
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58:08Join Atlas Society CEO Jennifer Grossman for the 262nd episode of Objectively Speaking, where she interviews former CIA analyst Martin Gurri about his book "The Revolt of the Public and the Crisis of Authority in the New Millennium." Why has trust in the “expert” class cratered? What explains the rise of populism around the world? Why do people vie…
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Tune in to hear: What novel approach did Hungarian Mathematician Abraham Wald utilize to better understand which parts of American planes needed improved armor during WWII? What is “survivorship bias” and how did Abraham Wald avoid this? Why does professor Scott Galloway suggest that we should follow our talent, or gift, rather than our passion? Wh…
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107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds
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54:06What do you do when the market tells you there’s no room for another fund? You tell a better story and carve your niche anyway. In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds. They dive into how…
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Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson
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35:58Today I’m joined by my friend Lee Jackson who came to me with a thorny financial/legal problem a few months ago pertaining to Family Protection Trusts. I was able to help him answer one specific question, but the issue he faced is shared by tens of thousands of other people up and down the UK. So, I asked him to come on to the show to discuss it, j…
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Understanding Your Defined Benefit Pension Scheme
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36:31If you’ve ever looked at your pension statement and thought, “What does this actually mean?” You’re not alone. In this episode, #338, we’re cutting through the jargon and making sense of Defined Benefit (DB) pension schemes, especially for Irish employees and retirees. These schemes can offer incredible long-term value, but many people don’t fully …
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Dr. Daniel Crosby - Your Curiosity Points to Your Purpose
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15:16Tune in to hear: What can we learn from Leonardo da Vinci about harnessing curiosity to fill our lives with purpose? Why does science writer Sharon Begley think that curiosity is the mental counterpart to physical hunger? What is an example of how curiosity is hardwired into our genetic makeup? What can “convergent” and “divergent” ways of thinking…
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How Do We Know Right From Wrong? with Zol Cendes
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57:34Join Atlas Society CEO Jennifer Grossman for the 261st episode of Objectively Speaking, where she interviews author Zoltan Cendes about his book "The Objectivist’s Guide to the Galaxy: Answers to the Ultimate Questions of Life, the Universe, and Everything." In a playful nod to The Hitchhiker’s Guide to the Galaxy, Cendes poses and answers life’s u…
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106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series
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5:01Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast. If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash. The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is break…
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Flashback to episode 296 - Risk of Ruin...Lifestyle & Default Investment Pension Strategies
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21:30For the past 8 years, I’ve been making the case that most investors, particularly those who can tolerate volatility, should avoid Lifestyle investment strategies in pensions. It’s been a lonely stance, with little to no mainstream coverage, even though investor feedback on my analysis was consistently positive. Back in early 2024, I shared updated …
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105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family
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54:35Picture this: You’ve got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband. That’s exactly what Liz Fritz did. In this Episode, she joins Stacy Havener to chat about: Taking the leap from corporate to co-founder (with two babies in tow) What it’s ac…
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Dr. Daniel Crosby - Your Story Needs a Villain
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9:49Tune in to hear: What are anti-goals and why are they often just as, if not more, powerful than goals? What does the prospect theory of behavioral economics have to say about the uniquely motivating power of a villain? Why do humans have asymmetrical risk preferences and what does this reveal about human nature? What did famous investor Charlie Mun…
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Is Modern Environmentalism Anti-Human? with Robert Bidinotto
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59:23Join Atlas Society CEO Jennifer Grossman for the 259th episode of The Atlas Society Asks where she interviews author Robert Bidinotto about his new book "A Rebel In Eden: The War Between Individualism and Environmentalism," which takes a deep dive into the movement’s mythological roots and highlights its scientifically bogus environmental scare cam…
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104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building
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1:01:21What if luck plays a bigger role in fund success than anyone wants to admit? Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it. He spent years on the allocator side, vetting fund managers and learning what really sticks (hint: it’s not just your track record). Now that he’s a fund manager himself, he’s pulling back the curtain …
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It’s another mixed bag of your questions, taking everything from investing in offshore funds to evening up pension funds between spouses and lots more besides! Shownotes: https://meaningfulmoney.tv/QA19 00:57 Question 1 Hello Pete & Roger I am a regular listener to you show, love it and keep up the good work. My question is… I have a full 6 months …
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This week I flashback to a podcast from 2021! While it is a few years old its a common and important question. Key takeaways How big your pension should be when you start drawing down income How big your pension should be at various stages of your life What you can do if it's not as big as you would like it to be! How to live 14.9% longer! I hope i…
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Abe Lincoln's Enduring Legacy with Jonathan W. White
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1:00:30Join Atlas Society CEO Jennifer Grossman for the 258th episode of Objectively Speaking, where she interviews historian Jonathan W. White about his vast knowledge of Abraham Lincoln and the Civil War era as written in his more than 20 books on the topic. Jonathan W. White is a historian and the author or editor of more than 20 books and over 100 art…
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103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning
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55:29Forget what you think you know about finance careers. Eric Flynn didn’t come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he’s the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who …
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Listener Questions 18 - IHT, Trusts and Care
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41:06We’ve managed to cobble together another themed Q&A episode, this week dealing with questions around Inheritance Tax, Trusts and Care planning. Lots for Roger and Pete to get stuck into! Shownotes: https://meaningfulmoney.tv/QA18 00:48 Question 1 Hi Pete, Hi Rog, Thanks for your ongoing work on the Podcast, I’ve been listening for many years and ha…
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8 Years Later! The Soul of Wealth with Dr. Daniel Crosby
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57:05In this week's podcast I chat with Dr. Daniel Crosby. He discusses the evolution of behavioral finance over the past eight years, reflecting on the growing acceptance and understanding of the field. He shares insights from his latest book, 'The Soul of Wealth,' emphasising the importance of health, happiness, and meaningful spending. The discussion…
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Are We Overmedicating Our Kids? with Laura Delano
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58:43Join Atlas CEO Jennifer Grossman for the 258th episode of Objectively Speaking, where she interviews Laura Delano about her book "Unshrunk: A Story of Psychiatric Treatment Resistance," which tells the story of Delano’s 14-year relationship to the American mental health industry and questions the dominant, rarely critiqued role that the American me…
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102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane
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1:08:19When you think about European credit investing, most people assume it’s only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she’s doing it with smarts, grit, and real talk about what it really takes to succeed. Agata’s path to launching her own boutique wasn’t a straigh…
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Listener Questions Episode 17 - In Our 30’s
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42:54A bit of a themed Q&A this week, with some great questions from folks in their 30’s. We cover share save schemes at work, large inheritances and retirement planning - yes, even in your 30’s! Shownotes: https://meaningfulmoney.tv/QA17 01:29 Question 1 Hi Pete and Roger, First of all I wanted to say I'm a new but avid listener to the MM Podcast, I'm …
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In this week's podcast #334 I take a look ARFs If you google 'best ARF Fund in Ireland' today, you will get many results. The first few are of course paid-for, sponsored adverts from firms who want your clicks (and are paying handsomely for them!). There are then quite a few other firms who have written about this 'best ARF fund in Ireland' topic. …
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Ayn Rand & Modern Libertarianism with Brian Doherty
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1:01:48Join Atlas Society CEO Jennifer Grossman for the 257th episode of Objectively Speaking where she interviews Brian Doherty about his new book "Modern Libertarianism: A Brief History of Classical Liberalism in the United States," which provides a concise, thorough account of the intellectual roots of the American libertarian movement, with helpful su…
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101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor
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1:08:15Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing. Fast forward to today, and Rob’s resume reads like an adventure novel. He’s done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel…
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It’s time for another Listener Questions session! This week we cover commercial property in pensions, ethical investing, inherited pensions and so much more. Shownotes: https://meaningfulmoney.tv/QA16 01:02 Question 1 Hi Peter / Roger, Many thanks for all the wisdom plus superb book, you two really make my week with the banter. I always hear about …
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Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax
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23:08In this week's episode, I explore crucial financial planning lessons for Irish families, highlighting examples where small oversights led to significant tax bills. Discover how one family's misunderstanding of Ireland's Dwelling House Exemption resulted in an unexpected €77,000 tax liability, and how another family's mismanagement of the Small Gift…
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PayPal Mafia: The Founders Who Shaped Silicon Valley with Jimmy Soni
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1:00:47Join Atlas Society CEO Jennifer Grossman for the 256th episode of Objectively Speaking, where she interviews award-winning author Jimmy Soni about his 2022 book "The Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon Valley." Jimmy Soni is the author of "The Founders: The Story of PayPal and the Entrepreneurs Who Shaped Silicon …
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100th Episode Featuring Dr. Daniel Crosby | The Scientist and The Storyteller Reunite on The Soul of Wealth, Why Every Company is a Media Company, and How to Find Meaning in the Attention Economy
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1:00:45Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund. It might sound harsh, but it’s true. In today’s world, attention is the new currency and you can’t afford to ignore it. That’s why today, Stacy is bringing her friend Dr. Daniel Crosby back on the mic for a very special 100th epis…
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Another mixed bag of questions this week, including pension tax free cash, salary sacrifice for electric cars, de-risking a pension and buying gilts! Join us as we answer your most pressing questions! Shownotes: https://meaningfulmoney.tv/QA15 01:05 Question 1 Love the show, and whilst not all relevant to my own circumstances, find it all very inte…
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Join Atlas Society CEO Jennifer Grossman for the 255th episode of Objectively Speaking (formerly The Atlas Society Asks), where she interviews Extropic founder Guillaume Verdon. Guillaume Verdon, or Gill Verdon, is the founder of Extropic, a startup AI hardware company to meet the demanding power and computation requirements of generative AI. A phy…
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99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series
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10:17Let’s be honest: writing for LinkedIn can feel like walking a tightrope. You want to sound smart, credible, and professional. But also… like a human. In this Episode, Stacy shares the exact approach she uses to walk that line between being personable and credible (and to generate leads for her firm, Havener Capital, in the process). Listen in as sh…
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'Your Best PRSA & Master Trust Options' - with Glenn Gaughran
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45:56In episode 332 of the Informed Decisions Podcast, Paddy speaks with Glen Gaughran, Director and Head of Business Development at Independent Trustee Company (ITC). With nearly two decades of experience overseeing thousands of self-administered pension schemes, Glen offers insight into how the pension environment in Ireland is evolving and what indiv…
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How ER Docs Can Prevent Burnout and Lifestyle Creep (Advice from Dr. Fred Kency)
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48:25Burnout is real, and lifestyle creep is sneakier than you think. In this episode of Becoming an Attending, ER physician Dr. Fred Kency Jr. joins financial advisor Yohance Harrison to talk about burnout, financial preparedness, and the hidden traps new doctors fall into after residency. With practical advice drawn from Dr. Kency's military, academic…
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Selling Tarnished Conceptual Brands with Kelley and Salsman
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1:02:27Join Atlas Society founder and Senior Scholar David Kelley, Ph.D., along with Senior Scholar and Professor of Political Economy at Duke, Richard Salsman, Ph.D., for a special webinar exploring how influential ideas often fail to persuade when their terms are misunderstood, emotionally charged, or used unequivocally. "Intellectual influencers often …
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98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded
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55:45Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it for a third time. In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. They also discuss: …
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