Standard Deviations with Dr. Daniel Crosby

Andy Baxley - The Power of Financial Purpose: Transforming Your Finances for a Brighter Future

04 Jul 2024

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Tune in to hear:Why do humans seem to have such limited access to understanding what they want, from a financial perspective?Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical?Should we try to expand our clients’ notion of capital and what might be the broader impact on their lives if we were to do so?How would Andy tease out the subtle differences between goals, values and purpose and is one of these more fundamental than the rest of them?Does Andy often see dissonance between clients’ professed values and how they spend their money and time? How can we help our clients achieve better alignment with their values?How can advisors take a client’s values and transmute that into a statement of financial purpose?What would Andy say to clients who want an advisor who is effectively just a stock picker and not a guide to fulfilling their financial purpose?Why is a purpose-centered portfolio a great “regret minimization tool?”How often should clients revisit their financial purpose thesis?What are some of the benefits that accrue to both clients and advisors who go with a more bespoke, meaning-centered financial plan?LinksAndy Baxley On LinkedInThe Planning CenterStatement of Financial PurposeConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 1304-OAS-5/23/2024

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

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Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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Standard Deviations with Dr. Daniel Crosby

Andy Baxley - The Power of Financial Purpose: Transforming Your Finances for a Brighter Future

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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