Standard Deviations with Dr. Daniel Crosby

Morgan Housel - The Psychology of Money (Your Questions Answered)

15 Sep 2022

Contributed by Lukas

Tune in to hear:- Which of the ideas from ‘The Psychology of Money’ does Morgan find most useful in his own life? If he had to re-release the book...

Taylor Schulte - The Power of an Abundance Mindset: Tips to Attract Wealth and Happiness (Live from San Diego)

08 Sep 2022

Contributed by Lukas

Tune in to hear:- Taylor was recently publicly criticized on social media. How did he think through how to thoughtfully craft his reaction to this and...

Cullen Roche - Debunking Common Investment Myths (Live from San Diego)

01 Sep 2022

Contributed by Lukas

Tune in to hear:- What is “all duration investing” and what behavioral upside might this approach have for investors?- How can you better organize...

Shabana Siyed - Why Authentic Content is the Key to Building Trust and Driving Traffic (Live from LA)

25 Aug 2022

Contributed by Lukas

Tune in to hear:- A lot of the best content creators in this industry are a bit edgy. How can very large companies create good content when they are a...

Alex Chalekian - Financial Literacy that Sticks (Live from LA)

18 Aug 2022

Contributed by Lukas

Tune in to hear:- What can Alex share about his financial literacy startup, Futurvest, and what needs or gaps did he see in the financial literacy spa...

Melina Palmer - Surprise and Delight: Unlocking Customer Loyalty with Simple Strategies

11 Aug 2022

Contributed by Lukas

Tune in to hear:- What are some of the psychological mechanisms that make our vision of ourselves so cloudy at times?- If Melina hoped to draw out a d...

Dr. Ashvin Chhabra - Mastering Mental Accounting: Strategies to Enhance Investor Decision-Making

04 Aug 2022

Contributed by Lukas

Tune in to hear:- What does Ashvin propose as a better measure of investor success above risk adjusted returns?- What are the two main reasons why we ...

Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity

28 Jul 2022

Contributed by Lukas

Tune in to hear:- Why is it often complicated to offer a simple and elegant solution for the common behavioral dilemmas that advisors face?- Why might...

Dr. Sarah Asebedo - Effective Strategies for Resolving Financial Conflict

21 Jul 2022

Contributed by Lukas

Tune in to hear:- What role does positive psychology play in financial planning? More broadly, what is positive psychology and how is it differentiate...

Dr. Kristy Archuleta - How Financial Therapy Can Transform Your Relationship with Money

14 Jul 2022

Contributed by Lukas

Tune in to hear: - As one of the founders of the discipline of financial therapy, what light can Dr. Archuleta shed on the origin story of this uniqu...

Nick Maggiulli - Personal Finance Myth-Busting: The Truth Behind Common Money Misconceptions

07 Jul 2022

Contributed by Lukas

Tune in to hear:- How did Nick land on a kinder, more gentle approach, to personal finance?- What is the least conventional bit of financial advice th...

Tim Houlihan - Unlock Lasting Change: How This Simple Framework Can Alter Your Behavior

30 Jun 2022

Contributed by Lukas

Tune in to hear:- If Tim could personify himself as a guitar, what type of guitar would he be?- Tim thinks that engagement, performance and persuasion...

Steve Atkinson - The Admired Advisor: How to Gain Respect and Build a Lasting Reputation

23 Jun 2022

Contributed by Lukas

Tune in to hear:- When we narrow down the financial advisors to those who we would trust to manage our spouse’s or parent’s finances, Steve thinks...

Jeff Levine - Master Tax Planning: Practical Ways to Minimize Your Tax Burden This Year

16 Jun 2022

Contributed by Lukas

Tune in to hear:- Jeff is known on Twitter for his complex deep dives into the world of tax legislation - what got him interested in this in the first...

Drew Dickson - Stay Invested, Stay Ahead

09 Jun 2022

Contributed by Lukas

Tune in to hear:- What was Drew’s experience studying under Richard Thaler like?- Drew thinks that you have to hold a willingness to be right and to...

Jez Groom - The Power of Behavioral Nudging: How Positive Influence Can Shape Better Outcomes

02 Jun 2022

Contributed by Lukas

Tune in to hear:- Where are we at, as an industry, in terms of the application of behavioral sciences to the world of work? Where does Jez see us head...

Herman Brodie - Unlocking the Power of Trust

26 May 2022

Contributed by Lukas

Tune in to hear:- What are some of the primary drivers of asset flows from a behavioral perspective?- Soft factors account for a lot more of clients’...

Dr. Kurt Nelson - Unlocking Your Full Potential: How to Find Your Behavioral Groove for Success

19 May 2022

Contributed by Lukas

Tune in to hear:- Has Kurt ever noticed a problem that isn’t ostensibly behavioral in nature that ended up being behavioral?- How can we craft a coh...

Peter Lazaroff - Money Made Simple: Essential Tips for Building a Strong Financial Foundation

12 May 2022

Contributed by Lukas

Tune in to hear:- How did Peter get started reviewing frozen pizzas?- What is it that most people misunderstand about investing?- How does Peter, as a...

Natalie Taylor - Client-Centric Financial Advice: Navigating the Future of Wealth Management

05 May 2022

Contributed by Lukas

Tune in to hear:- How does technology shape the way we act? Sometimes we don’t even know the water that we are swimming in with regards to technolog...

Meb Faber - Why Market Timing and Limited Liquidity Could Challenge Your Investment Beliefs

28 Apr 2022

Contributed by Lukas

Tune in to hear:- How has Meb’s world, and domestic, travel shifted the way he thinks about investment?- What is Meb’s least popular idea about in...

Seth Streeter - How to Build Wealth with a Purpose: Money That Makes a Difference

14 Apr 2022

Contributed by Lukas

Tune in to hear:- What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness?- If an advisor’s number...

Dr. Rick Bookstaber - How the Psychology of Risk Shapes Our Choices

07 Apr 2022

Contributed by Lukas

Tune in to hear:- How does Dr. Bookstaber think about and define risk in the most practical terms possible?- Does the way people like us talk about ri...

Dr. Brian Portnoy - Behavioral Finance 2.0

31 Mar 2022

Contributed by Lukas

Tune in to hear:- Dr. Portnoy says we’ve created a “Behavioral Finance entertainment complex that does very little to help real people make real d...

Dr. Sonya Lutter - The Link Between Money and Happiness: Can Wealth Truly Buy Joy?

24 Mar 2022

Contributed by Lukas

Tune in to hear:- Are various addictive behaviors (e.g. gambling, drug abuse) potentially symptoms of a larger societal issue?- What percentage of peo...

Dr. Moira Somers - How to Give Financial Advice That Sticks: Key Strategies for Long-Term Impact

17 Mar 2022

Contributed by Lukas

Tune in to hear:- How does non-compliance with advice, and the gap between knowing and doing, present on a macro level and impact our lives?- Is the f...

Jackie Wilke - Why You Are the Most Unique Asset in Your Business

10 Mar 2022

Contributed by Lukas

Tune in to hear:- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board? - Are the...

Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management

03 Mar 2022

Contributed by Lukas

Tune in to hear:- Of the “36 questions that lead to love,” what are a few that Dr. Lurtz zeros in on and what makes these questions so powerful? C...

Lauren Hunter - The Financial Impact of Death and Aging: Strategies for Planning Ahead

24 Feb 2022

Contributed by Lukas

Tune in to hear:- What are some different attitudes about aging and death held across the world? How particular is the western attitude about these th...

Rob Gardner - Financial Wellness in a World Worth Living In

17 Feb 2022

Contributed by Lukas

Tune in to hear:- Why is ESG such an important part of Rob’s financial practice?- How can we achieve financial wellness without merely paying lip se...

Michelle Arpin Begina - Rewriting Your Money Story: Proven Strategies for Financial Empowerment

10 Feb 2022

Contributed by Lukas

Tune in to hear:- Now that she has space from it, and also expertise in the field, what were some of the factors that drove her parents to such conspi...

Spencer Jakab - Meme Stocks and Market Psychology: How Social Influence Shapes Investment Decisions

03 Feb 2022

Contributed by Lukas

Tune in to hear:- What in particular about the environment, including the pandemic and lockdown, contributed to the sort of fervor and madness we saw ...

Emily Guy Birken - Modern Money Management 101: Proven Strategies for Financial Freedom

27 Jan 2022

Contributed by Lukas

Tune in to hear- Why did Emily feel the need to include elements of humor in her new book ‘Stacked: Your Super Serious Guide to Modern Money Managem...

James Fletcher - Exploring ESG and EM Investment Strategies with Ethos Invest

06 Jan 2022

Contributed by Lukas

Tune in to hear:- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control ...

Brendan Frazier - Understanding the Fuel and Friction Model of Behavioral Finance

30 Dec 2021

Contributed by Lukas

Tune in to hear:- Behavioral Coaching is one of the most important things a financial professional can do for their client, yet surveys show that clie...

Phil Huber - Exploring the Case for Alternative Investments: A Smart Strategy for Financial Growth

23 Dec 2021

Contributed by Lukas

Tune in to hear:- What are some potential arguments against a traditional 60/40 portfolio and how do they hold up?- How would Phil define alternative ...

Kristin Shea - The Six Pillars of Neuromarketing: How to Leverage Brain Science for Business Success

17 Dec 2021

Contributed by Lukas

Tune in to hear:- What exactly is Neuromarketing and what makes it so powerful?- There are more brands and advertisements vying for our attention ever...

Dr. Mary Bell Carlson - Unlocking Financial Wellness: Key Lessons from Financial Therapy

09 Dec 2021

Contributed by Lukas

Tune in to hear:- What are some unique financial considerations for those with high-level government security clearances?- What role does financial in...

Robert Sofia - The Five Essential Principles of Marketing Psychology Every Advisor Should Know

02 Dec 2021

Contributed by Lukas

Tune in to hear:- Robert says in marketing “you must get past the mental filter.” If we are going to get past the mental filter, how can we do it ...

Brad Johnson - Investing in Trading Cards

25 Nov 2021

Contributed by Lukas

Tune in to hear:- How did Brad originally get into the finance industry and how did he get into trading cards?- What are some of the draws, or compuls...

Emilie Hill - “The Market is Uncertainty Distilled”

18 Nov 2021

Contributed by Lukas

Tune in to hear:- Is the market always crazy or does it go through long periods of predictability in many peoples’ lifetimes? Is uncertainty implici...

Dr. Julie Ragatz - The Role of Empathy in Shaping Behavioral Economics

11 Nov 2021

Contributed by Lukas

Tune in to hear:- What might the lay person, who is enthusiastic about behavioral economics, not know about its historical origins?- What was the larg...

Robert Balentine - The 3 Key Principles for Building Enduring Wealth and a Lasting Legacy

04 Nov 2021

Contributed by Lukas

Tune in to hear:- The old American adage of “shirtsleeves to shirtsleeves in three generations” seems to be an enduring sentiment across many othe...

Penny Phillips - Unlocking the Power of Practice Management for Financial Advisors: Boost Efficiency & Client Satisfaction

14 Oct 2021

Contributed by Lukas

- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there are...

Dr. Steve Wendel - Designing for Behavior Change: The Ultimate Guide to Influencing Positive Outcomes

07 Oct 2021

Contributed by Lukas

Tune in to hear:- Morningstar recently conducted an in-depth study on the financial biases that people bring to the table. What are the real world, fi...

Ric Edelman (Live from Ascent)

30 Sep 2021

Contributed by Lukas

Tune in to hear:- Ric Edelman started off as a reporter - does Ric think that an advisor could start “Edelman 2.0", so to speak, using the same form...

Phillip Toews (Live from Ascent)

23 Sep 2021

Contributed by Lukas

Tune in to hear:- Many are very focused on the behavioral coaching elements of behavioral finance, but overlook the upside of integrating the findings...

Dr. Tom Howard - How Behavioral Portfolio Management Enhances Investor Performance and Decision-Making

16 Sep 2021

Contributed by Lukas

Tune in to hear:- What event prompted Dr. Howard to move from using a  market efficiency / rational markets framework to a framework of behavioral fi...

Gagan Biyani - Valuable Business Lessons from a Lifelong Entrepreneur: Insights for Success

09 Sep 2021

Contributed by Lukas

Tune in to hear:- What was the process of launching Dr. Biyani’s business Udemy like?- As an entrepreneur, how do you know when you’re a visionary...

Drs. Chase and Pogge (Live From Ascent)

01 Sep 2021

Contributed by Lukas

Tune in to hear:- What gap did Dr. Chase see in the market? How has investment talent been traditionally vetted and how does this compare to how it op...

Dr. Sarah Newcomb - Master Your Finances: The Power of Rewriting Your Money Story for Wealth Building

31 Aug 2021

Contributed by Lukas

Tune in to hear:- Why do conversations about finances often take on such a moralistic tenor?- Is the moralizing of money a uniquely American problem o...

Eben Burr - Master the Art of Client Planning: Tips for Tailored Solutions and Long-Term Success

26 Aug 2021

Contributed by Lukas

Tune in to hear:- In a study that Eben helped conduct, clients were three times as likely to say they are very knowledgable about markets than their a...

Jordan Hutchison - Mastering Flow States in Finance: Boosting Focus and Decision-Making for Investors

19 Aug 2021

Contributed by Lukas

Tune in to hear:- What is “flow” in a behavioral science context?- How do you begin to measure and study something like flow, which seems very eph...

Charlotte Blank - The Science of Motivation Explained: Uncovering What Really Drives Us to Achieve

12 Aug 2021

Contributed by Lukas

Tune in to hear:- What does Charlotte’s day to day role as a Chief Behavioral Officer look like?- Has the science of motivating employees shifted a ...

The Power of Niching Down: Insights from Reese Harper of Elements

23 Jul 2021

Contributed by Lukas

Tune in to hear:- Reese Harper has an advisory business, Dentist Advisors, that is exclusively for dentists. How did he take the first step to say no ...

Dr. Preston Cherry - Personalized Financial Planning: Tailoring Strategies for Different Personalities

08 Jul 2021

Contributed by Lukas

Tune in to hear:- How does Dr. Cherry implement “The Big 5” personality test in his practice? Does he approach clients with different personality ...

Jeff Kreisler - Dollars and Sense: How Behavioral Economics Influences Your Financial Choices

01 Jul 2021

Contributed by Lukas

Tune in to hear:- How did Jeff’s professional path evolve from lawyer, to standup comedian and finally to behavioral science / economics?- What less...

Richard Nisbett - Does Introspection Matter? The Benefits of Self-Reflection in Personal Growth

24 Jun 2021

Contributed by Lukas

Tune in to hear:- On a previous podcast, Richard Nisbett expressed that the most central message of psychology is that we have no access to most of wh...

Anthony Oneal - Building Your Network, Net Worth and Mindset: A Holistic Approach to Success

18 Jun 2021

Contributed by Lukas

Tune in to hear:- How did Anthony move from being homeless, and in a great deal of debt, to being one of the nation’s top educators on money matters...

Joe Saul-Sehy - How to Master Personal Finance: 3 Essential Steps for Financial Freedom

15 Jun 2021

Contributed by Lukas

- Three steps to mastering personal finance.- What is the knowledge or education gap in financial literature that Joe Saul-Sehy’s new book ‘Stacke...

Colin Lancaster - Fed Policy Implications: What Investors Need to Know in the Current Economic Landscape

10 Jun 2021

Contributed by Lukas

Tune in to hear:- What is Colin’s perspective on the extreme fear and greed that arose throughout the pandemic in 2020? These are constants within t...

Michael Falk - How Emotional Intelligence Drives Investment Alpha: Unlocking the Power of EQ in Finance

01 Jun 2021

Contributed by Lukas

Tune in to hear:- What might the personality of an ideal hire for a leadership position in asset management look like?- How can one measure things lik...

Carl Richards - Top Tips for Setting and Sticking to Financial Goals for Long-Term Success

20 May 2021

Contributed by Lukas

Tune in to hear:- Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so ...

Jamie Hopkins - How to Think About Retiring: A Guide to Financial Security and Peace of Mind

13 May 2021

Contributed by Lukas

Tune in to hear:- Is the classic retirement trope of working hard until your 65 and retiring to a life of leisure sort of an antiquated way of thinkin...

Q & A with Michael Batnick of Animal Spirits

06 May 2021

Contributed by Lukas

Tune in to hear:- Why might the narrative that “our parents’ generation had it much easier financially than we do now” be incorrect? What assump...

Mike Carter - How Mission-Driven Capitalism is Shaping the Future of Ethical Business Practices

29 Apr 2021

Contributed by Lukas

Tune in to hear:- Why is Adam Smith considered to be the original behavioral economist?- Mike is advocating for mission driven capitalism. How does th...

Cady North - The Resiliency Effect

22 Apr 2021

Contributed by Lukas

Tune in to hear:- Why do we often defer our dreams for so long and how might we be more proactive in seeking them out?- Reflecting back on their lives...

Dr. Richard Smith - The Stock Market Explained as a System: Principles, Mechanics and Strategies

15 Apr 2021

Contributed by Lukas

Dr. Richard Smith believes that risk literacy is essential not only for independent investors; it’s essential for anyone looking to succeed in today...

Tra Williams - Boss Brain: Revolutionizing the Future of Entrepreneurship in the Digital Age

05 Apr 2021

Contributed by Lukas

Tune in to hear:- Why does Tra’s new book on entrepreneurship, Boss Brain, start with a focus on evolutionary psychology and brain science?- Does ou...

Daniel Crosby & Neil Bage - The Laws of Wealth

01 Apr 2021

Contributed by Lukas

This week, Dr. Crosby is joined by fellow behavioral finance geek Neil Bage. Neil is passionate about helping people make safe and informed choices an...

JC Parets - Combining Technical Analysis and Behavioral Finance for Smarter Trading Decisions

30 Mar 2021

Contributed by Lukas

JC Parets launched the All Star Charts Research Platform in September of 2014 to provide technical analysis commentary across all asset classes to inv...

Johnny Sandquist - Empathic Advertising: How Emotional Intelligence Can Transform Your Marketing Strategy

25 Mar 2021

Contributed by Lukas

Johnny Sandquist is the Founder & CEO of Three Crowns Marketing. He's focused on supporting RIA firms and advisor technology companies for over a ...

Lindsey Bell and Callie Cox of Ally - How Investor Psychology Shaped Financial Markets in 2021

23 Mar 2021

Contributed by Lukas

Lindsey Bell is Ally Invest’s Chief Investment Strategist, responsible for shaping the company’s point of view on investing and the global markets...

Stacy Havener - Why Storytelling Matters: Exploring the Power of a Compelling Narrative

18 Mar 2021

Contributed by Lukas

In 2010, Stacy Havener founded Havener Capital Partners, an independent third party marketing firm, to provide sales and marketing services to a selec...

Nathan Astle - Building Trust and Support: The Power of Empathy in Advisory Practices

16 Mar 2021

Contributed by Lukas

Nathan Astle is the founder of Relational Money LLC where he offers training to financial advisors and money coaches on basic financial therapy skills...

Tim Holland - Making Sense of the 2020 Market

11 Mar 2021

Contributed by Lukas

Tim Holland is the Chief Investment Officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio...

Rusty Vanneman - Why Cautiously Optimistic Thinking Can Lead to Better Decision-Making

09 Mar 2021

Contributed by Lukas

Rusty Vanneman serves as the Chief Investment Strategist for Orion Advisor Solutions, where he is responsible for overseeing the investment strategies...

Phil Bak - How ETFs Teach Valuable Investment Lessons: A Guide for Beginners and Pros

04 Mar 2021

Contributed by Lukas

Phil is widely regarded as a thought leader in the asset management industry. As Founder & CEO of Exponential ETFs Phil raised $1.8 Billion in AUM...

Hoda Mehr - What’s Next for DIY Trading? A Look into the Future of Independent Investing

02 Mar 2021

Contributed by Lukas

An economist by trade, Hoda manages her company’s successful flagship portfolio. She also applies behavioral economics, data journalism and storytel...

Jean-Michel Pailhon - The Case for Crypto: Key Benefits and Risks of Investing in Cryptocurrency

25 Feb 2021

Contributed by Lukas

Jean-Michel Pailhon is Vice-president at Ledger, the leading company in security solutions for crypto-assets, where he’s heading the company’s pro...

Eric Clarke - How to Drive Better Investor Behavior: Expert Tips for Enhanced Financial Decision Making

23 Feb 2021

Contributed by Lukas

Eric Clarke serves as CEO for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cu...

Kelly Eng & Lynsey Freeman - The Surprising Truth: How Women Outperform Men in Investment Strategies

04 Feb 2021

Contributed by Lukas

Tune in to hear:What are some of the advantages of being a woman that make them uniquely suited to financial advising?How might some of women’s stre...

Chau Lai - How to Become More Human: Unlocking Your Full Potential

28 Jan 2021

Contributed by Lukas

Tune in to hear:How to keep your clients grounded in the present while making space for dreaming about future possibilities?Some takeaways from someon...

Samantha Russell - The Power of Purpose-Driven Marketing: Creating a Better World Together

26 Jan 2021

Contributed by Lukas

Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten. Utilizing her background in Public Relations, Marketing...

Nick Saleem - Immigrants + Finance (Pt. Three)

19 Nov 2020

Contributed by Lukas

Tune in to hear:What are some of the unique fiscal or emotional challenges immigrants sometimes face?Nick’s perspective, as an immigrant, on “The ...

Maddie Quinlan - Unearthing and Sculpting the Self: Mastering the Process of Inner Evolution

29 Oct 2020

Contributed by Lukas

Maddie has a Masters in Behavioral Science from the London School of Economics. She is the co-founder and director of Salient, which is a behavioral s...

Maxine Gray - Why Sustainable Investing is the Future: How to Invest Responsibly and Make a Positive Change

15 Oct 2020

Contributed by Lukas

Maxine Gray is the Business Strategy Development and Implementation Manager at Investec Wealth, South Africa. She is an ambassador for the United Nati...

Jess Von Bank - The Evolution of Work in the Post-COVID Era: Challenges and Opportunities for Businesses

01 Oct 2020

Contributed by Lukas

Jess Von Bank (also known as JVB) is the head of marketing at Leapgen and the founder of the global world of work community Now of Work. JVB is profic...

Roger Whitney - The Agile Methodology Explained: Benefits, Principles and Best Practices

17 Sep 2020

Contributed by Lukas

Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirement...

John Lentz - How to Improve Cash Flow Management for Small Business Growth

03 Sep 2020

Contributed by Lukas

Tune in to hear:Why is it potential a mistake for small business owners to count on monetizing their business at a later date?How to create cashflows ...

Dani Fava - Unlocking the Future of Finance with Augmented Investing Techniques

06 Aug 2020

Contributed by Lukas

In her role as the Director of Innovation at TD Ameritrade Institutional, Dani oversees the development of advanced investment management and technolo...

Joy Lere - Taking Stock and Staying Well

23 Jul 2020

Contributed by Lukas

Dr. Joy Lere is a psychologist and consultant who practices where Freud meets finance.  She works with foot planted in the field of psychology and th...

Phil Pearlman - The Cognitive Theory of Noise

09 Jul 2020

Contributed by Lukas

Phil Pearlman is the Chief Community Officer at Stocktwits, the world’s largest community of investors and traders. Phil previously worked as the Di...

Larry Swedroe - The Four Horsemen of the Retirement Apocalypse: How to Protect Your Savings from Financial Catastrophe

25 Jun 2020

Contributed by Lukas

Larry Swedroe is the Chief Research Officer at Buckingham Strategic Wealth. He is a pioneer within evidence-based investing that focuses on a scientif...

Neil Bage and Brian Portnoy - Finance in the Time of Coronavirus: Essential Advice for Protecting Your Wealth

22 Jun 2020

Contributed by Lukas

Tune in to hear: Ways investors can confront their fear of loss aversion when this fear holds them back How financial professionals can have meani...

Ivan Watanabe - Immigrants + Finance (Pt. Two)

11 Jun 2020

Contributed by Lukas

Tune in to hear:How do various cultures differ on their views of wealth and propensity to openly discuss financial matters?What are some of the unique...

Ashvin Chheda - Immigrants + Finance (Pt. One)

28 May 2020

Contributed by Lukas

Tune in to hear:What impact from coronavirus is Ashvin seeing on his clients?Which workforce sectors are getting hardest hit, so far, by Covid-19?Pote...

Justin Castelli - Brand and Community Building Strategies for Long-Term Success

28 May 2020

Contributed by Lukas

Justin Castelli is a financial advisor and the founder of RLS Wealth Management. RLSWM was founded in 2015 with the belief that independent, unbiased ...

Joy Lere - Overcoming Imposter Syndrome: Tips for Thriving in Life and Work

14 May 2020

Contributed by Lukas

Dr. Joy Lere is a psychologist with a practice focused on the merger of money and mindset. She has worked internationally with driven, achievement-or...

Kyle Van Pelt - The Future of Fintech: Key Predictions and Opportunities for Growth

30 Apr 2020

Contributed by Lukas

Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s c...