Best Dr Daniel Crosby Podcasts (2025)

1
The Money Habits That Actually Lead to a JOYful Life with Dr. Daniel Crosby 37:49

18h ago37:49

37:49

Can money truly buy happiness? According to Dr. Daniel Crosby, yes — but it depends on how you use it. In this episode, we explore the science behind joy and how our financial behaviors impact more than just our bank account. Dr. Crosby shares tips to help you reach your financial and personal goals, including a simple hack to avoid overspending an…

1
31. How to Help Clients Create Meaning and Purpose in Their Financial Lives with Dr. Daniel Crosby 38:28

7d ago38:28

38:28

Text us to share what you found helpful! Financial success doesn't automatically create life satisfaction—and as a financial advisor, you're uniquely positioned to help clients bridge this gap. Dr. Daniel Crosby, psychologist and behavioral finance expert, reveals how to move beyond traditional planning to help clients create genuine meaning and pu…

1
Dr. Daniel Crosby - Finding Meaning in the Mundane 9:20

14d ago9:20

9:20

Tune in to hear: What transpired in the apocryphal conversation between JFK and a NASA janitor and what can we learn from this? Why is finding meaning in the mundane such an important part of living a fulfilled life? Why is chasing intrinsic fulfillment often much more fruitful than chasing monetary gain or career advancement? What psychological be…

1
Listener Questions Episode 22: Financial Planning for Children 44:49

20h ago44:49

44:49

This week, Pete and Roger answer your questions about investing and planning for children, including trusts, life insurance and how to keep tax low. Shownotes: https://meaningfulmoney.tv/QA22 01:35 Question 1 Hi, A friend recommended your podcast in mid-Dec and have already listened to the Financial Advice Process and Combining Pensions episodes (w…

1
Build & Spend a 2m Pension Pot 33:41

2d ago33:41

33:41

Today, we’re diving into the real-life(ish) story of Fran – a regular guy who built a €2 million+ pension pot and retired at 55. No big lotto win. No magic investment hacks. Just smart use of Ireland’s pension system, discipline, and a few skipped car upgrades! Fran started young, contributed consistently, and maximised every bit of tax relief and …

1
Stronger at 40: How to Get Healthy and Master Your Anxiety with Julian Brass 33:34

8d ago33:34

33:34

Success means nothing if your body can’t keep up. Whether it's from poor diet or burnout, it’s easy for entrepreneurs to get lost in the grind and pay for it later. Julian Brass, founder of FFIT40 and author of Own Your Anxiety, reclaimed his own physical and mental health after selling his award-winning media company — and now coaches other high-p…

1
Take 5%, not 4% from my ARF - with Bill Bengen (creator of the 4% rule!) 38:20

9d ago38:20

38:20

Welcome to Informed Decisions Podcast, where we bring you expert insights for Irish investors and retirees. Today, we have a rip-roaring guest joining us - Bill Bengen, the financial planner who literally wrote the book on retirement withdrawals. Back in 1994, Bill's groundbreaking research established what became known worldwide as the "4% rule". …

1
The Olympic Mindset: Jocelyne Lamoureux-Davidson on Resilience, JOY, and Equality in Women’s Hockey 32:29

15d ago32:29

32:29

Life’s biggest wins come from quiet consistency. For Olympic gold medalist Jocelyne Lamoureux-Davidson, that meant showing up every day and finding joy in the daily grind. In this episode, she reflects on her journey as an elite athlete, mother of four children, and advocate for equality in women's hockey. We discuss why finding enjoyment in the mo…

1
Listener Questions, Episode 21 36:14

15d ago36:14

36:14

This week, we’re covering redundancy sacrifice into a pension, cash ISA allowance reductions, evening up finances between spouses and much more - it’s another MM Q&A! Shownotes: https://meaningfulmoney.tv/QA21 00:55 Question 1 Dear Pete & Roger, My question regards Redundancy Sacrifice into a personal pension (SIPP). In tax year 2024/25, I had "rel…

1
30. Health as a Wealth Asset for Financial Advisors with Stevyn Guinnip 41:41

21d ago41:41

41:41

Text us to share what you found helpful! What if the secret to growing your advisory business isn't in your investment strategy or marketing plan, but in how well you're taking care of yourself? In this eye-opening episode, health coach Stevyn Guinnip reveals the shocking truth about why 92% of people over 40 are in "health debt" and how this direc…

1
Dr. Daniel Crosby - Gratitude: Giving Thanks for the Meaning You Already Enjoy 10:53

21d ago10:53

10:53

Tune 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…

1
Don’t Listen to This Podcasting Advice – Do This Instead with Kevin Chemidlin 37:10

22d ago37:10

37:10

Struggling to grow your podcast? In this episode, Kevin Chemidlin of Chief Audience Officer shares how he went from almost quitting to successful podcaster after breaking the number one podcasting rule. He explains the common podcasting advice you shouldn't listen to — and what to do instead for real growth. Learn how you can keep people listening …

1
Listener Questions - Episode 20 39:11

22d ago39:11

39:11

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…

1
Venture Capital and Private Market Investing with Rob and Scott 1:02:33

23d ago1:02:33

1:02:33

In 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…

1
How Boarderie Went from Shark Tank to $65 Million in 2 Years 30:48

29d ago30:48

30:48

Shark Tank can help launch a brand, but it's what happens next that matters. In this episode, Boarderie co-founder Rachel Solomon Fascitelli shares how profitable growth and in-house marketing have helped them become one of the fastest-growing food brands in the U.S. We talk about their early startup days, how landing a Shark Tank deal changed thei…

1
Family Protection Trusts and the McClure Solicitors Scandal with Lee Jackson 35:58

29d ago35:58

35:58

Today 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…

1
Understanding Your Defined Benefit Pension Scheme 36:31

1M ago36:31

36:31

If 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 …

1
29. The Power of Story: How Financial Advisors Can Unlock Deeper Client Connections Through Money Narratives with Dr. Joy Lere 34:14

1M ago34:14

34:14

Text us to share what you found helpful! What if the key to transforming your client relationships isn't in your financial planning software, but in your ability to understand and work with the stories your clients tell themselves about money? In this compelling episode, licensed clinical psychologist and co-founder of Shaping Wealth, Dr. Joy Lere,…

1
Stop Tipping the IRS: How to Avoid Overpaying and Keep More of Your Money 35:36

1M ago35:36

35:36

That tax refund you’re celebrating? It might not be the win you think it is. In this episode, CPA Steven Jarvis breaks down common tax misconceptions and steps you can take to avoid overpaying the IRS. He shares tax planning strategies and tips to make smarter decisions all year long, from how withdrawals can impact your tax bill to where the true …

1
The Soul of Wealth with Dr Daniel Crosby 39:53

1M ago39:53

39:53

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…

1
Flashback to episode 296 - Risk of Ruin...Lifestyle & Default Investment Pension Strategies 21:30

1M ago21:30

21:30

For 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 …

1
After the Exit: Adam Rossi’s New Rules for Work, Health and Family 38:38

1M ago38:38

38:38

Tech founder, true entrepreneur, and REBL Dad, Adam Rossi shows what's possible after selling and starting over. In this episode, he shares what really happens after a big exit and how he's doing things differently this time around. We talk about the surprising moves he’s made since, from partnering with his wife in a new business venture to bringi…

1
28. When Plans Fall Apart: Navigating Client Disappointment and Your Own Emotional Response with Yohance Harrison 42:44

2M ago42:44

42:44

Text us to share what you found helpful! In this case consultation episode, Ashley teams up with fellow advisor and podcast host Yohance Harrison to tackle a challenge many financial advisors face: when carefully crafted plans fall apart due to circumstances beyond anyone's control. Yohance brings a real scenario involving clients whose homebuying …

1
Building a Hockey Career Through Social Media and Authenticity with Nick Bowins 37:14

2M ago37:14

37:14

Turning your passion into a meaningful career is more possible than ever, especially when paired with authenticity and smart use of social media. In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Nick Bowins, founder of Working in Hockey, about his journey from a small town in Ontario to building one of the biggest online hockey co…

1
Listener Questions - Episode 19 31:19

2M ago31:19

31:19

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 …

1
How Big Should My Pension Be? 29:39

2M ago29:39

29:39

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…

1
From ER to CFP®: Dr. Carolyn McClanahan on Blending Health and Money 36:07

2M ago36:07

36:07

What if your doctor could also help you plan your financial future? In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Carolyn McClanahan, M.D., CFP®, a physician-turned-financial planner and founder of Life Planning Partners. She shares how her medical background shaped her philosophy around financial planning, why empathy and h…

1
Listener Questions 18 - IHT, Trusts and Care 41:06

2M ago41:06

41:06

We’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…

1
8 Years Later! The Soul of Wealth with Dr. Daniel Crosby 57:05

2M ago57:05

57:05

In 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…

1
27. 3 Essential Skills Every Financial Advisor Needs to Master Client Psychology 37:17

2M ago37:17

37:17

Text us to share what you found helpful! Season 2 is officially here! In this Season 2 kickoff, host Ashley Quamme, licensed therapist and financial behavior specialist reveals the three essential psychological skills that separate good advisors from great ones. Drawing from behavioral finance research, therapeutic communication techniques, and rea…

1
From NFL Champion to Venture Visionary with Marques Colston 35:31

2M ago35:31

35:31

How do you pivot from a record-breaking NFL career to transforming the investment space? Marques Colston shares his compelling story of grit, adaptation, and leading with purpose. In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Marques Colston, a Super Bowl champion and founding partner of Champion Venture Partners. Marques re…

1
Listener Questions Episode 17 - In Our 30’s 42:54

2M ago42:54

42:54

A 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 …

1
What's the best ARF Fund for my pension? 28:49

2M ago28:49

28:49

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. …

1
From Debt to Wealth: How Bernadette Joy Took Control of Her Financial Future (Ep. 241) 42:21

2M ago42:21

42:21

Can you pay off $300,000 in debt and become a millionaire in your thirties? Bernadette Joy did, and she’s here to tell you how. In this episode of Mitlin Money Mindset®, Larry Sprung sits down with Bernadette Joy, CEO of Crush Your Money Goals®, to discuss her journey from corporate employee to self-made millionaire and bestselling author. She shar…

1
Listener Questions Episode 16 39:05

2M ago39:05

39:05

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 …

1
Saving & Gifting to Kids in Ireland? Doing it Wrong Costs Thousands in Tax 23:08

2M ago23:08

23:08

In 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…

1
26. The Hidden Role of Shame in Financial Planning: Practical Tools for Advisors to Create Client Breakthroughs with Nathan Astle 42:29

3M ago42:29

42:29

Text us to share what you found helpful! Is an invisible emotional barrier preventing your clients from following through on their financial plans? In this episode, Certified Financial Therapist™ and founder of the Financial Therapy Clinical Institute, Nathan Astle, reveals how unaddressed financial shame often lurks beneath surface-level resistanc…

1
Building Businesses of Purpose with Dr. Darnyelle Jervey Harmon 42:39

3M ago42:39

42:39

Discover how to create a business that is not only profitable but deeply fulfilling by embracing purpose, strategy, and the courage to transform. In this episode of Mitlin Money Mindset®, Larry Sprung interviews Dr. Darnyelle Jervey Harmon, CEO of Incredible One Enterprises. Dr. Darnyelle shares her journey from corporate leadership to helping entr…

1
Listener Questions Episode 15 33:42

3M ago33:42

33:42

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…

1
The Power of Wonder: Harris III on Storytelling and Creativity 42:29

3M ago42:29

42:29

Storytelling isn’t just about entertainment. It’s the core of human connection and transformation. In this episode of Mitlin Money Mindset®, Larry Sprung explores the inspiring journey of Harris III, Founder & Managing Partner at Istoria, who delves into how embracing wonder and crafting narratives can reshape lives and businesses. Harris shares hi…

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Dr Daniel Crosby Podcasts

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