Best Dr Daniel Crosby Podcasts (2025)

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

4d 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
The Soul of Wealth with Dr Daniel Crosby 39:53

19d 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
108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street 1:13:15

5d ago1:13:15

1:13:15

What 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…

1
Listener Questions - Episode 20 39:11

5d 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

7d 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
Dr. Daniel Crosby - Follow Your Gift 14:24

11d ago14:24

14:24

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…

1
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 54:06

12d ago54:06

54:06

What 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…

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

12d 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

14d 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
Dr. Daniel Crosby - Your Curiosity Points to Your Purpose 15:16

18d ago15:16

15:16

Tune 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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106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series 5:01

19d ago5:01

5:01

Headed 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…

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

21d 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
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 54:35

26d ago54:35

54:35

Picture 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…

1
Dr. Daniel Crosby - Your Story Needs a Villain 9:49

1M ago9:49

9:49

Tune 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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104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building 1:01:21

1M ago1:01:21

1:01:21

What 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 …

1
Listener Questions - Episode 19 31:19

1M 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

1M 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
103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning 55:29

1M ago55:29

55:29

Forget 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 …

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

1M 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

1M 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
102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane 1:08:19

2M ago1:08:19

1:08:19

When 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…

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
101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor 1:08:15

2M ago1:08:15

1:08:15

Stacy 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…

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
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 1:00:45

2M ago1:00:45

1:00:45

Being 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…

1
Listener Questions Episode 15 33:42

2M 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
99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series 10:17

2M ago10:17

10:17

Let’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…

1
'Your Best PRSA & Master Trust Options' - with Glenn Gaughran 45:56

2M ago45:56

45:56

In 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…

1
How ER Docs Can Prevent Burnout and Lifestyle Creep (Advice from Dr. Fred Kency) 48:25

2M ago48:25

48:25

Burnout 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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98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded 55:45

3M ago55:45

55:45

Stacy’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: …

1
Listener Questions, Episode 14 46:30

3M ago46:30

46:30

Welcome to another MM Q&A, taking in budgeting rules of thumb, pension tax relief and offshore worker pension contributions, and lots more besides! Shownotes: https://meaningfulmoney.tv/QA14 01:57 Question 1 Hi Pete, I’ve been a long-time follower of your podcast and hope to be retiring or entering my ‘renaissance’ in the next five years or so. I’d…

1
Exit from Work: Redefining Retirement with Dr. Gregg Lunceford 54:09

3M ago54:09

54:09

Informed Decisions Podcast | Episode 331 In this insightful episode, Paddy engages with Dr. Gregg Lunceford - retirement researcher, Certified Financial Planner®, and author of Exit from Work: What Will the New You Look Like? -to explore the evolving concept of retirement. Gregg discusses the emotional and psychological aspects of transitioning fro…

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97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution 1:01:39

3M ago1:01:39

1:01:39

Most fund managers are happiest behind their screens, crunching data and studying markets. That’s their zone of genius, so it makes sense. But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren’t just important, they’re non-negotiables. Today’s guest, Sean Peche, …

1
Listener Questions - Episode 13 35:04

3M ago35:04

35:04

This week's MMQ&A covered questions on whether you need an emergency fund in retirement, starting late and the mechanics of the residence nil rate band, among other things! Shownotes: https://meaningfulmoney.tv/QA13 Questions Asked 01:03 Question 1 Hello Pete n Rog Thank you for the brilliant podcast which has turned my money management around in f…

1
Gillen Markets GM Fund Analysis & Review 29:22

3M ago29:22

29:22

In this week's podcast, 330, I take a look at Gillen Markets. Gillen Markets have built a solid reputation as investment managers and advisors over the past decade and a half, led by founder Rory Gillen. They reportedly manage and advise on over €600m for c.500 families. They made the headlines last week, having announced that they were selling the…

1
96: Alex Boyd, Founder of Aware – Helping Investment Firms (and Introverts) Succeed on LinkedIn 44:45

3M ago44:45

44:45

Most college students aren’t spending their free time building trading algorithms. But Alex Boyd isn’t most people. From an early start on an investment desk to founding Aware—a tool that helps professionals build real influence on LinkedIn in a fraction of the time—Alex’s journey is anything but typical. He’s also an introvert who understands what…

1
The Meaningful Money Retirement Guide - Launch episode! 44:40

3M ago44:40

44:40

Join Roger as he interviews Pete to celebrate the launch of The Meaningful Money Retirement Guide, asking the questions you want answered! Order The Meaningful Money Retirement Guide: https://meaningfulmoney.tv/meaningful-money-retirement-guide/ Shownotes: https://meaningfulmoney.tv/session574 02:10 Congrats on the new book, Pete - how was it writi…

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Dr Daniel Crosby Podcasts

Podcasts Worth a Listen

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