Best Dr Daniel Crosby Podcasts (2025)

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Dr. Daniel Crosby - Embracing Anxiety 9:46

1d ago9:46

9:46

Tune in to hear: Why should we take heed of our internal anxiety that expresses that something is not quite right in our lives? Why do Existential Philosophers think of anxiety as a potential catalyst for personal growth rather than a hindrance? How can passion help us give our anxiety form and function? How did the philosopher Heidegger think abou…

1
True Wealth Is More Than Money | Dr. Daniel Crosby 32:58

13d ago32:58

32:58

Andy Hill sits down with Dr. Daniel Crosby—renowned psychologist, behavioral finance expert, and author of Soul of Wealth—to explore the true meaning of wealth beyond money. Dr. Crosby breaks down why financial success alone won’t bring happiness and how our beliefs, relationships, and personal growth play a crucial role in our well-being. He share…

1
The Entrepreneur’s Guide to Keeping Your Sh*t Together: With Dr. Sherry Walling 58:58

3d ago58:58

58:58

This episode is brought to you by ⁠⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for S…

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136: A Process For Rewiring Financial Behavior and Identity with Danielle Howard 1:43:19

3d ago1:43:19

1:43:19

Most advisors know they need to integrate the human element into their practice. But, it’s hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financi…

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Preparing for a Recession: Our Family’s 5 Step Financial Plan 53:10

6d ago53:10

53:10

A recession may be headed our way. How can we prepare? I'm walking through our family's 5 step financial plan to prepare for a recession. Second, we’re back with our Mortgage Free Family segment! This month we’re featuring Sandra Park from Texas. She’s going to share how she paid off her mortgage in his 40s and how it allowed her more cash flow and…

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When Does Sequence of Return Risk Go Away? 16:24

6d ago16:24

16:24

One of the biggest and often overlooked risks facing retirees is sequence-of-returns risk. The risk of experiencing investment losses early in retirement can have an impact on the sustainability of savings over the long term. Morningstar researchers dug into this in their latest State of Retirement Income study. Their findings confirm what many ret…

1
What We’ve Learned From 150 Years of Stock Market Crashes 18:44

13d ago18:44

18:44

It’s no secret that market volatility can feel especially nerve-wracking when you’re no longer earning a paycheck. But what if I told you that, historically, every single crash has ended the same way—with a recovery? That's what happened after the Covid-19 market crash, the 2021 downturn, and even the Great Depression. We're going to discuss an art…

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Actionable AI Strategies for Advisors with Duncan MacPherson 41:13

16d ago41:13

41:13

What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionab…

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The Art (and Science) of Building a High-Performance Sales Organization 1:30:58

17d ago1:30:58

1:30:58

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠B⁠oulay, the industry standard for Quality of Ear…

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Dr. Daniel Crosby - The Case for Calm: Being Still in a Turning World 7:02

18d ago7:02

7:02

Tune in to hear: What is Rudyard Kipling’s poem “If –” about and what can it teach us about remaining poised in the face of chaos? What are some qualities of the investors who fare best in turbulent markets? What roles does EQ (Emotional Intelligence) play in investment decision making? What are some practical steps for remaining calm in a churning…

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Retirement Is Now Easier - Bye 4% Rule, Hello 5% Rule | Bill Bengen 31:36

20d ago31:36

31:36

Can you really retire comfortably with a 5% withdrawal rate? Financial researcher and author Bill Bengen—the creator of the legendary 4% rule—joins us to share why his latest research shows that 5% is the new 4%. In this interview, Bill explains how his thinking has evolved, what today’s retirees should know, and how you can plan smarter for a fulf…

1
How To Protect Your 401(k) from a Stock Market Crash 23:35

20d ago23:35

23:35

Is your 401(k) prepared for a market crash? With market volatility on the rise, many investors are wondering how to protect their portfolios. In this episode, I share an article from Go Banking Rates on how to safeguard your retirement savings during turbulent times. I’ll highlight key takeaways from the article, share my own insights on where I ag…

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How Financial Advisors Can Increase Referrals with Matt Halloran 35:38

25d ago35:38

35:38

In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various prac…

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Reclaim Your Life From Work | Simone Stolzoff (BEST OF MKM) 26:24

27d ago26:24

26:24

In this episode, we sit down with Simone Stolzoff, author of The Good Enough Job, to explore how modern work culture has taken over our identities—and how we can break free. This Best of MKM episode revisits one of our most powerful conversations about redefining success, setting boundaries, and reclaiming our time. If you're looking to escape the …

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Sneaky Retirement Taxes (The Tax Traps You Never Saw Coming), Ep #394 19:51

27d ago19:51

19:51

Most people assume their tax burden lightens in retirement, but what if I told you that some taxes are actually designed to creep up on you year after year—without Congress passing a single new law? In this episode, we expose the sneaky taxes that can quietly erode your retirement income, from Social Security taxation to Medicare IRMAA surcharges. …

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A Super Primer on Evaluating and Acquiring a Software Company 1:17:29

1M ago1:17:29

1:17:29

This episode is brought to you by ⁠⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Sear…

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135: Breaking Money Silence with Kathleen Burns Kingsbury 1:21:52

1M ago1:21:52

1:21:52

Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo. Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of “Breaking M…

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Thriving Financially After Divorce: Kathryn Hanna and Chris Luger (BEST OF MKM) 44:05

1M ago44:05

44:05

In this Best of MKM episode, Andy Hill shares inspiring conversations with Kathryn Hanna and Chris Luger, two individuals who found financial freedom after divorce. Kathryn achieved Coast FIRE in her late 30s, while Chris became a mortgage-free millionaire. They discuss navigating finances post-divorce, aligning money with personal values, and buil…

1
Revisiting Dual Momentum Investing with Gary Antonacci 23:03

1M ago23:03

23:03

With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in t…

1
Five Key Retirement Challenges (and Solutions), Ep #393 18:46

1M ago18:46

18:46

Most people focus on saving for retirement, but what happens when you actually get there? Retirement isn’t just about having enough money—it’s about managing risks that can threaten your financial security and lifestyle. In this episode, we explore Five Key Retirement Challenges (and Solutions), inspired by a Kiplinger’s Personal Finance article by…

1
Spending Time Wisely in Early Retirement | Maggie Tucker 1:02:05

1M ago1:02:05

1:02:05

What happens when you achieve financial independence and early retirement? Maggie Tucker joins us to share her journey of retiring at 41, leaving corporate America, and embracing a life of flexibility, purpose, and family. As the founder and host of Inside Out Money, Maggie talks about overcoming the challenges of early retirement, finding fulfillm…

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Top 3 Retirement Mistakes - An Interview with Mr Retirement, Ep #392 21:50

1M ago21:50

21:50

Click here to work with us! Most people plan for retirement by focusing on their savings and investment returns—but what if some of the most important decisions happen after you stop working? In this episode, I sit down with Jeremy Keil, also known as Mr. Retirement, to discuss the three biggest mistakes retirees make—mistakes that can cost them fi…

1
How To Discuss The Markets With Worried Clients 6:19

1M ago6:19

6:19

How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to conf…

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Randy Street: Pioneer of the Topgrading Hiring Method & Co-Author of “Who: The A-Method for Hiring” 1:11:23

2M ago1:11:23

1:11:23

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by ⁠⁠⁠Boulay, the industry standard for Quality of Earnin…

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134: Turn Clients Into Raving Fans By Creating Memorable Experiences with Dennis Moseley-Williams 1:48:45

1M ago1:48:45

1:48:45

Financial advice is no longer just about offering services—it’s about creating real, meaningful experiences for clients. Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren’t even interested in hearing about an alternative. And, …

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A Poor Mindset Blocks Your Millionaire Path | Dr. Brad Klontz 40:00

2M ago40:00

40:00

Andy Hill sits down with Dr. Brad Klontz—bestselling author, professor, and leading expert on the psychology of wealth—to explore the power of mindset in financial success. They dive into the differences between a poor mindset and a rich mindset, common money mistakes, and the habits that set wealthy individuals apart. Dr. Klontz shares his persona…

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The 2% Trap: Why Retirees Spend Far Less Than They Could, Ep #391 15:42

2M ago15:42

15:42

Click here to work with us! Many retirees enter their golden years with the goal of financial security, but what if the biggest risk isn’t running out of money—it’s not spending enough of it? A surprising new study reveals that retirees are withdrawing just 2% a year from their savings—barely half of what’s traditionally considered safe. This cauti…

1
Questions to Ask a Financial Advisor (Before Working With Them) 53:40

2M ago53:40

53:40

Considering working with a financial advisor? Here are 5 questions to ask a financial advisor before working with them. Getting answers to these questions will help you become informed and empowered on your investing journey. Second, we’re back with our Net Worth Win segment. This month, we’re featuring Jackie Cummings Koski from the Catching Up To…

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From Saver to Spender: How to Confidently Use Your Nest Egg, Ep 390 16:32

2M ago16:32

16:32

Click here to work with us! For decades, you've been focused on saving—watching your retirement accounts grow, sticking to a budget, and making smart financial decisions to ensure a secure future. But now that the time has come to actually enjoy your hard-earned money, spending it feels... unsettling. You’re not alone. Many retirees struggle with t…

1
Is the Search Fund Acquisition Rate Falling? With Jim Edmunds, Badge Stone & Kent Weaver 1:22:42

2M ago1:22:42

1:22:42

This episode is brought to you by ⁠⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠⁠ * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search …

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133: Creating A Visual Discovery Meeting Experience with David Armstrong 1:42:08

2M ago1:42:08

1:42:08

If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. M…

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Your Workplace Benefits Can Make You a Millionaire | Joe Saul-Sehy 48:47

2M ago48:47

48:47

Workplace benefits often get overlooked by employees. But they could be your ticket to a wealthy future. How can my workplace benefits make me a millionaire? Joe Saul-Sehy, Co-Host of Stacking Benjamins, joins the show again to help us answer this big question. Also, Jace Mattinson from Texas (and the Millionaires Unveiled Podcast) shares how he an…

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7 Inefficiencies on Rich Retirees' Tax Returns, Ep #389 22:27

2M ago22:27

22:27

Click here to work with us! A lot of retirees assume their tax situation gets simpler once they stop working, but that’s not always the case. There are plenty of ways high-net-worth retirees end up paying more than they need to—sometimes without even realizing it. Maybe it’s interest and dividend income getting taxed at higher rates, or IRA withdra…

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10 SMART Financial Goals To Build Family Wealth 50:40

2M ago50:40

50:40

It’s time to set some SMART financial goals! I'm walking through 10 SMART financial goals that will help you build family wealth this year. Second, we’re back with our Mortgage Free Family segment! This month we’re featuring JJ Buckner from Missouri. He’s going to share how he paid off his mortgage in his 30s and how it allowed him more family time…

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The 5 Pillars of a Fulfilling Retirement (That Nobody Talks About) with Dr. Daniel Crosby, Ep #388 27:27

2M ago27:27

27:27

Click here to work with us! Most people plan for retirement by focusing on their finances—building up a nest egg, securing passive income, and minimizing taxes. But what if that’s only part of the equation? Many retirees find themselves financially secure yet feeling unexpectedly lost, disengaged, or even unhappy. The truth is, money alone doesn’t …

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132: The Search For Purpose and Meaning In Retirement with Tom Pendergast 1:36:05

2M ago1:36:05

1:36:05

We all have an idea of what retirement will be like. But what happens when reality doesn’t match your expectations? For many, the transition from a structured career to unstructured free time isn’t as easy as it seems. That’s exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: bor…

1
How to Avoid Common Stumbling Blocks in an M&A Process: With Raam Jani 1:28:44

2M ago1:28:44

1:28:44

This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by⁠⁠Boulay, the industry standard for Quality of Earnings, t…

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Are Retirement Income Worries Overblown? Ep 387 22:09

3M ago22:09

22:09

Click here to work with us! Many people fear running out of money in retirement, assuming they'll struggle financially once they stop working. But a recent Gallup poll shows 80% of retirees have enough to live comfortably, despite concerns about Social Security, longevity risk, and pension declines. Why the difference between expectation and realit…

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How to Find Purpose in Life | Jordan Grumet 35:07

3M ago35:07

35:07

Looking to find more purpose in life? Author Jordan Grumet is here to help us answer this important question. He discusses Big P Purpose and Little P Purpose and why it's important to know the difference. RESOURCES: Sponsors + Partners + Deals The Purpose Code (book): https://amzn.to/416q5TV (affiliate) GUEST BIO - Jordan Grumet: Jordan Grumet, MD,…

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For Canadian Eyes Only (bonus episode!) 25:09

3M ago25:09

25:09

Listen in to this BONUS episode as Canadian CFP and host of the Your Retirement Planning Simplified Podcast, Joe Curry, interviews me (Benjamin) about: The non-financial aspects of retirement planning Shifting from a scarcity to an abundance mindset Retiring to something rather than from something and embracing creativity to design a fulfilling pos…

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Lump Sum Investing vs Dollar Cost Averaging: Which Is Better? 51:46

3M ago51:46

51:46

Craig from Wisconsin came into a lump sum of money recently and wants to know if he should lump sum invest it or use dollar cost averaging. We'll define lump sum investing vs. dollar cost averaging and decide which is better. Second, we’re back with our Net Worth Win segment. This month, we’re featuring Nicole Stanley from Massachusetts. Nicole and…

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Joe Saul-Sehy Shares How to Get the Most from Your Employee Benefits, Ep 386 30:14

3M ago30:14

30:14

Click here to work with us! Employee benefits are one of the most overlooked aspects of financial planning. We often check a few boxes during open enrollment and move on—but are we truly maximizing what’s available to us? This week, we sit down with Joe Saul-Sehy, host of Stacking Benjamins, to uncover the hidden value in workplace benefits. From d…

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Is That Gift For You Or Me? (Bread & Wine) 33:58

3M ago33:58

33:58

Buying gifts is a important part of everyday life. But have you ever really examined HOW you're giving gifts? In this Bread & Wine episode, Andy and Nicole discuss if they gifts they are giving are really intended for the person receiving them. MKM RESOURCES **Sponsors + Partners + Deals: https://www.marriagekidsandmoney.com/sponsors Leave a Review…

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How to Get Your Exit Proceeds (Mostly) Tax Free 1:11:11

3M ago1:11:11

1:11:11

This episode is brought to you by ⁠Boulay, the industry standard for Quality of Earnings, tax, and audit services, serving search fund entrepreneurs for 20+ years⁠ * This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Fun…

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131: The Soul of Wealth: Connecting Money and Meaning with Dr. Daniel Crosby 1:19:49

3M ago1:19:49

1:19:49

We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I’ll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it’s a powerful tool for enhancing your happiness, meaning and fulfillmen…

1
Trump Tariff Policies - How Do Families Prepare? 45:20

3M ago45:20

45:20

President Trump has signaled that imposing new tariffs will be a cornerstone of his presidency. How will tariffs impact your family finances? Meghan Rabuse, the Family Finance Mom, joins the show again to help us answer this big question. Also, Larry Sprung from New York shares how he and his wife paid off their $1 million home and what they plan t…

1
Peter Lazaroff’s Options for Reducing Taxes on Deferred Gains Pre-Retirement, Ep #385 22:39

3M ago22:39

22:39

Click here to work with us! What if you could turn those green numbers in your investment account into retirement income while paying as little in taxes as possible? That’s exactly what we’re covering today with Peter Lazaroff, Chief Investment Officer at PlanCorp. We’re tackling the challenge many of us face: managing deferred gains in our portfol…

1
I Hit My Coast FIRE Number. Now What? 40:22

3M ago40:22

40:22

You've hit Coast FIRE! Congratulations but ... Now what? I'll share 7 lifestyle improvement ideas for you to consider. Second, we’re going to have a conversation with Nina Robinson from Michigan. She’s going to share how she achieved Coast FIRE with $600k invested in her and if this achievement changes her plans for the future. Last, we're sharing …

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Fired After Announcing Retirement? Ep # 384 22:40

3M ago22:40

22:40

Click here to work with us! Can you be fired after announcing your retirement? It's a question that raises eyebrows and stirs concern for anyone nearing the end of their career. A recent article highlights the legal and financial implications of being terminated after sharing retirement plans, and it’s a scenario more common than you might think. E…

1
Dr. Daniel Crosby: How our Psychology Impacts our Spending, Investing and Risk Taking Decisions 57:31

3M ago57:31

57:31

This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Oberle Risk Strategies⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Insurance Broker and Insurance Due Diligence Provider for Search Funds and Other Small-to-Medium-Sized Businesses⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ * This episode is brought to you by ⁠Boulay, the industry standard for Quality of Earnings, ta…

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Dr Daniel Crosby Podcasts

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