I migliori Dr Daniel Crosby podcast (2024)

1
Emily Blue - Humanizing the M&A Process 44:47

3d ago44:47

44:47

Tune in to hear: What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real world? What should people know about the process that they may not currently understand? What are the big things that are missing from the “highlight reel” version of selling a business and how can peop…

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The Laws of Wealth with Dr. Daniel Crosby - Greatest Hits 47:58

23d ago47:58

47:58

Join me as I revisit one of my most popular episodes ever on the Canadian Money Roadmap Podcast. In this special summer highlight, I delve into 'The Laws of Wealth' with Dr. Daniel Crosby. Dr. Crosby, a psychologist and behavioural finance expert, provides valuable insights into the psychology of money and how it shapes our financial decisions and …

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The Most Overlooked Step in Retirement Planning 28:50

4d ago28:50

28:50

In today's episode of the Canadian Money Roadmap Podcast, we embark on the first step in building your retirement roadmap. I'll share insights into getting your finances ready for this major life event, emphasizing the importance of organization. I'll also recount some personal experiences from our summer camping trips to highlight the significance…

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Your kids can graduate university debt-free | Feat. Jason Yee, CEO of GrantMe 45:56

11d ago45:56

45:56

Watch this episode on YouTube In this episode of the Canadian Money Roadmap podcast, host Evan Neufeld chats with Jason Yee, the dynamic co-founder and CEO of GrantMe. Jason shares invaluable insights on how Canadian families can navigate their way to a debt-free university education for their children. From understanding the difference between gra…

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Dr. Charles Eckhart - Family Wealth Dynamics 38:47

24d ago38:47

38:47

Tune in to hear: What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting? What are some of the significant differences in family dynamics among upper middle class families and ultra high net worth families? What does Dr. Eckart mean, exactly, when he refers to family mythology and how migh…

1
Clare Flynn Levy - Good Behavior, Good Returns? 34:07

1M ago34:07

34:07

Tune in to hear: What does Clare and her team at Essentia Analytics focus on specifically? How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website? One of the trick things about behavioral investing is you can get a go…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck 42:05

1M ago42:05

42:05

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Tim Holland - The Election and Your Money 35:48

1M ago35:48

35:48

Tune in to hear: How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year? What would Tim tell …

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski 36:37

2M ago36:37

36:37

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

2M ago35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…

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Phil Bray - Effective Marketing in a Noisy World 47:47

2M ago47:47

47:47

Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr 46:11

2M ago46:11

46:11

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Andy Baxley - The Power of Financial Purpose 43:21

2M ago43:21

43:21

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 cap…

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Nuala Wash - Ten Steps to Better Decision Making 59:15

3M ago59:15

59:15

Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson 48:35

3M ago48:35

48:35

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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Shawn Sparks - The Advisor Transformation 51:14

3M ago51:14

51:14

Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…

1
My career path as an independent CFP® Professional 29:12

3M ago29:12

29:12

In this episode of the Canadian Money Roadmap Podcast, host Evan Neufeld shares his personal journey to becoming a certified financial planner at an independent investment firm in Canada. Evan discusses his educational background, early entrepreneurial ventures, and the pivotal moments that led him to his current role. He elaborates on his experien…

1
Robert Sofia - A Comprehensive Guide to Financial Advisor Marketing 45:13

3M ago45:13

45:13

Tune in to hear: How should advisors go about optimizing SEO for their practice and why is it so critical? Why do advisors who offer texting as a communication option get 400% more opt-ins? Why is email so powerful and how can advisors build out a list that will serve them well? Emails with video content really outperform, but many people are hesit…

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Retirement Reality Check: Know Your Income Needs 13:11

3M ago13:11

13:11

In today's episode, we're tackling one of the biggest challenges pre-retirees face: accurately calculating their retirement income needs. Many people underestimate their expenses, leading to potential shortfalls in their retirement planning. Join host Evan Neufeld as he breaks down the essential expenses you'll need to consider, including those tha…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova 36:51

3M ago36:51

36:51

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Ask Evan: Your Financial Questions on Taxes, Investing, and Retirement 25:24

3M ago25:24

25:24

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld addresses a wide range of listener questions. Topics covered include understanding capital gains on property sales, taxation of CPP payments, investment strategies for different time horizons, setting up custodial accounts for children, and managing pensions from previous employers…

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Can you retire at 55 with $500,000 in Canada? 14:20

3M ago14:20

14:20

Can You Retire at 55 in Canada with $500,000? Watch this episode on YouTube In this special Tuesday edition of the Canadian Money Roadmap Podcast, host Evan Neufeld shares the audio from his recent YouTube video discussing the feasibility of retiring with $500,000 in savings for a 55-year-old couple. He explores various factors such as spending nee…

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Investment Fund Performance: Costs, Turnover, and Long-Term Success 18:16

4M ago18:16

18:16

In this episode I explore why a significant number of investment funds fail to outperform their benchmarks (let alone survive for the long term). This episode breaks down the critical factors of high fees and high turnover, offering insights on how these elements negatively impact fund performance. Invest With Evan Become more confident with your m…

1
Jason Pereira - The Future of AI in Wealth Management 37:18

4M ago37:18

37:18

Tune in to hear: What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field? What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?" Why is the developing world, on average, more optimistic about AI than the developed world? Will our pess…

1
I want to answer your questions! Here's the first one... 11:49

4M ago11:49

11:49

In this episode, I introduce my new Fan Mail feature where you can text me your questions. Depending on the questions I receive, I might be able to feature it in a future episode! Click on the link above the description to send me a text question. To clarify a few questions about this service: I cannot reply to the text, I don't receive your full p…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny 1:00:10

4M ago1:00:10

1:00:10

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Dr. Naomi Win - Uncertainty 51:15

4M ago51:15

51:15

Tune in to hear: Why is it that we hate uncertainty even more than bad news? How does our dread of uncertainty impact our decision making process? If a client comes in agitated vs. paralyzed, does the means by which we resolve this uncertainty look different from reaction to reaction or do they share a common solution? Is normalization part of regu…

1
Understanding Trusts for Effective Financial and Estate Planning 54:07

4M ago54:07

54:07

Gain a clear understanding of trusts and how they can be leveraged for estate planning with tax expert Amanda Doucette, my insightful guest and fellow podcaster from The Tax Chick. We take the mystery out of trusts, explaining the three certainties - intention, subject matter, and beneficiaries - that are essential to their formation. Whether you'r…

1
The Last Episode 43:04

4M ago43:04

43:04

In the final episode of Purposeful Lab, Catherine and Dan look back on some of the most memorable moments from the past five seasons. They discuss everything from biology and astrochemistry to neuroscience, consciousness, and philosophy, reviewing some of the fascinating topics they've explored together with their guests. Have your call in question…

1
Dr. Randall Stutman - A Behavioral Approach to Leadership 40:12

4M ago40:12

40:12

Tune in to hear: Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these two approaches? What are some of the common qualities shared by many of the world’s best leaders? Also, were any of these particularly surprising or unexpected? What role does admiration play in effecti…

1
TFSAs 101: My guest appearance on The Tax Chick Podcast with Amanda Doucette 33:26

4M ago33:26

33:26

On this week's episode, I was delighted to be a guest on Amanda Doucette's The Tax Chick Podcast to talk about all things Tax-Free Savings Accounts (TFSAs). As we delve into the nuanced world of TFSAs, you'll gain a clearer understanding of how these accounts can be much more than a place to stash your cash. Get the scoop on navigating over-contrib…

1
Psychological Insights for Healing and Growth - with Dr. Matthew Breuninger 1:13:23

5M ago1:13:23

1:13:23

Catherine and Dan delve into a discussion with Dr. Matthew Breuninger, a licensed clinical psychologist and associate professor at Franciscan University of Steubenville. They explore how psychology intersects with faith to foster human flourishing, focusing on topics such as trauma, healing, and virtue formation. Dr. Breuninger shares insights from…

1
Inefficiency is your friend...sometimes. 16:49

5M ago16:49

16:49

Could the financial strategies that appear flawless on paper be leading us astray in the real world? We're peeling back the layers of investment principles to reveal why some inefficiencies might just be your portfolio's best friends. Taking a page from Morgan Housel's "Same as Ever: A Guide to What Never Changes," we delve into the unexpected virt…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman 45:25

5M ago45:25

45:25

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall 47:18

5M ago47:18

47:18

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Edith Stein on Art, Philosophy, and Sainthood - Genevieve Buono 49:24

5M ago49:24

49:24

Genevieve Buono, currently writing her dissertation on Edith Stein's aesthetics, joins Dan and Catherine this week to discuss Stein's views on art, philosophy and her path to sainthood. Stein, a pioneering female philosopher, tragically perished in Auschwitz alongside her Jewish loved ones. Listen to this week's episode to discover the relevance of…

1
Jane Adshead Grant - Becoming a Better Listener 45:34

5M ago45:34

45:34

Tune in to hear: What life experiences put Jane on a path to become a listening coach? What is generative listening and how does it differ from other forms of listening? In what ways did becoming familiar with generative listening transform Jane’s life? What does Jane mean when she says “listening to ignite thinking in others?” What role does empat…

1
Understanding Segregated Funds with Mark McGrath 1:03:50

5M ago1:03:50

1:03:50

This week I'm joined by Mark McGrath as we dig into segregated funds. These investment vehicles blend mutual funds with insurance and offer unique guarantees but….. the benefits to investors are less clear. We delve into fees, performance, guarantees and other pros and cons. We also examine the human side, critiquing sales practices and exploring s…

1
Can Art Help Us Answer Life's Big Questions? -with Dr. Daniel McInerny 51:24

5M ago51:24

51:24

Renowned author and philosophy professor, Dr. Daniel McInerny, joins hosts Dan and Catherine to delve into the profound question: Can art help us find meaning in life? Together, they explore the philosophy of art, delving into the unique ways in which art illuminates the human experience. Drawing from his acclaimed book 'The Good Death of Kate Mont…

1
Lindsey Lewis - Women and Money 55:38

5M ago55:38

55:38

Tune in to hear: What makes women so uniquely good as behavioral investors? Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception? Some book recommendations on women in investing and its history. Examples of how insidious the bias agains…

1
Time to sell? What you should expect after a good run for stocks 15:34

5M ago15:34

15:34

The stock market has looked great recently! Is it time to take some money off the table? In this episode, I walk you through the considerations you need to make to decide whether it is time to sell or stay the course. Invest With Evan Become more confident with your money - Financial Foundations Course…

1
Dr. Thomas Mathar - Financial Wellness vs. Financial Independence 52:10

5M ago52:10

52:10

Tune in to hear: How might financial planning conversations need to change in light of the new longevity many will experience? How will the “100 year life” affect the 3 life stages (education, work and retirement) that used to be more clearly delineated? How might we be able to give more salience and power to our mental image of a future self? What…

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Why Do We Need Art? - with Dr. Katie Kresser 57:32

5M ago57:32

57:32

Dr. Katie Kresser, a Professor of Art History at Seattle Pacific University joins Dan and Catherine to discuss the fundamental questions: why do humans create art, and what does that reveal about our unique nature? Is art essential to human flourishing? This episode is for both seasoned art enthusiasts and those seeking practical means to incorpora…

1
3-7% Returns, TFSA Multi-Millionaires and What To Do Beyond $100,000 25:35

5M ago25:35

25:35

This week, I'm tackling a few topics that were popular on Reddit over the last month. 1. What should you use for return assumptions in your planning? 2. Becoming a TFSA multi-millionaire 3. What should be your priority after building your first $100,000 **For a more in-depth look at expected returns, check out the recent Rational Reminder Podcast e…

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10 Rules For Saving Our Society - with Fr. Robert Spitzer, S.J. 1:11:03

5M ago1:11:03

1:11:03

A must listen for anyone interested in transforming the current cultural landscape. Dan and Catherine interview Magis Center's founder and president, Fr. Robert Spitzer, S.J. on his book "Ten Universal Principles: A Brief Philosophy of Life Issues" The implementation of these ten principles is the key to saving our culture and fostering its flouris…

1
What happens to your RRSP after retirement? 17:55

5M ago17:55

17:55

In this week's episode we walk through the two phases of your RRSP: accumulation (RRSP) and spending (RRIF). Invest With Evan Become more confident with your money - Financial Foundations CourseDi Evan Neufeld, CFP®

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How to Unleash Your Mind’s Full Potential - with Dr. Jeanne Zehr 49:48

6M ago49:48

49:48

Dr. Jeanne Zehr of the MINDCAP Center for Cognitive Advantage joins Dan and Catherine to discuss how to unleash your mind's full potential. For anyone suffering from COVID brain fog to dyslexia to just wanting to improve your cognitive functions this episode is for you. Dr. Zehr brings a wealth of knowledge to show just how amazing our brains reall…

1
Philip Courtenay - Humans and Money 47:26

6M ago47:26

47:26

Tune in to hear: What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients taking advice? What can the industry do to reduce economic barriers to entry for getting advice? What about reducing emotional barriers to entry for getting advice? What mistakes do advisors make when …

1
Income Splitting Strategies in Retirement 15:10

6M ago15:10

15:10

If you could split your income with your spouse, there is a pretty good chance you could drastically reduce your tax bill. In this episode, I show you how that will be possible for you in your retirement years. Invest With Evan Become more confident with your money - Financial Foundations CourseDi Evan Neufeld, CFP®

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Dr. Derek Griner - Compassion: Empathy in Action 52:41

6M ago52:41

52:41

Tune in to hear: What lead Dr. Griner to focus his work and research around compassion specifically? When clinicians like Dr. Griner talk about compassion, what are they talking about exactly and how might this differ from the popular conception of compassion? How do we balance our desire to want to end someone’s suffering without falling into the …

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