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The Money and Meaning Show
moneyandmeaning
98 episodes
1 day ago
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
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Investing
Business
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All content for The Money and Meaning Show is the property of moneyandmeaning and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.
Show more...
Investing
Business
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Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”
The Money and Meaning Show
41 minutes
11 months ago
Aligning Wealth with Purpose: Dr. Daniel Crosby on “The Soul of Wealth”
In this episode of Money & Meaning, host Jeff Bernier welcomes back Dr. Daniel Crosby, a New York Times bestselling author and Chief Behavioral Officer at Orion. Together, they discuss concepts from Crosby’s new book, The Soul of Wealth, exploring how financial well-being intersects with psychology and personal growth. From defining “soulful wealth” to the psychology behind money and happiness, the conversation offers practical insights on aligning financial decisions with what truly matters for a fulfilling life. Topics covered:  Overview of Dr. Crosby’s career and role as Chief Behavioral Officer at Orion  Exploring The Soul of Wealth and its unique, contemplative format  Defining “soulful wealth” and why wealth is about more than finances  The impact of meaningful work on life satisfaction and wealth  Research findings on money and happiness  Spending habits that contribute to lasting happiness and fulfillment  The link between generosity, well-being, and the concept of “wealth”  Behavioral insights for better financial decision-making  The importance of flexibility in financial planning to accommodate personal growth  Unique financial strengths and investment tendencies of women  Setting deeply personal, meaningful financial goals for stronger motivation Useful Links:  Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/  Daniel Crosby on LinkedIn: https://www.linkedin.com/in/danielcrosby  Orion: https://orion.com/  TandemGrowth Financial Advisors: https://www.tandemgrowth.com/ 
The Money and Meaning Show
Join Jeff Bernier, CFP®, ChFC, CFS for quick insights and meaningful conversations with experienced professionals in wealth management, psychology, and personal development to help you navigate your path to a purposeful retirement.