Podcasts about personal benchmark

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Latest podcast episodes about personal benchmark

The Disciplined Investor
TDI Podcast: Psychological Overload (#911)

The Disciplined Investor

Play Episode Listen Later Mar 9, 2025 48:06


Are you better looking than average? Four (4) big behavior errors and the formula for a happy life. Recency bias, the Backfire Effect and more fascinating insights. Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

Meikles & Dimes
167: “Show Me Your Money & I'll Show You Your Values” | Daniel Crosby, Behavioral Finance Psychologist

Meikles & Dimes

Play Episode Listen Later Oct 21, 2024 13:05


Daniel Crosby is a psychologist, behavioral finance expert, and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is also a New York Times and USA Today bestselling author of the Behavioral Investor and Personal Benchmark. Daniel was named one of the "12 Thinkers to Watch" by Monster.com, a "Financial Blogger You Should Be Reading" by AARP and in the "Top 40 Under 40" by Investment News. In this episode we discuss the following: Our lives will tend to be as rich or poor as the lives of our friends. We mimic each other to an astonishingly high degree, and the people we surround ourselves with is predictive of who we are and where we're going. “Show me your money and I'll show you your values.” It's easy to say we value health, while spending a sizeable portion of our income on fast food. By analyzing where we spend our money, we can see what we truly value.   Connect on Social Media: X: https://twitter.com/nate_meikle LinkedIn: https://www.linkedin.com/in/natemeikle/ Instagram: https://www.instagram.com/nate_meikle/ Youtube: https://www.youtube.com/@nate.meikle

Standard Deviations
Clare Flynn Levy - Good Behavior, Good Returns?

Standard Deviations

Play Episode Listen Later Aug 8, 2024 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 good result for a bad reason and vice versa. How does Clare's team think about this and try to account for it?Recent research Clare and her team did shows that decision making hygiene is 1.5x more predictive of beating a benchmark in a subsequent year. Can she tell us more about this study and its implications?Why does the above correlation/relationship lose predictive power after 3 years on average?Could greater awareness, using tools like this, make fund managers more aware of issues like style drift?How can we make a compelling case that gets people to focus more on process and less on outcomes?LinksClare Flynn Levy on LinkedInBehavioral AlphaEssentia AnalyticsConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 1385-OAS-5/31/2024

The Disciplined Investor
TDI Podcast: Crosby on Liquid Happiness (#846)

The Disciplined Investor

Play Episode Listen Later Dec 10, 2023 51:29


Consumers and investors are in the holiday mood. Goldilocks may be in the house Thinking about your brain on finance... A great topic to discuss with our Guest – Dr. Daniel Crosby - Chief Behavioral Officer with Orion. We talk about liquid happiness, measuring brain activity and more on Dunning-Kruger. Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. In his bestselling book, The Behavioral Investor, psychologist and asset manager Dr. Daniel Crosby examines the sociological, neurological and psychological factors that influence our investment decisions and sets forth practical solutions for improving both returns and behavior. Readers will be treated to the most comprehensive examination of investor behavior to date and will leave with concrete solutions for refining decision-making processes, increasing self-awareness and constraining the fatal flaws to which most investors are prone. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (AAPL), (USO), (GME)

The Model FA
Guiding Clients through Market Downturns with Rusty Vanneman and Dr. Daniel Crosby

The Model FA

Play Episode Listen Later Jun 28, 2022 39:47


Rusty Vanneman is the Chief Investment Strategist of Orion Advisor Solutions. An industry veteran with over 30 years of experience, Rusty has managed multiple mutual funds and hedge funds throughout his career. Before joining Orion, Rusty served as the President and Chief Investment Officer of CLS Investments. He was also a senior analyst at Fidelity Management and Research and previously worked for Thomson Reuters and General Electric. Rusty received his Bachelor of Science degree in Management from Babson College in Wellesley, Massachusetts. In addition to his work at Orion, Rusty hosts The Weighing Machine podcast and is the author of the book, Higher Calling.   Dr. Daniel Crosby is the Chief Behavioral Officer of Orion Advisor Solutions. A psychologist and behavioral finance expert, Daniel specializes in helping organizations understand the intersection of minds and markets. Before joining Orion, Daniel served as the Chief Behavioral Officer of Brinker Capital. He was educated at Brigham Young University, where he completed his Bachelor's degree and Ph.D. in Psychology. He is also the author of the New York Times bestseller, Personal Benchmark, as well as The Laws of Wealth, which the Axiom Business Book Awards named the best investment book in 2017. His latest work, The Behavioral Investor, takes an in-depth look at how sociology, psychology, and neurology impact investment decision-making.   Rusty and Daniel join us today to discuss how financial advisors can connect with their clients and guide them through difficult economic conditions. They explain how they encourage their clients to continue on their investing path. They describe why it's important for advisors to highlight their services' features rather than their technical aspects. They also enumerate the five elements of wellness and underscore why the success of a financial advisor's business and career relies on self-care and wellbeing.   “We have to convey to our clients that we're partners in the journey, and our ability to get there is only as good as their ability to take the ride.” - Dr. Daniel Crosby   This week on The Model FA Podcast:   How financial advisors can communicate their value proposition to their clients The value of communicating technical aspects as features How financial advisors can encourage their clients amid challenging economic times The five elements of wellness and the role of self-care in a financial advisor's life The first thing financial advisors need to do when the markets take a downturn Why everyone should explore existentialism and stoicism   Resources Mentioned:   Book: A Guide to the Good Life: The Ancient Art of Stoic Joy by William Irvine Book: Man's Search for Meaning by Viktor Frankl Book: Think and Grow Rich by Napoleon Hill   Our Favorite Quotes:   “To have a thriving business and happy clients—whether the market is crushing it or crashing down—you need to be the best version of yourself mentally, physically, emotionally.” - David DeCelle “Whatever the normal person needs to do from a self-care perspective, the financial advisor needs to do even more because of all the bullets they take.” - David DeCelle “A confident advisor will create a confident investor.” - Rusty Vanneman   Connect with Orion:   Orion Portfolio Solutions Orion Practice Management Orion Advisor Tech on LinkedIn Orion Advisor Tech on Twitter   Connect with Rusty Vanneman:   Book: Higher Calling: A Guide to Helping Investors Achieve Their Goals Podcast: The Weighing Machine Rusty Vanneman on LinkedIn Rusty Vanneman on Twitter   Connect with Dr. Daniel Crosby:   Book: The Behavioral Investor Book: Personal Benchmark: Integrating Behavioral Finance and Investment Management Podcast: Standard Deviations Daniel Crosby on LinkedIn Daniel Crosby on Twitter   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Retirement DNA
Episode 6: Personal Benchmark

Retirement DNA

Play Episode Listen Later May 19, 2020 5:02


Financial success is not just about adding $0’s to your net worth. Investing comes down to two things. Opportunity and Risk. Having your own benchmark can help with market stress during volatile periods.

The Wall Street Lab
#45 Daniel Crosby - Deep Dive into Behavioral Finance

The Wall Street Lab

Play Episode Listen Later Mar 5, 2020 53:12


Daniel Crosby is a New York Times Bestselling author with books like “Personal Benchmark”, “The Laws of wealth”, and “The behavioral investor”. He is also the Chief Behavioral Officer of Brinker Capital. He spoke at TEDx in Huntsville and hosts the podcast “Standard deviations”. Daniel holds a PhD in Psychology from Brigham Young University. We talk about his role as Chief Behavioural Officer, the insights of his several books and how to apply the learnings from behavioural finance in real life. We dive into the psychology of human beings, how investors can stick with their portfolio during difficult times and how to outsmart yourself and other investors. We touch on hedge funds like Long Term Capital Management and Renaissance Technologies and the merits of active and passive investing.

The Chalene Show | Diet, Fitness & Life Balance
How to Measure Your Progress | Sharing my personal benchmark for success - 462

The Chalene Show | Diet, Fitness & Life Balance

Play Episode Listen Later Aug 23, 2019 22:37


In this CarSmart Friday, Chalene opens up, for the first time, about how she and Bret measure their success. Now, this isn’t about just setting goals and hitting them. But rather, why it’s imperative to track your PROGRESS instead. Meaning, the emotion connected to one’s journey. Today, Chalene shares with you her mathematical equation which she and Bret use to measure their progress. You’ll be surprised at how simple and effective it is!    Today’s Links:   Here’s the podcast mentioned in today’s episode: Falling Into The Trap of Comparison  Download the FREE questionnaire — Discover Your “Thing” HERE: chalene.com/mything Be sure to get on the waitlist for Marketing Impact Academy registration is opening SOON!!   Stop dieting & start living: www.131Method.com Get the 131 Book!!! Here’s The System I Use Every Day to be More Organized & Crazy Productive: www.pushjournal.com Sign Up For MY WEEKLY NEWSLETTER and you'll get FREE tips on how to live a ridiculously amazing fun-filled life!   Be sure you are subscribed to this podcast to automatically receive your episodes!!!    Spotify Itunes  Stitcher    Subscribe to Build Your Tribe!!!   Spotify  Itunes Stitcher     Join our NEW, awesome PodSquad on Facebook here!   Get episode show notes here: www.chalenejohnson.com/podcast    Connect with me on your fav social platform:   SnapChat: ChaleneOfficial    Facebook: www.Facebook.com/Chalene      Instagram: www.Instagram.com/ChaleneJohnson    Twitter: www.Twitter.com/ChaleneJohnson     Here’s The System I Use Every Day to be More Organized & Crazy Productive: wwwpushjournal.com     Get episode show notes here: www.chalenejohnson.com/podcast    Hey! Send me a tweet & tell me what you think about the show! (Use the Hashtag) #TheChaleneShow so I know you’re a homie! XOXO Chalene  

The Resilient Advisor
Reinvent Your Practice With Rule-Based Behavioral Investing With Dr. Daniel Crosby

The Resilient Advisor

Play Episode Listen Later Jan 24, 2019 22:39


Dr. Daniel Crosby is one of the industry's top thought leaders on Behavioral Finance. He authored the New York Times bestseller 'The Laws of Wealth' and is the host of the popular Standard Deviations podcast. Daniel recently joined Brinker Capital as the Chief Behavioral Officer.  On this episode, we discuss how financial advisors can leverage his 'Third Way' of looking at investing through a behavioral lens. There are granular applications that you can implement in your practice today.      Also mentioned in this episode:   Jesse Felder's The Felder Report: https://thefelderreport.com   Here is a list of Dr. Crosby's top books on the subject of Behavioral Finance.  www.nocturnecapital.com/blog/2016/8/1/the-best-books-on-behavioral-finance-and-behavioral-economics   Connect With Daniel:   LinkedIn: https://www.linkedin.com/in/danielcrosby   Twitter: https://twitter.com/danielcrosby   Website: http://www.nocturnecapital.com     About Daniel: Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News.  Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational.

The Business Generals Podcast | Helping You Maximize Your Entrepreneurial Dreams - Every Single Week
086 – Leveraging a PhD in Psychology into a lucrative speaking career and helping people create wealth through behavioural finance (w/ Dr Daniel Crosby)

The Business Generals Podcast | Helping You Maximize Your Entrepreneurial Dreams - Every Single Week

Play Episode Listen Later Jul 25, 2018 49:04


Dr Daniel Crosby is a Psychologist, he has a PhD in psychology and behavioural finance specialising in helping people and organisations understand the cross over between the mind and the financial markets. He is a co-author of a New York Times best seller “https://www.amazon.com.au/Personal-Benchmark-Website-Integrating-Behavioral/dp/1118963326/ref=sr_1_1?s=books&ie=UTF8&qid=1532524547&sr=1-1&keywords=personal+benchmark (Personal Benchmark)” and also authored the “https://www.amazon.com.au/Laws-Wealth-Daniel-Crosby/dp/0857195247/ref=sr_1_1?s=books&ie=UTF8&qid=1532524388&sr=1-1&keywords=laws+of+wealth (Laws of Wealth)“. Daniel is the founder and CEO of Nocturne Capital – an investment management firm whose approach is rooted in the science of behavioral finance. Daniel has a growing family, based in Atlanta Georgia from where he runs his business which he has been running full time for the last 10 years. Check out the full show with detailed show notes and episode links: https://www.businessgenerals.com/danielc (businessgenerals.com/danielc) Lets talk core revenue streams Daniel shares how he started off doing speaking engagement to market his other services in his company but it has since taken off and become a major part of his revenue stream. An early take away from Daniel is not to underestimate the power of speaking as an extra revenue stream in your business! Daniel also manages money on behalf of clients, teaches online courses in behavioural finance and provides consulting services and content development. While speaking is Daniel's number one income stream it's not completely scalable due to the time commitment and extensive travel requirements so Daniel has a focus to grow the other income streams. Daniel has been on the speaking circuit for the last 10 years, and cautions that it is taxing for someone with a young family. Childhood inspiration Growing up Daniel was inspired by his dad who is an investment manager, after getting into college Daniel loved the study of psychology, helping and teaching people – but part way through his PhD he felt emotionally burned out as a clinical psychologist. A conversation with his dad about his next options turned him down the road of understanding the intersection between psychology and stock market investing. Why a PhD and not just a Degree Daniel says in his experience a psychology degree in the US, does not get you very far in your career as a psychologist. The PhD paid off for Daniel as clients more readily hired his consulting services as a PhD graduate even though he was only 28. While the PhD opened doors for Daniel he says he doesn't actually use it in its direct form because he is trained to conduct therapy sessions as a clinical psychologist but he now picks stocks for a living. The skills learned however, of being non defensive, hard work, accepting feedback, critiquing and taking action – are life skills he has taken from his PhD that have helped him in his business. First paying client and a speaking career Daniel managed to secure his first client before he resigned from his job, he recommends that you find a way to get at least one good client account before stepping out on your own. He quickly moved into the world of speaking and in the beginning all his presentations were at no charge, he would look for places to speak at in his city as a way of marketing his consultancy services. After quiet a number of free events Daniel recalls an attendee asking if they could book him for a paid speaking engagement and he began a new journey where he would eventually be charging between $1,000 and $2,000 to speak. A mistake he shares is saying yes to all speaking requests and having to create a special bespoke keynote each time he got an invitation, this would wear Daniel out and he looked for a different solution. Major turning points in speaking and some key lessons After

CONKERS' CORNER
39: 39th CONKERS' CORNER : 20th February 2017 : Conkers Corner speaking with Dr. Daniel Crosby

CONKERS' CORNER

Play Episode Listen Later Jan 2, 2018 56:11


Welcome to the 39th CONKERS’ CORNER recorded on 14th December 2016. In this interview I have the pleasure of speaking with Dr. Daniel Crosby @danielcrosby, the New York Times awarding winning author, behavioural finance expert and sought after thought leader on market psychology. He is also the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne’s tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News “40 Under 40” and a “financial blogger you should be reading” by AARP. Daniel’s second book, “Personal Benchmark”, co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalised approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. Daniel grew up the son of a Financial Adviser and he was so immersed in that world he said that he “never had a chance”. He was steeped in best financial practices and his father would always be “talking about stocks and shares at the table”. His Dad was quite a gifted investor and adviser and therefore “in their house, debt was a four letter word”. Therefore, Daniel grew up with some sound principles with regards to money. Daniel went to College and set out to become an Investment Manager, however mid-way through College he dropped out. He chose instead to become a missionary for his Church and went to work in the Philippines for a few years. Teaching English, building schools, doing a little good in the world. It was at that point he became interested in a profession that would help others. He chose Psychology when he returned to his studies at Brigham Young University, with a renewed dedication and later became a Pre Doctoral Intern (PHD) at Emory University in Atlanta. In July 2008, he went onto become a Consultant at Sperduto and Associates, a firm of corporate psychologists and management consultants, based in Atlanta. When he started his first job, Daniel started investing straight away with Index Funds. He remained there until he moved in January 2010 to IncBlot Organizational Psychology which is a management consultancy, comprised of a team of organisational psychologists with expertise in helping business select exceptional people. In March 2016, Daniel founded Nocturne Capital, which is a behavioural asset management firm serving the needs of individuals and institutions committed to the research-based investment principles set forth in his book :The Laws of Wealth. Daniel is also the President of Nocturne Capital and an executive at the Brinker Capital Center for Outcomes, a financial adviser education initiative that helps advisors understand the powerful impact behavioural science can have on their practices. Daniel is a huge advocate of “know yourself” and one of his biggest lessons is ‘the boom of learning to embrace momentum’. However on a personal basis, he does not look at his own portfolio too often, choosing instead to be a rule-based investor. Daniel opens his award winning* book The Laws of Wealth: Psychology and the Secret to Investing Success, with “The investor’s chief problem, and even his worst enemy, is likely to be himself.” – Benjamin Graham. Daniel advocates that individuals should should seek Financial Advice because research confirms that individuals that do well over the long-term will attain better returns in the long-term. Listen now to gain insights into how Dr Daniel Crosby presents a route map for navigating the complex nature of behavioural psychology, behavioural finance and the laws/strategies of achieving long-term wealth. During a time when many investors are making poor decisions and trading rather than investing. Learn from the lessons in his successful, insightful global investing journey.

Masters of Money
035: The Secrets to Investing Success and Building Wealth with Author Dr. Daniel Crosby

Masters of Money

Play Episode Listen Later Aug 16, 2017 48:09


Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. In this episode, Daniel and I discuss how he’s made the most of his degree and career path, how he talks to his kids and wife about money, his financial screw-ups (like buying too much house) and successes, AND we get into his ideas around actively investing that 10-20% of your portfolio that might be available for a more aggressive approach. So let’s dig in. Let’s meet today’s Master of Money…. Daniel's second book, Personal Benchmark was a New York Times bestseller. His latest book is The Laws of Wealth: Psychology and the Secrets to Investing Success. You can find links to Daniel’s book and everything we talked about at http://ptmoney.com/daniel

Work Your Wealth Podcast
The Laws of Wealth and Psychology of Money with Daniel Crosby

Work Your Wealth Podcast

Play Episode Listen Later Mar 13, 2017 34:10


DO MY THOUGHTS AROUND MONEY AFFECT MY SPENDING HABITS? This week I had the chance to chat with Dr. Daniel Crosby, a behavioral finance expert. Dr. Daniel Crosby is a behavioral finance expert, a sought after thought leader on market psychology, and the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a financial blogger you should be reading by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. HERE'S WHAT YOU’LL LEARN FROM THIS EPISODE: What simple decisions are predictors of whether or not you reach your goals. Why people who work with an advisor do better with their finances than those who don’t. The number one thing people can do to streamline their investments. How your ego is impacting your financial picture. The impact establishing and following money rules can have in meeting your financial goals. Why we think that money needs to be sexy (when it really doesn’t). LINKS WE MENTIONED ON THE SHOW: The Laws of Wealth: Psychology and the Secret to Investing Success Nocture Capital Personal Benchmark

Daily Motivation Podcast
Set Your Personal Benchmark

Daily Motivation Podcast

Play Episode Listen Later Sep 20, 2016 5:23


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most downloaded episodes personal benchmark
Order of Man
OoM 069: The Laws of Wealth with Dr. Daniel Crosby

Order of Man

Play Episode Listen Later Jul 12, 2016 41:01


Building wealth - that's what I want to talk with you about today. I know a lot of people are jaded with the whole process. Unscrupulous financial advisors, unnecessary fees, complex products, industry jargon, and a whole host of issues that keep you from building massive amounts of wealth in your life. My guest today, Dr. Daniel Crosby, is on a mission to help bring some of the clarity and control back into your life and finally help you start taking charge of your money! Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures that serve as the overlay for Nocturne's tactical strategy. His ideas have appeared in the Huffington Post, Think Advisor, and Risk Management, as well as columns for WealthManagement.com and Investment News. Daniel was named one of Investment News "40 Under 40" and a “financial blogger you should be reading” by AARP. Daniel's second book, "Personal Benchmark", co-authored with Charles Widger of Brinker Capital, was a New York Times bestseller that outlines a highly personalized approach to investing that aligns intention with action while fostering an investment experience that is both enjoyable and rational. He's got a new book, The Laws of Wealth, which is what he's here to talk with us about today! Please leave us a review at http://www.orderofman.com/itunes Shownotes: http://www.orderofman.com/069 Website: http://www.orderofman.com