Feb 26, 2025
In this episode, host Lynn Toomey sits down with Dr. Daniel
Crosby, a psychologist, author, and Chief Behavioral Officer at
Orion, to discuss the intersection of financial success and
personal fulfillment. Dr. Crosby shares insights from his latest
book, The Soul of Wealth,
which explores how individuals can make financial decisions that
align with their values and lead to a more meaningful life. He
breaks down why simply accumulating wealth isn’t enough for
happiness and how intentional spending, investing, and saving can
create a richer, more fulfilling life.
Dr. Daniel Crosby is a psychologist, behavioral finance expert, and
the Chief Behavioral Officer at Orion. With multiple best-selling
books to his name, including The Behavioral Investor and The Laws of Wealth, Dr. Crosby specializes in
understanding the psychological factors that influence financial
decision-making. His work focuses on helping people make smarter,
more intentional choices with their money by bridging the gap
between financial knowledge and behavior. His latest book,
The Soul of Wealth,
offers practical, research-backed insights on how to manage money
in a way that fosters happiness and long-term well-being.