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• Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement?
• What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in retirement? What structures or advice helps give individuals the peace of mind and permission to spend in retirement?
• Why does Jamie use the metaphor of a sketchbook for retirement, instead of a blueprint, and how does this metaphor apply to how retirement unfolds in real life?
• What does Jamie think folks could be doing to better prepare for the emotional component of retirement?
• What’s the most surprising thing Jamie has learned about happiness in retirement that has nothing to do with money?
• When it comes to the intersection of retirement and wellbeing, do high net worth individuals struggle differently or face unique challenges?
• What is the “FIRE” movement and what does Jamie think it gets right and wrong?
• If someone listening is 5 years from retirement, what is something non-financial that they should do to better prepare for what is to come?

Links

• Jamie Hopkins on X
• Jamie Hopkins on LinkedIn
• Your Retirement Sketchbook

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Disclosures:

These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Compliance Code: 1676-U-26153

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• After studying 300 years of history, what is Dr. Moore’s current view with respect to the American Dream?
• Is it maybe simultaneously true that it’s easier to get ahead than ever for the average American, but that there is also rampant corruption and nepotism at a high level?
• How does the current U.S. housing crisis compare in severity to those in our past?
• What are some common misconceptions about what works and what doesn’t work when it comes to building wealth?
• Why does Dr. Moore think of real estate as an active investment?
• What was the conceptual shift that led us to start valuing net worth so much?
• What lessons did Dr. Moore learn from creating his own cryptocurrency?
• What are some of the other financial experiments that Dr. Moore undertook while writing his new book?
• What distinction does Dr. Moore make between “fast time” and “slow time?”

Links

• Dr. Joseph Moore on LinkedIn
• Dr. Joseph Moore on Twitter
• How to Get Rich in American History (Book Pre-order)

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1007-U-26086

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• Where do people consistently misperceive their own behaviors and their own financial tendencies? Also, what are the forces that drive those blindspots?
• Why do so many financial planning tools optimize for all the wrong things and how can we make client services better center the client and their goals?
• What are Marla’s hopes for the world of tech when it comes to minimizing the “knowing-doing gap?”
• Do people need more financial literacy or self-literacy/self-awareness?
• In the medium term, how does Marla see the role of the financial advisor changing with respect to AI? What’s the place of behavioral coaching in this new world?
• How does Marla think about the “creep factor” in her own business and how can we see clients for who they are without overreaching?
• What lessons, as an entrepreneur and business owner, has Marla learned from introspection about how to uplift herself after a hard day?

Links

• Marla Sofer on LinkedIn
• Knowing Me, Knowing You Podcast
• Knomee

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1005-U-26086

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• What does Swiss-born British author Alain de Botton have to say about Macbeth’s cynical soliloquy on the brevity and meaningless of life? Why does he state that despair and hope are two sides of the same coin?
• How does storytelling make a truth durable in our minds by linking an idea to an ego?
• Why is our internal dialogue one of the most important stories that we tell? How can we go about making it a more productive dialogue and less self-depricating?
• How can Albert Ellis’ “ABC Model” help us counteract irrational thoughts and cognitive distortions?
• What is an exercise you can work through to help correct detrimental self-speak?
• What is The Significant Objects Project and what can it teach us about the importance of narrative as it relates to valuation?

Links

• The Soul of Wealth
• Orion’s Market Volatility Portal

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 3328-U-25338

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• What mindset differences does Brad notice between advisors who are barely getting by and the ones who are 2-4xing their business?
• Why is focusing on talent acquisition and having a convincing growth story such an important part of growing your business?
• What is the baseline mindset that Brad often has to move advisors away from to encourage their growth?
• What distinguishes high-growth cultures from mediocre cultures and what are some actionable ways a company can improve their culture?
• What’s the psychology behind closing the knowing-doing gap for advisors?
• What are two actionable things listeners can begin practicing today to grow themselves or their business?

Links

• The Soul of Wealth
• Orion’s Market Volatility Portal
• Brad Johnson on Twitter

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 2721-U-25279

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• 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 world?
• Why is “sleeping on it” such powerful advice when it comes to investment decision making?
• How can we anchor to non-financial metrics to regain a measure of control during market downturns?

Links

• The Soul of Wealth
• Orion’s Market Volatility Portal

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 1048-U-25099

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• What insight did Joe have that prompted him to start applying Behavioral Finance in practical ways while much of the industry was focused elsewhere?
• Why are so many firms relying on the old-fashioned educational approach when building client-centric tools and technology seems to be the way forward?
• What is an example of a compelling promise a wealth management firm could make to their clients?
• Is it time for those who entered the business because they love picking stocks and crunching numbers to roll off, re-educate or learn new skills? Also, what can we do to attract the next generation of talent?
• When Joe looks at the RIAs he’d want to invest in vs. those he would pass on, what are the defining differences between them?
• How can Joe separate the wheat from the chaff during their vetting process?

Links

• Joe Duran on LinkedIn
• Rise Growth Partners
• Joe Duran on Twitter

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 3066-OAS-11/27/2024

Tune in to hear:

• What does Dimensional see about the future of the industry that encouraged them to launch something like ‘Life Invested.’
• Why does a “human first” investment model have the power to endure in a way that other investment models, such as those centered around sales, have not?
• How can we give the “human first” approach more definitional clarity for those who are new to the concept?
• What would Breanna say to those advisors who are nervous they are going to open a “Pandora’s Box of emotion” when they become more vulnerable with their clients?
• As someone who does a lot of self-reflection, what advice does Breanna have for advisors who want to use the things that we are discussing today as a window onto self-improvement?

Links

• Connect With Bre on LinkedIn
• Watch Tune Out the Noise ~ Code: MARKETSWORK
• Work with Dimensional
• You Know More about Investing Than You Think

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

Compliance Code: 3061-OAS-11/27/2024