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/ 

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