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/