Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together

Dr. Joseph Moore - How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t)

Tune in to hear: * 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 [https://www.linkedin.com/in/joseph-moore-author/] * Dr. Joseph Moore on Twitter [https://x.com/drjoemoore] * How to Get Rich in American History (Book Pre-order) [https://www.amazon.com/dp/0063464586/keywords=business?tag=harpercollinsus-20] Connect with Us * Meet Dr. Daniel Crosby [https://orion.com/thought-leader/daniel-crosby] * Check Out All of Orion’s Podcasts [https://orion.com/resources-search?resource_type=podcasts] * Power Your Growth with Orion [https://orion.com/] Compliance Code: 1007-U-26086

Marla Sofer - AI and BeFi: Why Tech and Human First Advice Go Together

Tune in to hear: * 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 [https://www.linkedin.com/in/marlasofer/] * Knowing Me, Knowing You Podcast [https://podcasts.apple.com/us/podcast/knowing-me-knowing-you/id1798799321] * Knomee [https://www.knomee.com/] Connect with Us * Meet Dr. Daniel Crosby [https://orion.com/thought-leader/daniel-crosby] * Check Out All of Orion’s Podcasts [https://orion.com/resources-search?resource_type=podcasts] * Power Your Growth with Orion [https://orion.com/] Compliance Code: 1005-U-26086

Dr. Daniel Crosby - Write Your Story

Tune in to hear: * 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 [https://www.amazon.com/Soul-Wealth-reflections-money-meaning/dp/1804090441] * Orion’s Market Volatility Portal [https://orion.com/market-volatility] Connect with Us * Meet Dr. Daniel Crosby [https://orion.com/thought-leader/daniel-crosby] * Check Out All of Orion’s Podcasts [https://orion.com/resources-search?resource_type=podcasts] * Power Your Growth with Orion [https://orion.com/] Compliance Code: 3328-U-25338

Dr. Daniel Crosby - Ritual and Meaning

Tune in to hear: * What does the Japanese Tea Ceremony, Chanoyu, symbolize beyond the ritualized preparation of tea? * Why are rituals so important and how can we incorporate ritual into our modern lives? * What did Polish Anthropologist Bronislaw Malinowski discover about the importance of fisherman's rituals in Papua New Guinea? * How can rituals ease neural tension after a difficult day and give us a sense of control during chaotic times in our lives? * Why is active participation in a ritual a prerequisite of reaping their potential benefits? * How do we, practically, go about ritualizing our own life purpose? Links * The Soul of Wealth [https://www.amazon.com/Soul-Wealth-reflections-money-meaning/dp/1804090441] * Orion’s Market Volatility Portal [https://orion.com/market-volatility] Connect with Us * Meet Dr. Daniel Crosby [https://orion.com/thought-leader/daniel-crosby] * Check Out All of Orion’s Podcasts [https://orion.com/resources-search?resource_type=podcasts] * Power Your Growth with Orion [https://orion.com/] Compliance Code: 3291-U-25335

Dr. Daniel Crosby - Fighting for What’s Right is a Source of Meaning

Tune in to hear: * How did Florence Nightingale transform the healthcare landscape in her time? * How did Rachel Carson and her book, Silent Spring, call for a greater awareness of environmental degredation and a heightened awareness of the fragility of our planet? * Why did Norman Borlaug win The Nobel Prize, The Presidential Medal of Freedom and The Congressional Gold Medal? Where can his legacy be seen in the present day? * Why does participating in activism lead to a greater sense of wellbeing? * Why are greater levels of activism also correlated to greater physical health? Links * The Soul of Wealth [https://www.amazon.com/Soul-Wealth-reflections-money-meaning/dp/1804090441] * Orion’s Market Volatility Portal [https://orion.com/market-volatility] Connect with Us * Meet Dr. Daniel Crosby [https://orion.com/thought-leader/daniel-crosby] * Check Out All of Orion’s Podcasts [https://orion.com/resources-search?resource_type=podcasts] * Power Your Growth with Orion [https://orion.com/] Compliance Code: 3005-U-25304