Today on the podcast, we welcome back Dr. Daniel Crosby. Daniel is the author of a new book called The Soul of Wealth: 50 Reflections on Money and Meaning. Daniel is the chief behavioral officer at Orion Advisor Solutions. In addition to The Soul of Money, Daniel has written several other books on behavioral finance, including The Behavioral Investor, The Laws of Wealth: Psychology and the Secret to Investor Success, and You’re Not That Great.

Do’s and Don’ts for Holiday Partying with Colleagues written by Paul Podolsky. His latest book is “The Uncomfortable Truth About Money: How to Live With Uncertainty and Think for Yourself,” published by Harriman House.

According to author Robbie Burns, it aims to show “how anyone can make money trading shares”. Here our paths diverge as trading and investing are two very different beasts, however, he makes some useful suggestions for long-term investors.

Recently, I had the privilege and pleasure of meeting with Dr. Daniel Crosby, the author of several great books, including his newest, The Soul of Wealth. We met ostensibly to discuss the book, which we did, but he shared something else with me that is tangential to its themes, which was not explicitly mentioned.