ENOUGH." We've heard it in the negative: "Hey, knock it off, that's ENOUGH." We've heard it in the anxious - "Will this be ENOUGH?" But what if we proactively defined it so that "ENOUGH" was a positive and possible outcome for our lives - in our finances and in our overall fulfillment of the things we desire to achieve in life? Join Jeremy Walter and I as we dive into a conversation about how he has defined "ENOUGH" for his life and financial practice. Connect with Jeremy on Twitter: @JeremyWalter Watch this Episode on YouTube: https://youtu.be/n_yu10OMNsQ

Jess Bost talks to Dr. Daniel Crosby. Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled, Personal Benchmark: Integrating Behavioral Finance and Investment Management. He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News. Daniel was named one of the “12 Thinkers to Watch” by Monster.com and a “Financial Blogger You Should Be Reading” by AARP. This behavior finance guru will teach you all the right things to do to ensure that your portfolios are always trending in the right direction, as well as who your biggest enemy is! Read some more of his work: https://blog.brinkercapital.com/author/dcrosbybrinkercapital-com/ Read his book: https://www.amazon.com/Personal-Benchmark-Integrating-Behavioral-Investment/dp/1118963326

Join Jess Bost and Kyle Happe, Compliance Specialist and founder of Backstop Compliance, for an insider's look at compliance from the perspective of someone who lives in that world every day. If you as a wealth manager have questions about how to interact with compliance officers, check this episode out to hear from a compliance guru on how to work with your compliance officer to get things done! Learn more about Kyle and Backstop Compliance at https://www.backstopcompliance.com/