This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Christine Whelan. Dr. Christine B. Whelan is professor and keynote speaker who is passionate about translating research into evidence-based strategies for daily thriving. Students know her as the “purpose professor” at Emory University, where she leads Advances through the Emory Purpose Project, and the “happy professor” at the Center for Healthy Minds at the University of Wisconsin – Madison, where she is a fellow. She teaches classes on happiness and well-being, inspiring and guiding groups and individuals to build a life of purpose, brick by brick, in small daily actions. Dr. Whelan knows purpose and happiness aren’t just for those in the C-suite and works to close the “purpose gap” between front-line workers and executive leadership. She is the author of five books from Simon & Schuster and Templeton Press and the bestselling Audible Original lecture series, Finding Your Purpose, currently featured on American Airlines in-flight entertainment. She’s been published in The Wall Street Journal, The Washington Post and The New York Times, among other national outlets and serves on the board of several non-profits. Dr. Whelan earned a master’s and doctorate from the University of Oxford and graduated magna cum laude from Princeton University. She does her best to practice what she preaches, embracing Seneca’s motto, “Not for school, but for life we learn.” She lives in Madison with her husband, their five children, and their bernadoodle, juggling the chaos (most days) with a sense of humor…on purpose.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jamie Bosse. Jamie Bosse is a Financial Planner, author and mother of four. She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital and get closer to their life goals. Jamie has a passion for mentoring and financial literacy. Money Boss Mom: Helping Young Parents Be the “Boss” of Their Financial Future is her first “grown-up” book targeted at helping parents in their 20’s, 30’s and 40’s take control of their financial lives. Jamie is also the author of the children’s book series, Milton the Money Savvy Pup and Investing for Tweens, perfect for ages 10-14.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Cullen Roche. Cullen Roche is the Founder and Chief Investment Officer at Discipline Funds, a financial planning–driven ETF firm focused on aligning investment portfolios with real-world time horizons rather than market predictions. He is the author of Understanding the Modern Monetary System, Pragmatic Capitalism and Your Perfect Portfolio. For more than two decades, his research and writing have helped shape the discussion around macroeconomics and portfolio construction, making him a leading voice in practical, evidence-based investing.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Derrick Kinney. Derrick Kinney helps people who feel behind with money make more and finally know what to do next. He built one of America’s top financial firms, grew it to $2.5M in recurring revenue, and sold it for nearly 8 figures. Today, as America’s Financial Educator, he shares the simple strategies that help people increase their income, build real wealth and move forward with confidence. He’s been featured on FOX News, CNBC, Yahoo Finance, CNN and The Wall Street Journal—and is the bestselling author of Good Money Revolution.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Neil Bage. He is the Founder & CEO of Neurofi Behavioural Intelligence, a company applying behavioral and brain science to real-world challenges, and previously served as Chief Behavioral Officer in the UK. He is also the co-founder of a U.S. based behavioral science platform and has previously built a multi-award-winning behavioral technology firm. ​Neil began his career as a professional compère, commanding crowds of 2,000+ and honing the high-energy, story-driven style that now makes him a sought-after speaker. Today, he helps professionals and businesses decode the hidden drivers of human behavior, transforming the way people think, act and connect.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Ben Carlson. Ben Carlson is Director of Institutional Asset Management at Ritholtz Wealth Management. He is the author of "Organizational Alpha: How to Add Value in Institutional Asset Management." He also runs a blog called A Wealth of Common Sense, which focuses on wealth management, investments, financial markets and investor psychology. Lastly, Ben is co-host of the Animal Spirits Podcast.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Clare Flynn Levy, CEO and Founder of Essentia Analytics. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1B of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Heather and Douglas Boneparth. Douglas Boneparth, is the founder of Bone Fide Wealth, a wealth management firm in New York City. Recognized as one of the nation's most influential financial advisors, Douglas serves on the advisory councils for CNBC and Investopedia. He has been featured in The New York Times, The Wall Street Journal, Barron’s, and more. He is also a CFP Board Ambassador for New York. Douglas received his B.S. from the University of Florida and his M.B.A. from NYU’s Stern School of Business. When he’s not making jokes on the internet, he enjoys brewing coffee, though he can do both at the same time. Heather Boneparth is used to wearing many hats. On her first maternity leave, she co-authored the couple’s first book on helping millennials achieve financial freedom. Since then, she has become a rising voice at the intersection of love, money, and family. She has written for CNBC, theSkimm, Insider, Scary Mommy, and more. As a lawyer, she spent more than a decade in the insurance industry before joining the family business as Bone Fide Wealth’s director of business and legal affairs. She received her B.S. from the University of Florida and her J.D. from the Benjamin N. Cardozo School of Law. Heather and Douglas met in college and consider themselves Gators for life. They now live in New Jersey with their two daughters.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Jamie Hopkins. Jamie Hopkins is the chief wealth officer WSFS/Bryn Mawr Trust, and the CEO of Bryn Mawr Trust Advisors, and Best Selling Author of the book, Your Retirement Sketchbook. He covers retirement income and estate planning. Jamie is a Finance Professor of Practice at Creighton University Heider College of Business and President of FinServ Foundation. As a professor at the American College of Financial Services, Jamie helped co-create the Retirement Income Certified Professional Designation (RICP®). Jamie frequently writes articles dealing with retirement issues, such as long-term care, taxation of insurance benefits and estate planning. Jamie will be tackling the upcoming issues associated with tax reform and its impact on the estate planning challenges. associated with the potential expiration of the Tax Cut and Jobs Act at the end of 2025.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Dr. Joseph Moore. Joseph Moore, PhD is an author, historian, and investor living in Atlanta, GA whose writings have been published in outlets like The New York Times and Oxford University Press. He is formerly Associate Professor of History, Department Chair, and Special Assistant to the President at Gardner-Webb University, and now teaches at Kennesaw State University. His latest book, How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t), is the first ever history of financial advice in America. It explores what everyday people were told to do with their money, how advice changed over time, and what history teaches for financial life today. In addition to researching the past, Moore experimented with history’s wildest financial strategies on himself, leading to hair-raising and often hilarious results, but also leading him to become financially independent in his mid 40s.