Douglas & Heather Boneparth - Money Together: Aligning Your Financial Stories and Goals

Tune in to hear: Was there anything that Doug and Heather learned about each other, in the process of writing their book, that surprised them? What are some common disagreements among couples that are ostensibly about money, but in actuality are about something much deeper? How do Heather and Doug suggest that people begin to examine their money stories to begin to understand their beliefs about money that are often subconscious and inherited? Why is the idea that “there is no normal” when it comes to money an empowering message for advisors and investors to internalize? How should couples think about value and contribution when one person’s contributions may not show up on a paycheck? What are some of the common myths around fairness and contributions? Also, how can couples work together to create a sense of fairness when the world doesn’t necessarily award all types of work equally? If Doug and Heather could eliminate one piece of financial advice that’s commonly given to couples, what would it be and why? Links Money Together The Joint Account Douglas Boneparth on LinkedIn Heather Boneparth on LinkedIn Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1716-U-26155

Tune in to hear: Why is spending our own money so psychologically difficult and have we as an industry scared people into thinking that they can’t spend their money and enjoy their lives? How can we, as advisors, help spending stop feeling like a loss for people in retirement? What are some practical tips for advisors and individuals to help them make the switch to spending thoughtfully in retirement? What structures or advice helps give individuals the peace of mind and permission to spend in retirement? Why does Jamie use the metaphor of a sketchbook for retirement, instead of a blueprint, and how does this metaphor apply to how retirement unfolds in real life? What does Jamie think folks could be doing to better prepare for the emotional component of retirement? What’s the most surprising thing Jamie has learned about happiness in retirement that has nothing to do with money? When it comes to the intersection of retirement and wellbeing, do high net worth individuals struggle differently or face unique challenges? What is the “FIRE” movement and what does Jamie think it gets right and wrong? If someone listening is 5 years from retirement, what is something non-financial that they should do to better prepare for what is to come? Links Jamie Hopkins on X Jamie Hopkins on LinkedIn Your Retirement Sketchbook Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Disclosures: These show notes may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites. Compliance Code: 1676-U-26153

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 Dr. Joseph Moore on Twitter How to Get Rich in American History (Book Pre-order) Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1007-U-26086

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 Knowing Me, Knowing You Podcast Knomee Connect with Us Meet Dr. Daniel Crosby Check Out All of Orion’s Podcasts Power Your Growth with Orion Compliance Code: 1005-U-26086

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?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 3328-U-25338

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?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 3291-U-25335

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?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 3005-U-25304

Tune in to hear:How can southern author Flannery O’Conner’s emphasis on the importance of truth be seen in both her writing and the way she lived her life?What did German-American psychoanalyst Erich Fromm have to say about the difference between the “having” and the “being” modes of existence? Also, what can Tennyson’s and Basho’s poems on flowers teach us about each mode of existence?How does contemporary advertising encourage us to confuse having and being?Why does a focus on having often come at the expense of being?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2978-U-25303

Tune in to hear:How was the Japanese art of ceramic repair, kintsugi, born out of Ashikaga Yoshimasa’s happy accident with a piece of Chinese ceramics?What lessons can we take from the art of kintsugi, or more broadly Wabi-sabi, regarding resilience, rebirth and the acceptance of imperfection?What has scientific research uncovered about the value of learning from past mistakes?Why does nearly winning provide more motivation than winning or losing by a big margin?What do scientific studies have to say about the optimal rate of failure for personal growth? Why might this hold true for both LLMs and humans alike?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2973-U-25302

Tune in to hear:Why did Diogenes of Sinope stand out among other Cynic Philosophers of the time and how did he use “principled unseriousness” to bring levity and illuminate truths about life?What did the lantern that Diogenes carried with him symbolize metaphorically?Why was Plato such a strong critic of laughter and why did he believe that it was an emotion that can override self-control?What styles of humor are most predictive of improved functioning and thriving? What styles of humor predict just the opposite?What did Viktor Frankl say about the critical role of humor in his work Man’s Search for Meaning?LinksThe Soul of WealthOrion’s Market Volatility PortalConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion’s PodcastsPower Your Growth with OrionCompliance Code: 2886-U-25295