Tune in to hear:

• Why does Dr. Whelan think that purpose is something we build rather than something we discover? Also why, as a culture, do we view purpose more like an epiphany rather than something we actively construct?
• How are happiness and purpose distinguished and how should we optimize for one or the other? How did Plato’s philosophy separate the two and did he believe they were mutually exclusive on some level?
• Does Dr. Whelan think that we, as a society, over optimize for short-term, hedonic happiness and don’t focus enough on long-term eudemonic flourishing?
• How can we better recognize the purposeful things we are already doing in our lives? Why is taking a moment to acknowledge this so powerful?
• How do we keep this from becoming just another item on an already too full to-do list, another weight on our backs or another form of perfectionism?
• On the one hand, we know that service and living for others can bolster our purpose, but we also know this can be overextended at the expense of ourselves. How does Dr. Whelan propose that we better balance these two facets of purpose?
• When our values seem to be at odds with each other, how should we ascertain which values we should be prioritizing?
• Is there anything about happiness and living with purpose that Dr. Whelan has had a 180 on since dedicating herself so deeply to this research?

Links

• Dr. Whelan’s Website
• Finding Your Purpose
• Dr. Christine Whelan on LinkedIn
• Dr. Christine Whelan on Instagram

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: 2081-U-26196

Tune in to hear:

• Why do tweens seem to fall between the cracks, in terms of products, advice and services aimed at them, and why did Jamie focus on this niche demographic for her new book?
• From a developmental perspective, what should parents and caregivers understand about how 10-14 year olds think, learn and make decisions?
• When thinking about jobs for teenagers, how should parents think about jobs that build work ethic and resilience versus higher paying jobs that might more effectively prepare them for the future?
• When you’re teaching your tweens about saving, investing and working, how should you incorporate education around gratitude and avoiding entitlement?
• Tweens are growing up with digital payments, investing apps, crypto, TikTok influencers etc - how does this change the parents’ responsibility and the way they should teach about financial literacy?
• How can we, as parents, examine our own money scripts before we start teaching the next generation?
• What mistakes does Jamie see parents making, when it comes to teaching tweens about money, and what would she have them do differently?
• If there’s one positive thing that every parent listening to this could implement to help their tween build a healthy relationship with money, what should that be?

Links

• Jamie's Website
• Jamie Bosse on LinkedIn
• Money Boss Mom (Book)
• Investing For Tweens (Book)

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: 2007-U-26188

Tune in to hear:

• Why does Cullen argue in his new book that there is no perfect portfolio and argues that we should be worrying more about process?
• How do we begin to move our clientele from this search for a silver bullet to start thinking about their portfolios in a more systematic, bespoke way?
• Why does Cullen believe that advisors should match assets to future liabilities rather than just chasing returns? From a behavioral perspective, why is this shift hard for investors to internalize at times?
• Do most “diversified portfolios” fail Cullen’s test of diversification?
• If a listener adopted Cullen’s investing framework, what would they likely do differently during a period of market stress compared to an average investor?

Links

• Cullen Roche on Twitter
• Cullen Roche on LinkedIn
• Your Perfect Portfolio
• Discipline Funds

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: 2000-U-26188