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MONEY WITHOUT MATH
We're exploring how money exists in our real, daily lives, not just as numbers on a chart. From managing our emotions to caring for an aging parent, join us for conversations that are practical, sometimes philosophical, and always fresh.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Clarity Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Content represents the opinions of the speaker and not necessarily those of Raymond James. The rating is not intended to be an endorsement, or any way indicative of the advisors abilities to provide investment advice or management. This podcast is intended for informational purposes only. Important Disclosure Information: http://raymondjames.com/smicd.htm
MONEY WITHOUT MATH
The Surprising Value of Advice with Dr. Daniel Crosby
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Money has a way of slipping into every corner of life, shaping how we feel, how we make decisions, and even how we show up for the people we love. So when the online noise insists that “nobody needs an advisor anymore,” it ignores the part of money that isn’t mechanical at all. In this conversation, Daniel Crosby brings a grounded, deeply human view of what advice actually does for people — the calm it creates, the guardrails it provides, and the way it helps us carry what feels heavy on our own.
In this episode:
- Why online critics misunderstand what advisors really do
- The emotional and time value hidden behind good advice
- How trust and rapport shape financial decisions
- When DIY investing starts to work against you
- Why simple conversations can be more powerful than complex strategies
- The role advisors play in helping clients stay steady during uncertain moments
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