Next Mile cover art

The Soul of Wealth with Daniel Crosby

· Next Mile

Guests:Daniel CrosbyChief Behavioral

Episode 077: We live in a world where numbers rule—stacking up wealth, counting dollars, and chasing financial milestones. It's a common pitfall to equate money with happiness, as society frequently portrays financial success as the ultimate goal. While money can bring freedom and opportunity, it also reveals that as powerful as it is, it remains a tool, not a solution to all of life's challenges.

In this episode, Kyle Van Pelt talks with Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, New York Times bestselling author, and the host of the Standard Deviations podcast. Daniel helps individuals and organizations thrive at the intersection of psychology and finance. His book, The Soul of Wealth, explores what wealth really is and provides practical suggestions for how to change your thinking and your actions in small, powerful ways.

Daniel talks with Kyle about money, meaning, and the human side of wealth. Daniel dives deep into the often-overlooked aspects of wealth, the power of conscious spending, and the parallels between health and wealth.

In this episode:

(00:00) - Intro (02:05) - The Soul of Wealth (06:47) - Daniel's thoughts on donor-advised funds (09:

Listen to this episode on the show’s site

This is what one conversation turns into.

Every episode here ships alongside an article, clips, social posts, and a newsletter. Tell us how many advisors you're marketing.

Prefer email? hello@milemarker.co