In the first of our summer specials, we’re joined by Dr. Daniel Crosby - psychologist, behavioural finance expert, and author of The Soul of Wealth.

Daniel’s work invites us to rethink wealth not as a number, but as something deeply connected to our values, our behaviour, and our vision of a meaningful life.

We explore:

• Why we often know the right thing to do with money, but still don’t do it

• The hidden power of “Enough is a decision”

• Why women often outperform men as investors

• How the PERMA model helps us plan for fulfilment, not just freedom

• The small wins that make delayed gratification easier

• Why vulnerability could be an advisor’s greatest strength

Whether you’re building your financial future or helping others plan theirs, this episode is packed with insight, warmth, and actionable ideas.

Learn more about Daniel’s book: The Soul of Wealth

🎧 Listen now and subscribe for more conversations on long-term thinking, financial wellbeing, and living a life that matters.

Host: Dennis Hall

Host: Sarah Steele

Guest: Daniel Crosby Ph.D

Contact us: ask@yellowtail.co.uk

ABOUT YELLOWTAIL

Founded by Dennis Hall, Yellowtail are the trusted financial planners who advise individuals & families across the UK. Yellowtail’s experts provide the clarity, control and confidence to guide you through financial planning, estate planning, pension transfers and investment management directing your journey towards a prosperous retirement and financial peace of mind.