Financial Planning for Immigrant Families with Dr. Daniel Crosby

Like many Americans, Iván Watanabe is a descendant of immigrants. He was born to a Venezuelan mother and a Japanese father, with an extended family on both sides.  With the majority of his maternal family forced to leave Venezuela and his father’s family still living in Japan, Iván’s family grants him a unique insight as a financial planner. In this episode, Dr. Daniel Crosby interviews Iván on financial planning and finances for immigrant families. Iván shares his personal experiences and the insights he’s gained from two different cultures. Plus, he reveals the impact both have had on his personal decisions. Dr. Crosby and Iván discuss: The power of saving and the value of financial skills when moving countries Conflicts between culture and innovation The financial struggle of real estate assets as a landlord  Ways culture influences financial decisions And more! Resources: Standard Deviations Podcast Connect with Dr. Daniel Crosby: Dr. Daniel Crosby Connect with Iván Watanabe: Opus Private Client, LLC  LinkedIn: Iván Watanabe About Dr. Daniel Crosby: Educated at Brigham Young and Emory University, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of the mind and markets. Dr. Crosby recently co-authored a New York Times Best-Selling book titled Personal Benchmark: Integrating Behavioral Finance and Investment Management. He also constructed the “Irrationality Index,” a sentiment measure that gauges greed and fear in the marketplace from month to month. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as his monthly columns for WealthManagement.com and Investment News.