What does it actually mean to be wealthy – and is it the same as being rich? In this episode of the Money:Mindshift podcast, Dr Tom sits down with author Brian Portnoy and financial planner Shadi Kirk to explore ‘funded contentment’ – the idea that money should underwrite the life you want to live, not the endless search for more. Together, they unpack the difference between being rich and being wealthy, and why many of us are already wealthier than we think. Tune in to build your own version of wealth.
Considerations
Please note the views expressed by contributors to this podcast are their own and should not be taken as advice. If you need advice, please speak to a financial adviser. AI was used in the editing of this podcast.
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Get to know Dr Tom
Dr Thomas Mathar (or Dr Tom for short) is not only an author, podcast host, and speaker on all things financial wellbeing – he’s also an expert in financial psychology, behavioural science, and longevity education.
Dr Tom has a unique drive to help you live a happy, long and rich life. You can pick up positive new habits on the Money:Mindshift podcast, or check out Dr. Tom's new book: ‘Your Path to Prosperity: How to fund a happy and long life.'
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And a huge thank you to our guests, Brian Portnoy and Shadi Kirk
Brian Portnoy is the best-selling author of The Geometry of Wealth, and the founder of Shaping Wealth - a learning technology platform that's transforming the human experience of money. You can follow him on LinkedIn, or visit Shaping Wealth's website.
Shadi Kirk is a financial planner in Edinburgh and a co-founder of Transform - a financial planning service in Scotland. You can follow Shadi on LinkedIn, or visit her website.
