In this episode, Tim chats with Brian Portnoy about how he's quit everything he's ever started, a great story for any entrepreneur or business owner.
Listen in as the delve into the depths of finding meaning amidst life's chaos and uncertainty, while also exploring Brian's groundbreaking work in behavioral finance.
Discover how to align passions with purpose, navigate challenges with grace, and craft a life filled with fulfillment and joy, all while making informed investment decisions.
📒 Show Notes and Resources 📒
01:05 Deep Dive into Financial Wellbeing with Brian Portnoy
03:13 Brian Portnoy's Personal Journey and the Genesis of His Writing Career
17:34 The Evolution of Financial Advice: From Transactions to Relationships
23:33 Embracing the Role of Guide: Financial Advisors as Life's Helpers
28:00 The Entrepreneurial Journey: From Concept to Impact
30:31 The Rise of Behavioral Finance in Wealth Management
31:35 Demand for Behavioral Insights and the Launch of Immersive Coaching
33:28 Introducing the Outsourced Chief Behavioral Officer
35:43 Expanding Access to Behavioral Finance Tools
36:10 Addressing Loneliness and Building Community
43:25 Generosity and Its Impact on Personal and Family Life
54:02 Concluding Thoughts and Where to Find More
Connect with Brian Portnoy
// 📘 Get Brian's latest book The Geometry of Wealth https://a.co/d/6V7SpAp
// Follow Brian on 𝑿: https://x.com/brianportnoy
// Send this link to your Wealth Advisor: https://www.shapingwealth.com/
Connect With Tim Meisenheimer
➡️ https://www.instagram.com/tim.meisy
➡️ https://www.linkedin.com/in/meisy/
Our mission at Wealth Beyond Riches is for you to reclaim your relationship with work and money. This is not another personal finance show about how to hack your way to riches. We cover the deeper dimensions of finance. These guests have thought long and hard about their relationship with work and money, so they can leverage their purpose and calling to have a greater impact on the world. The goal is that you hear something that moves your life 1% closer to your true purpose.
