Shows
Mitlin Money MindsetFinding True Wealth with Brian PortnoyMoney and meaning are often treated as separate conversations, but what if they were deeply connected? How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers. Brian shares: H...2025-04-1637 min
Don't Do ThatDon’t Assume the Best Ideas Always Win with Brian Portnoy, Shaping WealthThink having the best idea guarantees success? Think again. On this episode of the Don’t Do That podcast, Kelly Waltrich and Brian Portnoy, CEO of Shaping Wealth, explore why great ideas alone aren't enough and how to ensure your message actually lands with your audience. Brian shares hard-earned insights from his 30-year journey from academia to entrepreneurship, revealing why everything—whether you like it or not—is ultimately sales.Kelly and Brian discuss:02:56 The myth that the best idea or catchiest phrase always wins05:48 How the "attention economy" has changed the game09:3...2025-02-2022 min
Free Lunch“It’s Groundhog Day!” with Brian PortnoyColin and Karyn are joined by special guest Brian Portnoy, founder of Shaping Wealth and author of The Geometry of Wealth. Together, they explore how investors can avoid repeating the same financial mistakes. Listen in to learn how to build a more intentional financial future!2025-02-0538 min
The Important Part: Investing with Liz ThomasInvesting with Emotional Intelligence with Brian PortnoyConventional wisdom claims that mixing emotions with financial decisions can lead to poor, even impulsive decisions. But what if we instead viewed emotions as super powers that we can harness to not only make wiser, but more meaningful choices for ourselves and our financial goals?In this episode, we sit down with Brian Portnoy, author and founder of the financial advisor coaching and e-learning platform Shaping Wealth. The lessons on Shaping Wealth apply wisdom from psychology, behavioral science, as well as emotional intelligence to coach financial advisors to be better partners for their clients’ financial journeys....2025-01-3153 min
Market DiveBook Summary | The Geometry of Wealth by Brian Portnoy🎙Welcome to Market Dive, your deep dive into the world of finance and investing!
Nika and Kian will discuss the groundbreaking ideas from The Geometry of Wealth by Brian Portnoy, exploring how wealth is more than just a number. The episode dives into the book and the concept of "funded contentment" and how aligning finances with personal values can lead to a more meaningful and fulfilled life.
Highlights:
What is "funded contentment," and how can it redefine our approach to wealth?
How do cognitive biases and emotional factors shape our financial decisions?
Why is...2024-12-2516 min
Resolve Riffs Investment PodcastBefi is Dead; Long Live Befi! with Shaping Wealth’s Brian PortnoyIn this episode, we delve into the world of behavioral finance and financial planning with Brian Portnoy, one of the co-founders of Shaping Wealth. We discuss the importance of understanding human behavior in financial planning, the concept of 'behavioral finance 2.0', and how financial advisors can better serve their clients by taking a more human-centric approach.Topics Discussed• Discussion on normalizing human behavior in financial planning and the emergence of 'behavioral finance 2.0', which focuses on understanding the humanity of clients rather than their flaws• Exploration of the difference between reflective happiness and life...2024-12-191h 14
Framework with Ana Trujillo LimónBeyond Biases: Rethinking Behavioral Finance with Brian Portnoy, CFAIs traditional behavioral finance missing the mark?Brian Portnoy, CFA, founder of Shaping Wealth, joins Ana Trujillo Limón, Director, Editorial, to introduce “Behavioral Finance 2.0,” a fresh take that goes beyond client-centric advice to a human-centric model. Rather than “fixing” biases, Brian emphasizes tapping into clients’ real motivations and strengths. He shares how advisors can go deeper, guiding clients toward true well-being by focusing on the physical, emotional, spiritual, and financial dimensions of their lives.Listeners will gain actionable insights into building trust and empathy with clients, moving them from “okay” to “great,” and creating more me...2024-11-1133 min
Top Advisor Marketing PodcastEngage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492)What if there was a way to make every client meeting feel more personal, engaging, and trust-building?
In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on human-centered financial guidance. It’s all about bringing some human into your work.
They cover everything from setting realistic client expectations (say goodbye to surprise phone calls!) to building a workplace culture that treats people as, well, people.
Matt an...2024-11-0528 min
MSUWMA PodcastThe Importance of Behavioral Finance with Brian Portnoy - S9 Ep.4Brian Portnoy, CFA, the founder and CEO of Shaping Wealth, shares his expertise in the relationship between humans and their wealth. We discussed why Brian and his team created Shaping Wealth and the impact of understanding behavioral finance to strengthen connections with clients. Listen to Brian share how curiosity, hustle, and kindness can transform your life and bring you closer to your goals. Hope you enjoy!
Brian's Links:
https://www.linkedin.com/in/brianportnoy/
https://www.shapingwealth.com/
Podcast Team Links:
Hannah Bennett - https://www.linkedin.com/in/hannahbennett-/
Brandon Klump - https://www.linkedin.com/in/brandon-klump
...2024-09-2341 min
Your Retirement Planning SimplifiedEP #105: Connecting Your Values to Your Financial Goals with Dr. Brian PortnoyJoe sits down with Dr. Brian Portnoy to explore the concept of "funded contentment," a revolutionary approach to financial well-being that transcends traditional views of wealth. They delve into the psychological and emotional aspects of retirement planning, emphasizing the importance of aligning financial decisions with personal values. Brian introduces his famework of the four Cs—connection, control, competence, and context—offering practical insights to help listeners overcome cognitive biases, simplify their finances, and find purpose in retirement. Read the full show notes and find more information here: EP 105 Show Notes 2024-09-0541 min
Planning & Beyond™6. The Path to Funded Contentment with Brian PortnoyText us to share what you found helpful!What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into how to have deeper, more meaningful conversations about money and life.Connect with us below!Brian Portnoy on LinkedInAshley Quamme on LinkedInVisit Shaping Wealth...2024-08-2935 min
Fintech ImpactLydia with Brian Portnoy and Andrew Smith Lewis | E330In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process more human through technology.Episode Highlights:00:47: Andrew takes the lead to describe Lydia's vision. He portrays Lydia as an empathetic AI collaborator, designed to improve advisors' interactions with clients for better outcomes. He emphasizes the project's humanistic approach, highlighting the ambition to use technology not as...2024-06-2541 min
Talking Billions with Bogumil BaranowskiBrian Portnoy, CFA, PhD: Geometry of Wealth; The Search for Funded Contentment & Underwriting a Meaningful Life“True wealth is the ability to underwrite a meaningful life.”
My guest today is Brian Portnoy, CFA, PhD — the Founder of Shaping Wealth.
Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the hedge fund and mutual fund industries. He is a CFA Charterholder and earned a PhD at the University of Chicago.
Brian Portnoy discusses the emotional and psychological aspects of money and the pursuit of a meaningful life. He emphasizes the importance o...2024-06-031h 02
From the Ground UpHuman-Centric Advice with Brian PortnoyWhen financial advisors are asked at conferences if they feel like a client’s therapist, almost always, an entire room raises its hands. With a majority of advisors not trained in therapeutic techniques, they are left to navigate the emotional aspects of money management. Brian Portnoy, Founder of Shaping Wealth, joins Zach Conway, and Kelsey McKenna to discuss how advisors need to embrace "human-centric" advice while staying on the correct side of the line from a therapeutic standpoint, based on their qualifications.Connect with us: Brian Portnoy on LinkedIn2024-04-1837 min
Wealth Beyond RichesEp 3: Navigating Life's Purpose & Investments with Brian PortnoyIn 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 Portno...2024-04-1656 min
Just Press RecordOptionality and Decision-Making with Brian Portnoy and Mat CashmanIn the second episode of Just Press Record, I had the pleasure of inviting Brian Portnoy, a behavioral finance expert, and Mat Cashman, an options trading specialist, to join me for a discussion on the concept of optionality in decision-making. Our conversation delved into the importance of having choices in life, the challenges of navigating uncertainty, and the role of self-awareness in making meaningful decisions. My guests shared insights from their respective fields, drawing fascinating parallels between options trading and personal decision-making, emphasizing the value of accumulating affordable, slightly out-of-the-money options in various aspects of life. We also explored...2024-04-101h 06
The NewRetirement PodcastFinancial Wellbeing: A Holistic Approach with Brian Portnoy on Shaping WealthShaping WealthThe Geometry of Wealth: How to shape a life of money and meaning by Brian Portnoy: https://amzn.to/48snjJL (Amazon)How I Invest Money: Finance Experts Reveal How They Save, Spend and Invest by Brian Portnoy https://amzn.to/3SncdA9 (Amazon)The Investor's Paradox: The Power of Simplicity in a World of Overwhelming Choice by Briand Portnoy https://amzn.to/48KiFqY (Amazon)
2024-01-2354 min
Aligned Money ShowMore vs Enough with Brian PortnoyOn this show, we talked about why our relationship with money can be so hard, the role articulating our feelings plays, and the danger of jargon with Brian Portnoy, CFA, Phd, Founder of Shaping Wealth and the author of How I Invest My Money. Listen to learn why it’s important to think about the dichotomy of wanting more versus having enough!
For the difference making tip, scan ahead to 18:31!
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn. Click HERE for a copy of How I Invest My Money.
On th...2024-01-0322 minAligned Money ShowBook Club with Brian PortnoyOn this edition of the Book Club, Brian Portnoy talks about his book The Geometry of Wealth: How to shape a life of money and meaning.
For a copy of The Geometry of Wealth, click HERE
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.
On this edition of the Book Club, Brian Portnoy talks about his book The Geometry of Wealth: How to shape a life of money and meaning.
For a copy of The Geometry of Wealth, click HERE
You can learn more about...2024-01-0321 minAligned Money ShowMoney and Contentment with Brian PortnoyOn this show, we talked about money’s role in finding true happiness and contentment, how community fits into it and things to be thinking about on a daily basis with Brian Portnoy, PhD, CFA, Director of Investment Education at Virtus Investment Partners, author of two books and an expert at simplifying the complex world of money. Listen to learn how to reconcile being happy with what you have and striving for more!
For the Difference Making Tip, scan ahead to 19:36.
You can learn more about Brian at ShapingWealth.com, Twitter and LinkedIn.
You...2024-01-0323 min
Fiftyfaces Focus - IntersectionsEpisode 207: Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on The WhoBrian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds.Our conversation starts with a quick summary of Brian’s background, his academic journey through politics, economics and sociology and his love of teaching. We trace this spec...2024-01-0341 min
The Active AdvisorTransforming the Human Experience of Money with Brian Portnoy, CFA and Founder of Shaping WealthIn this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA and Founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money.Join us as we discuss the following topics:The difference between being rich and wealthyHolistic wellbeing vs. portfolio outperformanceThe only two questions that matter in client conversationsHow to adapt to the evolution of changing advisor - client relationshipsBuilding human-centric wealth culturesEmotional intelligence and why it matters...2023-10-1732 min
The Gray Divorce PodcastHow to Shape a Life of Money and Meaning with Brian PortnoyIn this episode, I chat with Brian Portnoy. Brian is one of the world's leading experts on the psychology of money. Our discussion focuses on his book The Geometry of Wealth. We discuss the important distinction between being rich and being wealthy and the role money plays in what Brian terms “funded contentment.” Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transcend Retirement or Wiser Divorce Solutions. Follow Andrew on LinkedIn too!2023-09-2335 min
Do Business. Do Life. — The Financial Advisor Podcast — DBDL026: Brian Portnoy - The Psychology of Money, Rich vs. Wealthy, and AI’s Role in FinanceToday, I’m talking with Brian Portnoy – Founder of Shaping Wealth, CFA, and one of the world’s leading experts at simplifying the complex world of finance. In this episode, Brian breaks down the psychology of money and its relationship to happiness in a way you’ve probably never heard. You’ll learn how to help your clients rewrite their story around money and go from a constant quest for more, to building true meaningful wealth – or as he calls it, “funded contentment.”Rich is a number, but wealth is a mindset – and that is the theme of today...2023-08-231h 16
The Capital StackBrian Portnoy Best-Selling Author of The Geometry of Wealth on The Psychology of Money and How Investing Has Been SolvedThis week, I have the pleasure of interviewing Brian Portnoy, a renowned expert in behavioral finance and author of bestselling books like "Geometry of Wealth" and "The Investors Paradox." We delve into the fascinating idea that the game of investing has been solved, with the new frontier being the pursuit of funded contentment instead of chasing alpha. Tune in to the podcast available on YouTube, Apple, or Spotify to catch the insightful conversation.Do you understand the psychology of money? What does true wealth mean to you? Getting a healthy money mindset is difficult because our brains...2023-08-0135 min
The Evidence-Based InvestorTEBI podcast 43: Brian Portnoy on the "evolutionary two-step": why you first need to survive, then thrive, with your moneyIn the third of a series of 12 TEBI episodes looking at meaning and money during later careers or second lives, Jonathan Hollow interviews writer, educator, investor and Chartered Financial Analyst Brian Portnoy. Brian discusses the concept of "funded contentment" as true wealth, contrasting it with the pursuit of "riches". He explores the four universal sources of deep contentment: connection, control, competence, and context. Brian emphasises the importance of addressing our basic needs, and protecting ourselves, before trying to fund more aspirational goals. This conversation will encourage you to reflect on what is "enough” for you to pursue you...2023-07-1730 min
The Fiftyfaces PodcastBrian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on the "Who"Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment". He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds. Our conversation starts with a quick summary of Brian's background, his academic journey through politics, economics and sociology and his love of teaching. We trace this speciality into his career in in...2023-07-1341 min
Perfectly Mentored with Jason PortnoyBrian Galke: Are EYEBROWS the Secret to More Sales?Understanding the language of eyebrows allows for more effective communication, fostering better connections and improved decision-making.In this episode of, Jason is joined by Brian Galke and they dive into a fascinating concept: understanding people based on their eyebrows. Brian explains how understanding the language of eyebrows allows for more effective communication, fostering better connections and improved decision-making.Topics Covered Highbrow vs. lowbrow [00:26]People with high eyebrows [04:14] Understanding eyebrow wiring [08:21]Rounded eyebrow [12:51 ]Want to work with Jason one-on-one? Click He...2023-06-1917 minPerfectly Mentored with Jason PortnoyBrian Galke: Are EYEBROWS the Secret to More Sales?Understanding the language of eyebrows allows for more effective communication, fostering better connections and improved decision-making.In this episode of, Jason is joined by Brian Galke and they dive into a fascinating concept: understanding people based on their eyebrows. Brian explains how understanding the language of eyebrows allows for more effective communication, fostering better connections and improved decision-making.Topics Covered Highbrow vs. lowbrow [00:26]People with high eyebrows [04:14] Understanding eyebrow wiring [08:21]Rounded eyebrow [12:51 ]Want to work with Jason one-on-one? Click He...2023-06-1917 min
On the Circuit18. Brian Portnoy and Amy Mullen on Achieving Financial Well-BeingThe core of human first financial planning lies in advisor-client relationships built on empathy. In this episode of On the Circuit, Brian Portnoy, CFA and Founder at Shaping Wealth, and Amy Mullen, CFP® and President of Money Quotient, Inc., discuss how advisors can lean into behavioral science to foster trust and grow their business. Listen in to learn about the connectivity between financial advice and client emotions, or to hear our guests’ most ideal version of a San Antonio-style “...2023-05-241h 02
The Humans vs Retirement PodcastHow to fund your contentment in retirement with Brian PortnoySummary In this episode of the Human vs Retirement podcast, Dan interviews author and behavioural finance expert Brian Portnoy. Brian is an expert in simplifying the complex world of money, and they delve into his book "The Geometry of Wealth." Throughout the episode, Brian shares insights from his years of experience coaching and mentoring people on financial wellness, offering tips and wisdom on how to overcome the behavioural, emotional, and financial challenges of retirement and specifically delves into his contentment framework of the 4 C’s. What You’ll Learn The listener will learn abou...2023-05-1547 min
Financial Planning For Canadian Business OwnersBehaviour Finance with Brian Portnoy | E104Jason Pereira talks to Brian Portnoy, Founder of Shaping Wealth and author of three books, including the must-read advisor book - The Geometry of Wealth. Brian is a well-known expert in the field of behavioral finance, and he will talk about what behavioral finance is and how it affects our decision-making and our relationships with the people advising us.Episode Highlights:07:16: We think of ourselves as kind of thoughtful, critical thinkers. But the fact is that the main elements of the brain are designed or evolved to basically regulate all the different biological or physical...2023-04-2735 min
Educational AlphaS1: Conversation with Brian Portnoy, CFA, Founder & CEO, Shaping WealthIn this episode, Bill ponders the changing of the guard within the investment landscape – a generational shift among investment professionals, the emergence of a new investor, and the impending tremendous transfer of wealth to come. He is joined by Brian Portnoy, Founder and CEO of Shaping Wealth, and a leading expert on the psychology of money. Fascinating discussion on money, minds, and markets. Listen in!
2023-04-0520 min
Bulletproof EntrepreneurS02E02 - Brian Portnoy - How to Shape a Life of Money and MeaningSend us a textI’ve described this podcast as being ‘inspired conversations at the intersection of money, business, family, and life’ and none better sum up that complex blend than the one I had recently with Brian Portnoy.Brian is a coach, consultant, entrepreneur, and author of one of the best books I’ve ever read on all things financial and our behaviour around money. - The Geometry of Wealth.A recent study confirmed that 73% of people say money is the most stressful factor in life - more stressful than death, politics, or relig...2023-01-261h 17
The Money and Meaning ShowHow to Achieve ”Funded Contentment” in Your Life with guest Brian PortnoyIn today's episode, Jeff welcomes bestselling author and founder of Shaping Wealth Brian Portnoy, Ph.D., CFA to discuss the difference between being "rich" and being "wealthy". Brian is an expert at simplifying the complex world of money. In the episode, Brian touches on a concept from his book The Geometry of Wealth: How to shape a life of money and meaning, that the true meaning of wealth is "funded contentment", the ability to underwrite a meaningful life.
As humans, we can get stuck on the hedonic treadmill when no matter what we pursue in life, even...2023-01-1951 min
Wicked Pissah PodcastEpisode 138 - Brian Portnoy, CFA®, Shaping WealthFPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money, combining science and story to show people how to underwrite a meaningful life through "Funded Contentment." https://www.shapingwealth.com/ https://www.linkedin.com/in/brianportnoy/ https://twitter.com/brianportnoy2023-01-1746 min
The Investopedia Express with Caleb SilverSearching for the Soul of Wealth with Brian PortnoyBrian Portnoy, best-selling author and founder of Shaping Wealth, joins The Express to talk about how financial planning is evolving to become more holistic, and how we are rethinking our definitions of wealth. Plus, 2023 gave investors just about all we could handle, so what's in store for the new year? We look around the bend at what's on the tracks in 2023.LINKS FOR SHOW NOTEShttps://pitchbook.com/news/articles/merger-acquisition-deal-global-trends-q3-2022https://www.investopedia.com/surveying-the-investor-landscape-for-2023-6835785www.spglobal.com/marke...960244www.investopedia.com/terms/c/c...2022-12-1935 min
My Worst Investment Ever PodcastBrian Portnoy – Financial Wellbeing Is Your Gateway to a Meaningful LifeBIO: Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money.STORY: Brian joins us again on the podcast. This time he talks about his endeavors in behavioral finance and how he’s helping financial advisors improve their emotional competencies to achieve financial well-being more effectively.LEARNING: Put thought into your financial well-being. “The driving assumption of most economics is that more is better. We know that that’s not true.”Brian Portnoy Guest profileBrian Portnoy is the founder of...2022-12-0543 min
SHIFT with Ross MarinoShaping Wealth Management with Brian PortnoyOn this episode of SHIFT Brian Portnoy, Founder of Shaping Wealth, joins Ross Marino to talk about the new financial planning landscape and shifting focus to funded contentment.Learn more at https://humanfirst.live/Connect with Brian:TwitterLinkedInLearn more about Shaping Wealth:Website TwitterLinkedInConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.2022-12-0213 minPerfectly Mentored with Jason PortnoyEP187: Brian Galke: Read Faces To Make More Friends And More MoneyReading people's faces is something that may seem weird or even unnecessary on the surface. But it’s actually one of the most useful skills that you can learn.Brian Galke is a facial feature recognition expert and author who has mastered this skill—or come as close to mastering it as anyone ever has.In this unique episode of the Perfectly Mentored Podcast, Brian Galke gives a comprehensive mini-masterclass on facial feature recognition, and how you can use it to your advantage in all aspects of your life!Topics Covered How...2022-10-261h 08Perfectly Mentored with Jason PortnoyEP187: Brian Galke: Read Faces To Make More Friends And More MoneyReading people's faces is something that may seem weird or even unnecessary on the surface. But it’s actually one of the most useful skills that you can learn.Brian Galke is a facial feature recognition expert and author who has mastered this skill—or come as close to mastering it as anyone ever has.In this unique episode of the Perfectly Mentored Podcast, Brian Galke gives a comprehensive mini-masterclass on facial feature recognition, and how you can use it to your advantage in all aspects of your life!Topics Covered How...2022-10-261h 08
The DerivativeYOLO is BS, and Investing as just one Dimension of Wealth with Brian Portnoy of Shaping WealthWill the real Portnoy please stand up? This week's guest may not be rating pizzas worldwide in one bite, but he is an expert at simplifying the complex world of money — we're sitting down with the one and only Brian Portnoy, Ph.D., CFA. Brian(@brianportnoy) is the founder of Shaping Wealth, a coaching and content platform inspiring financial well-being globally. He also has multiple bestselling books on the psychology of money, most notably The Geometry of Wealth (which has been published in 8 different languages.)
For this interesting chat, Jeff and Brian dive into YOLOers needing to take...2022-07-281h 08
The New SkoolCreating Funded Contentment with Brian PortnoyBrian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human experience of money. In this episode, he shares his personal journey to funded contentment and how his coaching and content of Shaping Wealth is helping advisors to do the same with their clients. Brian works with advisors and HR in companies and universities to create financial well-being programs and reach simplicity in the complex world of money. Website: https://www.shapingwealth.com/ Brian’s Portnoy’s LinkedIn: https://www.linkedin.com/in/brianportnoy/ Brian’...2022-07-2139 min
LagniappeFunding Contentment with Brian PortnoyThe happiness and contentment we feel surrounding money doesn’t end with the number in our bank account. Take it from Brian Portnoy, founder of Shaping Wealth, a financial wellness company that helps clients make smarter financial moves. Brian understands the psychology behind financial decisions as much as he does the strategy behind investment.For instance, as human beings, we instinctively compare ourselves to others, seeking comfort in status and discomfort when our social media is flooded with 18-year-old billionaires rich off crypto. But how can we learn to mute the comparison triggers all around us? And wh...2022-06-2832 min
Off The WallDr. Brian Portnoy | How to Shape a Life of Money and Meaning"Rich" is a number, "wealth" is a mindset. Dr. Brian Portnoy, one of the world's leading experts on the psychology of money, joins the podcast to discuss his book The Geometry of Wealth: How To Shape a Life of Money and Meaning. Brian explains how money fits into your happiness and the life you want to lead (not the other way around)—it's what he calls "funded contentment." Brian also answers the big questions: Does money buy happiness? And how do you strike the balance between more and enough? Learn more about Brian and his...2022-05-1836 min
Emotional Balance Sheet with Paul Fenner[REPLAY] Brian Portnoy – Funded Contentment: Am I Going to Be Okay?Am I going to be okay? The question—not explicitly about money is posed by everyone from the ultra-wealthy to the just-getting-by, from the retiree to the just-getting-started. No matter the lifestyle, accent, politics, or favorite sports team, everyone I meet wants to take care of their families, remain or get healthy, be generous to others, enjoy their hobbies, and excel at work. These words set the stage for Brian Portnoy's book, The Geometry of Wealth: How to Shape a Life of Money and Meaning. These remarks also set the foundation for an in-depth conversation with Brian, which...2022-05-1236 min
Minority MoneyBehavioral Finance: How We Think About Money with Brian PortnoyWith behavioral finance only formally discovered as early as 50 years ago, there’s been almost a lack of conversation around it. At the end of the day, after people invest, the question that’s asked runs more along the lines of “Is this enough?” and, “Am I going to be okay?”In this episode, I’m joined by Brian Portnoy, the founder of Shaping Wealth, and the author of books that discuss and talk about behavioral finance. With over 15 years of experience, Brian coined the term funding contentment as a way to really hook people into understanding the relevance...2022-05-0246 min
Gen-Z and FriendsInvesting, Speculating, Money, and Luck with Brian Portnoy, Founder of Shaping WealthOn today’s episode I speak with Brian Portnoy, Founder and CEO of Shaping Wealth. Brian is one of the world’s leading experts on the psychology of money. He is a CFA Charterholder and earned his PhD at the University of Chicago. Brian has written multiple bestselling books, including The Geometry of Wealth and How I Invest My Money with Josh Brown. Brian has over 20 years of experience as an investor and educator in the hedge fund and mutual fund industries. He now he helps thousands of advisors understand behavioural finance and communicate more effici...2022-03-1438 min
Voice from the HillsA Conversation with Brian Portnoy - EP. 13Brian Portnoy discusses the importance of funded contentment and the idea that while our situations are unique and special, our behavioral challenges are not. Human is human. Hosted on Acast. See acast.com/privacy for more information.2022-02-241h 00
The Long Term InvestorWhy Being Wealthy Is Better Than Being Rich with Brian PortnoyBrian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian has written multiple bestselling books on the psychology of money: How I Invest My Money (2020), The Geometry of Wealth (2018) and The Investor’s Paradox (2014). Listen now and learn: The difference between being rich and wealthy How we fail in funding a meaningful life Ways to bring balance to your money life Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2022-01-2628 min
Wealth ActuallyEP.100 SHAPING WEALTH with BRIAN PORTNOYWelcome Back to the Wealth Actually Podcast- This episode marks a big milestone. We have hit the 100th EPISODE. I was pleasantly surprised to see that we have been downloaded in all 50 states and 114 countries. A big thank you to everyone who listens. As always, it’s great for the show’s momentum if you subscribe, leave reviews and share.
For this 100th episode, I’m thrilled to have my friend, BRIAN PORTNOY, on the podcast. We talk about the next phase of behavioral psychology in the wealth management industry, the formation of his new company, SHAPING WEALTH, and his entrepre...2022-01-1424 min
MONEY WITHOUT MATHThe Pursuit of Enough with Brian PortnoyIn a culture of hustle, grind, do more, get more, be better, go faster, now, when do we know when to say, “enough?” And more specifically, how do we reconcile more and enough when it comes to our money? Behavioral finance expert Brian Portnoy, CFA, PhD, and author of “The Geometry of Wealth,” joins us to explore the intersection of time, money, living a joyful life, and the pursuit of enough in these noisy and busy times.2021-11-2940 minPerfectly Mentored with Jason PortnoyEP133: Brian Covey: Just Keep GrowingLife is all about growth. It doesn’t matter whether you’re an entrepreneur or an athlete. Whatever it is that you do for a living, you need to find ways to keep growing so you can keep enjoying what you do for as long as possible.Brian Covey has had no shortages of opportunities to continue growing in all aspects of his life. He made a full transition from playing professional soccer, even playing for the U.S. Olympic Team, to becoming a full-time entrepreneur and executive at loanDepot. Today, Brian is using everything that he lear...2021-07-2047 minPerfectly Mentored with Jason PortnoyEP133: Brian Covey: Just Keep GrowingLife is all about growth. It doesn’t matter whether you’re an entrepreneur or an athlete. Whatever it is that you do for a living, you need to find ways to keep growing so you can keep enjoying what you do for as long as possible.Brian Covey has had no shortages of opportunities to continue growing in all aspects of his life. He made a full transition from playing professional soccer, even playing for the U.S. Olympic Team, to becoming a full-time entrepreneur and executive at loanDepot. Today, Brian is using everything that he lear...2021-07-2047 min
The Most Hated F-WordFunded Contentment For Everyone with Brian PortnoyWith Brian Portnoy Founder of Shaping Wealth | Author | Entrepreneur | Educator
Brian is on a mission to provide funded contentment for everyone…..enjoy!
Highlights:
Why we need a better financial map with a truer compass?The difference between being rich and wealthy?How to underwrite a meaningful life?When good enough is good enough pertaining to investingWe talk about Brian’s road map to living the good lifeBrian discusses how we can find more meaning and purpose in our livesWhat is enough?What is the "recipe" for funded contentment How to tackle the concept of financial well-being
Links:
Shaping Wealth: CLICK HERE...2021-06-2453 min
The Rewired SoulThe Psychology of Building Wealth with Brian PortnoyEpisode NotesMoney is a difficult subject for a lot of us, but once we learn the psychology behind how to be better with our money, we can make incredible changes. Today's guest is the author Brian Portnoy, and he specializes in the psychology of investing, saving, and making smarter financial decisions overall. Follow Brian on Twitter @brianportnoyGet a copy of The Investor's ParadoxGet a copy of The Geometry of WealthGet a copy of How I Invest My MoneyVisit the Shaping Wealth website2021-06-0400 min
The Rewired SoulThe Psychology of Building Wealth with Brian PortnoyEpisode Notes
Money is a difficult subject for a lot of us, but once we learn the psychology behind how to be better with our money, we can make incredible changes. Today's guest is the author Brian Portnoy, and he specializes in the psychology of investing, saving, and making smarter financial decisions overall.
Follow Brian on Twitter @brianportnoy
Get a copy of The Investor's Paradox
Get a copy of The Geometry of Wealth
Get a copy of How I Invest My Money
Visit the Shaping Wealth website
For the interview transcript visit www...2021-06-0400 min
The Human Side of Money19: Brian Portnoy | Mapping Money To Meaning On The Path To Funded ContentmentThere is zero correlation between the size of your bank account and the overall contentment and happiness of your life.
If you’ve worked with people and their finances long enough, you’ve seen it time and time again. But, once you can align money with meaning, you have the foundation of a happy, meaningful life.
Financial advisors excel at financial strategies but often fall short at helping clients illuminate the ingredients of a meaningful life. Brian Portnoy has spent decades writing, speaking and teaching on how to map money to meaning on the path to fu...2021-03-311h 29
Resilient AdvisorShaping Wealth and Funded Contentment with Brian PortnoyFinancial Wellness expert and Founder of Shaping Wealth,Brian Portnoy, comes on the show to talk about his book and new business, how he invests his money, and "funded contentment". Follow Resilient Advisor™ On Social: -- Twitter: https://twitter.com/sjaycoulter -- Facebook: https://www.facebook.com/resilientadvisor -- LinkedIn: https://www.linkedin.com/in/sjaycoulter -- Instagram: https://www.instagram.com/sjaycoulter Learn more about Resilient Advisor™: https://www.resilientadvisor.com © Resilient Advisor. All Rights Reserved2021-03-2624 min
Rhodes To WealthHow The Wealthy Invest Their Money With Brian PortnoyWhat is it with the wealthy that they always seem to be making the right money decisions? A lot of life coaches and financial advisors will tell you that it’s more about what they do than who they are, but you’ll be surprised that that isn’t necessarily the case. In fact, the greater part of our psychology about money is hardwired and there is only so much that we can control. It’s what we do with what we can control that matters. It’s how we maximize what we have, seek meaning, and pursue funded contentmen...2021-03-161h 01
The Phil Bak PodcastBrian Portnoy: Funded ContentmentAuthor, investor and entrepreneur Brian Portnoy joins the podcast to talk financial education, behavioral investing, the concept of funded contentment, and lessons from his new book, How I Invest My Money.2021-03-1534 min
Emotional Balance Sheet with Paul FennerBrian Portnoy – Funded Contentment: Am I Going to Be Okay?Am I going to be okay? The question—not explicitly about money is posed by everyone from the ultra-wealthy to the just-getting-by, from the retiree to the just-getting-started. No matter the lifestyle, accent, politics, or favorite sports team, everyone I meet wants to take care of their families, remain or get healthy, be generous to others, enjoy their hobbies, and excel at work. These words set the stage for Brian Portnoy's book, The Geometry of Wealth: How to Shape a Life of Money and Meaning. These remarks also set the foundation for an in-depth conversation with Brian, which...2021-02-0436 min
Everyone's Talkin' MoneyBehind the Scenes Look at How Money Experts Invest Their Money | Brian Portnoy
Raise your hand if you like snooping on other people as much as I do. There’s something about having a behind the scenes look at people’s lives that is exciting, and when it comes to investing, who wouldn’t want to know how other’s invest their money. Brian Portnoy, behavior finance expert and co-editor of the book How I Invest My Money, will take us on a little snooping adventure in this episode to look at how others invest their money.About BrianOur guest on the podcast today is author Brian Portnoy...2021-01-0844 min
The Rational Reminder PodcastDr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros InvestDr. Brian Portnoy and Josh Brown’s book How I Invest My Money, captures the stories and investment strategies of 25 top financial advisors. The book highlights that while there are established dogmas that tell you how and why you ought to invest, there is no ‘one-size-fits-all’ way to invest. Today we speak with Brian and Josh about the key insights that we can derive from their work. We open our conversation by exploring how they conceived and developed their book before talking about why fully rational investing is a myth. After diving into how we allocate money to solve our un...2020-11-2657 min
The Good Life Podcast with Sean MurrayTGL039: How I Invest My Money with Brian Portnoy (Finance Podcast)Today’s guest, Brian Portnoy, writes extensively on personal finance and investing. He has a new book out with Josh Brown entitled, "How I Invest My Money." It's a collection of 25 personal essays from financial advisers and experts, where they share the details of how they save, spend, and invest their own money.In this episode, Brian explores happiness, contentment, risk, indexing versus active management, behavioral finance, equities, bonds, and real estate. It's a fascinating look at something we don't often get a chance to explore the details of how experts in finance use money to get wh...2020-11-2344 min
Infinite LoopsJosh Brown & Brian Portnoy – “How I Invest My Money” In this episode of Infinite Loops we spoke with Josh Brown & Brian Portnoy, authors of the newly released book How I Invest My Money. In this discussion, we cover: How Brian and Josh invest personally. Highlighted stories from some of the 25 contributing authors. The concept of “Funded Contentment” How money can be wielded as a weapon Behavioral biases and money Roasting Jamie… and much more Follow Josh (https://twitter.com/ReformedBroker) and Brian (https://twitter.com/brianportnoy) on Twitter, and their new book here How I Invest My Money: Finance Experts Reveal How they Save, Spend, and Invest.2020-11-191h 10
The Compound and Friends"I'll Invest After The Dust Settles," Nick Colas On Why US Stocks Will Keep Outperforming, Brian Portnoy On How To Write A BookOn the latest episode of The Compound Show, Josh is joined by Nicholas Colas (DataTrek Research) to discuss the current stock market opportunities around the world, from the US to Europe to Japan to the Emerging Markets. We get Nick's take on autonomous vehicles, Chinese tech giants and some of the things he's learned from 30 years on Wall Street.Brian Portnoy joins to talk with Josh about the new book they edited together, "How I Invest My Money."Your ratings and reviews go a long way so please keep them coming!2020-11-131h 09
The Retirement Café PodcastHow the financial experts invest their money, with Brian Portnoy Have you ever wondered how the financial experts and pundits who advise on how we should invest our money do, indeed, invest their own? An unprecedented new book from behavioural finance expert and founder of the financial wellness platform Shaping Wealth, Brian Portnoy, and co-founder and chief executive of Ritholtz Wealth Management, Joshua Brown, changes all that. In ‘How I Invest My Money: Finance Experts Reveal How They Save, Spend and Invest’ 25 high-profile industry experts - including the authors - share the ‘whys’ and ‘hows’ of their investments. Brian joins me on the podcast to e...2020-11-0334 min
The Long ViewBrian Portnoy: Balancing Returns with Simplicity, Financial Independence, and Peace of MindOur guest on the podcast today is author Brian Portnoy. Brian has written two books on the field of behavioral finance, The Investor's Paradox and The Geometry of Wealth. He's also the editor of a forthcoming book of essays about how financial experts invest their own money called How I Invest My Money.Brian is the founder of Shaping Wealth, a financial-wellness platform that works with individuals and organizations to make better money decisions. For more than two decades, Brian has worked in the hedge fund and mutual fund industries as portfolio...2020-09-3055 min
Retire With Purpose - The Retirement PodcastThe Geometry of Wealth with Brian PortnoyBrian Portnoy, Ph.D., CFA is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, executive coaches, and corporate wellness directors. He works to simplify the complex world of money, which he sees as an emotional lightning rod and one of our most nebulous social institutions. He’s also the author of The Geometry of Wealth, where he explores how money figures into a happy life. He shares a new perspective when it comes to achieving what he calls true wealth and proposes a unique way to help people bring purpose an...2020-08-311h 04
Resolve Riffs Investment PodcastReSolve's Riffs on Nepotism and Return Chasing in Institutional Manager Selection with Brian Portnoy (EP.28)This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day. Despite the common understanding – and ubiquitous disclaimers – that past performance is not indicative of future returns, it is well documented that performance chasing can be almost considered a fundamental law of capital allocation among institutional and retail investors alike. It is also an open secret in the industry that well-connected managers are much more likely to receive institutional allocations than obscure ones. To discuss and shed some light on a recent whitepaper that explores these topics...2020-07-281h 13
Journey To LaunchThe Geometry of Wealth: How to Shape a Life of Money and Meaning with Brian PortnoyThis week on the Journey to Launch Podcast, Brian Portnoy simplifies the complex world of money. Brian has over two decades of experience in the personal finance space, and he’s also an investor, educator, writer, and entrepreneur. In his book, The Geometry of Wealth, he tackles the challenges of making better investment decisions and how money fits into a joyful life. In this episode, we go beyond the numbers and talk about the behavioral science behind your relationship with money. Learn how your behavior impacts your ability to become wealthy and why your brain chooses survival ove...2020-07-0855 min
Beyond the CrisisE01 - Shaping a Life of Money and Meaning with Brian PortnoyBrian Portnoy is a financial educator and author of two books: The Investor's Paradox and The Geometry of Wealth. In this episode, we discuss the difference between being rich and being wealthy, why Brian defines true wealth as "funded contentment" and how we can use this crisis to align our money with the 4 C's the fuel a meaningful life.2020-06-2728 min
Standard Deviations with Dr. Daniel CrosbyNeil Bage and Brian Portnoy - Finance in the Time of Coronavirus: Essential Advice for Protecting Your WealthTune in to hear:
Ways investors can confront their fear of loss aversion when this fear holds them back
How financial professionals can have meaningful conversations with their clients about times of great market uncertainty and volatility, like what we are seeing as a result of coronavirus
Is there a such thing as too much communication with clients during times of uncertainty and unrest?
Coronavirus has allowed many people extra time to take stock of their lives and priorities - will this “great pause” shift the way our culture views money?
...2020-06-2241 minThe Rational Reminder PodcastDr. Brian Portnoy: Underwriting a Meaningful LifeEven though we learn that money is merely a means of exchange, a store of value, or a unit of account, it’s so much more than this. Money captures so much of what we grapple with like hope, joy, fear, regret, and envy, yet it’s widely surveyed as being the least spoken-about issue when compared to religion, mortality, and marriage. Dr. Brian Portnoy, the author of The Geometry of Wealth, joins us today to share his view on wealth, which moves past the conventional understanding of accumulation. We kick off the show by discussing some of Brian’s rese...2020-06-1159 min
Capital Allocators – Inside the Institutional Investment Industry[REPLAY] Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)Brian Portnoy Brian is currently the Director of Investment Education at $100B investment solutions provider Virtus Investment Partners, where he strives to simplify the complex world of money in an effort to help investors make better decisions and lead a joyful life. For the past two decades, he has held senior investment, research, and strategy roles in the hedge fund and mutual fund industries at Chicago Equity Partners, Mesirow Financial, and Morningstar. Brian is the author of “The Investor’s Paradox,” a book about manager selection rooted in choice theory. His second book, “The Geometry of Wealth” hits electronic...2020-04-2059 minThe Good Life Podcast with Sean MurrayTGL001: Wealth and Happiness with Brian PortnoyToday’s show is co-hosted by my colleague, Stig Brodersen, from the popular podcast, We Study Billionaires. Stig and I talk with Brian Portnoy, the director of Education at Magnetar Capital, a $13 Billion hedge fund and the author of The Geometry of Wealth: How to Shape a Life of Money and Meaning. Brian explores the role of money in a happy life.IN THIS EPISODE, YOU'LL LEARN:The role of meaning in a happy lifeThe difference between experienced happiness and reflective happinessWhat changes when you reach, roughly, $75,000 in annual incomeHow to avoid the hed...2020-01-0642 minThe Retirement Café PodcastHow money figures into a joyful life, with Brian PortnoyDo you ever feel that there is just too much information and choice today? Behavioural finance expert Brian Portnoy has found a way to achieve simplicity in our world of information overload and shares his perspective in two fascinating books The Investor's Paradox and The Geometry of Wealth. In his books, Brian successfully tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. And explains how the two tasks - tackling the big questions about a joyful life and tending to financial decisions - are who...2019-10-1521 min
Living Fully ConversationsSimplifying the Complex World of Money with Brian PortnoyOne of the main reasons people seek out financial professionals is because money can be so complicated.
A great financial advisor is someone you can trust. A person who can listen and translate what you want and need in your life into actionable plans, and who understands your values and how to align your money with them. It can go beyond being an advisor to what I consider being a confidant.
Financial advisors aren’t traditionally well versed in the emotional and psychological connections to money. But, we are starting to see more and more advisors make their clients’ overall happ...2019-08-1244 min
The New ManWhat’s the Difference Between Rich and Wealthy? – Brian PortnoyBrian Portnoy, author of Geometry of Wealth discusses the difference between being rich and wealthy, funding contentment, and answering the question, “Am I going to be okay?”
Crush procrastination and mental resistance. Click here to learn the same mindset principles that Tripp Lanier uses with his coaching clients — including Navy SEALs, entrepreneurs, and influencers.
https://www.thenewmanpodcast.com//resistance2019-08-0600 min
The New ManWhat’s the Difference Between Rich and Wealthy? – Brian PortnoyBrian Portnoy, author of Geometry of Wealth discusses the difference between being rich and wealthy, funding contentment, and answering the question, “Am I going to be okay?”
Crush procrastination and mental resistance. Click here to learn the same mindset principles that Tripp Lanier uses with his coaching clients — including Navy SEALs, entrepreneurs, and influencers.
https://www.thenewmanpodcast.com//resistance2019-08-0600 minThe Compound and FriendsTrue Wealth is "Funded Contentment" (with Blair and Brian Portnoy)Blair duQuesnay catches up with Brian Portnoy to discuss some of the biggest challenges in defining wealth, finding happiness in our success and being aware of the fact that we seem to always want more.Talk to Blair here:https://ritholtzwealth.com/team/blair-duquesnay/Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in...2019-05-3110 min
Reasonably Happy with Paul OllingerBrian Portnoy, author "The Geometry of Wealth"Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Head of Education at Magnetar Capital and has spent the last 25 years as educator, investor, and strategist. He holds a doctorate from the University of Chicago and currently lives on the north side of Chicago with his wife and three children. finEDge financial literacy: https://finedge.uchicago.edu...2019-05-2146 min
Money Matters Top Tips with Adam TorresBrian Portnoy, CFA Head Of Education at Magnetar CapitalBrian Portnoy, CFA Head Of Education at Magnetar Capital is interviewed in this episode. Brian articulates and engineers simplicity in a complex world. He is a writer, educator and investor.
Follow Adam on Instagram at Ask Adam Torres for up to date information on book releases and tour schedule.
Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor
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Support this podcast: https://anchor.fm/moneymatters/support2019-03-1313 min
Becoming Referable PodcastBrian Portnoy on Funded ContentmentBrian Portnoy, Ph.D., CFA, is an author, speaker, and Director of Investment Education at Virtus Investment Partners, a $100 billion investment solutions platform. He has held senior investment, research, and strategy roles at Chicago Equity Partners, Mesirow Financial, and Morningstar. His books are titled The Investor’s Paradox and The Geometry of Wealth. Takeaway Quote: “Almost [...]
The post Brian Portnoy on Funded Contentment appeared first on Becoming Referable.2019-01-1038 min
Top Investment Podcasts 2018Brian Portnoy - The Geometry of Wealth: How to Build Lasting Financial Prosperity Podcast: Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this?)Episode: Brian Portnoy - The Geometry of Wealth: How to Build Lasting Financial ProsperityPub date: 2018-09-25Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThis week on Standard Deviations, Dr. Crosby speaks with Brian Portnoy, Ph.D., CFA, an expert at simplifying the complex world of money.
In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but als...2018-12-1341 min
My Worst Investment Ever PodcastBrian Portnoy – The Risk of Concentrated BetsBrian Portnoy is the Director of Investment Education at Virtus Investment Partners, where he develops the firm’s content on behavioral finance and investment solutions. Mr. Portnoy has worked in the mutual fund and hedge fund industries for the past 18 years. Prior to joining Virtus in 2014, he held senior investment and strategy roles, including at Mesirow Financial and Morningstar. Brian is the author of The Geometry of Wealth: How to Shape a Life of Money and Meaning. Published in summer 2018, the book explores how money figures into a happy life. He also published in 2014 The Investor’s Paradox: T...2018-11-0127 min
Financial AutonomyMoney & happiness - Brian Portnoy - The Geometry of Wealth - Episode 64Episode 64 – Money & happiness - Brian Portnoy - The Geometry of Wealth I am joined by author Brian Portnoy in this episode as we talk about his book on money and happiness called The Geometry of Wealth. In this interview we cover: What is “The Geometry of Wealth” about and what led and triggered him to write it. An elaboration of “Adaptive Simplicity”. The 4 C’s of the happiness element and how to practically apply it in our life. An explanation of the biggest definition of the book and the 3 symbols - circle, triangle and square. What...2018-10-2443 min
Standard Deviations with Dr. Daniel CrosbyBrian Portnoy - The Geometry of Wealth: How to Build Lasting Financial ProsperityThis week on Standard Deviations, Dr. Crosby speaks with Brian Portnoy, Ph.D., CFA, an expert at simplifying the complex world of money.
In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. He is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as educator, investor, and strategist.
He holds a doctorate from the University of Chicago and currently lives on the north side...2018-09-2541 min
Afford AnythingHow to Make Better Decisions -- with Dr. Brian Portnoy#152: Dr. Brian Portnoy is an expert in making decisions. He holds a Ph.D. from the University of Chicago, he's a Chartered Financial Analyst, and he's the Director of Investment Education at Virtus Investment Partners. Dr. Portnoy joins me on the podcast to discuss how to make smarter decisions -- not only about investments, but also generally in life. How do we sharpen our decision-making skills? How do we improve our critical thinking processes? Here are some of the takeaways from our conversation. 1. Beware of resulting. Great results can come...2018-09-241h 12
The Unmistakable Creative PodcastBrian Portnoy: The Geometry of WealthMoney is a sensitive topic for many. How can those in poverty or those who live paycheck to paycheck still find joy? And how are billionaires sometimes some of the unhappiest people? Brian Portnoy has studied finances and money, and he’s mastered the art of simplifying the complex discussions and topics around money. He discusses the difference between being rich and being wealthy, finding joy in your circumstances, and much more.Brian Portnoy is an expert at simplifying the complex world of money. He’s the author of two books, The Investor’s Para...2018-08-2900 min
Wellness for Financial GrownupsCareer switch in a judgement free zone with Geometry of Wealth author Brian PortnoyGeometry of Wealth author Brian Portnoy invested time and money in an academic career, but made a career change that got a lot of backlash. But looking back that judgement only makes him more sure he made the right move. For more information, visit the show notes at https://www.bobbirebell.com/podcast/brianportnoy2018-08-2412 min
So Money with Farnoosh Torabi769: Brian Portnoy, Author, The Geometry of WealthCan money buy happiness? Really? Today, I’m interviewing behavioral finance expert and author Brian Portnoy. Brian’s new book, The Geometry of Wealth: How To Shape A Life Of Money And Meaning. In it he explains how money might not be the source of happiness...But money *can* fund contentment.
Brian is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as an educator, investor, and strategist. He holds a doctorate from the University of Chicago...Coming up next: his 3-step method for achieving true wealth...It involves shapes. And how much money...2018-08-1531 min
So Money with Farnoosh Torabi - Stories of Personal Finance, Entrepreneurship, Financial Success, and Money Strategy769: Brian Portnoy, Author, The Geometry of WealthCan money buy happiness? Really? Today, I’m interviewing behavioral finance expert and author Brian Portnoy. Brian’s new book, The Geometry of Wealth: How To Shape A Life Of Money And Meaning. In it he explains how money might not be the source of happiness...But money *can* fund contentment. Brian is currently the Director of Investment Education at Virtus Investment Partners and has spent the last 25 years as an educator, investor, and strategist. He holds a doctorate from the University of Chicago...Coming up next: his 3-step method for achieving true wealth...It involves shapes. And how...2018-08-1530 min
Inspire Nation Show with Michael SandlerHOW TO WRAP YOUR MIND AROUND MONEY & DISCOVER TRUE WEALTH!!! Brian Portnoy | Health | Inspiration | Self-Help | InspireIf you’ve ever wanted greater wealth and contentment in your life, then do we have the Geometry of Wealth show for you! Today I’ll be talking with Brian Portnoy financial expert, educator, analyst, investor, and entrepreneur, the author of The Investor,s Paradox, and the brilliant book on getting your financial life in order The Geometry of Wealth. And that’s just what I want to talk with him about today, about how to shape a life of money and meaning, and find contentment in the process. The Geometry of Wealth Self-I...2018-08-1000 min.jpg)
All About Your Benjamins™The Geometry Of Wealth With Brian Portnoy (017)On the seventeenth episode of All About Your Benjamins The Podcast I'm joined by Brian Portnoy, Director of Investment Education for Virtus Investment Partners. In addition to his role with Virtus, Brian is also an esteemed author, and I asked him to join me to discuss his newest book, The Geometry Of Wealth.
As you will hear me mention in the podcast, I think The Geometry Of Wealth should be required reading before beginning down the financial planning path. Understanding why humans view money they way we do is an important concept that can have a positive impact on a financial...2018-06-191h 00