Brian Portnoy – Financial Wellbeing Is Your Gateway to a Meaningful Life
Brian Portnoy – Financial Wellbeing Is Your Gateway to a Meaningful Life

Brian Portnoy – Financial Wellbeing Is Your Gateway to a Meaningful Life

steve

43 min
Investing & Markets
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<p><strong>BIO: </strong>Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money.</p><p><strong>STORY:</strong> 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.</p><p><strong>LEARNING:</strong> Put thought into your financial well-being.</p><p>&nbsp;</p><blockquote class="ql-align-center"><strong>“The driving assumption of most economics is that more is better. We know that that’s not true.”</strong></blockquote><blockquote class="ql-align-center">Brian Portnoy</blockquote><p>&nbsp;</p><h2>Guest profile</h2><p><a href="https://www.linkedin.com/in/brianportnoy/" rel="noopener noreferrer" target="_blank"><strong>Brian Portnoy</strong></a> is the founder of <a href="https://www.shapingwealth.com/" rel="noopener noreferrer" target="_blank">Shaping Wealth</a>, a learning technology platform transforming the human experience of money.</p><p>He is one of the world’s leading experts on the psychology of money.</p><p>He has written multiple bestselling books, including <a href="https://amzn.to/3H6edb2" rel="noopener noreferrer" target="_blank"><em>The Geometry of Wealth</em></a>, and has 20+ years of experience as an investor and educator in the hedge fund and mutual fund industries.</p><p>He is a CFA Charterholder and earned a Ph.D. at the University of Chicago.</p><p>Brian Portnoy was one of our first guests on the My Worst Investment Ever podcast. He shared his experience with us in <a href="https://myworstinvestmentever.com/ep17-brian-portnoy-the-risk-of-concentrated-bets/" rel="noopener noreferrer" target="_blank">episode 17.</a> Four years later, he joins us again, and in today’s episode, we catch up on what he’s been up to.</p><h2>Getting into the world of social psychology, neuroscience and behavioral finance</h2><p>Brian got into social psychology, positive psychology, and ne

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