Investing, Speculating, Money, and Luck with Brian Portnoy, Founder of Shaping Wealth


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On 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 efficiently and effectively with their clients.

In today’s episode we discuss:

· Whether money can buy happiness
· Brian’s 4C’s to building a meaningful life
· What’s the difference between being rich and being wealthy
· Investing vs Speculating
· Why luck is more important than you think

If you enjoy today’s episode please drop us a rating and a quick review, it goes a long way as we continue to grow the podcast.

Finally, if you have any guest suggestions feel free to leave them in the comments or drop me a message, my DMs are always open.

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