155: The Geometry of Wealth with Brian Portnoy
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 31 August 2020
⏱️ 64 minutes
🔗️ Recording | Apple Podcasts | RSS
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Summary
Brian 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 and practice into alignment.
Today, Brian joins the podcast to talk about his work. We unpack the emotions that come up when we talk about money, why our finances and our search for meaning and fulfillment go hand in hand, and how we can rescript the narratives around retirement to feel happier at every stage of life.
Show Notes: Howardbailey.com/155
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Transcript
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| 0:00.0 | Welcome to the Retire with Purpose podcast, a show specifically designed to help free retirees and retirees maximize their financial confidence. |
| 0:14.4 | Casey Wheat is a certified financial planner and president of Howard Bailey Financial. |
| 0:18.3 | His newest book, Job Optional, is a Wall Street Journal bestseller |
| 0:22.1 | and is available now on Amazon and at Retirewithpurpose.com. He's your host on Retire with Purpose. |
| 0:29.0 | Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. |
| 0:36.0 | Join me this week and every week as we discuss thoughts and ideas |
| 0:40.3 | with some of today's foremost experts in the field of finance and retirement, as well as discussing |
| 0:46.2 | trending topics that could impact your bottom line. These discussions can help you make |
| 0:51.7 | better financial decisions so you can live the lifestyle you've always imagined and deserved. |
| 0:57.9 | Welcome to the show. |
| 1:02.1 | Today's guest is Dr. Brian Portnoy. |
| 1:05.3 | He is the founder of Shaping Wealth, a financial wellness platform that provides coaching for financial advisors, |
| 1:12.3 | executive coaches, and corporate wellness directors. He works to simplify the complex world of money, |
| 1:19.4 | which he sees as an emotional lightning rod in one of our most nebulous social institutions. |
| 1:26.8 | Well, I hope this fixes that for you. He is also |
| 1:30.3 | the author of The Geometry of Wealth, one of my absolute favorite reads this year, where he |
| 1:37.7 | explores how money figures into a happy life. And this book really got me thinking. It's not one |
| 1:44.0 | that you can just scan through, like many me thinking. It's not one that you can just scan through, |
| 1:45.9 | like many financial books. It's going to make you get deep. And I really love that about this book. |
| 1:51.7 | He shares a new perspective when it comes to achieving what he calls true wealth and proposes |
| 1:58.1 | a unique way to help people bring purpose and practice into alignment. |
| 2:03.1 | As such, this is a perfect focal point for our discussion today. |
... |
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