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.

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