Brian 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’s Portnoy twitter: https://twitter.com/brianportnoy

Brian Portnoy’s book: The Geometry of Wealth