Money and meaning are often treated as separate conversations, but what if they were deeply connected?

How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment?

In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers.

Brian shares:

• His multifaceted career journey and how it led to founding Shaping Wealth
• The profound difference between being rich and being wealthy
• The concept of funded contentment and its transformative impact
• Insights on guiding the next generation toward meaningful financial planning
• The paradigm shift in financial planning from a product-focused approach to a relationship-centered one 
• And more!

Resources:

• Mitlin Financial  
• The JOY and Productivity Journal by Lawrence Sprung 
• Download Your Free Copy of the Couple’s JOYful Money Guide
• The Geometry of Wealth: How to shape a life of money and meaning Paperback by Brian Portnoy

Connect with Larry Sprung: 

• LinkedIn: Larry Sprung
• Instagram: Larry Sprung
• Facebook: Larry Sprung
• X (Twitter): Larry Sprung

Connect with Brian Portnoy: 

• LinkedIn: Brian Portnoy
• X: Brian Portnoy
• Instagram: Brian Portnoy
• Website: Shaping Wealth

About our Guest:

Brian Portnoy, Ph.D., CFA, is an expert in the psychology of money. He is the founder of Shaping Wealth, the global wealth industry's premier learning & training platform for human-first financial guidance. Brian’s three behavioral finance books have been published in 15 languages, and one of them, The Geometry of Wealth, inspired his current venture. He previously worked for nearly 20 years in the hedge fund and mutual fund industries as an investor, researcher, and educator. He serves on the ambassador’s council of the Alliance for Decision Education, is a CFA Charterholder, and is a member of the Economic Club of Chicago. Brian earned his doctorate at the University of Chicago and his undergraduate degree at the University of Michigan.

Disclosure:

Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.