In today's episode, Jeff welcomes bestselling author and founder of Shaping Wealth Brian Portnoy, Ph.D., CFA to discuss the difference between being "rich" and being "wealthy". Brian is an expert at simplifying the complex world of money. In the episode, Brian touches on a concept from his book The Geometry of Wealth: How to shape a life of money and meaning, that the true meaning of wealth is "funded contentment", the ability to underwrite a meaningful life.

As humans, we can get stuck on the hedonic treadmill when no matter what we pursue in life, even when we achieve our goals, we are always left wanting the next thing. Why won't money and stuff alone make you happy? Brian lays out a 3-step iterative process that everyone can follow to help align or calibrate the life you want to live with your balance sheet and portfolio.