Will the real Portnoy please stand up? This week's guest may not be rating pizzas worldwide in one bite, but he is an expert at simplifying the complex world of money — we're sitting down with the one and only Brian Portnoy, Ph.D., CFA. Brian(@brianportnoy) is the founder of Shaping Wealth, a coaching and content platform inspiring financial well-being globally. He also has multiple bestselling books on the psychology of money, most notably The Geometry of Wealth (which has been published in 8 different languages.)

For this interesting chat, Jeff and Brian dive into YOLOers needing to take some form of agency, where Crypto falls in the 7 dimensions of money life, behavioral conversations (rich vs. wealthy), Financial literacy, the happiness equation, investment expectations, and so much more! Plus, we get exclusive insight into how Brian is "Shaping Wealth" — SEND IT!

Chapters:

00:00-01:49 = Intro

01:50-08:00 = The Real Portnoy

08:01-20:06 = Taking some form of Agency & Does Crypto fall into the 7 Dimensions of money life?

20:07-36:36 = Behavioral conversations, Rich vs Wealthy: the Geometry of Wealth & Achieving funded contentment

36:37-46:59 = Youth financial literacy & Behavioral bias with institutional investors

47:00-01:02:10 = The happiness equation, Investment expectations & Offense vs Defense investing

01:02:11-01:08:43 = Behavioral framework

Follow along with Brian on Twitter @brianportnoy and for more information on Shaping Wealth, please visit shapingwealth.com

Check out Brian's book, The Geometry of Wealth

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