With behavioral finance only formally discovered as early as 50 years ago, there’s been almost a lack of conversation around it. At the end of the day, after people invest, the question that’s asked runs more along the lines of “Is this enough?” and, “Am I going to be okay?”
In this episode, I’m joined by Brian Portnoy, the founder of Shaping Wealth, and the author of books that discuss and talk about behavioral finance. With over 15 years of experience, Brian coined the term funding contentment as a way to really hook people into understanding the relevance of how our earning abilities affect both our happiness and our peace of mind.
Jump in on our conversation as Brian shares with us how we can underwrite a life that is meaningful to us!
>> What is Behavioral Finance
>> Funding Contentment
>> Brian’s Business and Books
>> The advisor’s role in a dynamic wealth industry
>> Brian’s motivations
Connect with Susanne:
>> LinkedIn | Brian Portnoy, CFA
If you loved this episode, you have to listen to these episodes as well:
>> Episode 145: Building a Financial Planning Firm with Valerie Rivera
>> Episode 142: Life Planning: Looking Beyond Finances with George Kinder
>> Episode 68: Making the Financial Industry More Inclusive with Lazetta Braxton
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Want to chat with a fee-only financial planner? Shoot me an email at email@example.com Can’t wait to meet you.