Mitlin Money Mindset
Finding True Wealth with Brian Portnoy
Key Takeaways
- 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
Meet the Guest
Brian Portnoy
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.
Show Notes
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.
Resources
Learn more about Larry Sprung's book, "Financial Planning Made Personal."
The JOY and Productivity Journal by Lawrence Sprung
JOYful Finances for Couples
The Geometry of Wealth: How to shape a life of money and meaning Paperback by Brian Portnoy
About the Podcast
Welcome to Mitlin Money Mindset®️! With your host, Larry Sprung, CFP®️, Founder and Wealth Advisor at Mitlin Financial Inc®️. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey.
Each week, he’ll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don’t just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you’re saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you’re in the right place.
We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did you do today that brought you joy?®️