Transforming the human experience of money
In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA...
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Our latest thoughts on minds, markets, and miscellanea.
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Shaping Wealth
May 16, 2023
Happiness in Retirement with Neil Bage
The brilliant Neil Bage, co-founder of Shaping Wealth, recently joined Dan Haylett for an episode of the “Humans vs. Retirement” podcast...
Shaping Wealth
May 16, 2023
The Psychology of Spending in Retirement with Dr. Joy Lere
“How do I give myself the permission to savor and enjoy what I have today while still being thoughtful and responsible about tomorrow?”...
Shaping Wealth
Sep 26, 2022
Empathy in Shaping Wealth with Brian Portnoy
Empathy is the modern financial advisor's superpower.
Shaping Wealth
Sep 14, 2022
Creating more self-awareness to drive better client relationships
In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth.
Shaping Wealth
Jul 4, 2022
Money and Emotions
In this episode, Dan and Jim talk to clinical psychologist Dr. Joy Lere about why money can be such an emotional subject to talk about.
Shaping Wealth
Jun 22, 2022
Clinical Psychologist Shares the Science Behind Behavior Change
Dr. Joy Lere discusses how the mind works, how our beliefs are formed...
Shaping Wealth
May 22, 2022
Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth
The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of...
Shaping Wealth
Apr 1, 2022
Standard Deviations Podcast
This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Brian Portnoy.
Shaping Wealth
Mar 30, 2022
The Long Term Investor Podcast
Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.
Shaping Wealth
Feb 25, 2022
Voice from the Hills Podcast
Brian Portnoy discusses the importance of funded contentment.
Shaping Wealth
Jan 14, 2022
Wealth Actually Podcast
For this 100th episode, Brian joined host Frazer Rice on the Wealth Actually podcast. They talked about the next phase of behavioral...
Shaping Wealth
Jun 24, 2021
Informed Choice Radio Interview
Brian Portnoy and Neil Bage discuss Funded Contentment with Informed Choice Radio Host, Martin Bamford.
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