Shaping WealthOct 23, 2023Transforming the human experience of moneyIn this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA...
Shaping WealthMay 16, 2023Happiness in Retirement with Neil BageThe brilliant Neil Bage, co-founder of Shaping Wealth, recently joined Dan Haylett for an episode of the “Humans vs. Retirement” podcast...
Shaping WealthMay 16, 2023The 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 WealthSep 26, 2022Empathy in Shaping Wealth with Brian PortnoyEmpathy is the modern financial advisor's superpower.