Our latest thoughts on minds, markets, and miscellanea.

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...

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?”...

Empathy in Shaping Wealth with Brian Portnoy

Empathy is the modern financial advisor's superpower.

Creating more self-awareness to drive better client relationships

In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth.

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.

Clinical Psychologist Shares the Science Behind Behavior Change

Dr. Joy Lere discusses how the mind works, how our beliefs are formed...

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...

Standard Deviations Podcast

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Dr. Brian Portnoy.

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.

Voice from the Hills Podcast

Brian Portnoy discusses the importance of funded contentment.

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...

Informed Choice Radio Interview

Brian Portnoy and Neil Bage discuss Funded Contentment with Informed Choice Radio Host, Martin Bamford.