This week, I sat down with Brian Portnoy, founder of Shaping Wealth and author of The Geometry of Wealth.
Brian’s big idea? Wealth isn’t about more. It’s about enough. We discussed,
The human side of money
What “funded contentment” really looks like in everyday life
Why advisors should be guides to meaning, not just portfolio managers
And how parents can teach kids about money without passing along stress
Here’s the kicker: Brian believes that the most important financial decision isn’t “What should I invest in?” but “What do I want my money to do for me?”
Advisors, parents, investors - anyone seeking to rethink their relationship with money will find our conversation of value. Tune in to the latest episode of Bangers Only today.
Timestamps
(0:00) Intro
(0:22) Welcome, Brian Portnoy
(0:56) The Human Side of Money
(3:30) Financial Planning for Great Life Outcomes
(5:11) Investment Management Is Not Wealth Management
(7:00) Family Office Complexities
(9:33) Trust Is The Ultimate Social Currency
(11:03) Not How, But Why I Invest My Money…
(15:15) What’s Enough? It’s Never A Number
(19:26) Maintaining Generational Wealth
(21:55) Supporting The Next Generation
(25:40) Cutting The Card
(28:08) Connect with Brian
