Welcome Back to the Wealth Actually Podcast- This episode marks a big milestone.  We have hit the 100th EPISODE. I was pleasantly surprised to see that we have been downloaded in all 50 states and 114 countries. A big thank you to everyone who listens. As always, it’s great for the show’s momentum if you subscribe, leave reviews and share.

For this 100th episode, I’m thrilled to have my friend, BRIAN PORTNOY, on the podcast. We talk about the next phase of behavioral psychology in the wealth management industry, the formation of his new company, SHAPING WEALTH, and his entrepreneurial journey.

Brian is one of the world’s leading experts on the psychology of money.  

He has written multiple bestselling books, including The Geometry of Wealth,

Brian is a CFA Charterholder and earned a PhD at the University of Chicago.

Last but certainly not least, he is the founder of the wealth education firm, Shaping Wealth which we’re going to talk about here.


-Describe what “Shaping Wealth” does? How is it grounded in your book’s teachings?

-What is the problem that the Wealth Advice industry has that SA is addressing?

-How does reframing the psychology of “enough” advance financial advice for people?

-How do advisors evolve to think more “psychologically” and with longer term legacy time horizons?

– How does Shaping Wealth integrate with the tools that advisors use to advise their clients?

-The entrepreneurial path- what is it like going down this road?

-What is the experience of building a company off of your vision/IP?

-What has been fun? What has been challenging?


– How do we stay in touch? How do advisors reach out to you?


@BRIANPORTNOY on twitter

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