Jun 25, 2019
In Episode #366, Brian Portnoy, CFA, explains wealth is "funded contentment." It is the ability to underwrite a meaningful life however one chooses to define that. Being rich is having "more." In this episode, Dr. Portnoy discusses his latest book, The Geometry of Wealth, explains what drives a more meaningful life, and shares how financial advisers should be coaches who can help their clients underwrite a life of meaning.