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Enterprising Investor


Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

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.