How to Shape a Life of Money and Meaning

Enterprising Investor

English - June 25, 2019 13:55 - 22 minutes - 10.5 MB - ★★★★ - 50 ratings
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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.