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Episode 138 - Brian Portnoy, CFA®, Shaping Wealth
Wicked Pissah Podcast
English - January 17, 2023 18:21 - 46 minutes - 42.3 MB - ★★★★★ - 9 ratingsInvesting Business financialadvisors fpama investmentadvisors Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
FPA Massachusetts Past President Jeff Tomaneng is joined by educator, entrepreneur, writer, and investor, Brian Portnoy, CFA®. Brian is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money, combining science and story to show people how to underwrite a meaningful life through "Funded Contentment."
https://www.shapingwealth.com/