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Jan 2021
44m 11s

Behind the Scenes Look at How Money Expe...

Shari Rash, Money Podcast for Women, Personal Finance, Relationships & Mental Health
About this episode

Raise your hand if you like snooping on other people as much as I do. There’s something about having a behind the scenes look at people’s lives that is exciting, and when it comes to investing, who wouldn’t want to know how other’s invest their money. Brian Portnoy, behavior finance expert and co-editor of the book How I Invest My Money, will take us on a little snooping adventure in this episode to look at how others invest their money.

About Brian

Our guest on the podcast today is author Brian Portnoy, CFA, P.hD. Brian has written two books on the field of behavioral finance, The Investor's Paradox, and The Geometry of Wealth. He's also the editor of a forthcoming book of essays about how financial experts invest their own money called How I Invest My Money.

Brian is the founder of Shaping Wealth, a financial-wellness platform that works with individuals and organizations to make better money decisions. For more than two decades, Brian has worked in the hedge fund and mutual fund industries as a portfolio manager and educator. He was also our colleague at Morningstar in the early 2000s. He's a CFA charter holder and earned his doctorate at the University of Chicago.

What You'll Learn

  • Find out how other financial experts spend, save, and invest their money
  • Learn about the power of your money story
  • Find ideas to use for your money journey
  • Hear how Brian turned his childhood money experience into a successful career


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Episode Sponsor

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