Summary

In this episode of the Human vs Retirement podcast, Dan interviews author and behavioural finance expert Brian Portnoy. Dan introduces Brian as an expert in simplifying the complex world of money, and the two delve into his book "The Geometry of Wealth." Throughout the episode, Brian shares insights from his years of experience coaching and mentoring people on financial wellness, offering tips and wisdom on how to overcome the behavioural, emotional, and financial challenges of retirement and specifically delves into his contentment framework of the 4 C’s.

What You’ll Learn

The listener will learn about:

• Retirement planning

• The challenges of retirement

• The importance of finding purpose beyond financial stability

• The four sources of contentment in life

• The relationship between money, work, contentment, and happiness

• The role of adaptation in retirement planning.

• The need to question whose script you are living

• To be an editor of one's own life narrative.

Useful Resources

• Buy Brian’s books The Geometry of Wealth, The Investors Paradox, and How I Invest My Money

• Subscribe to the Humans vs Retirement podcast on Apple Podcasts and Spotify

• Download for free my 7 Step RetirementGPS Toolkit

• Subscribe to my fortnightly newsletter Stay The Course

Connect With Brian

• Connect with Brian on LinkedIn

• Connect with Brian on Twitter

Connect With Me

• TFP Financial Planning

• LinkedIn

• Twitter

• Book in a chat with me if you want a conversation about your retirement.

• Email at dan@tfp-fp.com

About My Guest

Brian Portnoy is the founder of Shaping Wealth, a financial wellness platform that engages with individuals and organizations to make better money decisions. In his two highly acclaimed books in the field of behavioural finance, The Investor’s Paradox and The Geometry of Wealth, he tackles the challenges of making better financial decisions and figuring out how money fits into a joyful life. He has served as keynote speaker, seminar leader, and coach to thousands of investors on topics ranging from portfolio strategy to the connection between money and happiness. Brian has worked in the hedge fund and mutual fund industries for more than two decades. He is a CFA Charterholder, earned his doctorate at the University of Chicago, and serves on the advisory board for the Alliance for Decision Education. He lives in Chicago with his wife and three children.