Bridge over ocean
2 April 2019 Multimedia

How to Shape a Life of Money and Meaning

  1. Brian Portnoy, CFA

Getting rich and growing wealthy are not the same thing. As Brian Portnoy, CFA, explains, wealth is "funded contentment." It is the ability to underwrite a meaningful lifehowever 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.

The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

We’re using cookies, but you can turn them off in Privacy Settings.  Otherwise, you are agreeing to our use of cookies.  Accepting cookies does not mean that we are collecting personal data. Learn more in our Privacy Policy.