S02E02 - Brian Portnoy - How to Shape a Life of Money and Meaning

Send us a text

I’ve described this podcast as being ‘inspired conversations at the intersection of money, business, family, and life’ and none better sum up that complex blend than the one I had recently with Brian Portnoy.

Brian is a coach, consultant, entrepreneur, and author of one of the best books I’ve ever read on all things financial and our behaviour around money. - The Geometry of Wealth.

A recent study confirmed that 73% of people say money is the most stressful factor in life - more stressful than death, politics, or religion - and it’s either the first or second most important issue behind divorce.

As a business owner, you're going to be dealing with money issues every day and if you do have a liquidity event through a business sale or external investment then you need a playbook to help you manage the issues.

This conversation is a highly practical source to help you navigate the uncertain terrain ahead. During the interview, Brian explains:

• How to define true wealth and how you can define it for yourself
• A 3-step mental model to help you build a path to achieve it 
• How to consider the question How Much is Enough?

And towards the end of the conversation, he provides a detailed breakdown of a process that every business owner must undertake way before they sell their business or retire - don’t miss that, it’s pure gold.

Links:

The Geometry of Wealth: How To Shape A Life Of Money And Meaning Paperback – 11 Jun. 2018

Shaping Wealth

Your Future Self: How to Make Tomorrow Better Today , Hershfield, Hal - Amazon.com

The Happiness Equation: Want Nothing + Do Anything=have Everything Paperback

Eudaimonia - Wikipedia

This podcast is produced by GR Media
Sponsored by Capital Asset Management