Money and meaning are often treated as separate conversations, but what if they were deeply connected?
How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment?
In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers.
Brian shares:
- His multifaceted career journey and how it led to founding Shaping Wealth
- The profound difference between being rich and being wealthy
- The concept of funded contentment and its transformative impact
- Insights on guiding the next generation toward meaningful financial planning
- The paradigm shift in financial planning from a product-focused approach to a relationship-centered one
- And more!
Related: Retirement, Reinvented: Smart Financial & Lifestyle Planning