Quarterly Letter – First Quarter 2026
1st Quarter 2026 – Quarterly Letter [PDF]Download
FROM JOHN BIRD’S DESK
The April 2026 issue of The Atlantic has a piece by McKay Coppins titled “Sucker – My Year as a Degenerate Gambler”. McKay does not fit a stereotypical gambler profile. A self-described “suburban dad with four kids, a...
How to Become a Better Financial Advisor
On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore how advisors can improve their own decision-making, coach clients through unce...
Brian Portnoy on Emotional Intelligence, Wealth & Financial Advisors
Is money the most emotionally charged topic in your life? According to behavioral finance expert Brian Portnoy, the data says yes — more so than politics, mortality, or religion.
In this episode, Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, joins us to u...
Brian Portnoy: Why Being Wealthy Is Different from Being Rich
Brian Portnoy, author of The Geometry of Wealth, explains why the pursuit of more keeps us on a hedonic treadmill while true wealth means funded contentment. He breaks down his four Cs framework—connection, control, competence, and context—and shares how his experiences with billionaires and fami...
Are You Solving the Right Problem First? Ask Dr. Brian Portnoy
Technical expertise may earn a client's confidence, but human connection earns their trust.
In this episode of the PFP Podcast, Cary Sinnett continues his conversation with Dr. Brian Portnoy, author of The Geometry of Wealth, exploring how CPA financial planners can move beyond numbers and into ...
#68 — Brian Portnoy: A Behavioural Finance Expert on How to Shape a Life of Money and Meaning
Our guest this episode is Brian Portnoy — behavioural finance expert, founder and CEO of Shaping Wealth and author of "The Geometry of Wealth" and "The Investor's Paradox." Brian holds a PhD from the University of Chicago, is a CFA charterholder and spent more than two decades in the financial in...
Episode 492: The Geometry of Wealth: How to Shape a Life of Money and Meaning with Brian Portnoy REWIND
In this week's episode, Brian Portnoy simplifies the complex world of money. Brian has over two decades of experience in the personal finance space, and he's also an investor, educator, writer, and entrepreneur. In his book, The Geometry of Wealth, he tackles the challenges of making better inv...
The Geometry of Wealth Audiobook by Brian Portnoy
Listen to full audiobook for free : https://litupbook.com/free Title: The Geometry of WealthSubtitle: How to Shape a Life of Money and MeaningCategories: Finance, Investing, Personal FinanceAuthor: Brian PortnoyNarrator: Jack AresPublisher: Harriman House LtdRelease date: 02-04-2019Language: Engl...
The Geometry of Wealth Audiobook by Brian Portnoy
Listen to full audiobook for free : https://litupbook.com/free Title: The Geometry of WealthSubtitle: How to shape a life of money and meaningCategories: Finance, Investing, Investment Strategy, Money ManagementAuthor: Brian PortnoyNarrator: John ChancerPublisher: Harriman HouseRelease date: 09-1...
How to Make Better Decisions -- with Dr. Brian Portnoy
#152: Dr. Brian Portnoy is an expert in making decisions. He holds a Ph.D. from the University of Chicago, he's a Chartered Financial Analyst, and he's the Director of Investment Education at Virtus Investment Partners. Dr. Portnoy joins me on the podcast to discuss how to make smarter decision...
